We build automation that generates and delivers client reports automatically, runs new client onboarding without handholding, and follows up every proposal — so your team closes more deals and spends their time on work that actually grows accounts.
No contracts. No setup fees. Results in 30 days.
You can hire more people to absorb the admin overhead — or you can automate it. One scales. The other doesn't.
The average agency account manager spends 10–12 hours per week pulling data, building reports, writing commentary, and formatting them for clients. At a fully-loaded cost of $35–$60 per hour, that's $350–$720 per AM per week in labor — spent on work a system can do in seconds. Multiply that across your AM team and it's a staggering amount of margin being burned on repetitive formatting.
80% of agencies follow up on a sent proposal once — or not at all. Yet studies show that 80% of deals close on the 5th to 12th contact. A proposal that doesn't close on day 1 is rarely dead — it's dormant. Without a systematic follow-up sequence, you're leaving a significant percentage of your pipeline to go cold when two more touches would have converted it.
A new client signs. Now comes the chaos: access requests back-and-forth, missing brief, kick-off scheduling confusion, asset collection delays. The average agency takes 7–14 days to properly kick off a new retainer — during which time the new client is already questioning their decision. First impressions determine retention, and slow onboarding is one of the top reasons clients churn in month 3.
Built on top of your existing tools — your CRM, reporting platforms, and project management software.
We build reporting pipelines that pull performance data from Google Ads, Meta, LinkedIn, GA4, and any other connected platform — compile it into your branded template — and deliver it to each client automatically on your schedule. Weekly, biweekly, or monthly. Account managers stop touching reports entirely, and clients get consistent on-time reporting without anyone on your team intervening.
When a proposal is sent, a 3-touch follow-up sequence starts automatically: a personal check-in at 3 days, a value-add touchpoint at 7 days (relevant case study or ROI example), and a closing attempt at 14 days. Agencies using this automation close 31% more proposals — because consistent, professional follow-up is the most underutilized lever in any agency's sales process.
The moment a contract is signed, automation fires: a welcome email with account details, a branded asset collection checklist (logins, brand assets, creative briefs), an automatic kick-off call booking link, and internal reminders to the account team. Average time-to-kickoff drops from 9 days to under 48 hours. New clients start with confidence. Retention improves from month one.
Threshold-based alerts automatically notify your team (and optionally clients) when key campaign metrics hit defined triggers: CPC spikes above target, ROAS drops below threshold, budget pacing is off, or conversion rate changes significantly. Your team responds to issues in hours instead of weeks — and clients see a proactive agency rather than one that waits for problems to surface in the monthly report.
Monthly retainer invoices are generated and sent automatically on the 1st of each month — or whatever schedule you set. Payment reminders go out at 7 and 14 days if unpaid. End-of-contract renewal reminders fire 60 and 30 days before a retainer expires, prompting renewal conversations before clients have a chance to quietly not renew. Billing admin disappears from your team's plate entirely.
Quarterly NPS surveys are sent automatically to every active client — giving you early warning of at-risk relationships before they churn, identifying your most satisfied clients for testimonials and referral asks, and providing systematic feedback to improve service quality. Agencies using this system see churn drop significantly because problems get surfaced and addressed months before they become cancellations.
Yes. We build reporting pipelines that pull data from your ad platforms (Google Ads, Meta, LinkedIn), analytics (GA4), and SEO tools, compile it into a branded report template, and deliver it to each client automatically on your schedule. Account managers stop spending 10–12 hours per week on reports, and clients receive consistent, on-time reporting without anyone on your team touching it.
When a proposal is sent, a 3-touch sequence starts automatically: a check-in at 3 days, a value-add message at 7 days (case study or ROI example), and a final close attempt at 14 days. Agencies using this system close 31% more proposals — not because the proposals changed, but because consistent follow-up is the single biggest lever in agency sales that almost no one executes systematically.
Yes. We build onboarding workflows that trigger when a contract is signed: a welcome email, an asset collection checklist, a kick-off call booking link, and internal reminders to the account team. Average time-to-kickoff drops from 9 days to under 48 hours. New clients start with confidence instead of confusion — and early retention rates improve significantly.
We integrate with Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads, Google Analytics 4, Search Console, Semrush, Ahrefs, HubSpot, Salesforce, and most major marketing platforms. We can pull data from multiple sources and compile them into a single branded report — giving clients a unified view of their marketing performance across all channels, delivered automatically.
Most agency clients are fully automated within 30 days. We start with a free audit call to understand your current workflow and client tech stack (Day 1–2), deliver an automation roadmap (Day 3–7), then build and deploy all workflows (Day 8–28). Your account managers will see their manual work reduced within the first week of go-live.
Get your free automation audit and find out exactly which manual workflows are costing your agency the most time, margin, and client retention.
No contracts. No setup fees. 30-day results guarantee.