Workflow Automation & Analytics for Businesses
Streamline your workflows, cut costs, and improve profitability with software & AI
We help you streamline your client onboarding & management so that your agency can focus on delivering great service and growing their revenue
Secure File Sharing
Share documents with clients securely without them needing to log into an app or website.
Customer Review Analysis
Draw insights from customer reviews to improve your products and marketing.
Data Mining & Analytics
Take your unstructured data like word docs, PDFs, excel files, audio files, and more and transform them into data that can give you deeper insights into your business.
Client Onboarding & Management Automation for Marketing Agencies
We help you streamline your client onboarding & management so that your agency can focus on delivering great service and growing their revenue
Streamline Client Management
Automate setting up slack channels for clients & sending project updates to them and your team so that everyone stays on the same page
Streamline Customer Onboarding
Automate client data requests, surveys, project management task creation, and Slack channel updates to keep clients in the loop.
Analytics
Collect data for reporting like number of client tickets, time to complete each project milestone, and client results so that you have the data to forecast future project workflows.
Specific Automations
Slack
Automatically set up new slack channels for new clients and automatically update them as you achieve certain milestones.
Invoicing
Automate sending invoices using stripe so that invoices are sent at different milestones throughout the project.
Project Management
Automatically generate job boards in Trello, Asana, and more and assign them to members of your team, then automatically update the client upon their completion.
Proposals
Automate sending contracts with DocuSign and Panda Doc.
Analytics
Store your data in Air Table so that you can analyze your client work.
Proposal Automation
Create proposals faster with a combination of templating and generative AI
Calendars
Automate scheduling meets so that your team stays on top of their work.
& More!
Have specific requests that you didn't see listed? Contact us below!
Interested? Contact Us!
Schedule a discovery call to see how we could help you streamline your client onboarding.
Share documents with clients securely without them needing to log into an app or website.