Life is too short to waste on tasks that tools can handle for you. It's incredible how much time your agency can save by automating processes. This saved time translates into more clients, happier clients, and a decreased churn rate. In this post, we introduce our company’s top eight workflow automation solutions to boost your efficiency.
Let’s jump in!
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The Initial Stage: Client Onboarding
The initial stage of any agency-client relationship is crucial. Here are the top three tools for seamless client onboarding
Our favorite client relationship management tool is Pipedrive. Its super user-friendly interface helps you build any funnel you need. Automated reminders, integration with tons of related tools, a mobile app, and an excellent API make it indispensable for inbound sales. The price is also fantastic compared to its competitors, making it a must-try if you're in search of a CRM tool.
Typeform is perfect for creating beautiful surveys for client onboarding. Its many cool survey templates and easy integration with other apps like Slack and Pipedrive make it stand out. Typeform also tracks survey data, allowing you to set better KPIs for each client.
Slack needs no introduction. It’s the most convenient and free software solution for communicating with your clients. Automated reminders before meetings, effortless Zoom integration, and the ability to create separate rooms for each client make it indispensable. We love the gifs and emojis, but we hope Slack adds voice messages soon!
Streamlining Workflow
After client onboarding comes the actual workflow.
Here are four tools to automate it effectively.
Trello is the most suitable project management tool for agencies. Managing multiple companies with different workflows can be challenging, but Trello lets you handle everything in one dashboard. You can create customized workflows and tags with a drag-and-drop interface, and there’s a mobile app for on-the-go management.
Although it might seem biased, Tenweb truly deserves a spot on this list. With a 14-day free trial, you can see why it’s so valuable. Tenweb fully automates the website creation and management process. Just pick a website, and Tenweb’s AI-assisted builder will recreate it. Once customized, your new website will benefit from regular security checks, backups, and a 90-plus page speed score.
Miro is our go-to tool for creating and managing campaign flows, user flows, and all sorts of flows. It’s our absolute favorite tool because it’s easy to use, packed with handy templates, allows for integrations, and facilitates teamwork. Try it out for free now or regret it later.
Notion is an all-in-one tool for documentation, project management, and much more. We especially love the wiki tool for storing company policies and different strategies.
It’s mobile-friendly and free to get started with, so what are you waiting for?
Enhancing Reporting
The final phase of your agency-client relationship is reporting. Clear reports help clients understand the value you bring to the table.
DashThis gathers all your data from different sources into one intuitive dashboard. Its features include various report templates and easy connections to Google Ads, SEMrush, Facebook, and more. The coolest feature is white labeling, allowing your clients to think you created the reports yourself.
What automation tools have you found indispensable for your agency? Share your experiences and suggestions in the comments below!
The Impact of Automation on Time Management and Client Relations
Ready to boost your agency’s efficiency with these automation tools?
Try them out today and see the difference. Don’t forget to like and subscribe to our channel for more tips on agency management and automation!
Automating your agency’s workflow is no longer optional; it’s essential for staying competitive. By implementing these eight tools, you can save time, enhance client satisfaction, and reduce churn.
Start leveraging these tools today and watch your agency thrive.
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