We help B2B marketing agencies scale lead generation and client fulfillment using AI-powered workflows

Win more clients. Deliver faster. Automate the parts of fulfillment that slow your team down.

Outbound Lead Automation

Automated
Client Onboarding

Scalable Retention Systems

TRUSTED BY

Turn your agency into a Scalable Revenue Machine without adding overhead or more late nights.

B2B marketing agencies lose time and profit to manual tasks — chasing leads, onboarding clients, and juggling delivery in spreadsheets.

We build AI-powered systems that automate cold outreach, streamline onboarding, and speed up client fulfillment.

You’ll generate more leads, close deals faster, and free up your team to focus on growth instead of getting buried in busywork.

Product

What We Can Automate for Your Agency

We design automation systems tailored to how your agency works — from outbound lead gen, to onboarding, to client delivery. Whether you're a solo founder or managing a growing team, we help you eliminate bottlenecks, close more deals, and fulfill client work faster with fewer resources. We work seamlessly with tools you already use — like HubSpot, Asana, ClickUp, Pipedrive, Slack, Zapier, and more.

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Outbound Lead Generation Automation

We build outbound systems that automate your cold email and LinkedIn outreach — personalized at scale to reach your ideal prospects.

Using tools like Apollo, Instantly, Smartlead, Clay, and Trigify, we identify intent signals, enrich contact data, and deliver high-converting messaging to the right people at the right time.

Whether you're targeting CMOs, SaaS founders, or eCommerce brands, we help you generate high-quality leads without the manual grind.

All follow-ups, responses, and scheduling are all handled by us so you can focus on building relationships and closing placements.

Automate cold email and LinkedIn outreach to generate consistent discovery calls with qualified prospects

CRM & Pipeline Automation

We automate your CRM so leads never slip through the cracks. Using platforms like HubSpot, Pipedrive, Close, and Salesforce, we auto-tag contacts, trigger follow-ups via email and SMS, move deals across stages, and keep your pipeline clean and current.

Whether a prospect opens an email, books a call, or ghosts you for 7 days — we set up smart triggers so your system responds instantly, and your sales process runs like clockwork.

Keep your sales pipeline clean, organized, and moving — auto-tagging leads, triggering follow-ups, and updating deal stages.

Client Onboarding Automation

We streamline your entire onboarding process — from proposals to project kickoff while delivering a polished, branded experience your clients will love.

Using tools like PandaDoc, Stripe, Typeform, Calendly, and ClickUp, we automate proposal delivery, payment collection, intake forms, calendar scheduling, welcome emails, and task creation.

Every step feels seamless and professional, helping you make a strong first impression while saving hours of admin work for your team.

Streamline kickoff by automating proposals & payment, intake forms, welcome emails, calendar scheduling, and project setup.

Client Check-Ins & Reporting Reminders

We automate ongoing client communication to keep relationships warm, retention high, and upsell opportunities flowing.

Whether it’s a weekly check-in, a monthly performance report, or a satisfaction survey — we’ll build automated touchpoints using tools like Retool, Looker Studio, Google Sheets, and Zapier.

Your clients stay informed and engaged without you chasing them, which opens the door to renewals, retainers, and expanding accounts over time.

Automate touchpoints like weekly check-ins, report delivery reminders, or client satisfaction surveys to improve retention.

Project Management Workflow Automation

We automate the handoff from sales to delivery so your team can start projects faster and with fewer errors.

Using tools like ClickUp, Asana, Trello, and Airtable, we auto-create projects, assign team members, set due dates, and trigger onboarding checklists based on the type of service sold.

We can also build client-facing dashboards so your clients can track progress in real time using Retool, Looker Studio, and Klipfolio. This increases transparency and reduces status update requests. No more missed steps or messy spreadsheets, just a clean & consistent delivery process that scales.

Connect sales to delivery by auto-creating tasks, assigning team members, and syncing timelines across tools like ClickUp, Asana, or Trello.

Content & Asset Delivery Automation

We automate how you deliver content, assets, and reports so nothing gets stuck waiting in someone’s inbox.

Using tools like Google Drive, Dropbox, Notion, and Loom, we build workflows that automatically notify clients when a deliverable is ready, request feedback or approvals, and trigger next steps based on their response.

We can also set up branded client file portals to organize deliverables, provide access control, and create a high-touch experience, without extra admin work from your team.

Automatically send deliverables, update clients, and track approvals — reducing back-and-forth between your team and the client.

Team Notifications & Internal Alerts

We set up internal alerts and notifications to keep your team aligned without you having to chase them down.

Whether it’s notifying a strategist when a new deal closes, alerting a designer when a task is overdue, or pinging the team when a client form is submitted — we build smart workflows using tools like Slack, Email, SMS, or ClickUp.

Everyone stays in the loop, deadlines stay on track, and you stay out of the weeds.

Keep your team in sync with Slack, email, or SMS alerts triggered by project updates, lead status changes, or client actions.

We Use the Top AI Automation Tools

We build your systems using the most powerful automation platforms on the market: Zapier, Make, N8N, and Retool. These deliver reliable, scalable results when your automating thousands of tasks each month. Whether you need us to connect your CRM, trigger AI workflows, or eliminating manual tasks, we choose the right tool for the job and tailor it to your business.

Zapier

Make.com

n8n

Retool

How It Works

Free Consultation

Talk to an experienced systems engineer (typically +$250/hr) and discuss your project requirements and objectives. We'll listen closely to understand your vision and goals.

Proposal & Agreement

Based on your consultation, we'll provide a detailed scope, including itemized steps, timeline, budget, and some possible modifications or extensions to your system.

Project Kickoff

With the proposal agreed to, we'll schedule a kickoff meeting to introduce you to our team and get started.

FAQs

Get answers to common questions about our automation services