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Tired Of Doing Too Many
Mundane Tasks In a Day?

We Help Businesses Save 12+ Hrs Every Week By Streamlining Their Workflows Using Automation and AI

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Tools We Automate

OUR PROCESS

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Identify

Thoroughly examine the current business processes, identifying tasks, decision points, and dependencies to understand the workflow's structure.

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Conceptualize

Create flow charts to map the workflow, pinpointing optimal integration points for automation tools selection and implementation.

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Implement

Integrate appropriate automation tools to handle repetitive tasks, data entry, and communication, reducing manual effort and minimizing errors.

Use Cases

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Client Onboarding

Develop an onboarding process that includes automatically sending contracts, payment links, Onboarding forms after payment is done, all with a single status change in your CRM. 

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Sales Process

Implement a robust CRM system to streamline sales and automate notifications for key milestones, like interested replies and meetings, via Slack to clients. We are CRM agnostic, so whatever CRM you are using, we can integrate it with other tools.

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Client Reporting

Automating the generation of weekly and monthly reports for clients, detailing the number of meetings booked, emails dispatched, and positive responses received, enhances the transparency of your service. This increased clarity adds more value, allowing you to justify a higher fee from your clients.

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Billing and Invoicing

Automate monthly or bi-weekly payments based on the model, such as PPC or retainer. For example, set up automatic monthly billing based on the count of qualified meetings booked. This ensures timely and accurate processing of payments.

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Inbox Management 

This involves setting up automated email sequences for specific responses, like out-of-office replies, directing positive feedback directly to your clients, and dispatching feedback surveys to clients who are not interested.

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Service Delivery

Based on the platform you operate, you can automate the process of delivering the content to your target audience. For example for Digital marketing agency content delivery on Instagram, Twitter, LinkedIn etc can be automated.

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Case Studies

business-workflows

How Bounce Debt Relief (Financial Services) Boosted MRR to $60k by Streamlining Operations

When we start working with bounce debt relief they only had a single source of lead which was...

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How Dacoid Digital as a Marketing Agency Completely Automated their Lead Generation Process 

We were spending 15+hours every week doing low leverage tasks in our agency daily. This led to losing focus on...

workflows

How to Productize Your Email Marketing Service: A Blueprint for Scaling

In the digital age, email marketing remains a cornerstone of business communication, driving engagement, and fostering sales. Yet, as essential as these campaigns...

FAQ'S

Frequently Asked Questions

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Cases

Client Onboarding

Sales Process

Feedback And Serveys

Billing And Invoicing

Content Delivery

Client Reporting

Our Process

Identify

Conceptualize

Implement

Let’s Work Together

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