If your team is doing it manually, we can automate it.
Reporting, lead routing, CRM updates, client onboarding — these aren't tasks, they're systems. We build the automations and internal tools that give your agency back the hours it wastes every week.
Reporting takes days, not minutes
Your team spends Monday pulling numbers that should have been ready Friday. That's a process problem, not a people problem.
Leads fall through the cracks
Without a proper routing system, hot leads go cold while they wait for someone to manually follow up.
Your team does the same things over and over
Onboarding a new client takes 4 hours of manual setup that should take 10 minutes.
Get your reports without lifting a finger.
We connect your data sources (Google Ads, Meta, GA4, CRM) and build automated reports that land in your inbox — or your client's — on schedule.
- Multi-platform data pulling
- Branded PDF or dashboard reports
- Scheduled weekly/monthly delivery
Every lead goes to the right person instantly.
We build workflows that capture, score, and route leads automatically — so your sales team spends time closing, not chasing.
- Form-to-CRM automation
- Lead scoring rules
- Instant Slack/email notifications
Onboard a new client in under an hour.
We turn your manual onboarding checklist into an automated flow — contracts, intake forms, project setup, welcome emails — triggered the moment a deal closes.
- DocuSign/contract automation
- Intake form to project creation
- Client welcome sequence
A dashboard your whole team actually uses.
Custom-built internal tools that replace the spreadsheets, shared docs, and Slack threads you use to track agency operations.
- Real-time agency pipeline view
- Client status tracking
- Role-based team access
How It Works
Free Audit
We review your current workflows and find the biggest time sinks.
Scoped Proposal
You get a clear, itemized automation plan with timeline and price.
Build & Ship
We build, test, and deploy your automation systems.
Ongoing Support
We monitor, maintain, and improve your automations over time.
Hours saved per week on average for agency teams
Automated workflows built for agencies
Average new client onboarding time post-automation
Leads lost to manual routing after implementation
Is This Right For You?
This IS for you if...
- You spend more than 5 hours a week on manual reporting
- Your team manually routes leads and updates CRM records
- Client onboarding involves 10+ manual steps
- You want to scale without adding headcount
This is NOT for you if...
- You only have 1–2 clients and simple workflows
- You prefer doing everything manually and have the capacity
- You're not willing to standardize your processes
- You need a full CRM platform built from scratch
Frequently Asked Questions
How many hours is your team losing to work a system should be doing?
In 30 minutes, we'll review your current workflows, identify the biggest time sinks, and give you a prioritized automation plan — whether you work with us or not.
✓ We respond within 24 hours.
✓ No pitch. No obligation. Just clarity.