Client Health at a glance
One row per dealership, sorted by who needs attention most.
- Overdue tasks, pending approvals, co-op status, unbilled A/V and active services for each client, with an attention score.
- Every cell links straight to that client’s queue.
- Account executives see their own stores by default, with a separate permission for all dealerships.
Tasks and routing
Every job goes to the right person and carries its own ID.
- My tasks, team queue, waiting on others and by-dealership views, as a list or a kanban board.
- Task types for digital advertising, traditional media, A/V production, design, email, SEO, web development and budget confirmation, each with its own fields and statuses.
- Automatic Job IDs built from a sequence, department code and dealer code.
- Tasks go to the person who holds that role at the store, or to the team queue. Reassigning needs a reason and notifies the new owner.
- Same-day expedite requests the department accepts at an expedited rate or declines.
Creative production
Design and A/V work billed as it’s finished.
- A creative queue grouped as queue, working and recently completed, with urgent requests at the top.
- Proofs are reviewed inside the task: reviewers mark up the creative and leave notes directly on it, then mark it Approved or Revision Requested, and dealership contacts can be sent a review link.
- Per-task billing from the rate card, with a live amount preview. Completing a task syncs the billed amount to the budget and the next invoice.
- Deliverables saved to the client’s creative library folder, named by Job ID, with revision history.
- Each month’s closed work rolls into one budget line and one invoice line per production bucket.
Media buying
Traditional and digital buys from proposal to air.
- A buying queue with proposal, placement and placed tables, and counters for open, due this week and overdue.
- A media proposal raises a budget approval. Approving it in budget planning creates the budget line and moves the task to placement.
- Media schedules with station, market, daypart, spot length, rate and run dates, and cost breakdowns from gross budget to net ad spend.
- Send to traffic: spots upload to the station’s FTP, traffic contacts get the run dates and rotation, and each spot appears on the client’s marketing calendar.
- Month-by-month reconciliation from planning to placement to invoiced, and a station directory with delivery settings.
Billing and invoices
Statements built from budgets, buys and services.
- Generate billing for a dealership or a whole dealer group for any month, or bulk-generate drafts.
- Draft lines mirror budget planning live, and closing a month creates that month’s draft invoice.
- Rate cards with per-dealership overrides, contracts with renewal reminders, and a white-label agency profile for invoices.
Co-op documentation
Claims assembled by program, with deadlines tracked.
- One documentation bundle per dealership and month, with completeness shown per channel. Each claim shows which documents still need to be collected, and the complete package downloads as one ZIP file to submit.
- Requirements seeded from each dealership’s OEM programs, showing who supplies each item.
- The documents Axion can produce are generated automatically: keyword lists, asset lists, performance reports, inventory performance and invoices.
- A claims tracker by OEM program, period, deadline and status.
Library, services and approvals
The rest of the agency in the same place.
- A creative library organized by OEM, dealership, year and Job ID, feeding tasks, co-op bundles and the marketing calendar.
- A services catalog with monthly prices and a view of adoption across clients.
- An Approvals Center for every pending client approval, with resend.
- Profitability by client across management fees, A/V and services.
Frequently asked questions
How does Axion’s Agency Hub help an agency manage multiple dealer clients?
Axion’s Agency Hub runs a multi-client automotive agency from one screen, with every task, media buy, invoice and co-op claim tied to the client’s budget and inventory. A Client Health view shows one row per dealership with overdue tasks, pending approvals, co-op status and unbilled A/V, sorted by an attention score.
How can an agency assemble co-op claim documentation for dealer clients?
Axion’s Agency Hub builds one co-op documentation bundle per dealership and month, with requirements seeded from each dealership’s OEM programs and completeness shown per channel. The documents Axion can produce, such as keyword lists, asset lists, performance reports and invoices, are generated automatically, each claim shows which documents still need to be collected, and the complete package downloads as one ZIP file to submit. A claims tracker follows each OEM program, period, deadline and status.
Can Axion handle traditional TV and radio media buys for an agency?
Yes. Axion’s Agency Hub tracks traditional and digital buys from proposal to placement, with media schedules by station, market, daypart, spot length, rate and run dates. Send to traffic uploads spots to the station’s FTP, notifies traffic contacts, and adds each spot to the client’s marketing calendar.
How does Axion bill agency creative and A/V production work?
Axion bills each design or A/V task from the agency’s rate card, with a live amount preview. Completing a task syncs the billed amount to the client’s budget and the next invoice, and each month’s closed work rolls into one budget line and one invoice line per production bucket.
Can an agency generate dealer invoices for a whole dealer group?
Yes. Axion’s Agency Hub generates billing for a dealership or a whole dealer group for any month, or bulk-generates drafts. Draft lines mirror budget planning live, rate cards support per-dealership overrides, and a white-label agency profile appears on invoices.
See the Agency Hub with your clients
We’ll walk through Client Health, a media buy and a month-end invoice.