Stop losing clients to slow onboarding
We automate your client onboarding, reporting, and handoffs so your agency can take on more clients without hiring more people. Built with tools you already use.
Built for marketing agencies · 5-50 employees · US-based
Your agency is leaking time and clients
Client onboarding takes days, not hours
Every new client means the same manual setup. Create folders, send welcome emails, set up project boards, request assets, schedule kickoff. Your team does this from scratch every single time.
Reporting eats 5+ hours every week
Your team pulls data from 4 different platforms, pastes it into slides, and sends it manually. Every. Single. Week. That's 250+ hours a year on copy-paste.
Leads slip through the cracks
A prospect fills out your contact form at 2 PM. Nobody sees it until the next morning. By then, they've already booked a call with another agency.
Automation built for how agencies actually work
We don't replace your tools. We connect them. Your CRM talks to your project management. Your onboarding runs itself. Your reports build themselves. Your team focuses on the work that actually grows the agency.
Automate client onboarding from signed contract to kickoff in minutes
Auto-generate client reports from your existing platforms
Instant lead routing so no prospect waits more than 5 minutes
Three steps to hours back
Take the Scorecard
Answer 5 quick questions about how your agency handles onboarding, reporting, and lead management. Takes 3 minutes.
Get Your Free Audit
We analyze your agency's workflows and deliver a personalized report showing your top automation opportunities with ROI estimates.
We Build It
Approve the plan, and we build your automations using tools you already use. Most agencies are fully automated in 2-3 weeks.
What agency automation actually looks like
10+
hours saved per week on operations
5 min
new client onboarding (from days)
Zero
missed leads with instant routing
$40K+
annual savings vs. hiring an ops person
Simple pricing, real ROI
AI Operations Audit
Deep-dive into your agency's onboarding, reporting, and lead management workflows. Full automation roadmap with ROI projections.
- 90-min discovery session
- Written report delivered in 48 hours
- Full automation roadmap with ROI projections
Implementation
Custom automation builds for your agency. Client onboarding flows, auto-reporting, lead routing, and more.
- Includes training and 30 days of support
- Full documentation
- Built with your existing tools
Growth Retainer
Ongoing optimization as your agency grows. New automations, monitoring, and quarterly strategy reviews.
- Priority support
- Quarterly strategy reviews
- New automations as you scale
Not sure which is right? Take the free scorecard and we'll recommend the best starting point.
Common questions
Ready to stop losing hours to work your agency should do itself?
Take the 3-minute scorecard. See exactly where your agency is losing time. No sales call required.