Bespoke systems & automation for agencies
Take on more clients without more account managers — onboarding, reporting and follow-ups that run themselves while your team does the creative work.
Sound familiar?
Capacity caps your growth
You're turning work away — not because the team can't deliver, but because the admin around every client is heavy.
See the fixLeads go cold in the inbox
New-business enquiries wait for whoever's least busy, and follow-ups depend on someone remembering.
See the fixClient reporting devours days
Every month, someone exports from four platforms and rebuilds the same deck by hand — per client.
See the fixRetainers renew by accident
Renewal dates and scope changes live in someone's memory — revenue leaks quietly at the edges.
See the fixWhat we can automate for an agency
A few of the workflows we can build — each one is a pattern we'd tailor to your agency on a free discovery call.
Web enquiry to qualified CRM lead in seconds
Established patternA website form is validated, matched against existing contacts, scored for fit and turned into a CRM lead with an instant acknowledgement — before anyone has opened the inbox.
Booking link with built-in pre-qualification
Established patternA prospect answers a few qualifying questions, and only genuine fits are offered a live booking slot; the rest are routed to a nurture path, so calendars fill with the right conversations.
Persistent follow-up until booked or closed
Established patternOpen quotes are worked through a defined sequence of nudges, prioritised by value and age, with tasks raised for the owner until each is either booked or formally closed out.
CRM, accounting and project systems kept in sync
Established patternWhen a customer or order changes in one system, the matching record is updated in the others on a schedule, with mismatches flagged instead of the same data being keyed in twice.
Renewal reminders with an auto-generated quote
Established patternAs a renewal date approaches, a reminder and a ready-to-send renewal quote are prepared and a task raised for the owner, so recurring revenue is not lost to a missed date.
Churn-risk signals trigger a save play
Established patternDrops in usage or engagement are scored across systems, and at-risk accounts are flagged to the right owner with a save task before the relationship quietly lapses.
Monthly board pack, assembled not written
Established patternStandard board metrics are pulled from live systems into a consistent template with draft variance commentary, leaving a person to review and finalise instead of spending days assembling it.
Meeting minutes and action items
Established patternA meeting recording is turned into concise minutes and a list of actions, with tasks created and assigned to owners, so decisions and follow-ups are not lost after the call ends.
Case study
Agency scales without hiring
The challenge
A 10-person agency was turning away work because they couldn't handle more clients without hiring. Existing processes had too much manual overhead.
What changed
Streamlined client onboarding, automated reporting, and integrated project management tools. Capacity increased by 40% without new hires.
How it works
Discovery call
Where does your team's time actually go? We find the tasks worth automating.
Free · no obligationScope & plan
A fixed proposal: what gets automated, how your systems connect, what it costs, what it returns.
Build & go live
Staged delivery with quick wins first — your team keeps working while the system takes shape.
Run & improve
We host, support and keep improving it. As your business changes, the system changes with it.
Common questions from marketing and creative agencies
Can reporting pull from ad platforms and analytics automatically?
That's the goal of an automated reporting pack: data collected from your platforms on schedule, assembled into your branded format, and sent (or queued for review) per client. Which platforms and how they connect is exactly what we'd confirm during scoping — some have clean APIs, some need workarounds, and we'll tell you which honestly.
Our processes are different for every client. Can a system cope?
Bespoke is the point — we build around how you actually work, including per-client variations, rather than forcing everything into one rigid template. The discovery call is where we work out what's genuinely standard underneath the variations.
We live in our project management tool. Does that have to change?
No — automation can work alongside the tools your team already likes, keeping them in sync with your CRM and accounting instead of replacing them. Replacement only makes sense when a tool is genuinely the bottleneck, and we'll say so plainly if it is.
More questions? See all FAQs or ask the assistant in the corner.
See what automation could do for your marketing & creative agencies business
Book a free discovery call — 30 minutes on where your team's time goes, and what it would take to get it back.
Book my free discovery callIf the call doesn't find meaningful automatable work in your business, we'll tell you straight — and it will have cost you nothing.
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