The operational busywork behind running an agency, automated
Agencies lose hours a week to the same repetitive admin: chasing a lead, onboarding a client, following up on a proposal, invoicing, and reporting status — none of it billable, all of it necessary.
What’s slowing you down
- New leads sit in an inbox until someone remembers to log them
- Proposals go quiet and nobody follows up in time
- Client onboarding is a checklist someone has to remember to run
- Invoices get chased manually, project by project
- Clients ask 'what's the status?' because there's no automatic update
Recommended system
Customer Ops & Support Bundle
Everything for running post-sale customer operations on autopilot — onboarding, appointments, invoicing, support triage, and churn alerts.
Lead-to-Customer Flow
Form leads, onboarding, and appointment reminders run automatically.
Billing & Delivery
Invoice reminders, delivery approvals, and testimonial requests stay on track.
Support & Retention
AI triages inbound support, tracks CSAT, and flags churn risk before it happens.
Relevant automations
Lead Form → Instant Notification & CRM Row
Turns a form submission into a Sheets row, a Slack/Telegram alert, and an auto-reply email — in seconds.
Client Onboarding & Project Kickoff
The moment a contract is signed, creates a Notion project page, emails the client a welcome packet, and notifies your team.
Client Proposal Follow-Up Sequence
Automatically follows up on unanswered proposals at 2 and 5 days, and pings your team on Slack if one's still cold after 5.
Invoice Reminders & Tracking
Scans your invoice list daily and sends reminder emails for anything due soon or overdue, with a team summary.
Client Project Status Digest
Every Friday, AI reads all your active projects and emails a portfolio summary flagging what needs attention.
Testimonial & Review Collection
Sends an automatic review request 7 days after project completion and drops great reviews into a Slack 'wall of love'.
Questions
None of these quite fit your exact process?
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