Marketing agencies lose hours every week to manual reporting, slow client onboarding, and new business inquiries that go cold. We automate the backend so your team spends time on strategy, not spreadsheets.
Happening at your agency?
Someone spends 3–5 hours per client pulling from Google Analytics, Meta Ads, HubSpot. Multiply that by 20 clients and you've lost a week.
Collecting logins, setting up access, briefing the team: it's a different mess every time. No two onboardings look the same. New clients notice.
A potential client fills out your form. You don't see it until the next morning. 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 each client. A 3-hour job becomes a 3-minute job.
Contract signed → welcome email → access request form → team briefing doc created → kick-off call scheduled. The same clean process every time, not a different scramble.
Prospect submits form → instant acknowledgment sent → routed to account manager → follow-up on day 2 and day 5. Prospects don't go cold while you're heads-down in client work.
Active clients, deliverables due, open proposals, new inquiries → Monday team report. Start every week knowing where things stand, before you open a single tab.
The process
30 minutes. We map your current process, find where time is leaking, and tell you exactly what's automatable: on the call, no fluff.
We configure a managed product or scope a custom system in writing. You know what is included, what it costs, and who supports it.
We launch, document, and support the system according to the chosen path. Custom ownership and handoff are defined in the written scope.
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
2 paths
Managed or custom
Right-sized for the problem
Managed monthly
Start with one location and a defined workflow. We confirm your tools, volume and scope before payment.
Answer calls while you work. Capture the details, screen the request, and get the right person involved.
Follow up new leads and open estimates. Stop when they reply, book, decline, or opt out. Give your team the next step.
Front Desk and Follow-Up working together, with one verified booking connection and a single view of what happened next.
80 hours a month going to manual reporting?
Book a free 30-minute audit. We map what's automatable in your agency and give you the cost. No commitment, written summary sent the same day.
Book Your Free Audit Call