Automation

Custom Integration For Your Agency Tools

+ Identify opportunities for automation
+ Design workflow blueprints
+ Connect everything together

Agency Automation

AGENCY CONTROL CENTER

Integrate Everything

Bring all your tools together to create a custom ecosystem that is made of the tools you love

Bring all your tools together
AGENCY CONTROL CENTER Integrate Everything

STREAMLINED COMMUNICATION

Custom Forms

Create complex forms on your agency site that trigger a whole chain of events

Custom Forms
STREAMLINED COMMUNICATION

SAVE A CHUNK OF TIME

Speed-Up Reporting

Eliminate the number one time-sucking bottleneck for digital agencies 

  • Import all clients and set the KPIs
  • Set generated reports as tasks for AMs
  • Write summaries with 1-click using GPT-3 and AI
  • See how your clients interact with your reports
Speed-Up Reporting

BASIC STUFF

Automate Meeting Requests

Integrate Calendly or another app with your calendar and CRM to streamline meetings

Integrate Calendly or another app
Automate Meeting Requests

NEVER MISS A BIT

Alerts and Notifications

Get a birdseye view of your agency with alerts that notify anyone and kicks off a chain of events so you're never caught off guard

Alerts and Notifications

FAQs

How does it work?

Once you complete the form below and have our discovery call, we will know what areas will help your agencies and list our goals. 

At that point, I will begin my research which usually takes one week, and create a blueprint plan and a roadmap.

Implementing the blueprint and roadmap is best done with recorded video sessions with me, so you learn how to do everything yourself and teach other stakeholders so the agency can be sustainable. Alternatively, you can talk to my team and me to do everything for you.

The number of sessions will vary, but generally, there will be 2-10 sessions depending on the number of tools, processes, and progress we will achieve in each session. And we can schedule the sessions based on your availability.

I already have a CRM do I need this?

Chances are that even if you are already using a CRM and some marketing automation, there are still TONS of workflows you should sync and Automate which you aren't.

I already have reporting tools?

I work with your existing reporting tools to find opportunities for automation or help you choose new ones.

I don't have many clients, do I need this?

Depends. If you want to grow then definitely yes. If you want to keep small it could still help you by saving you lots of time and reducing errors.

How long does it take?

Most agencies can get fully automated within 60-90 days in which I will work with you to identify bottlenecks and dwell down into every step of every process to identify and implement possible automation.

I really don't want to have a CRM but I like the other parts?

That's totally fine and as a matter of fact, you are not the only one. Many agency owners especially smaller size agencies find CRM systems complex and overloaded. We can still work on the processes you care about right now.

Which CRM do you work with?

I work with all CRM and marketing automation tools. With that said, there are a few platforms that are more suitable for digital agencies. Teamwork, Monday, Asana, Basecamp, and Trello are the leading ones as project management tools, with Teamwork and Monday having the benefit of built-in integrated CRM.

Do you recommend a specific platform?

Each agency is unique and after our first conversation, we will most likely be able to decide together which route best fits your agency's needs.

How can you Automate everything?

Depending on the CRM and tools you are using or will choose, there is tons of automation available inside the platform, if you want something automated and it's not available we can use Zapier to connect and Automate it, and if that isn't possible we can even work to create a custom API connection.