Agency Pack
Qualify the lead, pitch, onboard, report, get paid.
Run the whole client lifecycle on rails — the hottest leads surface first, proposals draft themselves, onboarding runs itself, and clients get a weekly report without you touching a slide.
You don’t pay for anything we build until it’s live and working.
What’s in the Agency Pack
11 workflows, working together — set up and maintained for you.
Every new lead is scored for fit and urgency with a one-line reason, so your team calls the best opportunity first instead of working top-to-bottom.
Turn a few inputs into a full, on-brand proposal — scope, deliverables, and price — dropped into a Google Doc ready to review and send.
A signed client automatically gets the intake packet, welcome email, and kickoff steps — a polished first week without the manual checklist.
Every client gets a plain-English weekly summary of what you did and the numbers that moved — the retention habit most agencies skip.
Overdue invoices get a polite automatic nudge on a schedule, so you get paid without the awkward chase.
When a client owes you assets, copy, or approvals, the chase happens automatically — projects stop stalling on their inbox.
A project that hasn’t moved in days gets flagged to your team before the client notices — you catch drift early.
A client who’s gone quiet gets a friendly, professional check-in on a schedule — accounts drift back instead of drifting away.
Clients who never logged in to their portal get a nudge with their access link — so your deliverables actually get seen.
When a client’s usage or results signal room to grow, your team gets an alert — expansion revenue stops depending on memory.
Happy clients get asked for a testimonial at the right moment — a steady stream of social proof for your site and proposals.
Draft a week of on-brand posts from a topic or link, ready to schedule. (Coming soon — needs social account connections.)
Ready to put the Agency Pack to work?
Book a free review and we’ll set up the pieces you need first — no credit card, no obligation.