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February 26, 2022 by Xtensio

Xtensio for Marketing Agencies

Differentiate your agency, make work with clients smoother

Create, share and manage key collateral on one platform.

Start Company Trial for $10
Xtensio dashboard view with quarterly marketing roadmap template and create new channel module among other features

Xtensio brings your agency’s strategic communication together with living documents and presentations. It’s a collaborative workspace where all your client work, brand assets and messaging are centralized under a single platform. Whether you’re coordinating a major campaign launch, streamlining your editorial calendar, or creating reports and case studies,
Xtensio is where your team’s work flows.

Automatically create branded collateral – without a designer

Build anything from strategic business docs, customer personas, proposals, one-pagers and landing pages with the ease of a web builder. Then quickly and easily reuse, update and personalize content for different clients and projects.

Detail view of Xtensio dashboard with user persona template and multiple labels module

Drag and Drop Save time on design

Everyone on the team becomes a designer. Drag and drop interactive modules – image, video, graphs, charts. Change the color, background or size. Adjust the layout however you need.

Brand Style Guidelines Effortlessly brand deliverables

Define your team’s style guide with your company’s fonts and color palette to lock branding across the team. Customize shared links and add passwords to keep your organization’s collateral private and secure.

Team Communication Simplify client collaboration

Work together internally and loop in clients to easily get feedback. All changes are saved and synced across all devices. Everyone is always up-to-date and your inbox is clutter-free.

Built for strategic communication and increased productivity

Deliver visually stunning living documents and presentations that engage and captivate.

share Share a live web link

Send important collateral as a customizable web link. Add password protection. No more sending multiple attachments and versions with every update to a document.

present Present a digital slideshow

With one click, your folio turns into a digital slideshow. Present an engaging and interactive sales pitch from anywhere. Each section of the folio becomes a slide.

download Download a PDF or PNG file

No matter how much you try to move completely to digital, some collateral will need to be saved as a hard copy. Export your entire folio or individual elements as PDF or PNG files.

Centralized communications for simplified client work

Xtensio for Business offers a private and branded workspace for connecting your development, product, sales, marketing and management teams with the information they need.

Custom Layout Differentiate your process

Quickly and easily customize content for different projects. Save any folio as a custom template for your team to reuse again and again. You can even embed it on your website to build your brand.

Task Management Meet client expectations

Organize your projects and documents by folder — client, campaign, asset type, internal reports, etc. Add collaborators or share the folder link so everyone has the access they need, when they need it.

Task Management Always be up-to-date

Keep track of your team’s workflow with in-app notifications and track engagement with folio stats. You’ll be able to adjust your process for efficiency and identify new growth opportunities.

View of Xtensio dashboard with multiple devices showing team management modules

For your team’s inspiration

Utilize our templates and resources for different stages of your consultancy’s process — from uncovering your ideal customer and product-market fit to creating proposals and pitches or internal strategy exercises, sales reports and other marketing collateral. Remember, you can always start with a blank slate to build anything you need.

Recent Editable Examples

Add to your dashboard with one click and use it as a starting point for your own project. Companies, concepts, people, and names below are imaginary. Designs and layouts are for your inspiration.

Consulting Services Marketing Plan Marketing Plan AG Group Consul example 1 Consulting Services Marketing Plan
Educational Program Brief School Study Abroad Project Brief Template Educational Program Brief
Tech Company Case Study Robotics Case Study Tech Company Case Study
Web Development Project Brief Web Development Project Brief Example Template Web Development Project Brief
Fashion Startup Case Study backpack co case study Fashion Startup Case Study
Fashion Brand Marketing Plan Marketing Plan Beadsy Jewels example Fashion Brand Marketing Plan

Templates

Smart and professional layouts with instructional placeholder copy. Save any template as a folio and start editing to make your own.

  • Brand positioning canvas template
    View & Edit
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    Brand Positioning Canvas
    3274 created
  • Case Study Template
    View & Edit
    Learn More
    Case Study
    5351 created
  • Ecosystem Mapping Template
    View & Edit
    Learn More
    Ecosystem Mapping
    957 created
  • Eisenhower Matrix Template
    View & Edit
    Learn More
    Eisenhower Matrix Template
    305 created
  • Lean Canvas Template
    View & Edit
    Learn More
    Lean Canvas
    4588 created
  • Marketing plan template
    View & Edit
    Learn More
    Marketing Plan
    383 created
  • Meeting Agenda Template
    View & Edit
    Learn More
    Meeting Agenda
    2073 created
  • Landing Blank Mood Board
    View & Edit
    Learn More
    Online Mood Board Template
    95 created
  • Project Brief Template
    View & Edit
    Learn More
    Project Brief
    1838 created
  • Quick Presentation Template
    View & Edit
    Learn More
    Quick Presentation Template
    466 created
  • Simple Kanban Board Template
    View & Edit
    Learn More
    Simple Kanban Board Template
    787 created
  • Usability testing template
    View & Edit
    Learn More
    Usability Testing Report
    6465 created
  • User Persona Template
    View & Edit
    Learn More
    User Persona
    260287 created

Join teams using Xtensio to reach their goals more efficiently.

32,726 users and counting…
Logos of agencies that use Xtensio: BBDO, Accenture, R/GA, Ogilivy
Logos of agencies that use Xtensio: Huge, PWC, TBWA, Deloitte

Aaron Friedland Xtensio provides a straightforward, intuitive, solution for creating a unified message for clients while keeping content on-brand, and we’re lucky to have it. Testimonial from Apurva Aaron Friedland
Executive Director, The Walking School Bus
Stephen Paterson Xtensio is flexible and easy to use, making client deliverables very versatile and reusable across different product and market types. Testimonial from Stephen Paterson Stephen Paterson
Chief Product Officer, AND Digital
Humma Arshad Xtensio is one of the best collaborating tools I have ever worked on. Testimonial from Apurva Humma Arshad
Salesforce Project Manager, Bugendai Tech
David Nason In the past, we’ve used Asana to work together, and PowerPoint to present to other stakeholders. Xtensio replaces the need for both brilliantly. Testimonial from Apurva David Nason
CEO/Founder, Hirebrain
Adam Sher Xtensio is high-quality and easy-to-use. The templates make it easy to create materials, and the pages are mobile responsive. Testimonial from Apurva Adam Sher
CEO, AccuTennis
Zac Heisey Creating beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation. Testimonial from Zac Zac Heisey
Director of Digital Marketing, Tribe Interactive
Jeff Schenck The team templates approach has been really helpful in facilitating collaboration between more design-savvy users and expert content creators. Testimonial from Apurva Jeff Schenck
Product Marketing Manager, Linedata
Ben Cary Xtensio helped my company raise $200K. Testimonial Ben Cary
Founder, CapWize

Xtensio is your team space for beautiful living documents. Create, manage and share business collateral, easily.

Get Started – Free Forever

32,726 users and counting…

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