The complete playbook to automate your agency's most repetitive work — proposals, reporting, onboarding, and follow-ups — in a single weekend.
Every new client means 3 hours assembling the same information into a slightly different document.
Pulling numbers from five platforms, formatting them in Slides, writing commentary — every single week.
Unanswered emails pile up. Deals stall not because of price, but because no one followed up a third time.
New client? Starts a fresh Notion page, a new Slack channel, the same kickoff questionnaire you've filled in 40 times.
The five automations in this playbook target the highest-time-cost tasks in a typical agency. Most readers report 8–12 hours recovered in the first week.
Not a template to fill in. A system that drafts the proposal for you, from your intake notes, in the voice you set once and never touch again.
New client signed? The system handles the rest. Workspace created, welcome email sent, assets requested — before you've finished your coffee.
Your clients get polished weekly reports. You spend zero time on them. The playbook shows you how to set this up once for every client you have.
The follow-up engine runs quietly in the background. No CRM required. Readers typically see a 20–35% lift in proposal close rate within 30 days.
This isn't a black box. You'll understand every automation well enough to modify it, teach it to a VA, or turn it into a service you sell to clients.
That's 12 working weeks. This playbook costs $97 and takes a weekend to implement.
The math is not complicated.