Marketing agencies.
Client onboarding that runs the same way every time, monthly reports that put themselves together, and one record that keeps new business moving.
How can a marketing agency automate client onboarding, reporting, and new-business follow-up with AI?
A new client signs on a Monday and the agency scrambles: intake forms, access requests, kickoff calls, logins chased down across five platforms. At month end an account manager spends days copying numbers into slides. New business gets whatever time is left over, so pitches go out whenever somebody finds a spare afternoon. The team is good at the work clients pay for. Everything around that work eats the hours that would go to growing the agency.
What we build.
Customer Onboarding
Walks each new client through intake, access, and kickoff in the same order every time, with reminders for whatever's still outstanding. Account managers stop chasing down logins.
Automated Reporting
Builds each client's monthly report from the platforms you already use, ready for review. The account manager's time goes to what the numbers mean, not to collecting them.
CRM Automation
Keeps every prospect, proposal, and follow-up in one record, current without hand entry. New business stops depending on whoever remembers to check the list.
Helpful resources.
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