Your agency runs on repetitive tasks.Let's fix that.
Automate lead intake, client onboarding, reporting, proposals, CRM updates, and weekly communication so your team can focus on client results.
The Agency Scaling Bottleneck
As you sign more clients, the administrative burden multiplies. Your best account managers spend hours manually pulling reports and copy-pasting data.
- ✗Manual, error-prone client onboarding
- ✗Repetitive, soul-crushing weekly reporting
- ✗Proposal creation bottlenecks delaying sales
- ✗Missed CRM updates causing pipeline chaos
- ✗Too many disjointed Slack/email notifications
The Automated Agency
Connect your agency tools into a seamless nervous system. When a client signs, everything else happens automatically.
- ✓Instant lead intake and CRM logging
- ✓One-click customized proposal generation
- ✓Zero-touch client onboarding workflows
- ✓Automated weekly performance reports via AI
- ✓Clean, organized Slack alerts only when needed
Example Workflow: The Sales to Onboarding Engine
Trigger
Website form submitted by prospect.
Qualify
AI evaluates lead and creates deal in HubSpot.
Alert
Slack alert sent to sales team with context.
Proposal
PandaDoc draft generated automatically.
Onboard
If won, Stripe invoice sent, Google Drive folders created.
What We Automate
Pricing Direction
Transparent implementation costs for agencies.
Starter
Automate one major bottleneck (e.g., onboarding).
- ✓Workflow mapping
- ✓Tool integration
- ✓Error handling
- ✓Documentation
Growth
Automate sales and onboarding end-to-end.
- ✓Everything in Starter
- ✓CRM integration
- ✓AI data parsing
- ✓Slack alerts
Complete
Ongoing automation partner for growing agencies.
- ✓Dedicated support
- ✓Continuous optimization
- ✓New workflow builds
- ✓n8n self-hosting
Explore other build capabilities.
Frequently Asked Questions
Everything you need to know before starting.
Yes, we build extensive automations around GoHighLevel, connecting it to external tools when its native workflows aren't enough.
Yes, we can pull data from Facebook Ads, Google Ads, and your CRM into a Google Sheet or Looker Studio, and have an AI draft a weekly summary email.
A standard Stripe -> CRM -> Slack -> Google Drive onboarding flow takes about 1-2 weeks.
Yes, you will host the automation on your own Make or n8n account so you retain full ownership of the IP.
Our workflows handle state. If a payment fails or a form is abandoned, we can trigger automatic follow-up sequences.
Ready to remove agency busywork?
Let your team do creative work. Let software do the copy-pasting.
No pressure · Fixed quote · Clear next steps · Client-owned code