Verity for marketing agencies

Your team shipped the campaign. The client says they never approved it.

A marketing agency sells time and judgment, and both are hard to see. A brief arrives as a voice note, a design goes through five rounds in three chats, and a retainer quietly grows to twice what was agreed. Verity keeps the brief, the approval, the hours and the report on the same client record, so you can prove what was asked, what was approved and what it cost you.

Verity in one line

One system that knows every client, every campaign, every approval and every hour, and tells you which retainer is losing money before the month ends.

See your marketing agency in Verity See the 14 problems we solve

Free: we set up a working demo of your own business, on your own data, within 7 days. You pay only if your team decides to use it.

Your design tools, ad accounts and analytics stay where they are. Verity runs the agency around them.

Verity / Agency / This week

All clients

Live

Retainers under water

4 of 18

hours over sold

Invoices overdue

₹11.4 L

6 clients

Approvals waiting

23

9 older than 3 days

Reports due

7

this week

Hours used against hours sold, this month

  • Kaveri Jewels62 of 80 h
  • Brewline Cafés96 of 70 h
  • Nirmal Hospital45 of 70 h
  • Orbit Fitness134 of 120 h

Brewline Cafés is at 137% of sold hours with 9 days left in the month.

Review scope
  • Orbit Fitness, invoice of 3 Oct₹1.8 lakh, 41 days oldFollow up
  • Nirmal Hospital, slow replies2 reviews cancelled in 3 weeksWatch

Illustrative screen with sample figures. Yours is set up with your own clients, campaigns, retainers and team load.

How it runs today

The work is creative and the back office is a group chat.

A marketing agency of ten to sixty people usually has good people and a thin system. Briefs come by call, WhatsApp or email. A designer works from the last message they remember. A client replies "looks good" in a chat at 11 pm, and the post goes live at 9 am.

The facts that decide profit sit in separate places. The retainer amount is in the contract. The hours are in somebody's head or a timesheet that is filled on Friday. The approvals are in email. The monthly report is a slide deck built by hand from five dashboards. The founder is the only person who sees the whole client.

So the agency finds out late. The client who asked for "one small change" for the sixth time. The retainer that took 140 hours against 90 sold. The invoice that is 75 days old while the team still works on the next campaign. The campaign that went live with a claim the client had not cleared.

What most marketing agencies run on

  • WhatsApp groups per client
  • Email threads for approvals
  • Task board or a shared sheet
  • Dashboards from each ad platform
  • Timesheet or invoice spreadsheet

Each tool is fine for its own job. Nothing connects the client, the brief, the approval, the hours and the invoice.

14 problems, one by one

Where a marketing agency actually loses money.

These are the situations agency owners and account heads describe again and again. For each one: what it looks like, what it costs, and what Verity does about it.

  1. 01Briefs

    The brief is a voice note

    What it looks like

    A founder calls the account manager after dinner: "Do something for the Diwali sale, same as last year but better." The account manager passes it to the designer by WhatsApp. Nobody writes down the audience, budget, deadline or what success looks like.

    What it costs you

    Work built on a vague brief is redone. Example arithmetic: two redo rounds on a ₹40,000 project at ₹1,000 an hour of team cost is about 16 wasted hours, roughly ₹16,000.

    How Verity fixes it

    Every campaign starts as a brief record with goal, audience, budget, deliverables, deadline and owner. The brief must be marked complete before work is assigned, and every task links back to it.

    See the screen
  2. 02Briefs

    Two launches, one designer

    What it looks like

    Three clients want launches in the same week. The designer is booked on two of them without anyone noticing. On Wednesday one client is told the creative will be a day late.

    What it costs you

    A late launch costs goodwill, and the extra hours to catch up are usually unpaid overtime.

    How Verity fixes it

    Tasks carry an owner, an estimate and a date. Verity shows each person's load by week against the campaign calendar, so a clash shows when the work is planned, not on the day it is due.

