Agencies
Proposal follow-up rep
Follows up on every proposal you sent until the client signs or says no, and keeps HubSpot current.
Epic
For marketing and creative agencies
New client onboarder
When a deal is won, sends the contract, sets up ClickUp and a Slack channel and sends a kickoff link.
- HubSpot
- DocuSign
- ClickUp
- 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.
- StartsWhen a deal is marked won in HubSpot
- 1Read the won deal, scope and fee in HubSpotHubSpot
- 2Fill your contract template with the scope and feeDocuSign
- 3Ask you first before the contract and welcome go outHe asks you first
- 4Send the contract through DocuSignDocuSign
- 5Make the ClickUp project from your templateClickUp
- 6Open a shared Slack channel with a kickoff linkSlack
- 7Text you when it is signed and the kickoff is set
- What you getA signed contract, a ClickUp project and a Slack channel ready for every new client, after 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 request triager
Turns client requests from email and Slack into ClickUp tasks and tells the client it is in hand.
Agencies
Retainer invoice sender
Makes each client's monthly retainer invoice in QuickBooks and sends it once you say yes.
Agencies
Review request rep
Asks every client for a Google or Clutch review when a project wraps, with nothing offered in return.