Blog
How agencies automate the busywork.
Written guides to every system from our YouTube channel: automations, AI tools and internal platforms. Each one comes with the free templates.
Latest 6
Full breakdownsShould You Build Your Own Software for Your Agency?AI means an agency can build its own software, even a dialer. Here is when it is worth it, how to ship a first version fast, and when you should not.Full breakdownsHow to Build AI Internal Tools Your Agency Team Will UseA six step process for building internal AI tools that get used: find the constraint, choose the fix, build with Claude Code, launch V1, then refine.Claude Code buildsHow to Build an AI Ad Research Tool With Claude CodeBuild an ad research tool with Claude Code that scrapes competitor ads from the Meta Ads Library, analyses each video frame by frame and writes a script.Claude Code buildsHow to Build an AI Client Onboarding Portal with Claude CodeA step by step guide to building a self serve client onboarding portal with Claude Code, from the first prompt to API keys, testing and the fixes.Claude Code buildsHow to Build an Instagram Scraper With Claude CodeBuild an Instagram research tool with Claude Code that ranks a competitor's reels by engagement and breaks down each top reel frame by frame, step by step.Claude Code buildsHow to Build an AI SOP Library for Your Agency (Claude Code)Build an AI SOP library with Claude Code: store SOPs as books by department, ask questions in plain English and see exactly which SOP each answer came from.
Automation templates 22
Automation templatesHow to Get Alerts When Client Ads Stop SpendingSet up a daily alert that tells your team which client ad accounts spent nothing yesterday, using a reporting tool, Google Sheets, Make.com and Slack.Automation templatesHow to Analyse Client Calls with AI to Spot Churn EarlyBuild a Make.com automation that reads every client call transcript with AI, sends feedback to your CSM, escalates problems and logs each call in Google Sheets.Automation templatesHow to Automate Facebook Ad Reporting for Agency ClientsPull Facebook ad data into Google Sheets, group it by client and month, then use Make.com to email each active client a monthly report automatically.Automation templatesHow to Automate Slack Canvases for Client ChannelsAdd a Slack canvas to every client channel to hold resources, status and onboarding steps, and automate its creation with two Slack API calls in Make.com.Automation templatesHow to Collect More Testimonials From Agency ClientsMap your client journey, spot the wins, ask for testimonials at the right moment and use three simple automations to track them in a Google Sheet.Automation templatesHow to Automate Payroll in Your Agency With Make.comAutomate agency payroll with two Make.com scenarios: a monthly summary sent to an admin in Slack, then approved salaries paid automatically through Wise.Automation templatesHow to Automate Daily To Do Lists for Agency StaffBuild two Make.com automations that read your task tool, store overdue and due today tasks in a Google Sheet, and send each person a Slack message each morning.Automation templates24 Make.com Automations Every Agency Can UseTwenty four Make.com automation ideas for agencies, grouped by onboarding, payments, sales, reporting, lead magnets, fulfilment, referrals and client updates.Automation templatesHow to Automate Daily Tasks in Your Agency, Step by StepFind which agency tasks to automate with a 7 day tracker, map and optimise them, then build a first Make.com automation that creates and shares Drive folders.Automation templatesHow to Build an Automated Referral System for Your AgencyPlan a client referral programme for your agency, build an Airtable tracker and three Make.com automations, and learn seven ways to improve it.Automation templatesMake.com Client Onboarding Automation for AgenciesBuild a Make.com onboarding automation that creates a Slack channel, Drive folders, CRM updates, a project, tasks and two personalised emails for new clients.Automation templatesWhat to Send Leads Before a Sales Call: Automated Warm UpSet up two automations that email booked leads a form, send a personalised AI document and automatically cancel calls with unqualified leads.Automation templatesHow to Automate Anything with Browser Automation (axiom.ai)When Zapier or Make cannot reach an app, a browser bot can. Learn the pros and cons and build an axiom.ai bot that posts from a Google Sheet to X.Automation templatesHow to Automate Agency Proposals with AI and ZapierBuild a proposal system that turns a closer's post call form into a Google Slides proposal using Airtable, Zapier, Slack and AI prompts. Step by step.Automation templatesHow to Automate Done for You Fulfilment in Your AgencyTurn a done for you offer into a program, break it into stages and tasks, track projects in a platform, and automate each stage with triggers in Make.com.Automation templatesHow to Build a Custom Slack App for Client OnboardingBuild a custom Slack app and two Make.com automations so new clients can onboard themselves by pressing buttons in Slack, with Airtable tracking each project.Automation templatesHow to Automate Urgent Client Support in Your AgencyBuild three Make.com automations that turn an emergency client form into a task, alert your team, confirm to the client and notify them when the work is done.Automation templatesHow to Automate Sales Call Research With AI in ZapierSet up a Zap that researches each new lead with Perplexity when a call is booked, then posts a short summary to Slack so your closers can prepare.Automation templatesHow to Automate Your Post Meeting Workflow with AIUse Fireflies and Zapier to log every meeting, email clients a summary, create action items, and send sales call feedback to closers and team leaders.Automation templatesHow to Automate a Skool Community with Zapier and AITwo Zapier automations for a Skool community: personalised AI welcome emails from membership answers, then an automated lead magnet and qualified lead alerts.Automation templatesHow to Automate Slack Client Onboarding with Make.comBuild a Make.com scenario that creates a Slack channel for each new client, sets the topic, adds your team, posts a welcome message and alerts your team.Automation templatesHow to Automate End of Day Reports for Your Agency TeamBuild an automated end of day reporting system with three Make.com scenarios: reminders, form storage and a daily summary sent to team leaders and admins.
