Scale Your Agency Without Scaling Headcount
Serve more clients with the same team. Automate the repetitive work, focus on the creative.
Serve More Clients
Automation handles the repetitive work, freeing your team to take on more accounts.
+40% capacityFaster Delivery
Onboarding, reports, and proposals in hours instead of days.
3x fasterHigher Margins
Reduce time on non-billable work. More profit per client.
+25% marginAgency Challenges, Solved
Client onboarding takes days of manual work
Automated welcome sequences, asset collection, and setup
Jumping between 10 different client accounts
Multi-tenant automation with client context switching
Report generation eating up billable hours
Auto-generate and deliver client reports on schedule
Proposals take hours to customize
AI-drafted proposals from brief notes and templates
Top 5 Agency Automations
Client Onboarding Sequences
New client signs? Automatic welcome email, questionnaire, calendar booking, and Slack channel creation.
"Onboard Acme Corp with our standard marketing package" Multi-Client CRM Automation
Manage multiple clients with context-aware automations that know which client you're working with.
"Switch to client: TechStartup. What's their campaign status?" Report Generation
Weekly or monthly client reports generated and delivered automatically. Pull from Analytics, social, and your tools.
"Generate Q4 performance report for all clients" Proposal Drafting
Turn a brief call summary into a polished proposal using your templates and pricing.
"Draft a proposal for a 6-month SEO engagement at $5K/mo" Internal Knowledge Base
Team members can ask questions and get answers from your accumulated client and process knowledge.
"What's our standard rate for social media management?" Built for Multi-Client Operations
Context-aware automation that knows which client you're working with.
Essential Agency Skills
notion
Sync with Notion for client databases
slack
Team and client communication
sheets
Reporting and data management