Agencies

BoardSnap for agencies.

BoardSnap is an iOS app built for agencies that work at whiteboards — client discovery sessions, strategy workshops, creative concepting — turning that output into structured deliverables before the client has left the room.

Download on the App Store Free to start. Pro from $9.99/mo or $69.99/yr.

Why agencies teams pick BoardSnap

Agency work lives in the space between client insight and delivered work product. Every discovery session, every strategy workshop, every creative briefing generates a whiteboard full of client thinking — brand positioning, audience insights, competitive context, creative territories. That client thinking has to make it from the board into the brief, the deck, the campaign. The translation step is where things get lost and where billable time gets wasted.

BoardSnap closes that translation gap. Snap the discovery board the moment the session ends. BoardSnap AI reads the annotated audience maps, the brand territory diagram, the messaging hierarchy sketch — and returns a structured summary your team can build the deliverable from before the taxi back to the office.

For agencies managing multiple clients and accounts, Projects keep each client's whiteboard history isolated. Client A's positioning work doesn't appear in Client B's project. Each project learns the client's brand voice from their URL — so summaries sound like the client, not the agency.

Common agencies workflows

Client discovery and insight sessions

Discovery sessions produce the insight the whole engagement runs on: customer segments, unmet needs, competitive position, brand truths. All on the board. Snap it. The structured summary is the discovery debrief — organized and complete before anyone types a Confluence page.

Brand strategy workshops

Map the brand strategy on the board: positioning statement, value proposition, personality attributes, competitive frame. Snap each working iteration. Projects build the documented strategy evolution from session to session.

Creative brief development

Work out the creative brief at the board: audience insight, key message, proof points, tone, executional mandatories. Snap it. The structured output is the creative brief draft — ready to refine, not start from scratch.

Campaign architecture planning

Draw the campaign structure on the board: hero message, channel mix, content types, sequencing, conversion path. Snap it. The summary becomes the campaign plan before it goes into the media and creative brief.

Client presentation prep

War-game the client presentation at the board: story arc, key points, anticipated objections, responses. Snap it. The structured summary is the presentation prep document your team reviews the morning of the meeting.

Privacy & data handling

VisionKit runs on-device. AI summarization sends content to BoardSnap's API. For client sessions covered by NDAs or involving confidential client strategy, treat BoardSnap like any cloud productivity tool — apply the same judgment you would to a shared Google Doc or Slack message. The on-device scan does not create an external data record.

Frequently asked

How do we keep different clients' projects completely separate?

Projects. Each client gets their own project with isolated board history, pinned context, and brand voice. Nothing from Client A's discovery session appears in Client B's project.

Can the brand-aware AI learn a client's specific brand voice?

Yes. Point it at the client's website. BoardSnap reads the client's tone, vocabulary, and brand language — and uses it in every summary for that project. Each client project gets the client's voice, not the agency's default.

What's the best way to use BoardSnap during a client workshop?

Snap at natural breaks — when a topic concludes, when the board shifts to a new section, or at the end of each workshop session. Don't wait until the end of the day; intermediate snaps capture ideas before they get overwritten.

Can we share BoardSnap summaries with clients directly?

Yes. Copy the summary text, paste it into an email or client portal, and send it as the session readout. Many clients appreciate receiving a structured summary within an hour of the workshop — it demonstrates responsiveness and organizational rigor.

How does pricing work for agencies?

Each account holder gets their own Pro subscription at $9.99/month or $69.99/year. There's no agency or team plan currently — each team member who wants to snap independently would have their own account.

BoardSnap fits agencies.

Snap a board. Get a clean summary and action plan tied to your team.

Free · 1 project, 30 boards Pro $9.99/mo · everything unlimited Pro $69.99/yr · save 42%
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