Agencies (marketing, communications): agents ready to work for you.

Client reports, editorial calendars, briefs and time-based billing for agencies. 26 matching templates, ready after one or two questions.

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26 templates for agencies (marketing, communications)

Automation
Quote follow-up
Unanswered quotes followed up after 5 business days, with a polite, personal message.
€9 per monthWeekdays at 9 am
Automation
Website watchdog
Your site checked every 2 hours, with an alert as soon as it goes down or slows down.
€49 per monthEvery 2 hours
Agent chain
Monitoring, writing and distribution
Three linked agents: spot the topics, write the article, turn it into LinkedIn posts.
€21 per month3 linked agents
Automation
Monthly client reports
For every agency client, a clear report: results, the month's actions, next steps.
€3 per monthOn the 2nd of every month at 7 am
Automation
Prepared LinkedIn messages
Every week, 15 personalized outreach messages, ready for you to approve and send.
€4 per monthEvery Monday at 8 am
Automation
Lead enrichment
Every new CRM contact completed: job title, company size, website, LinkedIn.
€79 per monthOn every new contact in HubSpot
Project
Portfolio
Your projects showcased in an elegant portfolio, under your own name.
No connector
€49 per monthChanges on demand
Automation
Sales proposals
After the discovery meeting, a structured proposal in your style, ready within an hour.
€9 per monthAfter every discovery meeting
Automation
Monthly SEO report
Your Google rankings, the pages gaining ground and the priority actions.
€3 per monthOn the 3rd of each month at 9 am
Automation
Proposal follow-up
Every proposal sent followed up tactfully, the decision tracked to a yes or a no.
€4 per monthWeekdays at 9 am
Agent chain
Agency client results and reports
Two linked agents: collect each client's results, write their annotated report.
€6 per month2 linked agents
Automation
Time tracking and billing
Time spent on each matter recovered from your calendars and emails, ready to bill.
€3 per monthOn the 28th of every month at 8 am
Automation
Time spent per client
Every week, time spent compared with the retainer sold: overruns flagged before invoicing.
€3 per monthEvery Monday at 9 am
Automation
Recurring invoices
Your monthly invoices generated and sent on the 1st, without fail.
€3 per monthOn the 1st of each month at 8 am
Automation
Structured client briefs
A client call or email becomes a complete brief: goals, audience, deliverables, deadlines, budget.
€5 per monthAfter every client conversation
Automation
Editorial calendar
Every month, your content planned in Notion around your key moments.
€3 per monthOn the 20th of each month at 9 am
Automation
Ad campaign tracking
Every Monday, what your Google and Meta ads are bringing in, and where to cut.
€5 per monthEvery Monday at 8 am
Automation
Topic press review
One topic, every source: the week's articles, studies and statements, summarized and sorted.
€5 per monthEvery Friday at 7 am
Automation
Social media report
Every week, your best posts and what gets your audience reacting.
€3 per monthEvery Friday at 5 pm
Automation
Podcast transcribed and repurposed
Every episode transcribed, split into chapters and turned into an article, posts and clips.
€4 per monthOn every new episode
Automation
Domain and certificate renewals
Your domain names and certificates monitored, with a heads-up a month before they expire.
€9 per monthEvery Monday at 9 am
Automation
Market watch for your clients
Every month, each client's market news and three campaign ideas to pitch them.
€3 per monthOn the 25th of every month at 8 am
Automation
Content repurposing
Every published article turned into posts, a carousel and a newsletter section.
€9 per monthEvery day at 10 am
Automation
New customer onboarding
A welcome sequence that guides each new customer through their first two weeks.
€4 per monthMonday to Friday at 10 am
Automation
This week's trends
The formats and sounds taking off in your niche, with three video ideas.
€4 per monthEvery Monday at 8 am
Automation
Keyword research
What your ideal customers search for, ranked by potential, in one table.
€3 per monthOn demand

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