Digital platforms were supposed to make things easier.
Instead, most organizations are drowning in disconnected tools—CRMs, email, ecommerce, POS, donor software, scheduling, analytics. Each with its own vendor. Its own learning curve. And no one pulling it all together. Too often, they’re left in the hands of short-term hires who say they “know,” but don’t.
That’s where an Agency of Record comes in.
What is an Agency of Record?
An Agency of Record (AOR) is your partner for making sure all your digital systems and vendors actually work together—not just your website, but every connected platform and tool.
- Vets and manages third-party tools
- Coordinates across platforms and vendors
- Advises based on real-world experience
- Implements systems that actually work together
- Supports you with a single point of contact who knows your organization and team
- Provides a clear audit trail record of who did what, when
- Buttons up everything—every day—so you’re covered if disaster or bad actors strike
- Shows up as a real, accountable person at your meetings—with an expert team behind them
Why this matters right now
- Tech costs are rising—and so are mistakes
- Internal teams are stretched thin
- Vendors don’t talk to each other
- Compliance, security, and accessibility gaps are widening
- You need clarity and accountability—not another dashboard
Is an Agency of Record model right for you?
A quick self-check to help you identify whether it’s time to consolidate your digital vendors under one experienced partner.
- You have multiple third-party tools (CRMs, email, ecommerce, etc.) that don’t work well together.
- You’re paying for platforms you don’t fully use or understand.
- Your internal staff spends too much time managing tech or troubleshooting.
- You don’t have one person or vendor who understands all of your systems.
- When something breaks, your’re not sure who to call—or it takes too long to fix.
- You’re worried about data privacy, compliance, or accessibility (but don’t have time to deal with it).
- You’ve had to re-explain your needs over and over to different vendors.
- You don’t don’t know if any of what your’re paying for really makes a difference and don’t have a clear picture of how your digital tools support your actual goals.
- You feel like you’re reacting instead of planning.
- You’d rather work with a team who understands the whole picture—and your business.
- You want one point of accountability.
If you checked two or more boxes, it might be time to talk. We’re not just a vendor—we’re your digital partner.
We’re “Human to Human”
More than B2B or B2C—we’re a “Human to Human agency. You won’t be talking to a chatbot or a call center. We’ll show up at your meetings. You’ll be working with real people—designers, developers, marketers, and strategists—who do this every day, can share what they’ve learned working with organizations just like yours, and whop understand what it takes to keep systems running, budgets in check, and teams moving forward. Not sure? Just ask our clients.
We’re not here to sell you more platforms. We’re here to make the ones you already have work better.
Want to see if this model makes sense for your team? Let’s talk.