Claude Code builds 12
Claude Code buildsHow to Build an AI Ad Research Tool With Claude CodeBuild an ad research tool with Claude Code that scrapes competitor ads from the Meta Ads Library, analyses each video frame by frame and writes a script.Claude Code buildsHow to Build an AI Client Onboarding Portal with Claude CodeA step by step guide to building a self serve client onboarding portal with Claude Code, from the first prompt to API keys, testing and the fixes.Claude Code buildsHow to Build an Instagram Scraper With Claude CodeBuild an Instagram research tool with Claude Code that ranks a competitor's reels by engagement and breaks down each top reel frame by frame, step by step.Claude Code buildsHow to Build an AI SOP Library for Your Agency (Claude Code)Build an AI SOP library with Claude Code: store SOPs as books by department, ask questions in plain English and see exactly which SOP each answer came from.Claude Code buildsHow to Build an AI Meeting Coach with Claude CodeBuild an AI meeting coach with Claude Code that grades team calls against your own frameworks and pushes action items into Notion. Steps, setup and pitfalls.Claude Code buildsHow to Build a Live AI Sales Coach with Claude CodeBuild a live AI sales coach with Claude Code that listens to your calls, tracks your script and prompts you in a small overlay. Setup, tests and fixes.Claude Code buildsClaude Code Modes and Usage Limits Explained for AgenciesPlan mode, accept edits, auto mode and bypass permissions explained, plus how session and weekly limits work and how to get a better plan from Claude Code.Claude Code buildsHow to Build an AI Ad Generator With Claude CodeBuild an internal AI ad generator with Claude Code: client brand memory, reference images, feedback loops, variations and exports, with no coding needed.Claude Code buildsHow to Improve AI Generated Image Ads With FeedbackHow we took an AI ad generator from weak first outputs to usable creatives: the right image model, two kinds of reference, better prompts and feedback loops.Claude Code buildsHow to Build an AI Media Buyer With Claude CodeBuild an AI media buyer that connects to your Meta ad account and creates campaigns, ad sets and ads, using Claude Code in Antigravity with no coding.Claude Code buildsHow to Get Meta Ads API Credentials for an AI AgentCreate a Meta app, find your ad account ID, app secret and access token, then test an AI agent against your ad account without writing any code.Claude Code buildsHow to Set Up Claude Code in Antigravity for BeginnersInstall Antigravity, add the Claude Code extension, organise your project folders and use plan mode so you can build internal agency tools without writing code.
AI 3
AI12 Internal Tools Your Agency Can Build for Your TeamWhat an internal tool is for an agency, twelve examples from media buying to project management, and how to pick one and build it this week.AIHow to Build SOPs with AI From a Screen RecordingRecord yourself doing a task, copy the transcript, and use a GPT to turn it into an SOP with steps, cadence and checklist. Here is the full method.AI9 AI Assistants to Build Inside Your AgencyNine AI assistant ideas for agencies, split into chat, automation and function assistants, plus a quick way to write their instructions using a custom GPT.
Internal platforms 4
Internal platformsHow to Build a White Label Client Portal for Your AgencyBuild a client portal on a no code app builder: user roles, databases, project, task, meeting and payment pages, and permissions that lock clients to their own data.Internal platformsHow to Build an Automated Sales Pipeline for Your AgencyBuild a custom CRM on Noloco, then add four Make.com automations that log booked calls, prompt closers to update leads, send follow ups and start onboarding.Internal platformsHow to Build a Recruitment System for Your AgencyBuild a custom recruitment tracker for your agency in Noloco: five databases, a public application form, a pipeline board and interviewer logins.Internal platformsHow to Build a Custom Project Management System in NolocoBuild an internal project management app for your agency in Noloco: databases, admin and employee views, access rules, data cleaners and automation buttons.
