Who this is for
Marketing agencies, freelance collectives and in-house teams serving internal clients, typically past five clients where the repetition becomes the problem. This sits within marketing and business automation.
What gets automated
- Automated client reporting. Data pulled from the ad platforms, GA4 and Search Console into a per-client dashboard, refreshed daily, with the monthly summary generated rather than assembled.
- Onboarding templates. A new client triggers the full task list: access requests, tracking audit, account setup, kickoff, folders, each assigned and dated so nothing rests on memory.
- Approval flows with an audit trail. Creative and copy sent for approval, reminders on silence, and a record of who approved what and when.
- Cross-account monitoring. Tracking failures, disapprovals and budget pacing across every client account in one view, so problems surface before the client notices.
- Time and margin per client. Hours against retainer, so an unprofitable account is visible in month two rather than month twelve.
- Your own new business. Lead capture, proposal generation and follow-up, which agencies are routinely worse at than their clients.
Handling the data carefully
You hold client account access and performance data. Automations run in accounts you control, credentials stay in a password manager rather than in workflow steps, and client data is not moved through third-party platforms without the client knowing.
What I see most often
- Reporting week absorbing the most senior people in the agency.
- Onboarding from memory, so tracking setup is the thing that gets missed.
- Approvals across email, WhatsApp and calls with no record.
- No cross-account monitoring, so a client reports the broken tag.
- Unprofitable clients discovered at renewal.
Related services
The services behind this page: agency operations automation, reporting automation and workflow automation.