Marketing agencies
A pipeline that keeps moving while you serve clients
Signals from your inbox, calendar and meetings reach the CRM on their own, so no warm deal slips.
Built forQopia FinancialJSI Systems
- Your CRM is always behindBy hand
- New business waits for a free afternoonBy hand
- Operations and HR field the same questions dailyBy hand
- Client reports get rebuilt every monthBy hand
Sound familiar?
Where the time goes at marketing agencies
- CRM updates
Your CRM is always behind
See howTodayThe signals sit in meeting notes, inboxes and booking tools.
With usEvery call, meeting and email reaches the right record on its own, and deals going quiet get flagged.
- Admin work
New business waits for a free afternoon
See howTodayOutbound happens when someone finds time to write.
With usThe finding, chasing and logging run on their own, across every tool. Your people keep the skilled work.
- Team knowledge base
Operations and HR field the same questions daily
See howTodayPolicy, process and “where’s that template?”
With usAn assistant that knows your firm’s documents, works inside your team’s tools, and shows its source.
- Daily reports
Client reports get rebuilt every month
See howTodayScreenshots and exports, pasted into the same deck.
With usReports rebuilt and queues cleared before anyone arrives, with a record of every run to check.
Proof
Already running at another firm
At a digital marketing agency, meeting notes, email signals and bookings now reach the CRM as they happen. Deals going quiet are flagged daily, with the follow-up drafted. It’s 1 of 3 agency builds we’ve published.
Your options
Marketing agency automation: 3 ways to do it
Option 1
Buy software
Best whenA tool you own has the feature, and someone will switch it on.
Option 2
Build it in-house
Best whenAn operations lead can connect the tools and keep them connected.
Where we fit
Bring in a partner
Best whenSignals come from many places, or the team won’t adopt another tool.
Systems worth looking at first
HubSpot or Salesforce for the pipeline, Asana, ClickUp or monday.com for delivery, and AgencyAnalytics or Looker Studio for reporting.
What each one costs, and who keeps it running
- Buy software
- CostA subscription for each seat, and the time to set it up.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and again each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Marketing agencies
What to settle before you start
Client confidentiality, and accounts the client owns. The client’s contract often decides what may be connected.
- Project boardChecked first
- InboxFeeds it
- Booking toolFeeds it
- Meeting notesFeeds it
Questions from marketing agencies
Will the team have to learn another tool?
No. It shows up in the tools they already have open.
Does it send anything to prospects on its own?
No. It drafts, and a person approves.
Can it work inside client accounts?
Only where the client’s contract allows. We check first.
Do you only work with agencies?
No. The same work shows up in every industry.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
A working session on how your firm actually runs. You leave knowing the first process worth fixing.