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MARKETING & CREATIVE AGENCIES

Spend your hours on client work, not client admin.

We automate onboarding, reporting, approvals and handoffs across your project tools, CRM and inbox, so account managers stop chasing and start delivering.

Book a free workflow reviewSee how it works
Client onboarding workflow: contract signed, then Intake form and asset request sent, then Project and Slack channel created, then Account manager reviews, then Kickoff scheduled.
INTEGRATIONS

Works with your agency stack

Where work starts

CRM

  • HubSpot

Where it lands

Project management

  • ClickUp
  • Asana

Reporting

  • Looker Studio

Communication

  • Slack

Files

  • Google Drive

Using something else? If it has an API or webhooks, we can usually connect it.

THE PROBLEM

Where the time goes

  • Onboarding takes weeks of email

    Access, assets and kickoff details trickle in.

  • Reporting eats a day every month

    Someone copies numbers into slides.

  • Approvals stall in inboxes

    Work waits on a client reply nobody is chasing.

  • Time and invoices drift

    Project tools, timesheets and billing never quite match.

BEFORE AND AFTER

The same request, with and without automation

  1. Before: The contract is signed
    After: Contract signed
  2. Before: Intake questions trickle out over emailStalled
    After: Intake form and asset request sent
  3. Before: Projects and channels are set up by hand
    After: Project and Slack channel created
  4. Before: Setup is checked when someone has time
    After: Account manager reviews
  5. Before: Kickoff is scheduled over several emails
    After: Kickoff scheduled
WORKFLOWS

Workflows we build for marketing and creative agencies

Each one starts from a clear trigger and ends in a visible outcome, on the tools you already use.

  1. How it runs

    1. A contract is signed.
    2. The intake form and asset request go to the client.
    3. The project and Slack channel are created.
    Trigger
    A contract is signed
    Outcome
    The intake form, asset request, project and Slack channel are created automatically

    Where you stay in controlAn account manager reviews the setup before kickoff.

    • HubSpot
    • ClickUp/Asana
    • Slack
    • Google Drive

  2. How it runs

    1. The reporting date arrives.
    2. Data is pulled into Looker Studio.
    3. The report is queued for account-manager review.
    Trigger
    The reporting date arrives
    Outcome
    Data is pulled into Looker Studio and the report is queued for account-manager review

    Where you stay in controlAn account manager reviews every report before it goes out.

    • Looker Studio
    • Google Sheets
    • Email

  3. How it runs

    1. A draft is ready for review.
    2. The client gets one approval link.
    3. Reminders and status updates happen automatically.
    Trigger
    A draft is ready for review
    Outcome
    The client gets one approval link; reminders and status updates happen automatically

    Where you stay in controlThe client approves each draft through a single link.

    • ClickUp/Asana
    • Google Drive
    • Email

  4. How it runs

    1. A new enquiry arrives from the site or a referral.
    2. The lead is qualified and logged in HubSpot.
    3. It is routed to the right owner.
    Trigger
    A new enquiry arrives from the site or a referral
    Outcome
    The lead is qualified, logged in HubSpot and routed to the right owner
    • HubSpot
    • Slack

  5. How it runs

    1. A task is completed or time is logged.
    2. The change is picked up from your project tool.
    3. Project status and hours stay in sync between tools.
    Trigger
    A task is completed or time is logged
    Outcome
    Project status and hours stay in sync between tools
    • ClickUp/Asana
    • Google Sheets

  6. How it runs

    1. An invoice is due or overdue.
    2. Reminders go out on schedule.
    3. The account manager is alerted.
    Trigger
    An invoice is due or overdue
    Outcome
    Reminders go out on schedule and the account manager is alerted
    • HubSpot
    • Your invoicing tool
HOW WE WORK

Audit. Build. Run.

One workflow at a time, with a fixed quote before any work starts.

  1. 01

    Audit

    A free 30-minute workflow review. We map one handoff, find where it stalls, and send a written plan with a fixed quote within 48 hours.

  2. 02

    Build

    We build one production workflow on your existing tools, test it against real edge cases, and document how it works.

  3. 03

    Run

    We monitor it, fix what breaks, and make small improvements as your process changes.

  • Your tools stay

    No platform migration; we connect what you already use.

  • You own everything

    Accounts, workflows and documentation stay in your name.

  • Humans make the decisions

    Candidate and client decisions stay with your team.

  • Failure alerts

    If a step fails, the right person hears about it.

COMMON QUESTIONS

Questions about automation for marketing agencies

No. We connect the tools you already use.

Data collection and formatting can be. We recommend an account manager reviews each report before it goes out.

Yes. Approvals can run through a simple link or email reply.

Most agency tools have APIs. We confirm your specific stack in the review.

RELATED INDUSTRIES

See what you could automate first.

Answer a few questions about your tools and workload. The Automation Auditor suggests where to start and estimates the time involved, based only on your answers. Results stay on your screen.

Book a free 30-minute callTry the Automation Auditor