From Pitch to Delivery: How Lark Helps Marketing Agencies Coordinate Client Workflows

In a competitive marketing world, agencies are required to make swift, inventive decisions and manage clear communication from the first pitch to the final delivery. With marketing agencies usually running multiple campaigns at once, keeping track of your deadlines, deadlines for comprehensive reviews, and client expectations can be tricky. That is where project management tools like Lark come in handy.  

Lark is a comprehensive live, online, and in-person workspace that merges communication, collaboration, and productivity tools. With an all-in-one platform, marketing agencies can keep all relevant stakeholders, from creative teams and account managers to clients and external partners, connected in real-time without using multiple disconnected apps. 

In this post, we’ll explore how marketing agencies can use Lark Messenger, Email, Meetings, Minutes, and Rooms to coordinate client workflows more efficiently. Also, we will share bonus functions that you might be interested in knowing briefly.

1. Messenger: Real-time collaboration without chaos

Messenger

For marketing agencies, speed is everything. Lark Messenger gives teams a centralized space to exchange updates, share creative concepts, and gather quick feedback.

• Organized conversations: Channels can be created for each campaign or client, ensuring that relevant files, messages, and updates stay in one place.
• Rich media sharing: Share images, videos, mockups, and presentations directly in the chat. Team members and clients can view and comment instantly.
• Threaded discussions: Keep specific topics within a conversation organized by using threads in Lark Messenger. For example, feedback on ad copy can be kept separate from general discussions, ensuring that it doesn’t get lost in unrelated chatter. By replying directly to specific messages in a thread, conversations stay focused and easy to follow.

By using Messenger, marketing agencies reduce the time wasted searching through email chains, allowing teams to make creative decisions faster and keep campaigns on track.

2. Email: Keeping client communication clear and accessible

Lark Mail

Even in the era of instant messaging, email remains a critical communication channel for formal updates, proposals, and client approvals. Lark Email helps marketing agencies bring this communication into the same workspace as their creative work.

• Unified inbox: Keep all work-related emails alongside your project discussions, ensuring nothing gets overlooked.
• Convert emails to tasks: Turn client feedback or requests from emails into actionable tasks in Lark Base, ensuring nothing is missed. Extract key points from Lark Email and convert them into tasks for easy tracking and management.
• Search and organize: Powerful search filters help you quickly retrieve past correspondence or attached files for reference during client reviews.

This unified communication flow ensures that both fast-moving internal updates and formal client communications are handled in one place, improving clarity and accountability.

3. Meetings: Seamless collaboration across locations

Lark Meetings

For agencies juggling clients across cities or even continents, regular check-ins are essential. Lark Meetings makes it easy to host brainstorming sessions, creative reviews, and strategy discussions without logistical challenges.

• HD video & screen sharing: Present campaign proposals, analytics dashboards, or creative mockups clearly to clients and teams.
• Real-time collaboration: Open and edit shared documents during the meeting, so changes are visible instantly.
• Cross-device access: Join meetings from desktop or mobile, ensuring no one misses out due to travel or location constraints.

With Lark Meetings, agencies can speed up approval cycles and keep momentum high, even when working with remote clients and partners.

4. Minutes: Capture and share action items effortlessly

Lark Minutes

One of the biggest productivity killers in agencies is unclear follow-up after meetings. Lark Minutes solves this by converting audio and video into interactive transcripts that can be easily edited, highlighted, and shared.

• Automatic transcription: Meeting discussions are captured word-for-word, reducing the need for manual note-taking.
• Highlight key points: Tag specific action items, client feedback, or creative changes for quick reference.
• Share instantly: Distribute minutes to clients or internal teams, so everyone is aligned on the next steps.

This feature ensures that agencies move forward with precise instructions, reducing misunderstandings and rework.

5. Rooms: Smarter collaboration for hybrid teams

Lark Rooms

When in-person meetings are necessary, Lark Rooms enable agencies to create smart meeting spaces that blend physical and virtual collaboration.

• Hardware-software synergy: High-quality conferencing equipment combined with Lark communication tools ensures a seamless meeting experience.
• Real-time content sharing: Whether in the room or joining remotely, participants can view and contribute to shared files.
• Consistent user experience: Clients and team members interact in the same environment, no matter where they are.

For marketing agencies with hybrid work models, Lark Rooms make it possible to maintain the same level of engagement and productivity as fully in-person teams.

6. Beyond Communication: Automating marketing workflows

While communication tools are essential, agencies also benefit from process automation to speed up repetitive tasks. Lark Base allows agencies to create automated workflow sequences for client onboarding, creative approval, or campaign reporting.

Lark automated workflow

For example:

• Creative approval automation: Automatically route design drafts to the creative director, then the client, with reminders if feedback isn’t received in time.
• Content calendar notifications: Send alerts to copywriters and designers when new briefs are ready or deadlines are approaching.
• Reporting cycles:You can quickly compile data into reports and send them to the client without delays.

These automations reduce manual coordination and free up agency teams to focus on creative, high-impact work.

Conclusion

As business process management software, Lark is there to keep every aspect of the marketing agency’s workflow connected from the first client pitch to the final campaign handover. Messenger, Email, Meetings, Minutes, and Rooms form a powerful communication suite to keep teams and clients on the same page. 

When you add automation and advanced project tracking into the mix, Lark doesn’t just allow agencies to work, it allows agencies to thrive! By utilizing this messaging platform, marketing agencies are able to streamline communication, automate repetitive processes, and provide a remarkable client experience without the confusion of managing multiple disconnected tools.

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