    See the screen
  3. 03Approvals

    Approvals live in email and chats

    What it looks like

    A post is sent for approval on Monday. The client replies on WhatsApp to one line, by email to another, and the founder says "go ahead" on a call. The scheduled post goes out with the old line.

    What it costs you

    Wrong-version posts mean corrections, apologies and sometimes a client who takes the account elsewhere.

    How Verity fixes it

    Each deliverable has versions and an approval state: with team, with client, changes requested, approved. The approving person and date are recorded on the version, so only an approved version is released.

    See the screen
  4. 04Approvals

    "We never approved that"

    What it looks like

    A client disputes a campaign line after launch. The agency has screenshots in three chats and cannot show which version was cleared, by whom, or when.

    What it costs you

    Rework done for free, and a weaker position when the invoice is questioned.

    How Verity fixes it

    The approval history is part of the record: who approved which version, with comments and time. When a dispute comes, you open the deliverable and the trail is there.

    See the screen
  5. 05Retainers

    The retainer that keeps growing

    What it looks like

    A ₹1.2 lakh monthly retainer was agreed for twelve posts, one report and a monthly call. By month four it includes stories, two reels, a newsletter and weekend replies to comments.

    What it costs you

    Example arithmetic: if the team spends 130 hours on a retainer sold for 80, and an hour costs ₹900, the agency absorbs about ₹45,000 a month. A trade opinion piece describes the same pattern of retainers staying fixed while scope grows (PRmoment, 2024).

    How Verity fixes it

    Each retainer lists what is included. Work logged against it shows hours used against hours sold, and anything outside the list is marked as extra with an approval step before it is done.

    See the screen
  6. 06Retainers

    Nobody knows which clients make money

    What it looks like

    Revenue by client is easy. Cost by client is not. Time is logged on Friday from memory, shared across clients, and the founder's own time is not logged at all.

    What it costs you

    You keep working hard for the accounts that lose money and discount the ones that pay well.

    How Verity fixes it

    Time is logged against the client and campaign as work happens. Verity shows revenue, hours and cost per client, so the least profitable accounts are visible and can be repriced or let go.

    See the screen
  7. 07Reporting

    Monthly reports built by hand

    What it looks like

    On the 3rd of every month, an executive opens five platform dashboards, copies numbers into a deck and writes a summary. It takes most of a day per client, and the client reads one page.

    What it costs you

    Example arithmetic: 12 clients at 6 hours each is 72 hours a month, close to two weeks of one person.

    How Verity fixes it

    Each report is a recurring task with a due date, an owner and a checklist. Numbers entered or brought in for the month sit on the client record, so last month's report is the starting point, and late reports show on the owner's screen.

    See the screen
  8. 08Reporting

    The client sees results late and asks why

    What it looks like

    A client messages on the 18th asking how the campaign is doing. The account manager has to log in to three platforms to answer. The answer arrives next morning.

    What it costs you

    Slow answers feel like hiding something, and trust is a large part of why clients stay.

    How Verity fixes it

    Ask Verity AI a plain question about a client's campaigns and it answers from the records and figures you have entered. The account manager can reply in minutes with the source on screen.

    See the screen
  9. 09Access

    Client logins and ad accounts sit with one person

    What it looks like

    The page admin rights, the ad account and the domain login for a client are held by one executive. She resigns on a Friday. On Monday nobody can pause a running ad.

    What it costs you

    Running spend nobody can stop, and a handover scramble with the client watching.

    How Verity fixes it

    Each client record lists the accounts you manage, who holds admin access, and when it was last reviewed. A departing person triggers a handover task for every account they own.

    See the screen
  10. 10Compliance

    Influencer posts without the right disclosure

    What it looks like

    A creator posts a paid reel with the disclosure buried in hashtags. The brand's name is on it, and so is the agency's.

    What it costs you

    ASCI's scorecard found 69 of the top 100 influencers failed its guidelines, so the risk is common. A takedown request or notice lands on the brand and the agency.

