Scale Your Agency.
Not Your Headcount.
Your agency is drowning in operational overhead. Client onboarding, reporting, content production, CRM management, and tool sprawl are eating your margins and burning out your team. It does not have to be this way.
Sound Familiar?
These are the five operational bottlenecks that prevent agencies from scaling past the 20-client mark without doubling headcount.
Client Onboarding Takes Days
Every new client means manual account setup, Slack channels, project boards, welcome emails, and invoice generation. Your team spends the first week on admin instead of strategy.
Reporting Eats Billable Hours
Pulling data from Google Analytics, Meta Ads, HubSpot, and five other platforms into a branded PDF every month is a full-time job nobody signed up for.
Content Production Bottleneck
Your clients expect multi-platform content but your team can only produce so much. One blog post should become 10 social assets, but the repurposing pipeline does not exist.
CRM Is a Mess
Leads fall through the cracks, follow-ups get missed, and your sales pipeline looks like a graveyard of good intentions. Manual CRM management does not scale past 20 clients.
Too Many Tools, Too Many Subscriptions
You are paying for 15 different SaaS tools that do not talk to each other. Data lives in silos, workflows break at the seams, and nobody knows which tool is the source of truth.
What We Build for Agencies
Every system is custom-built for your agency's workflows, tools, and client base. These are the five core automations that transform agency operations.
Solution 01
Automated Client Onboarding
Contract to kickoff in under 90 seconds
The moment a contract is signed, the entire onboarding engine fires: invoice generated and sent, Slack channel created, project board populated with your standard deliverables, welcome email sequence triggered, and team notifications dispatched. What used to take your ops team 6 hours now happens before you finish your coffee.
Key Outcomes
Solution 02
AI-Powered Reporting
From data pull to client inbox, untouched
Automated data extraction from every platform your clients use. AI analyzes trends, flags anomalies, generates insights, and compiles everything into a branded PDF report. Scheduled delivery to clients on your cadence. Your account managers review and approve in one click instead of building reports from scratch.
Key Outcomes
Solution 03
Content Production Engine
1 input becomes 40+ assets
Feed in one blog post, video, or podcast episode. The engine outputs optimized versions for LinkedIn, Twitter/X, Instagram carousels, email newsletters, YouTube descriptions, Facebook posts, and more. Each piece is tailored to the platform, maintains your client's brand voice, and follows your content calendar.
Key Outcomes
Solution 04
White-Label CRM
Your brand, their experience, automated everything
A fully branded GoHighLevel instance for each client with automated lead capture, nurture sequences, appointment booking, pipeline management, and reporting dashboards. Offer CRM as a value-add service or a standalone revenue stream. Your clients see your brand, never the underlying platform.
Key Outcomes
Solution 05
Lead Generation Automation
AI SDR that never sleeps
An autonomous outbound system that identifies ideal prospects, enriches contact data, crafts personalized outreach sequences, handles responses, qualifies leads through AI conversation, and books meetings directly on your calendar. Works for your agency and as a service you sell to clients.
Key Outcomes
Real Numbers from Agency Clients
These are not projections. These are measured outcomes from agencies running these systems in production.
6hrs
Saved per client onboarding
10x
Content output multiplier
40%
Reduction in operational costs
3x
Qualified leads generated
Technology Stack for Agencies
Built on proven, enterprise-grade platforms that agencies already know and trust.
See It in Action
Detailed breakdowns of real agency automation projects, including architecture, timelines, and measured outcomes.
Pricing for Agencies
Every engagement starts with a free discovery call where we map your current operations and identify the highest-ROI automations.
Starter
$8,000 - 12,000
One core automation to prove the concept and show immediate ROI to your team.
- Single workflow automation
- 1 platform integration
- 2-week delivery
- 30-day post-launch support
- Full documentation and handoff
Best for: Agencies testing their first automation
Growth
$15,000 - 25,000
Multi-system automation for agencies ready to eliminate operational bottlenecks at scale.
- Multi-workflow system (onboarding + reporting + CRM)
- 3-5 platform integrations
- 4-6 week delivery
- 90-day support and optimization
- Priority Slack channel access
Monthly Retainer Option
$3,500 - 6,000/mo
Best for: Growing agencies with 10-50 clients
Agency Partnership
$25,000+
Full operational transformation with white-label solutions and ongoing strategic support.
- Full automation suite deployment
- White-label CRM setup
- Unlimited integrations
- Dedicated support with SLA
- Quarterly strategy reviews
- Revenue share options available
Monthly Retainer Option
$6,000 - 12,000/mo
Best for: Established agencies scaling past 50 clients
Agency-Specific Questions
Straight answers to the questions I hear from agency owners and operations leads every week.
Most agencies see measurable ROI within 30 days of deployment. Client onboarding automation alone typically saves 6+ hours per new client, which at agency billing rates translates to $1,500-3,000 in recovered billable time per onboarding. The reporting engine usually pays for itself within 2 months based on time savings alone.
Minimal. I need 2-3 hours of your team's time during the discovery phase to map current workflows and access credentials. After that, I build independently and deliver a working system. Your team gets a recorded walkthrough and documentation for every automation deployed.
Absolutely. The GoHighLevel CRM setup is fully white-labeled by default. For other automations, I can build them under your brand so you can offer automation as a service to your clients. Several agency partners generate $2,000-5,000 per month in additional recurring revenue this way.
All data stays within your existing platforms and the automation layer. I do not store client data on separate servers. Automations run through n8n Cloud or your self-hosted instance with enterprise-grade encryption. I sign NDAs before every engagement and can work within your existing security and compliance framework.
Every system is built to be modular and scalable. Adding a new client to the onboarding system is as simple as triggering the workflow. The content engine scales linearly. The only cost that increases is API usage for AI processing, which is typically under $50 per month per client.
I work with your existing stack. If you are on Make.com or Zapier, I can build within those platforms or migrate you to n8n for more flexibility and lower costs at scale. Most agencies save 40-60% on automation platform costs by switching to n8n without losing any functionality.
Yes. The Starter tier is designed exactly for this. Pick your biggest operational bottleneck, and I will automate it in 2 weeks. Once you see the results, we can scope the full system. No pressure, no lock-in.
Retainer clients get proactive monitoring and updates whenever platforms change their APIs. For project-based clients, the 30-90 day support window covers any breaking changes. After that, updates are billed at the retainer rate or as a one-time fix.
Yes. I have built integrations with Asana, Monday.com, ClickUp, Basecamp, Trello, Notion, and most project management platforms. If you use it, I can connect it to the automation system.
Growth gives you a multi-workflow system to solve 2-3 core operational problems. Partnership is a full operational transformation including white-label CRM, unlimited integrations, dedicated support, and strategic advisory. Partnership clients also get priority access to new automation templates and revenue share options for client-facing solutions.
Monthly retainers cover ongoing optimization, monitoring, new automation builds, and platform maintenance. You get a dedicated Slack channel, priority response times, and a monthly performance report. Retainers can be paused or cancelled with 30 days notice. Hours roll over for one month.
Yes. The system is designed for agencies managing multiple client accounts. Each automation can be templated and deployed per client with unique credentials, branding, and configuration. One agency partner manages 40+ client onboarding flows through a single automation system.
Ready to eliminate manual work?
Let's Build Something
That Compounds.
Every week you delay automation, you're burning budget on tasks a system could handle in seconds. Let's talk about what that system looks like for you.
Or leave your email and I'll reach out