Agencies
Hiring coordinator
Logs applicants and portfolios for your open roles and books calls with the designers and writers you pick.
Rare
For marketing and creative agencies
Ad budget watcher
Checks client ads on Meta and Google every morning against the budgets you set and flags what is off.
- Meta Ads
- Google Ads
- Google Sheets
- Slack
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery morning at 8:00
- 1Read yesterday's spend for each client on MetaMeta Ads
- 2Read the same for each client on Google AdsGoogle Ads
- 3Compare it with each client's budget in your sheetGoogle Sheets
- 4Note campaigns spending too fast, too slow or not at all
- 5Ask you first before pausing, starting or raising spendHe asks you first
- 6Make only the changes you said yes to
- 7Post the daily spend note in your team SlackSlack
- What you getEvery client's ad spend checked daily against your budgets, and nothing changed without your yes.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for marketing and creative agencies
Agencies
Client report builder
Builds each client's monthly report from Meta and Google Ads in your template and drafts the email.
Agencies
New client onboarder
When a deal is won, sends the contract, sets up ClickUp and a Slack channel and sends a kickoff link.
Agencies
Proposal follow-up rep
Follows up on every proposal you sent until the client signs or says no, and keeps HubSpot current.