Less manual onboarding, more time for client campaigns.
We help marketing agencies cut the manual work that starts right after signing a new client: collecting the brief and assets, setting up the project, and chasing missing approvals. The automation works alongside the tools you already use to manage projects, not instead of them.
Four problems that delay the start of every new client's campaign.
Client onboarding starts from scratch every time
After signing a contract, the team manually sends the same welcome emails, form links, and requests for information, step by step, client by client, with no template that runs itself.
Missing briefs, assets, and account access
A campaign is hard to start when the logo files, ad account access, or a signed brief are still missing, and chasing them down takes almost as long as the campaign itself.
Projects, folders, and tasks rebuilt manually every time
For every new client, someone manually sets up a new project in the team's task tool, copies the folder structure, and retypes the same list of standard starter tasks.
Client feedback and approvals take too long
Creative work or a media plan sits waiting for client sign-off, and the team has no idea whether the email even arrived, whether the client forgot, or whether it's time to call. So they call just in case.
What it looks like before and after automation.
After signing a contract, the team manually emails the client asking for the brief, assets, and account access, then follows up separately on whatever's still missing.
The account manager manually sets up a new project, builds the folder structure, and retypes the same starter task list for every client.
The team waits on creative or plan approvals and manually follows up by email or phone, with no way to tell if the message even landed.
The new client receives an automated sequence requesting the brief, assets, and access, and the system shows in real time what's still outstanding.
The project, folders, and starter task list are created automatically as soon as client onboarding is complete.
The system tracks which approvals are still pending and automatically reminds the client until a decision comes back.
Start with one process
You don't need to automate the entire onboarding flow at once. We start with the single most time-consuming step and see if it holds up.
Four areas where automation takes the most off your team's plate.
No new project-management tool to learn and nothing to switch. The automation runs quietly in the background, alongside what you already use.
Client onboarding automation
The system automatically sends new clients a welcome sequence requesting the information, documents, and access needed to kick off the campaign, with no more retyping the same emails every time.
Brief and campaign-asset collection
Clients get a single, organized form or link to submit the brief, logo files, and assets, and the system tracks what's still missing and follows up automatically.
Automatic project, folder, and task creation
As soon as onboarding wraps up, the system sets up the project in your team's task tool, builds the folder structure, and fills in the standard starter task list.
Client approval reminders
The system tracks which creative work, copy, or media plans are waiting on a client decision and sends automatic reminders until the approval comes through.
What we measure during the pilot.
We don't have finished engagements with marketing agencies yet, which is why we're not showing results here. Instead, here's what we actually track during a pilot, so you and your team can judge for yourselves whether it holds up.
Time from signed contract to campaign start
How long it takes from signing the contract to having the full brief, assets, and access the team needs to get started.
Number of manual follow-ups
How many emails, messages, and calls the team still has to send manually to close out onboarding and chase missing assets, and how that number changes.
Share of clients with outstanding items reminded
Of every client still missing a brief, assets, or access, how many actually get an automatic reminder, pulled straight from the reminder logs.
Share of approvals closed without a manual call
Of every approval sent for sign-off, how many get resolved by the automatic reminder sequence alone, without your team having to pick up the phone.
Let's test it on your example.
Book a short, free call about how client onboarding works at your agency today, or ask directly about a paid pilot on a specific process.
How the rollout works, step by step.
Initial call
You walk us through how onboarding and brief collection work for a new client at your agency today.
Process mapping
Together we identify which step (onboarding, asset collection, project setup, or approval follow-ups) is worth automating first.
Setup and pilot
We configure the automation for a limited, selected scope and run a paid pilot, alongside the project-management tools you already use.
Review and next steps
We review the pilot results together and decide whether and how to extend automation to other processes.
Questions we hear most often from marketing agencies
No. We don't handle lead generation, client acquisition, or sales. We automate the work that starts after you've already signed a client: onboarding, brief and asset collection, project setup, and chasing approvals.
Contact us
Let's start with a conversation. Book a free call — 30 minutes. Tell us what work looks like in your company. We'll tell you if and where automation makes sense — and what you can realistically gain.
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