Scale your agency
without adding operational headcount.
We automate the repetitive work between your CRM, inbox, spreadsheets, Slack, and client systems - starting with the workflow costing your team the most time.
What type of agency do you operate?
Why growing agencies hit an operational ceiling.
You started your agency to deliver great client results and build high-margin revenue.
Instead, as client roster grows past 10–15 accounts, your team drowns in administrative busywork: tracking intake forms, copying ad metrics into slides, and fixing broken automations.
Client Onboarding Friction
Chasing client logos, intake forms, access tokens, and passwords across dozens of emails. Multi-step manual handoffs delay kickoff and consume valuable account management hours.
Friday Reporting Fire Drills
Every Friday, strategists copy numbers from Meta Ads, Google Ads, GA4, and Stripe into slides instead of focusing on client strategy and retention.
Manual Prospect Research
Sales reps spend 15+ minutes per lead manually reviewing websites and LinkedIn before writing customized outreach.
Headcount Margin Compression
As your client roster scales, you are forced to add operational headcount just to maintain manual admin, quietly compressing net profit margins.
4 High-Friction Agency Workflows We Automate.
Automated Client Onboarding
Triggered upon contract signature or payment. Automatically provisions client folders, initializes shared Slack channels, generates client portal, and syncs onboarding tasks to your project management tool.
Automated Weekly Client Reporting
Scheduled pipeline extracts metrics from ad platforms and analytics APIs, computes week-over-week deltas, drafts executive summary commentary, and formats client-ready reports.
AI Lead Research & Dossier Enrichment
Enriches incoming prospect lists by analyzing company websites, synthesizing key offerings, and generating personalized talking points directly inside your CRM.
Inbound Sales Triage & Fast-Response
Parses inbound agency leads in real time, classifies intent and budget fit, drafts context-aware replies with your booking link, and alerts your team on high-value inquiries.
Estimate your agency's administrative labor savings.
Your Team Assumptions
Estimated Impact Breakdown
Start with one workflow. Expand into systems.
AI Automation Sprint
7–21 day delivery. We take your single most expensive operational bottleneck (onboarding or reporting) and automate it into production with human approval controls.
Automation Audit
A focused diagnosis of your agency's manual operations and tool sprawl. We deliver an actionable architecture blueprint. (100% credited toward a sprint).
Connected Agency Systems
Multi-workflow connected architecture linking sales intake, client onboarding, autonomous reporting, and internal agency knowledge search.
Frequently Asked Questions.
We work directly with your existing stack: Slack, Notion, Asana, ClickUp, GoHighLevel, HubSpot, Stripe, Google Drive, Google Ads, Meta Ads, GA4, Make, n8n, and custom APIs. You do not need to replace your core tools.
No. Workflows are designed with human-in-the-loop simplicity. Account managers approve drafts or trigger client actions with a single click in Slack or a simple web dashboard.
We deliver in 7 to 21 business days. We pick your agency's single most painful operational bottleneck (e.g. client onboarding or weekly reporting) and build a production-grade automated workflow.
You do. 100% of the workflow logic, webhook configurations, database schemas, and documentation belong to your agency from day one. Zero proprietary lock-in.
All workflows are engineered with monitoring, retries, and failure alerts. We provide a post-launch warranty period and offer ongoing support to keep systems running smoothly.
Ready to automate your agency operations?
Start with our free 2-minute diagnostic, or schedule a 30-minute call to review your agency's bottlenecks.