The Automation Starter Pack: 5 Workflows Every Agency Should Have
Download platform-neutral workflows with the trigger, owner, stop rule, proof metric, and implementation notes already mapped.
What's Inside
Client Onboarding Automation
Contract signed → workspace created → welcome email sent → team notified → invoice drafted. The full flow.
Lead Qualification + Routing
New lead captured → scored on 3 questions → hot leads booked on sales calendar → cold leads enter nurture sequence. No manual sorting.
Client Health Check Sequence
Automated check-in every 2 weeks → score below 3 → owner alert fires. Cuts churn by 40%.
Monthly Reporting Automation
Pulls data from 3-5 tools → formats into template → sends to client automatically. 8 hours → 45 minutes.
Invoice + Payment Follow-Up
Invoice sent → Day 7 reminder → Day 14 second reminder → Day 30 escalation. 30-40% improvement in collections.
Each template includes:
- ✓ Plain English description
- ✓ Required fields and handoff rules
- ✓ Step-by-step setup guide
- ✓ Trigger and routing map
- ✓ Owner and escalation logic
- ✓ Common mistakes to avoid
- ✓ Expected time savings
- ✓ QA checklist and proof metric
Download the Template Pack — Free
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