Agencies
Client check-in scheduler
Books each client's monthly check-in, sends the agenda the day before and handles reschedules.
Common
For marketing and creative agencies
Review request rep
Asks every client for a Google or Clutch review when a project wraps, with nothing offered in return.
- ClickUp
- Gmail
- Google Business Profile
- Any website
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 project is marked done in ClickUp
- 1Read the finished project and client contactClickUp
- 2Draft a thank-you note with your Google and Clutch links
- 3Ask you first before sending the requestHe asks you first
- 4Send it from your GmailGmail
- 5Watch your Google profile for new reviewsGoogle Business Profile
- 6Check your Clutch page for new reviews tooAny website
- 7Text you each new review with a reply draft
- What you getA review request to every client at the end of every project, and a reply ready when one comes in.
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
Ad budget watcher
Checks client ads on Meta and Google every morning against the budgets you set and flags what is off.
Agencies
Hiring coordinator
Logs applicants and portfolios for your open roles and books calls with the designers and writers you pick.
Agencies
Client report builder
Builds each client's monthly report from Meta and Google Ads in your template and drafts the email.