Agencies
Client request triager
Turns client requests from email and Slack into ClickUp tasks and tells the client it is in hand.
Common
For marketing and creative agencies
Proposal follow-up rep
Follows up on every proposal you sent until the client signs or says no, and keeps HubSpot current.
- HubSpot
- 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.
- StartsEvery weekday at 9:00
- 1Find HubSpot deals with a proposal out 3 or more daysHubSpot
- 2Read each thread to see where it standsGmail
- 3Draft a short follow-up in your voice
- 4Ask you first before sending the follow-upsHe asks you first
- 5Send them from your GmailGmail
- 6Move each deal's stage and log replies in HubSpotHubSpot
- 7Text you who replied and who wants a call
- What you getNo proposal left hanging, and a HubSpot pipeline that shows where every deal stands.
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
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.
Agencies
Client check-in scheduler
Books each client's monthly check-in, sends the agenda the day before and handles reschedules.