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How a marketing agency saved 40 hours/week with backoffice automation
40 hrsSaved Weekly
The Context
A growing marketing agency with 15 clients was struggling with operational chaos. Client onboarding took weeks, status updates were manual, and the team was burning out on admin work.
The Problems
✕
Client onboarding taking 2-3 weeks✕
Manual status updates consuming 15+ hours weekly✕
No standardized processes across accounts✕
Team burnout from repetitive admin tasksSystems We Built
Automated client onboarding workflow
Weekly status report automation
Project milestone notifications
Client portal with real-time dashboards
Internal task automation and reminders
The Results
Client onboarding reduced to 2 days
40+ hours saved weekly across the team
Client satisfaction increased 35%
Team able to take on 5 more clients without hiring
Tech Stack Used
ClickUpMake.comNotionSlackCustom Portal
"We went from chaos to clarity. Our team can actually focus on client work now instead of drowning in admin."
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