Marketing agencies lose hours every week to manual reporting, slow client onboarding, and new business inquiries that fall through the cracks. We automate the backend so your team ships more strategy and less admin.
Sound familiar?
Someone spends 3–5 hours per client pulling from Google Analytics, Meta Ads, HubSpot. Multiply by 20 clients.
Collecting logins, setting up access, briefing the team — it's a different mess every time. No two onboardings look the same.
A potential client fills out your form. You don't see it until next day. They went with the agency that replied in 10 minutes.
What we build
End of reporting period → data pulled from Google Analytics, Meta Ads, Google Ads, HubSpot → formatted report generated → sent to client automatically. 3-hour reports in 3 minutes.
Contract signed → welcome email → access request form → team briefing doc created → kick-off call scheduled. Consistent, professional, every single time.
Prospect submits form → instant acknowledgment → routed to account manager → follow-up at day 2 and day 5. No prospect goes cold while you're running client work.
Active clients, deliverables due, open proposals, new inquiries → formatted Monday team report. Start every week knowing exactly where things stand.
The process
20 minutes. We map your current process, find where time is leaking, and tell you exactly what's automatable — on the call, no fluff.
Fixed hours, fixed price. We connect your existing tools — no software swaps, no new subscriptions, no surprises at the end.
Full walkthrough, Loom video, written handoff doc. Your automation, your accounts. $0/month to keep it running.
3–5 hrs
Per client per month on manual reporting
eliminated with automated report generation
80 hrs
Recovered per month with 20 clients automated
redirect to strategy and growth
$0
Monthly fees after delivery
one flat build price, then it's yours
Deep Dive
How to Automate Your Marketing Agency: Client Reporting, Onboarding & New Business Response
Ready to stop the manual grind?
Book a free 20-minute audit. We'll map exactly what's automatable in your agency and what it would cost — before you commit to anything.
Book Your Free Audit Call