Agencies
Ad budget watcher
Checks client ads on Meta and Google every morning against the budgets you set and flags what is off.
Common
For marketing and creative agencies
Client check-in scheduler
Books each client's monthly check-in, sends the agenda the day before and handles reschedules.
- Google Calendar
- Calendly
- Gmail
- ClickUp
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 Monday at 8:00
- 1Find clients with no check-in booked this monthGoogle Calendar
- 2Draft an invite with your Calendly linkCalendly
- 3Ask you first before sending the invitesHe asks you first
- 4Send them from your GmailGmail
- 5Build each agenda from the client's ClickUp tasksClickUp
- 6Send the agenda the day before the callGmail
- 7Text you the week's calls and anyone who moved theirs
- What you getA check-in with every client each month, and an agenda in their inbox before the call.
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
Hiring coordinator
Logs applicants and portfolios for your open roles and books calls with the designers and writers you pick.
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.