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How can a marketing agency quickly create software training guides for client handoffs?
March 6, 2026·2 min read·Process Documentation
A marketing agency can quickly create client training guides by recording the software workflows they perform for the client — ad platform management, CMS updates, analytics dashboards — using a workflow capture tool. The recorded guides serve as both the agency's internal SOPs and the training material handed to the client when the engagement ends.
What workflows should agencies document for client handoffs?
| Workflow | Why the Client Needs It |
|---|---|
| Ad campaign management | Creating, editing, and pausing campaigns in Google Ads or Meta |
| CMS content publishing | Adding blog posts, updating pages, managing media |
| Analytics reporting | Accessing dashboards, generating reports, interpreting key metrics |
| Social media scheduling | Using Buffer, Hootsuite, or native scheduling tools |
| Email marketing | Building campaigns, managing lists, reviewing performance in Mailchimp or Klaviyo |
| SEO tools | Monitoring rankings, checking Search Console, updating metadata |
How do you create these guides fast?
The manual approach — writing guides with screenshots for each client — takes hours per document. The fast approach:
- Record while you work — Open Glyde before starting a client task. Perform the task normally. The tool generates a guide automatically.
- Customize for the client — Edit the generated guide to remove agency-specific references and add client-specific context (their account names, brand guidelines).
- Bundle into a handoff package — Organize all guides into a single shared folder or Notion workspace for the client.
This approach solves two problems at once: the agency creates internal SOPs for team consistency and produces client deliverables from the same recordings. One recording, two outputs.
This answer is part of our guide to process documentation.