Agencies
Retainer invoice sender
Makes each client's monthly retainer invoice in QuickBooks and sends it once you say yes.
Rare
For marketing and creative agencies
Client request triager
Turns client requests from email and Slack into ClickUp tasks and tells the client it is in hand.
- Gmail
- Slack
- 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 hour on weekdays
- 1Read new client emails and Slack messagesGmail
- 2Pick out the requests, changes and deadlines in each
- 3Make a ClickUp task on the right project for eachClickUp
- 4Draft a reply saying it is logged and when to expect it
- 5Ask you first before replying to the clientHe asks you first
- 6Send the reply by email or in SlackSlack
- 7Text you anything urgent or out of scope
- What you getEvery client request logged in ClickUp and answered, with out-of-scope asks sent to you.
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
Review request rep
Asks every client for a Google or Clutch review when a project wraps, with nothing offered in return.
Agencies
Client check-in scheduler
Books each client's monthly check-in, sends the agenda the day before and handles reschedules.
Agencies
Ad budget watcher
Checks client ads on Meta and Google every morning against the budgets you set and flags what is off.