Full breakdowns 24
Full breakdownsShould You Build Your Own Software for Your Agency?AI means an agency can build its own software, even a dialer. Here is when it is worth it, how to ship a first version fast, and when you should not.Full breakdownsHow to Build AI Internal Tools Your Agency Team Will UseA six step process for building internal AI tools that get used: find the constraint, choose the fix, build with Claude Code, launch V1, then refine.Full breakdownsProactive vs Reactive Customer Success in an AgencyWhat proactive customer success looks like in an agency, why weekly reports are not enough, and how to track and prioritise clients by performance.Full breakdownsWhy Agency Clients Leave and 8 Fixes to Keep ThemA real client review of an agency, broken down into why the client left and eight fixes across sales, onboarding and fulfilment to keep yours.Full breakdownsThe Traffic Light Playbook: Green, Yellow, Red Agency ClientsSort every agency client into green, yellow or red, then run a different playbook for each group to keep clients longer and catch problems before they cancel.Full breakdownsHow to Use AI in Agency Fulfilment Without Cutting StaffUse AI in agency fulfilment to raise output per person, not cut headcount. Three workflow examples and a four step method to map, prioritise and build.Full breakdownsHow to Get Agency Clients to Actually Update Their CRMLead gen agency clients often ignore the CRM. Use four simple automations, clear expectations and a conditional results promise to get them updating it.Full breakdownsHow Much Churn Costs Your Agency, and the Hidden CostsWork out what a 20% and a 10% monthly churn rate mean for your agency, how the gap compounds over time, and five hidden costs of churn that are easy to miss.Full breakdownsHow to Increase Client Lifetime Value in Your AgencyLearn how to calculate lifetime gross profit per client and three ways to raise it in your agency: better pricing, lower churn and smarter upsells.Full breakdownsTwo Systems That Reduce Agency Churn: Onboarding and Risk ScoringTwo systems for tackling agency client churn: an automated onboarding flow to prevent it, and a weekly check, compare, execute routine to detect it.Full breakdownsWhy Agencies Should Invest in Their Back End SystemsLearn the four metrics that show the value of agency systems (capacity, churn, lifetime value and profit), how to calculate each, and how to model your own ROI.Full breakdownsHow to Calculate and Track Your Agency's Churn RateLearn the churn rate formula, get a quick estimate from three questions, then track churn by date range, service and account manager in a spreadsheet.Full breakdownsHow to Calculate Your Agency's Capacity in Three StepsWork out the maximum number of clients your agency can handle by role, find the role holding you back, and see how to raise it without overworking your team.Full breakdowns5 Key Automations Every Agency Needs to ScaleThe five automations we see most often in agency back ends: onboarding, end of day forms, feedback, client reporting and billing, with how each one works.Full breakdownsHow to Automate Client Merch to Improve Client ExperienceHow an agency can send branded merch to clients automatically with Make, Zapier and Printful, and four ways to use it in the client journey.Full breakdownsHow to Build a Client Onboarding Form for Your AgencyWhat an agency onboarding form should collect, six ways to improve it, and how to use it as the trigger that starts your onboarding automation.Full breakdowns9 Ways to Decrease Client Churn in Your AgencyNine practical methods to reduce agency client churn, from proactive service and onboarding to exit interviews, feedback loops and gamification.Full breakdownsHow to Build a Client Health Score in Google SheetsDefine a client health score, weight each KPI, score clients against benchmarks in Google Sheets, and automate the tracking so you can spot churn risk early.Full breakdowns15 Key Agency Numbers to Track, With FormulasThe 15 numbers agency owners should track, from customer acquisition cost and churn to show up rate and health score, each with a formula and a simple example.Full breakdownsHow to Audit Your Agency Operations Step by StepLearn how to audit your agency operations: map six key processes on a whiteboard, ask the right questions at each stage, then improve before you automate.Full breakdowns3 Types of Agency Automation, With Real ExamplesLearn the three types of automation an agency needs: simple, complex and custom systems, with real examples for sales, support, onboarding and reporting.Full breakdownsHow to Write the Perfect SOP for Your AgencyLearn the four part method for writing agency SOPs that people actually follow: record it, list the steps, set the cadence, add a checklist. Plus three tools.Full breakdownsAgency Automation Guide: What to Automate and How to StartA beginner guide to automation for agencies: why it matters, how to find what to automate, how to build it in Zapier or Make, and how to run it day to day.Full breakdownsThe Sales Process System Every Agency Closer NeedsA four phase sales process for agencies with closers: eight systems to run before, after and around each call, plus follow up and a clean handover to onboarding.
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