Agency & Client Ops automations
Onboard clients, report on projects and keep scope, budgets and feedback in check.
- Automated Client Performance ReportingAgency & Client OpsAd and analytics numbers turn into client-ready reports, ~90% less manual work.Saves ~6 hrs/weekSheets
- Case Study CollectorAgency & Client OpsPost-project, a form collects results — and AI turns them into a draft case study.Saves ~1 hr/weekTypeform · Notion
- Churn-Risk Signal MonitorAgency & Client OpsUsage, logins, and support signals point to who's about to leave — before they do.Saves ~2 hrs/weekSlack
- Client Access ProvisioningAgency & Client OpsClient onboards → accounts and access granted automatically, credentials delivered safely.Saves ~3 hrs/weekTypeform
- Client Feedback Request AutomatorAgency & Client OpsPost-project feedback collected automatically — and acted on, not just stored.Saves ~30 min/weekGmail
- Client Onboarding AutomationAgency & Client OpsDeal closed → kickoff scheduled, intake sent, access requested — in the right order.Saves ~5 hrs/weekTypeform · HubSpot
- Client Project Status DigestAgency & Client OpsA Friday digest of every client project's status, blockers, and next steps.Saves ~1 hr/weekSlack · Notion
- Deliverable Review-Round TrackerAgency & Client OpsEvery deliverable's review rounds tracked so nothing spins in circles.Saves ~1 hr/weekNotion
- Kickoff Checklist AutomatorAgency & Client OpsEvery new project gets a checklist, kickoff notes, and a welcome email — zero setup.Saves ~2 hrs/weekNotion · Gmail
- Meeting Notes & Action-Item ExtractorAgency & Client OpsCall transcripts become structured notes with owners and due dates — automatically.Saves ~2 hrs/weekZoom · Claude
- Meeting-to-Client-Recap PipelineAgency & Client OpsAfter a client call, a clean recap with decisions and next steps is sent without you typing.Saves ~2 hrs/weekZoom · Claude
- Project Budget Burn MonitorAgency & Client OpsTracks each project's budget burn so you never discover a blowout at month-end.Saves ~1 hr/weekSheets · Slack
- Proposal Follow-Up AutomationAgency & Client OpsSent proposals get tracked — follow-ups fire until they say yes, no, or later.Saves ~1 hr/weekGmail
- Retainer Scope TrackerAgency & Client OpsTracks hours used against every retainer so scope creep shows up before it bites.Saves ~1 hr/weekSheets
- Scope Change TrackerAgency & Client OpsExtra requests get logged, costed, and approved before they become free work.Saves ~1 hr/weekSheets · Slack
- Time Tracking → Client InvoicesAgency & Client OpsLogged hours become line items on a Stripe invoice every billing cycle.Saves ~2 hrs/weekStripe
- Weekly Metrics DigestAgency & Client OpsPulls sales, signups, and ad spend into one Monday-morning Slack message.Saves ~2 hrs/weekSlack · Sheets