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30 Min Free Audit • No Obligations

Handle 2x the Clients Without Doubling Your Team

Custom workflow automation for SMMA agencies. Free up 15 to 20 hours per week so your team can serve more clients and grow revenue without hiring more people.

Scale Faster

Scale from 15 to 30+ clients with same team size

Quick Launch

3 week implementation, zero disruption

One-time Cost

$1,200 one-time investment

Watch Your Team Transform

See the dramatic difference automation makes. From overwhelmed to in control. From capped at 20 clients to scaling to 30+.

96% faster

Onboarding Time

Before

45 min

After

2 min
2x capacity

Clients Handled

Before

15-20

After

30+
1 FTE freed

Hours Saved/Week

Before

0

After

15-20
100% on-time

Missed Deadlines

Before

Multiple

After

Zero
Fully automated

Manual Reports

Before

4 hrs/week

After

Automatic
10+ new clients

Annual Revenue Lift

Before

Capped

After

+$120-300K

The Real Impact

Free up one full-time equivalent to focus on strategy and growth instead of operations.

That's 10+ new clients per year = $120,000 to $300,000 additional annual revenue.

See How This Works for Your Agency

6 Workflows That Free Your Team

Here are the key areas where automation saves your team time and improves client satisfaction.

Client Onboarding

New client signs and the system sends welcome email, creates project folder, sets up Slack channel, assigns team, sends questionnaire.

45 minutes becomes 2 minutes

Follow-up Sequences

Automatic check-ins at Day 3, 7, and 14. Never miss a touchpoint, never manually schedule a reminder.

Zero manual scheduling

Project Tracking

Real-time status updates across all tools. Team and clients always know exactly where every project stands.

Real-time visibility

Deadline Management

Automatic reminders 48 hours and 24 hours before deadlines. Team never misses delivery dates.

Zero missed deadlines

Client Notifications

Deliverable ready? Review needed? Approval received? Clients get instant updates without you lifting a finger.

Instant notifications

Reporting

Weekly performance summaries generated automatically. Clients stay informed, you stay focused on results.

Automated weekly summaries

From Audit to Launch in 4 Weeks

A straightforward, no-nonsense implementation process.

1

Discovery

  • 30 minute free workflow audit
  • Understand your current challenges
  • Identify automation opportunities
  • No commitment required
2

Analysis & Design

  • Deep dive into your current process
  • Map out complete workflow
  • Design custom system architecture
  • Present solution proposal
3

Build & Test

  • Built in Airtable and Make.com
  • Integrated with your existing tools (ClickUp, Asana, Gmail, Slack, etc.)
  • Tested with real scenarios
  • Progress check-ins included
4

Training & Launch

  • 1 hour team training session
  • Complete documentation provided
  • Soft launch to verify everything works
  • Full deployment once approved
  • 30 days of included support

See It In Action

Explore a live demo of the automation system. Click through each section to see how everything works together.

Open Full Interactive Demo

Client Management

Centralized client database with automated onboarding, status tracking, and instant access to all client information.

Client Management demo screenshot

This is a general overview. Each agency receives a custom workflow tailored to their specific needs and processes.

Want to see how this works for your specific agency?

Book Your Free Audit

Frequently Asked Questions

3 weeks from audit to full launch. Most agencies are up and running within 21 days.
Zero. I handle all the technical work. Your team just uses the system. It's built to be intuitive.
$1,200 one-time investment. This includes the complete system, training, documentation, and 30 days of support. No monthly fees, no subscription. You own it.
Yes. I integrate with ClickUp, Asana, Slack, Gmail, Monday.com, Notion, and 2,000+ other apps via Make.com. You don't switch tools. Automation connects what you already use.
Nothing changes unless you want it to. If you have client data in spreadsheets or other systems, I import it. The automation works around your current setup. Zero disruption.
You do. Complete ownership, full documentation, all automation scenarios are yours. No vendor lock-in.
30 days of included support covers any issues. Everything is documented so your team can make minor updates. For major changes, I'm available for ongoing support at $300 to $500 per month (optional).
Most agencies go from handling 15 to 20 clients to 25 to 30+ clients with the same team size. That's 5 to 10 additional clients without hiring.

Let's Build This Together

I'm not just handing you automation and disappearing. I'll work with you every step of the way to make sure your workflows are set up perfectly and your team is ready to own them.

Start with a free 30-minute discovery call. No pressure. Just honest conversation about what's holding your agency back.

Dedicated Support

30 days of hands-on support to ensure smooth adoption and success

Your Existing Tools

We integrate with what you already use - no new platforms to learn

Quick Implementation

Live and operational in just 4 weeks without disrupting your team

You Own Everything

Complete ownership of your workflows - no vendor lock-in or surprises

What Happens Next:

1

Discovery Call

30 minute free audit to understand your challenges and identify opportunities

2

Analysis & Design

Deep dive into your process and design custom system architecture

3

Build & Test

Implementation in Airtable and Make.com, integrated with your existing tools

4

Training & Launch

Team training, full deployment, and 30 days of dedicated support

Ready to transform how your agency operates? Let's talk. No pushy sales tactics, just genuine partnership.

Book Free Audit