Your agency automates marketing for clients. I automate the agency.
I connect CRM, proposals, project management and your internal tools, so your team spends less time moving information around and more on client work. A fixed price before development starts.
Currently free, then €495 · Reply within 24 hours · You talk to me, not an account manager
Where the work usually leaks
The problem
The bottleneck is not your tools.
Most agencies have great tools and manual handoffs between them. Every new client sets off the same round of setup work, from sales to onboarding, delivery and reporting.
By hand
- HubSpot
- PandaDoc
- Asana
- Google Drive
- Slack
That is a workflow problem, not a talent problem.
Connected
- HubSpot
- PandaDoc
- Asana
- Google Drive
- Slack
One process, end to end
What happens from the moment a proposal is signed
Most agencies start here, because every new client repeats it and it crosses the most tools.
The proposal is signed
The signature comes in. This is the trigger: everything after it hangs off this.
Deal won
The deal moves to won and the client record is completed from the proposal. Nothing gets typed a second time.
Project from your template
The project is created from your own template, with the scope from the proposal and the right people on it.
Folders and access
The client folder is created to your own layout and shared with the team.
Client channel
A channel opens for the client, with the account manager and the delivery team in it.
Kickoff and intake
The kickoff invite goes out with the intake form, so access and assets arrive before the first meeting.
Your check
You get one notification: the project is ready for kickoff. This is the step that stays human, on purpose.
One signature, six tools, one check at the end.
The same applies to
A new lead that gets categorised, assigned and followed up without anyone forwarding it.
Sales notes that become a delivery brief, with tasks and owners.
Report data that is already in one place every month before anyone starts writing.
How it works
Four steps, not a transformation programme
Show me the process
You walk me through one workflow, exactly as it runs today. Messy is fine.
I map it and give you a fixed price
You get a process map, the opportunities in order, and a fixed implementation price.
I build, test and hand it over
Including documentation and handover, so your team can carry it on.
Your team stops doing the repetitive part
That is the whole point. No extra system for anyone to maintain.
Workflow Audit
Show me the process that is wasting your team’s time.
A paid diagnosis. The document is yours, whether or not you have anything built afterwards.
What you get
What a build costs
Three sizes, fixed price up front
Quick Win
€1,750
One bounded workflow
For example- Signed proposal
- Project
- Folders
- Channel
Core Automation
€3,500
A process that runs across systems
For example- Lead
- Qualification
- CRM
- Proposal
- Signed
- Project setup
Business Workflow System
On request
Several connected workflows
For exampleThe whole route from sales to delivery and reporting
Care Plan: €50 to €250 per month for monitoring, small fixes and support. Optional, never a condition.
Book your free Workflow AuditThe audit
What I ask about
Four questions. Run them past your team beforehand and the audit goes faster.
What happens after a prospect signs?
How many tools does your team update for every new client?
Which onboarding tasks are copied from the last client?
How much time does reporting take every month?