AI Sales Automation for Marketing Agencies
Stoplivingfrom referraltoreferral.
AI that replies to every inquiry, follows up every proposal, runs client onboarding and prompts the renewal and upsell conversations, so your pipeline doesn’t depend on who called this month.
Not ready to talk? Score yourself in 2 minutes
- Mon 10:20 amA growing brand asks about paid social on your website.
- +1 minuteThey get a reply asking about budget and goals, with strategy call times. They book Wednesday.
- WednesdayStrategy call. Proposal and a similar case study go out the next day.
- Following weekFollow-up answers their question about reporting. They sign.
- OnboardingAccess requests, brand assets and kickoff booking collected with automatic reminders.
- HubSpot
- Pipedrive
- ClickUp
- monday.com
- PandaDoc
- Proposify
- Slack
- HubSpot
- Pipedrive
- ClickUp
- monday.com
- PandaDoc
- Proposify
- Slack
Sound familiar?
The leak01 / 03
01
Feast or famine
Most agencies grow on referrals. When client work gets busy, nobody does new business, and three months later the pipeline is empty.
The leak02 / 03
02
Proposals get ghosted
Strategy calls go well, a proposal goes out, and the prospect disappears. One polite chaser email isn’t enough.
The leak03 / 03
03
Slow onboarding, early churn
Waiting weeks for logins, brand assets and a kickoff call delays the first results, and clients start doubting the decision.
Workflows for Marketing Agencies
Each one runs on the software you already use, or as custom code you own.
Instant reply and strategy call booking
Every inquiry gets a reply in under a minute with a few questions (budget, goals, timeline) and times for a strategy call.
Proposal follow-up
Each proposal gets a recap, a relevant case study and planned check-ins until it’s signed or closed out.
Client onboarding
Signed clients get a checklist for access, assets and a kickoff booking, with reminders until everything is in.
Retention and upsell prompts
Renewal dates, report reviews and expansion opportunities get flagged before they pass, with a task for the account lead.
Pitch and pricing practice
AI roleplay for discovery, pricing pushback and “we can do this in-house”, so more of your team can run a sales call.
See how each workflow works
One lead, start to finish.
An example journey. Timing and messages are set up around how your business works.
- Mon 10:20 amA growing brand asks about paid social on your website.
- +1 minuteThey get a reply asking about budget and goals, with strategy call times. They book Wednesday.
- WednesdayStrategy call. Proposal and a similar case study go out the next day.
- Following weekFollow-up answers their question about reporting. They sign.
- OnboardingAccess requests, brand assets and kickoff booking collected with automatic reminders.
- Month 3Review meeting booked, with a flag that SEO is the natural next service.
No new software to learn.
We build on the tools you already pay for and connect the places your leads already come from. Need something they can’t do? We custom-build it, and you own the code.
Software7 tools
- HubSpot
- Pipedrive
- ClickUp
- monday.com
- PandaDoc
- Proposify
- Slack
Lead sourcesEvery one answered
- Website forms
- Referrals
- Clutch
- Partner directories
- Events and webinars
They’re promising Q4. We ship Thursday.
- 01
Free audit
A 15-minute call. We map where your leads and quotes leak today.
- 02
We build it
No six-month project. We ship your first workflow fast, on your existing tools or as custom code you own.
- 03
Runs every month
We watch the numbers and keep improving it. You keep the jobs.
Questions from Marketing Agencies
01We already use HubSpot. What do you add?
Most agencies use a small part of their CRM. We set up the replies, follow-ups, onboarding and renewal prompts inside the tools you already have, and keep them running.
02Does this work for small agencies?
Yes. Small agencies feel the feast-or-famine cycle most, because the founder is often doing sales and delivery at once.
03Can it help with client retention?
Yes. Renewal dates, quiet clients and upsell opportunities get flagged early, with a task for the account lead to act on.
04Will clients know they’re talking to AI?
Routine replies and reminders are automated and written in your voice. Real conversations, like strategy calls and reviews, stay with your team.
05Do I own what you build?
Yes. If we build on your existing tools, the workflows live in your own accounts. If we custom-build, the code lives in your own repository and is yours to keep, and you can change it later yourself with AI coding tools like Claude Code or ChatGPT.
Your team does the selling. AI does the chasing.