Personalized automation audit
Agency time is billed by the hour. Stop giving it away.
Client onboarding, weekly reports, status updates, invoice chasing — agencies bleed hours on admin. Our audit identifies which process to automate first to protect your billable time.
The problems
- Manual weekly/monthly client reports
- Chasing clients for approvals and assets
- New client onboarding done manually
- Invoices sent late or chased by hand
What you automate
- ✓ Automated client report generation and delivery
- ✓ Asset collection form with deadline reminders
- ✓ Automated onboarding checklist and welcome sequence
- ✓ Invoice + payment reminder automation