Workflow Automation for Ad & Creative Agencies
Keep your agency organized, become more productive, and make more educated decisions with AI powered workflow automations.
Common workflows for Ad & Creative Agencies
Sales and Marketing
Streamline your sales and marketing with automation to help maximize efficiency as you scale. Automation allows for faster and more accurate client sourcing, as well as efficient and flexible marketing and sales operations.
- Automatic Data Enrichment: Keep all client profiles up to date with their latest jobs, industries, and much, much more
- Improved Scalability: Easily handle an increasing workload without requiring additional resources.
- Deeper Client Relationships: More efficiently manage client interactions leading to both greater customer and employee satisfaction.
AI-Powered Outreach
AI-powered outreach can help your agency reach people faster and more cost-effectively while still maintaining quality and personalization in conversations. AI can be used to craft personalized messages tailored to each client, as well as automate follow-up processes like scheduling meetings, sending reminders, and responding to questions.
- Cutting Edge Technology: By using the latest and greatest AI technology, ensure your agency is ready to capitalize on the latest artificial intelligence breakthroughs.
- Next-Level Personalization: Don’t sacrifice the personal touch that automation often lacks - AI can complete tasks exactly how a human would!
- Improved Scalability: By letting AI do the heavy lifting, the sky is the limit for how hard and high you can scale
Client Portals
Streamline communication between your agency and your clients by providing information about campaigns, such as performance data, analytics, and results in a convenient portal. Your clients can stay up-to-date on their campaigns without having to wait for all the information from different teams.
- Streamlined Communication: Remove the tedious back-and-forth with clients to free up time for more important tasks
- Brief Creation: Clients can create briefs for new projects quickly and easily in the portal which saves time for everybody
- Professional Interface: Give clients a unique and unrivaled experience that few other agencies offer.
Freelancer Portals
Efficiently manage relations with your freelancers through an easy-to-use portal. Simplify the management of your projects while reducing confusion and providing unparalleled transparency throughout the process.
- Streamlined Communication: Remove the tedious back-and-forth with freelancers to free up time for more important tasks.
- Move Faster: Rather than individually answering questions or sending out campaign info or payment information, make this information easily accessible.
- Remove Tedious Processes: Automate the collection of W9 information, upload invoices and remittance information.
The Ultimate Solution for Unifying Your Company operations
Connect all of your teams together to operate as one streamlined, functional unit. Gain a birds-eye-view of your organization so you understand your entire business.
Revolutionize Your Business
Connect all of your company's departments, from marketing to sales, operations to production, finance, and more. Ensure all teams are using relevant, up-to-date information without tedious and time-wasting back and forth.
Stay Coordinated and Aligned
Keep your teams in perfect sync as clients move through your funnel. Automatically pass data, such as tasks and assets, to the appropriate department as clients advance along your workflow.
All Your Data in One Place
Provide unique, real-time dashboards to each team, along with one central, unified dashboard where you can view the true status of your entire business. Reduce reporting overheads and provide real-time data to clients and talent.
Book a Consultation to hop on a quick call with one of our in-house workflow experts
What Our Clients Are Saying,
and why they love working with us!
Glenn Tucker
Left Lane Capital
Bobak Emamian
Debut Capital
Blake Oswalt
Toba Capital
Chris Walton
Eton Venture Services
Not sure how workflow automation can help?
Are you interested in discovering how automation can transform your business overnight? Then look no further, this eBook is packed with ideas, best practices, case studies and tips and tricks to spark your imagination and optimize your workflows.
Learn the A-Zs of automation, and how you can leverage it in your business!
Work with certified experts in over 100+ no-code tools
By using these tools we move 10x faster than development teams, and once we hand the project off to you, you can easily make changes as your company grows without needing to hire expensive engineering talent.
