Agencies
New client onboarder
When a deal is won, sends the contract, sets up ClickUp and a Slack channel and sends a kickoff link.
Rare
For marketing and creative agencies
Client report builder
Builds each client's monthly report from Meta and Google Ads in your template and drafts the email.
- Meta Ads
- Google Ads
- Google Sheets
- Gmail
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.
- StartsOn the 2nd of every month
- 1Pull last month's results for each client from MetaMeta Ads
- 2Pull the same from Google AdsGoogle Ads
- 3Fill your report template in Google SheetsGoogle Sheets
- 4Write a plain summary of what went up and what went down
- 5Ask you first before sending any reportHe asks you first
- 6Send each report to the client from your GmailGmail
- 7Text you which clients had big changes
- What you getEvery client's monthly report built in your template and waiting for your OK on the 2nd.
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
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Proposal follow-up rep
Follows up on every proposal you sent until the client signs or says no, and keeps HubSpot current.
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Client request triager
Turns client requests from email and Slack into ClickUp tasks and tells the client it is in hand.
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Retainer invoice sender
Makes each client's monthly retainer invoice in QuickBooks and sends it once you say yes.