Memo for agencies
Stop reviewing client emails through screenshots.
Design client campaigns, share one link for feedback and approval, run a final check, and export finished HTML to the sending platform each client already uses.
No sender migration. No reviewer account required. No feedback lost in a thread.
free 7 day trial · cancel anytime
Memo creates the email. Your existing platform sends it.
The old way vs Memo
Client email production should not live in screenshot threads.
The old workflow
- Design inside a restrictive ESP editor
- Export screenshots for feedback
- Send them through Slack or email
- Collect vague comments
- Lose track of versions
- Rebuild changes manually
- Hand off HTML without a final check
The Memo workflow
- Create a client workspace
- Import or start fresh
- Apply the client Brand Kit
- Design with reusable blocks
- Share one review link
- Resolve comments on the right version
- Record approval
- Run Memo Check
- Export clean HTML
Client workspaces
Every client gets a focused workspace inside your Memo studio.
Client name, Brand Kit, reusable blocks, campaign list, team members, review activity, and approval status - organized per client, not scattered across folders and threads.
Client review
One link. Clear comments. Recorded approval.
Reviewers see the email without app chrome. Comments attach to the campaign. Version context stays visible. Password protection available on eligible plans.
Memo Check
Catch the details clients should never see.
Automated preflight runs on every campaign - links, variables, alt text, footers, layout risks, and send-ready structure. Nothing bypasses the server-side gate.
free 7 day trial · cancel anytime
Export
Keep every client's sending stack.
Export clean, production-ready HTML to Klaviyo, Mailchimp, HubSpot, and the platform you already use. Memo makes the email. You choose where it goes.
free 7 day trial · cancel anytime
Guided setup
We'll help set up your first client workspace.
Start an Agency trial and send one existing campaign plus the client website or brand guide. We help organize the first Brand Kit and reusable campaign foundation.
- One client workspace
- One Brand Kit
- One imported or recreated starting campaign
- Up to three reusable blocks
- One guided handoff session or asynchronous setup
Why agencies switch
Less production friction. More client confidence.
- Reuse approved modules instead of rebuilding them every send.
- Keep comments attached to the correct version.
- Give clients one place to review.
- Hand off approved HTML without changing the sender.
- Preserve brand systems across recurring campaigns.
Questions paid teams ask first
Straight answers about senders, export, review, and what Memo does not do.
Your Memo organization is the agency studio. Create a workspace for each client. Brand Kits, blocks, campaigns, and review links stay scoped to that workspace.
The Agency plan includes 10 Brand Systems and supports multi-workspace client production. See the pricing page for current limits.
No. Share a review link. Clients and stakeholders comment and approve in the browser without creating an account.
Yes. Review links support guest comments attached to the campaign version being reviewed.
Yes. Mark a version approved or request changes. Version history keeps a clear record of each decision.
Yes. On eligible plans, review links can be password-protected.
Import existing HTML. Memo converts compatible sections into editable blocks and safely preserves complex custom structures. Editable where safe. Preserved where complex.
Export clean HTML, copy to clipboard, or download a portable bundle. Choose merge-tag profiles for the sender each client uses.
No. Memo creates the email. Your existing platform sends it.
No. Memo complements senders. Design, review, and export in Memo. Send from the platform each client already uses.
Yes. Invite team members to your studio. Workspace permissions control who can edit, review, and export.
Yes. Start an Agency trial and request guided setup. We help organize the first client Brand Kit and reusable campaign foundation.