    How Verity fixes it

    Each creator deliverable has a checklist that includes the disclosure, the claims cleared with the client, and the date of posting. The task is not closed until a reviewer ticks it and the live link is recorded.

    See the screen
  11. 11Compliance

    Client data in personal phones and sheets

    What it looks like

    A customer list from a client's loyalty scheme is shared by email, saved on three laptops and used in an ad audience. When the client leaves, nobody deletes it.

    What it costs you

    New data protection rules put duties on the businesses and the processors that handle personal data, with most duties starting about 18 months after the November 2025 notification. Stray copies of client data become a risk for you and the client.

    How Verity fixes it

    Client files are records with permissions and an audit trail, so you can show who opened what. Retention dates are set per client and a task appears when a contract ends and data should be returned or deleted.

    See the screen
  12. 12Money

    Invoices raised late, paid later

    What it looks like

    The retainer invoice goes out on the 12th instead of the 1st. The client's finance team pays in 75 days. The agency pays salaries and freelancers on the 5th.

    What it costs you

    Agency executives have described payment cycles of 60 to 90 days after billing, so the agency lends the client money. Example arithmetic: ₹20 lakh a month in billing paid at 75 days means about ₹50 lakh is always owed to you.

    How Verity fixes it

    Each retainer has a billing date and an invoice status on the client record. Verity shows what is due, raised and overdue by client, and creates a follow-up task for the account owner. Your accountant raises the invoice; Verity makes sure it is raised on time.

    See the screen
  13. 13Clients

    A client is about to leave and nobody saw it

    What it looks like

    Replies slow down, the monthly call gets cancelled twice, and a junior contact stops copying the head of marketing. The notice arrives anyway.

    What it costs you

    Winning a new client costs far more time than keeping one. Losing a ₹1.5 lakh retainer is ₹18 lakh a year gone.

    How Verity fixes it

    Each client shows its last meeting, open issues, approvals waiting and report status. Clients with a pattern of slow replies, missed reviews or open complaints show on a watch list with an owner and a next step.

    See the screen
  14. 14Vendors

    Freelancers, vendors and payouts in a scramble

    What it looks like

    A photographer, a video editor and two writers are hired for one campaign. Their rates are in chats, their invoices come late, and it is not clear which campaign each was for.

    What it costs you

    Overpaying, paying twice or discovering the cost after the client invoice has gone out.

    How Verity fixes it

    Vendors are records with rates, work assigned and invoices received against the campaign. The campaign shows its real cost to date, before the client invoice is raised.

    See the screen

The numbers behind it

The numbers behind these problems.

From published sources, with the source named under each figure. Your own numbers will differ, and showing you yours is the first thing Verity does.

  • 69 of 100

    top influencers failed ASCI's disclosure guidelines in its 2025 scorecard, and only 29% of posts reviewed carried adequate disclosure.

    exchange4media on ASCI study, 2025

  • ₹3,000 to 3,500 crore

    estimated size of India's influencer marketing sector in 2025, with e-commerce 23% and FMCG 19% of annual spend. This is a vendor estimate.

    Kofluence report via The Week, 2025

  • 60 to 90 days

    the average payment cycle after an agency raises a bill, according to agency executives.

    Storyboard18, 2022

  • 52%

    of projects had scope creep or uncontrolled changes, in PMI's 2018 Pulse of the Profession, as summarised by a project management course site.

    Online PM Courses on PMI, 2018

The creator figure is a vendor's estimate. The payment-cycle figure is from 2022 trade press. The scope creep figure is from a general project study (PMI, 2018, seen through a secondary summary), not a marketing agency survey. Confirm DPDP dates on the official notification.

What you will actually see

The screens you would use every day.

Six views, each built for one job. Names, columns and terms are set up in your agency's own language.

Screen 1 of 6

The founder's morning view

Retainer health, overdue invoices, approvals waiting and clients at risk, on one screen. It replaces the Monday status meeting.

