Smart Match for Agencies
Last updated: 2026-05-18
Smart Match for Agencies
Agencies deal with multiple clients, multiple use cases, and tools that need to work across both internal work and client deliverables. Smart Match handles this by treating each session independently.
What to Tell It
- What type of agency you are (creative, dev, marketing, consulting)
- Whether you're building for internal ops or a specific client
- The client's context if relevant: "Client is a B2B SaaS startup" or "E-commerce brand"
- Budget per client or per project
- Use cases: content, ads, support automation, development, design
Running Sessions for Different Contexts
The cleanest approach is a separate session for each distinct context:
One session for your agency's internal stack. Another for a client with a marketing focus. Another for a client with a development focus. The inputs differ, so the stacks differ.
Save each result to My Stack with clear labels so you can reference them later.
When One Session Can Cover Multiple Clients
If you serve clients with similar needs, a single session can give you a reusable baseline. "Marketing agency serving 5-10 SMB clients, content and social tools, $200/month total" works as a starting point you can adapt per client.
Sharing Results with Clients
Use the Copy button to save a Strategy Brief and stack. You can share it directly or use it as the basis for a recommendation document. Every tool links to a permanent profile in the HokAI directory.