Solutions · Agencies
Agencies repeat the same processes for every client: onboarding, reporting and approvals. That makes them good candidates for automation.
What we usually find
Monthly reports built by hand
Client onboarding emails copied each time
Lead gen for your own agency neglected
What we automate
Automatic client reports
Ad and SEO results pulled into a branded report on schedule.
Client onboarding
Contracts, access requests and kickoff scheduling in one flow.
Outbound for your agency
Targeted lead lists and outreach running in the background.
Approval workflows
Content goes to clients for sign-off and comes back tracked.
A typical first project
A sensible place to start. It affects revenue directly and usually goes live in a couple of weeks.
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Read it →Example workflow · Weekly client reporting
Trigger
Every Monday at 8am
Step 1
Numbers are pulled from ads, analytics and CRM for each client
Step 2
A branded report is generated per client
Step 3
AI drafts a summary of what changed and why
Step 4
The account manager approves it and it's sent
Result
Client reports in minutes instead of a day each month.
Related services
Marketing
Scheduled posts, review requests and reports that go out on their own.
Sales & Leads
Find leads, add their contact details and follow up automatically.
Custom Build
When no off-the-shelf tool fits, we build one.
Web Apps & SaaS
Custom portals, internal tools and SaaS products, from first version to scale.
Automation for agencies, mapped in 30 minutes.
Book a free 30-minute audit. We go through a normal week with you, list the work that can run on its own, and estimate the hours it would save.
- 30-minute call, free
- Fixed price before any work
- Everything built in your accounts