Guided client onboarding
Every new client gets the same start-up steps, nothing missed.
A faster start.
See the exampleMarketing agencies
Automation for marketing agencies
Capture leads, launch clients faster and produce reporting without losing your month-ends to it.
Paid lead captured
Qualification and routing
Onboarding triggered
Production tasks created
Report delivered
What we can automate
Win new clients
Capturing and centralising paid-media leads. Proposal preparation.
Start client accounts
Guided step-by-step client onboarding. Structured collection of access and credentials.
Run production
Automatic production task creation. Content approval circuit.
Explore the examples
Content approval circuit
Each piece of content goes through the right people before it's published.
Faster, traceable approvals.
See the exampleConsolidated paid-media reporting
Your ad results are gathered into a regular report.
Reporting with less repetitive work.
See the example
What you gain
Faster client launches
Fewer back-and-forths on approvals
Regular reporting without recurring effort
Protected margin on smaller accounts
You stay in control
- Client access must stay separated per account
- Published content stays editorially approved
- Reporting figures must stay traceable to the source
Works with your tools
- HubSpot
- Notion
- Airtable
- Slack
- Google Sheets
- Stripe
- Make
- n8n
What's possible depends on your tools and the access available.
Going further
More possibilities for your business (4)
- Consolidated paid-media reporting, delivered
- First-line comments and replies on social
- Sync between invoicing and projects
- White-label reports for your clients
Common problems
- Paid-media leads arrive across several platforms
- Client onboarding depends on many manual exchanges
- Collecting access and content drags on
- Monthly reporting is rebuilt by hand
- Content approvals get lost in email
How to measure progress
To measure for your business, not guaranteed results.
- Time from signature to launch
- Hours spent on reporting
- Content approval turnaround
- Leads handled per day
Frequently asked questions
Can this be white-labelled?
Yes, reports and client-facing interfaces can carry your brand.
A process you'd like to move forward?
Tell us about it: we'll look at what can be automated for you.