Fixes

  • 12 Invoices raised late, paid later
  • 13 A client is about to leave and nobody saw it

Verity / Agency / This week

All clients

Retainers under water

4 of 18

hours over sold

Invoices overdue

₹11.4 L

6 clients

Approvals waiting

23

9 older than 3 days

Reports due

7

this week

Hours used against hours sold, this month

  • Kaveri Jewels62 of 80 h
  • Brewline Cafés96 of 70 h
  • Nirmal Hospital45 of 70 h
  • Orbit Fitness134 of 120 h

Brewline Cafés is at 137% of sold hours with 9 days left in the month.

Review scope
  • Orbit Fitness, invoice of 3 Oct₹1.8 lakh, 41 days oldFollow up
  • Nirmal Hospital, slow replies2 reviews cancelled in 3 weeksWatch

Screen 2 of 6

Campaign briefs and who is loaded

Every campaign starts from a complete brief. Tasks are on a board by stage, and each person's load is visible before work is assigned.

Fixes

  • 01 The brief is a voice note
  • 02 Two launches, one designer
  • 14 Freelancers, vendors and payouts in a scramble

Verity / Campaigns

Next 3 weeks

Brief ready2

  • Diwali sale, Kaveri JewelsGoal: 400 store visits. Due 24 OctComplete
  • Winter menu launch, BrewlineAudience and budget missingIncomplete

In production2

  • Reels x4, Orbit FitnessVideo editor, 6 daysOn track
  • Landing page, Nirmal HospitalDeveloper, 5 daysClash with 2 tasks
PersonThis weekNext weekClientsStatus
Meera (designer)46 h31 hKaveri, BrewlineOver 40 h
Joel (video)34 h38 hOrbitOK
Ishita (writer)29 h24 h3 clientsFree 11 h

Screen 3 of 6

What the client has and has not approved

Each deliverable has versions, a state and a named approver. Anything released was approved by a person on a date, and the trail is one click away.

Fixes

  • 03 Approvals live in email and chats
  • 04 "We never approved that"

Verity / Approvals

All clients

DeliverableVersionClient approverStateWaiting
Diwali carousel, 6 slidesv3Mr KaveriWith client2 days
Menu launch reelv2Anita (Brewline)Changes asked4 days
Hospital brochure copyv4Dr NirmalApproved 14 OctDone
Gym offer postv1Rohan (Orbit)No reply5 days

Menu launch reel, Brewline Cafés

Version 2 of 3

Approver
Anita Rao
Scheduled
Fri 17 Oct, 9 am
Claims cleared
'Freshly roasted' confirmed by client
State
Changes asked
  1. 14 Octv1 sent to client
  2. 15 OctChanges asked: swap last frame
  3. 16 Octv2 sent
  4. RuleCannot be scheduled until approved

Screen 4 of 6

Retainers, scope and real profit

What each retainer includes, the hours spent against it, and anything done outside it. Extra work needs a yes before it is done, and it appears on the next invoice conversation.

Fixes

  • 05 The retainer that keeps growing
  • 06 Nobody knows which clients make money

Verity / Retainers

October

ClientRetainerHours soldHours usedMarginStatus
Brewline Cafés₹1.2 L709618%Over scope
Kaveri Jewels₹2.0 L806244%Healthy
Orbit Fitness₹1.5 L12013421%Near limit
Nirmal Hospital₹1.6 L704551%Healthy
  • Weekly newsletter, BrewlineNot in retainer. Extra quote sent by Arjun
  • Stories x8, Orbit FitnessOutside scope. Approved as paid extra

Screen 5 of 6

Monthly reports that start themselves

Each report is a recurring task with a due date, owner and checklist. The month's numbers sit on the client record, and Verity AI answers questions from them.

