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DavTechNederlandsFree audit

For marketing agencies

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.

Book your free Workflow AuditSee one process end to end

Currently free, then €495 · Reply within 24 hours · You talk to me, not an account manager

Where the work usually leaks

  • HubSpot
  • Pipedrive
  • PandaDoc
  • Asana / ClickUp
  • Monday
  • Slack / Teams
  • Google Drive
  • Moneybird / Exact

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.

That is a workflow problem, not a talent problem.

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.

  1. PandaDoc or e-sign

    The proposal is signed

    The signature comes in. This is the trigger: everything after it hangs off this.

  2. HubSpot or Pipedrive

    Deal won

    The deal moves to won and the client record is completed from the proposal. Nothing gets typed a second time.

  3. Asana or ClickUp

    Project from your template

    The project is created from your own template, with the scope from the proposal and the right people on it.

  4. Google Drive

    Folders and access

    The client folder is created to your own layout and shared with the team.

  5. Slack or Teams

    Client channel

    A channel opens for the client, with the account manager and the delivery team in it.

  6. Calendar and email

    Kickoff and intake

    The kickoff invite goes out with the intake form, so access and assets arrive before the first meeting.

  7. You

    Your check

    Stays human

    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

  1. Show me the process

    You walk me through one workflow, exactly as it runs today. Messy is fine.

  2. I map it and give you a fixed price

    You get a process map, the opportunities in order, and a fixed implementation price.

  3. I build, test and hand it over

    Including documentation and handover, so your team can carry it on.

  4. 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.

freeCurrently free. After that €495, credited toward a build within 30 days.
What you get
A map of your current process
The automation opportunities, in order
The recommended solution
A fixed implementation price

Tell me briefly which process costs your team the most handwork. I reply within a day. The Workflow Audit is currently free, then €495.

  • The audit document stays yours, with or without a follow-up
  • The fixed price is in it, and it does not change
  • No monthly contract, unless you want one

What a build costs

Three sizes, fixed price up front

  • Quick Win

    €1,750

    For

    One bounded workflow

    For example

    Signed proposal → project → folders → channel

  • Core Automation

    €3,500

    For

    A process that runs across systems

    For example

    Lead → qualification → CRM → proposal → signed → project setup

  • Business Workflow System

    On request

    For

    Several connected workflows

    For example

    The 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 Audit

The 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?