Agencies are good at doing the work and bad at the machinery around it: finding the next client, sending the proposal, onboarding, reporting, asking for the renewal. Each is a repetitive process done by hand by senior people who should be doing client work. Systematised, they run in the background and the agency's growth stops depending on the founder's evenings.

New business

A tight ICP of the clients that were profitable and pleasant. An outbound engine at low volume with high research — a specific observation per prospect, a small ask such as an audit. A referral flow that asks every satisfied client for one introduction at project close. Every enquiry answered within the hour.

Proposals

Generated from the CRM and a pricing model, in the agency's template, sent for e-signature, followed up automatically, with opens and signatures tracked. The time from call to proposal drops from days to an hour, and the follow-up stops being awkward.

Onboarding

Signature triggers the project setup, the briefing document, the welcome message and the kickoff booking. The client is never in silence between yes and start.

Reporting

Client reports assembled from the platforms — ads, analytics, social, CRM — on a schedule, in the agency's format, with a paragraph of commentary drafted for the account lead to edit. The monthly report takes an hour, not a day.

Renewals

Ninety days before a contract ends, a health check with the results delivered and the renewal conversation booked. Agencies that automate renewals stop losing clients to silence.