Choosing new software is the easy part. Getting your agency running on it is the hard part.
Your setup has to match how your agency actually works. People have to know what's expected of them. And you need to make the new ways of working stick.
That's where we come in. You'll have agency management experts alongside you who've been through this with hundreds of agencies, so they know what works, and what to do about the bits that don't. You won't be figuring it out alone.
With deep agency know-how and rich product knowledge, our (super-friendly!) agency experts are with you at every stage.
Some have spent years working in senior roles in agencies, while others have spent years helping agencies improve performance. So they know how to make an agency really work.
You'll have a dedicated onboarding consultant from day one and through to well beyond go-live, a training specialist who knows your setup, and a client success consultant who stays with you long after.
And behind them, a UK-based helpdesk that answers straight away. No ticket queue, no waiting for someone to get back to you, just people who know agencies as well as they know the software.
Having the team share their knowledge with our team has been invaluable – even more so because they’re the agency management experts.
Synergist can be configured to work the way your agency does and give you the data intelligence you need.
Our agency experts will lead workshops with the key people across your teams, unpicking your current ways of working and sharing best practice approaches, so you don't carry over any weak processes.
This isn't about replicating your old system. It's about one shared goal: an agency that runs better than it did before.
Your onboarding consultant will configure Synergist around your agency, connecting it to the systems you already run, and getting your data across cleanly.
A system is only as good as the information you put in, and that relies on your people. We personalise training around roles, and use your new system to show how things are done, so it's entirely relevant.
Short role-based courses and hands-on practice speed up adoption and make the transition smoother.
Plus you'll have an expert to show your team how things are done best, and someone to ask when they're not sure.
The early days matter most, so we stay close. That's what the 100-day success plan is for. Regular check-ins to answer questions and help you understand what the data is telling you, and support to get your team working a new way.
By day 100, you'll see your whole agency clearly:
Three months in, the new way of working is just the way you work.
Our client success team become your strategic partner once you're up and running, sharing best practice and showing you how to get more from Synergist as you grow.
Our UK help desk is your first stop for day-to-day questions. Search the help centre any time, or talk to real people, 9 to 5, Monday to Friday.
And you're joining a community, not just buying software. Monthly webinars, live events, peer benchmarking, member discounts, and free training for new starters.
Most agencies are live in 6 to 8 weeks. It depends on how complex your configuration is and how much of your team's time you can give it, and your consultant will agree a timeline with you before anything starts, so you're never working to a guess.
First, we map how you work. How you win work, quote it, resource it, deliver it, invoice it and report on it. You get the plan, the timeline and the costs in writing.
Then we build it. While the workshops are still running, your system is taking shape in the background. Finance, pipeline, resourcing and job management, configured around your agency. Your data comes across and gets checked with you before you rely on it.
Then your team goes live. Role by role training on your own system, then we stay close while the new ways of working stick. When your team logs in for the first time, it's ready to go.
Onboarding is priced per agency, depending on size and complexity. You'll have a fixed quote before any work begins.
That's the most common worry, and it's why training is by role and on your own system rather than a generic walkthrough. Your consultant stays with you through the first few months, and anyone can call the helpdesk directly.
Your consultant will work with you to plan what needs to come across, and how. It's a good opportunity to cleanse what you're carrying over, so your team starts on clean jobs and opportunities rather than inheriting years of clutter. Setting some of it up yourselves is also the fastest way to get familiar with the new system, and your consultant will show you how.
Yes. Plenty of agencies overlap for a period while confidence builds. Your consultant will plan the switchover with you.
No. Ongoing support is included, along with the UK helpdesk, how-to articles, best practice webinars and events.
The UK, with offices in Greater Manchester and Leicestershire. Helpdesk: support@synergist.co.uk or 01625 577 918, Monday to Thursday 9am to 5:30pm and Friday 9am to 5pm.
Our agency experts will show you how Synergist can be shaped for your agency and answer any questions you have.
