Client-safe visibility without giving up working-plan control
Keep the working plan inside the agency and still present it cleanly outside.
Built for the agency tension between internal control, external clarity, overlapping client work, and approval-heavy workflows.
Branded outputs where presentation still matters
Better overlap visibility across account and production work
Placeholder: agency timeline with internal view, client view, and branded output callouts
Keep one working plan and a cleaner client view
Agencies need the internal plan to stay detailed while client visibility stays clear.
The agency keeps one working timeline
Teams do not need a separate client-safe schedule just to make the work presentable.
Clients can see what they need cleanly
Visibility and presentation improve without flattening access for everyone.
Overlapping client work is easier to reason about
Shared planning structure makes account overlap and capacity pressure more visible.
Built for the people agencies juggle
Different agency roles need different levels of detail from the same current plan.
Production team
Needs the working schedule with full detail and edit speed.
Account and client services
Need a presentable, current view for approvals and status discussions.
Client and stakeholder
Need clarity without inheriting the whole internal operating surface.
How agencies tend to use Planner
Keep it tied to client delivery and approval loops.
Build the campaign or production timeline once
Use the same working plan internally instead of rebuilding it for each audience.
Share the right version by stakeholder type
Use permissions, clean views, or branded outputs based on the review moment.
Keep the agency moving after feedback lands
Bring approval changes back into the same current plan rather than reconciling parallel copies.
Present the same plan more cleanly
Show how the same plan becomes client-safe without becoming another schedule.
Internal production view
Show the detailed operational schedule the agency works from day to day.
Placeholder: internal agency working schedule with detailed production fields
Client-facing review view
Show how the same timeline can become cleaner for external review.
Placeholder: client-safe timeline or permissioned review screen
Branded output for formal moments
Branded output is still useful in the review moments where presentation matters.
Placeholder: branded export or presentation-ready schedule output
Questions agencies actually ask
Straight answers on setup, fit, and workflow.
Can clients view without editing?+
Yes. Client visibility does not require client editing rights.
Does this replace branded outputs entirely?+
No. The better story is one working plan plus branded output where the workflow still needs it.
How does this help with overlapping accounts?+
A shared planning system makes timing, ownership, and capacity pressure easier to see across workstreams.
Give clients clarity without duplicating the plan for every review loop.
Use Planner when the agency needs one operational schedule internally and cleaner, safer visibility externally.