Fixes

  • 07 Monthly reports built by hand
  • 08 The client sees results late and asks why

Verity / Reports

Due this week

ClientReportDueOwnerStatus
Kaveri JewelsOct performance3 NovIshitaDraft
Brewline CafésOct performance3 NovArjunNot started
Nirmal HospitalQuarterly review5 NovIshitaNumbers added

undefined

undefined

Add to October report

Screen 6 of 6

Client access, disclosures and data

Who holds admin access to each client account, which creator posts still need a disclosure check, and which client data should be returned or deleted.

Fixes

  • 09 Client logins and ad accounts sit with one person
  • 10 Influencer posts without the right disclosure
  • 11 Client data in personal phones and sheets

Verity / Access and compliance

Due in the next 60 days

Client accountHeld byLast reviewedBackup adminStatus
Brewline, Instagram pageArjun14 JunNoneSingle person
Kaveri, ad accountMeera2 SepFounderOK
Orbit, domainClientn/an/aClient holds
  • Creator reel for Orbit: disclosure shown at the startReviewer Ishita, live link recorded
  • Creator story for Brewline: material connection statedCheck before 9 am post
  • Old Nirmal Hospital contact list: delete or returnContract ended 30 Sep

Illustrative screens with sample data. Layouts, fields, names and terms are set up around how your marketing agency works.

An ordinary day

The same Tuesday, before and after.

What changes is not the creative. It is that the day leaves a record, and the record does the chasing.

WhenTodayWith Verity
9:30 TodayThe founder asks the team on WhatsApp what is going out today and who has approved it. With VerityThe week view shows three posts due, two approved, one waiting on a client reply with an owner named.
11:00 TodayA client sends a long voice note asking for a "small" new reel. The account manager says yes. With VerityThe request is logged against the retainer, shows it is outside scope, and goes to the account head for a quote before work starts.
1:00 TodayTwo designers start the same banner because two people asked. With VerityThe task has one owner and one linked brief, so the second request becomes a comment on it.
3:30 TodayA client asks how the campaign is doing. Someone logs in to three platforms to find out. With VerityThe account manager asks Verity AI, gets the figures entered for the month and replies in minutes.
6:00 TodayThe account manager cannot recall which version was approved for tomorrow's post. With VerityThe scheduled item shows version 3, approved by the client on Monday, with the comment history.
Month end TodayReports are built in a rush, hours are guessed and invoices go out on the 12th. With VerityReports were due on the 3rd and tracked, hours were logged as work happened, and each invoice has a billing date.

How we work with you

We set it up with you, in four weeks.

You do not get a login and a manual. We study how your briefs, approvals and hours really move, build Verity around that, bring in your client data, then stay to make sure it keeps working.

  1. Week 1

    Discovery and mapping

    What we do
    Sit in on a client call, a production day and a month-end report cycle. Trace one campaign from brief to invoice and note where it slips.
    What we need from you
    Two to three hours of yours and your head of accounts. A few live client folders, the current retainer list and a recent timesheet.
    What you have at the end
    A written map of your agency: clients, retainer terms, approval path, report calendar and the first leaks we will close.

  2. Weeks 2 to 3

    Configuration

    What we do
    Set up client and campaign records, brief templates, approval states, retainer inclusions, report calendars, vendor records and the six screens in your own terms.
    What we need from you
    Check the setup with one account manager and one designer. Tell us where a stage or a rule is wrong.
    What you have at the end
    A working Verity with your real clients, retainers and approval paths, ready for your data.

  3. Weeks 3 to 4

    Migration and training

    What we do
    Bring in client details, retainer terms, open campaigns and vendor rates from your sheets and folders. Train each role on its own screen using a live client.
    What we need from you
    Your client list and retainer sheet in whatever form it exists. One hour with each role.
    What you have at the end
    Your clients, campaigns and retainers inside Verity, and a team that has run a real approval and a real report through it.

  4. After go-live

    Operations partnership

    What we do
    Stay on after launch. Review the first month of hours and approvals with you, tune the limits, and handle changes when you add a client, a service or a team.
    What we need from you
    A short monthly review of what the numbers say.
    What you have at the end
    A system that keeps matching how the agency runs, with someone responsible for it.

