Agencies
Reporting and onboarding that run without you.
Client reporting, onboarding and internal handovers eat the hours that should go into the work itself.
Where the time goes
- The monthly report is assembled by hand from four tools.
- New client onboarding depends on one person remembering every step.
- Client requests arrive in Slack, email and calls at the same time.
What solves it
A weekly report workflow that brings email, spreadsheet and CRM numbers into one view.
An example from this industry
Our agency in Dublin needs the monthly client report to include enquiries from email and the website. Can you outline the inputs you need? Erin, 08x xxx xxxx.
Open the demo with this example
The example is fictional, including the name and phone number.
Common questions
Which numbers can the dashboard show?
The ones you already use for client reporting, pulled from email, spreadsheets and the CRM.
Can onboarding be automated?
The checklist, the document requests and the reminders can run as one workflow with a clear owner.
Do clients see it?
Only if you want them to. The dashboard can be internal or client-facing.
Get a written assessment
Describe one process. Within 48 hours you get a written plan and a 3-minute video: what's worth automating, how it would work, the risks, and a fixed price. No call, no obligation.
Request assessment