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CRM Workflows
Agency Operations & Automated Client Reporting
Client: Marketing Agency
CRM Workflows
Client: Marketing Agency
12
Client retainers automated
6hrs
Saved per week
100%
Reports sent on time
0
Missed status updates
The Challenge & Solution
Project Overview
This agency was managing a dozen client retainers across scattered tools — a CRM for contacts, spreadsheets for reporting, Slack for status updates. I connected everything into one automation layer that drafts and sends weekly client reports on its own, using live data pulled straight from the CRM.
What Changed
What It Actually Does
- ✓Pulls live campaign data straight from the CRM
- ✓Drafts weekly client reports automatically
- ✓Flags underperforming campaigns before the client asks
- ✓Posts status updates to the right Slack channel
- ✓One dashboard for every retainer, always current
Technology
Tools & Stack Used
HubSpotSlackGoogle SheetsMake
Before Implementation
~5 hours
After Automation · Weekly report prep time
~5 minutes
How It WorksLive Output
ops.agency.com