Agencies
Client report builder
Builds each client's monthly report from Meta and Google Ads in your template and drafts the email.
Common
For marketing and creative agencies
Hiring coordinator
Logs applicants and portfolios for your open roles and books calls with the designers and writers you pick.
- Google Sheets
- Gmail
- Calendly
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsEvery weekday at 9:00
- 1Collect new applicants and portfolio linksLinkedIn
- 2Log each one against your must-haves in a sheetGoogle Sheets
- 3Ask you first who to invite to a callHe asks you first
- 4Send your picks your Calendly linkCalendly
- 5Send your no-thanks note to the ones you pass onGmail
- 6Text you the calls booked this week
- What you getEvery applicant and portfolio in one sheet, and calls booked only with the people you choose.
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
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.
Agencies
Client request triager
Turns client requests from email and Slack into ClickUp tasks and tells the client it is in hand.