Workflow automation for agencies.
Client requests across email, Slack and WhatsApp, project status rebuilt every Monday, reports assembled by hand, and no single view of what's owed to whom. We build the agency operations system, intake, project tracking, client portal and reporting, for teams running many clients at once.
Sound familiar?
- Client requests arrive everywhere, email, chat, calls, and some never become tasks
- Status is rebuilt weekly into a deck or doc that's already out of date
- Reporting means exporting from five tools and assembling it by hand
- Scope creep goes unnoticed until the retainer's already over
- Clients can't see progress, so they ask, on every channel
What the system automates
1. Request intake
Every client ask, from any channel, becomes a tracked item with an owner, not a buried message.
2. Client portal
Each client sees their projects, deliverables and what's next, status requests stop.
3. Automated status reports
Weekly updates are generated from live work, not assembled before the Friday meeting.
4. Retainer & scope tracking
Hours and deliverables against the retainer are visible as they burn, not after.
5. One pipeline
Every client and project in one live view, capacity and bottlenecks included.
What we'd build
A typical build is an Agency Operations & Client Portal: a client-facing portal fed by an internal pipeline, automated status reporting, and retainer tracking that makes scope visible before it slips.
Requests stop dying in chat. Reports write themselves. Clients see progress instead of asking for it.
The services behind it
- Custom Software DevelopmentInternal systems, portals and tools built around your actual workflow.
- Web DevelopmentMarketing sites, web applications and portals: fast, accessible and built to rank.
- AI AutomationThe follow-ups, data entry and handoffs your team does by hand, automated.
- SEOTechnical SEO, content and audits that turn search into a channel.
Running this on spreadsheets and inboxes?
Show us how the work moves today. We'll tell you what can be automated and what we'd build: fixed scope, fixed price. Reply within one working day.