Bring these on day one

  • Your client list with retainer terms and renewal dates
  • Two recent campaign briefs, however informal
  • Last month's timesheets or task board export
  • A list of the client accounts and logins you manage
  • Your list of freelancers and their rates

Your time

About 9 to 12 hours of your own time across the four weeks, mostly in week 1. Your head of accounts needs a few more.

After go-live

Nobody is hired to run Verity. Briefs, approvals and hours are recorded as part of work the team already does, and reports come from those records.

Verity AI

Ask your agency a question. Get an answer, not a report to build.

Verity AI reads your own client, task, approval and time records. Ask in plain language, then turn the answer into tasks for the right people.

  • Your records only Answers come from your own marketing agencies data, not from generic knowledge.
  • Right person, right view It only shows what the person asking is allowed to see.
  • Turns into action An answer can become a task assigned to a named person.

Verity / Ask

Which retainers are over their sold hours this month?

Four of 18 are over. Brewline Cafés is the worst at 137%, followed by Orbit Fitness at 112%.

  • Brewline Cafés96 of 70 h
  • Orbit Fitness134 of 120 h
  • Zing Foods58 of 50 h
  • Pixel Dental41 of 40 h

Create scope review tasks for each account head

Verity / Ask

What is waiting on clients for more than three days?

Nine items. Six are with two clients, which suggests a slow approver rather than slow work.

  • Kaveri Jewels3 items
  • Brewline Cafés3 items
  • Others3 items

Create follow-up tasks for the account managers

Verity / Ask

Which client accounts depend on one person for admin access?

Five accounts. Three belong to Arjun and two to Meera.

Create backup-admin tasks

Sample questions and answers with illustrative figures.

Without chasing

The follow-ups nobody has time to make.

Set once, then they run from your records. Your team still talks to clients and creators; Verity makes sure the right person knows what to do.

When

A campaign brief is saved with a missing audience, budget or deadline

  • Marked incomplete
  • Task to the account manager to fill the gaps
  • Work cannot be assigned until it is complete

When

A deliverable is sent to the client and nothing comes back in three days

  • Flagged on the approvals screen
  • Reminder task to the account owner
  • Outcome recorded: approved, changes asked or escalated

When

Logged hours on a retainer pass 90% of sold hours

  • Account head alerted
  • Extra work held for a quote
  • Decision recorded on the retainer

When

A monthly report is due in five days and has no numbers added

  • Task to the report owner
  • Shown on the founder's screen
  • Marked done when the report is shared

When

A creator post is due to go live

  • Disclosure and claims checklist assigned to a reviewer
  • Live link recorded after posting
  • Task closed only when both are done

When

A team member who holds client admin access leaves

  • Handover task for each account
  • Backup admin named on the record
  • Access review date set

Rules and paperwork

The rules a marketing agency has to keep up with.

Verity does not give legal or tax advice and does not file anything for you. It keeps the records these rules depend on in order, so you are not hunting for them when someone asks.

  • ASCI and CCPA rules on influencer and endorsement posts

    What is expected

    ASCI's influencer guidelines and the CCPA's 2022 misleading advertisement guidelines generally require clear disclosure of any material connection between an influencer and a brand, and due diligence before an endorsement. The CCPA guidelines name advertisers and agencies.

    How Verity helps

    Creator deliverables carry a checklist for disclosure and claims, with a reviewer and the live link recorded.

    Khaitan & Co on CCPA guidelines

  • Digital Personal Data Protection Rules, 2025

    What is expected

    The Rules were notified on 14 November 2025. Most duties, including notice, security safeguards, breach reporting and retention, generally start 18 months after publication, and they cover data fiduciaries and processors. An agency handling a client's customer data may be a processor.

    How Verity helps

    Client data is stored as records with permissions and an audit trail, retention dates are set per client, and a deletion or return task is created when a contract ends.

    Scconline on DPDP Rules

  • Written contracts and scope

    What is expected

    Your client contract generally decides what the retainer includes, how changes are charged and who owns the work. Verity does not draft contracts.

