Agency Automation

You're spending hours on reporting that should take minutes. Deals close but projects don't start for days. Client onboarding is a mess. Let's fix that.

Agency Problems I Solve

Client Reporting

Pull data from ad platforms, analytics, CRM. Format automatically. Send on schedule. Reports that build themselves.

Project Handoffs

Deal closes, project creates automatically. Tasks assigned. Kickoff meeting scheduled. Nothing falls through the cracks.

Proposal Generation

Client info from CRM populates proposal template. Pricing calculates automatically. Professional proposals in minutes.

Time to Invoice

Time entries become invoice line items. Hours tracked flow to billing automatically. Get paid faster.

Client Onboarding

New client signed? Welcome sequence triggers. Access provisioned. First meeting scheduled. Consistent experience every time.

Agency Results

Kingfisher Ads

Monthly ad spend reporting: 2-4 hours down to 15 minutes

Pulls from Meta and Google Ads. Calculates fees per client. Outputs invoice-ready reports. Runs automatically on the 1st.

Tools I Work With

  • Project Management: Asana, Monday, ClickUp, Notion
  • CRM: HubSpot, Pipedrive, Close
  • Reporting: Google Analytics, Meta Ads, Google Ads, Data Studio
  • Time Tracking: Harvest, Toggl, Clockify
  • Communication: Slack, Teams, email automation

Run the Numbers

See what automation could save for your business.

Calculate Your ROI

More Billable Hours, Less Admin

Let's automate the work that doesn't generate revenue.