    How Verity helps

    The retainer record lists inclusions and the contract date, and extra work needs an approval step so the paper matches the practice.

  • GST and TDS on agency fees

    What is expected

    Agency services generally attract GST and clients may deduct TDS on fees. Treatment depends on whether you act as principal or agent on media. Your accountant decides and files.

    How Verity helps

    Each invoice record shows the client, amount, billing date and payment state, so your accountant has clean records.

Rules change and differ by situation. Confirm current requirements with your accountant or lawyer.

Who sees what

Everyone sees the same records, through their own window.

A designer should not see everyone's retainer margins. A client contact should not see another client. Each role opens on what it needs.

  • Founder

    Which clients make money and which are at risk?

    Retainer margin, overdue invoices, clients on the watch list and team load.

  • Account manager

    What is due, waiting or out of scope?

    Briefs, approvals, extra-work requests and report dates for their clients.

  • Creative lead or designer

    What am I working on and from which brief?

    Assigned tasks, the linked brief, the approved version and the deadline.

  • Freelancer or vendor

    What is my job and by when?

    Only the tasks and files assigned to them, and their own invoices.

  • Accountant

    What was billed, paid and owed?

    Invoices by client and date, payment state, vendor bills and retainer terms.

Straight answers

What changes, and what stays the same.

Keep using

  • Your design, editing and scheduling tools. We agree during setup how work and files reach Verity.
  • Your ad platforms and analytics dashboards. Numbers for the month are brought into the client record.
  • WhatsApp and email with clients. Your team replies
  • Verity tracks who owes a reply.
  • Your accountant, who still raises tax invoices and files returns.

Verity does not

  • Send posts, messages or reports to clients on its own.
  • Run your ad accounts or schedule posts.
  • Run your payroll or file your returns.
  • Draft your client contracts or give legal advice.

We bring client details, retainer terms, open campaigns, vendor rates and current access lists across from your sheets and folders, in stages, so campaigns keep moving while it happens.

  • Excel
  • Google Sheets
  • Legacy ERP
  • CRM
  • One operating environment

Questions

Questions agency owners ask.

My team hates timesheets. Will they actually log hours?

Only if it takes seconds. We set it up so time is logged from the task itself, with a client and campaign already filled in. We start with the clients where scope is slipping, not a form for everything.

Do clients get a login?

Only if you want them to. By default your team uses Verity and the client keeps replying the way they do now. The approval is recorded by your team against the client's name and date. A client view can be agreed during setup.

Does Verity send the reports or approvals to clients?

No. Your team sends them. Verity assigns the task, shows when it is late and records the outcome.

We already use a task board. Why add this?

A task board knows tasks. It does not know the client's retainer, the approval trail or the hours against what was sold. We agree during setup how existing tasks reach Verity, or you move them.

Can it handle campaigns with many freelancers?

Yes. Freelancers and vendors are records with rates, assigned work and invoices received, and they see only their own tasks.

Can I see profit per client?

Yes, once hours and retainer terms are in. Verity shows revenue, hours, team cost and margin per client. Team cost uses the rates you set.

Does it work for small agencies of five or six people?

Yes. A small team has the same scope and approval problems with fewer people to notice them. We set up only what you need in the same four weeks.

Who can see my data?

Only the people you allow. Access is set by role and by client, and every change is recorded with who made it and when.

What does it cost?

It depends on the number of people, clients and what you want set up. Message us and we will give you a clear number after a short conversation about how your agency runs.

Where the figures come from

Sources

  1. exchange4media on ASCI study, 2025
  2. Kofluence report via The Week, 2025
  3. Storyboard18, 2022
  4. Online PM Courses on PMI, 2018
  5. Khaitan & Co on CCPA guidelines
  6. Scconline on DPDP Rules 2025

Last checked 15 October 2026. Published figures vary by region and method, so treat them as indicative, not as a promise of your results.

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