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Agency Workflow Automation

Put Your Agency's Process on Autopilot

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Get more done every week! Automate all the apps in your agency to do work for you:

  • Consolidate repetitive tasks
  • Share data across all your apps 
  • Streamline your entire agency
  • Scale better & faster

Get help with full digital transformation of your agency. 

Automate the #*@% Out of Your Agency

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Marketing Agency Automation Tech Stack

Automation Partners

Meticulosity leverages a comprehensive automation tech stack for agencies to efficiently manage & deliver exceptional results. Learn more by watching this video:

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A showcase of many of the logos of the tools we are able to automate.

Tools We Automate

We Make Your Agency Work For You

Our agency uses automation to streamline tasks in tools like AirTable, Slack, Databox, Quickbooks, and PandaDoc, to name a few. These automations eliminate mundane, repetitive tasks, allowing agencies and their clients to focus on growth and scaling operations.

By automating workflows, data entry, task management, and report generation, we enhance productivity and eliminate human error. This enables teams to dedicate more time to strategic initiatives, driving business success and improving client satisfaction.

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Agency Automation

Use Cases

A Timeline of Client Onboarding Automations: Quote Signed; Folders, Emails & Decks; Meetings Scheduled; Schedule Payments; Access & Tools; Get to Work

Client Onboarding

Create smooth onboarding experiences every time by automating welcome emails, providing access to essential resources immediately, and getting regular check-in meetings on the books without ever having to lift a finger.

Automating your client onboarding ensures every client feel supported and equipped from the very beginning.

Logos: PandaDoc, Google, Zoom, QuickBooks, HubSpot, and ClickUp
Internal Notifications Tools: Make, AirTable, Slack, Google, ClickUp, and HubSpot.

Internal Notifications

Create internal notifications that work for you by automating alerts, task assignments, and updates for your team or your client's teams. This ensures everyone stays informed and aligned, enhancing overall productivity and collaboration.

The days of missing work orders, exceeding retainers, or forgetting to send an invoice are over.

Internal Notification Automation Tools: Make, AirTable, Slack, Google, ClickUp, and HubSpot icons.
Reporting-Automation-Timeline-2

Reporting Automation

Create comprehensive reporting automation that generates detailed Burn Reports, showcasing time tracked on projects, at the task level so you can bill end-clients accurately. Additionally, automate reports to display lead activity, including MQLs, SQLs, and Closed Won/Lost Deals.

Ensure clients have clear visibility into their sales pipeline and project performance, enhancing transparency and decision-making.

Reporting Automations tool logos: HubSpot, ClickUp, AirTable, Make, and Google.
A timeline of employee onboarding utilizing automations.

Employee Onboarding

Automate critical first-day tasks and information sharing to provide new hires with a seamless and consistent onboarding experience. This approach ensures that essential details and activities are efficiently handled, setting a positive tone from the start.

Once the job offer is accepted, automate everything to get work started faster and consistently every time!

The list of employee onboarding tools to be automated: PandaDoc, Make, Bamboo HR, HubSpot, and ClickUp.
Time of time tracking: automate tracking, track production, visualize tracking, bill efficiently, craft accurate estimates, and realtime knowledge.

Time Tracking

Accurate production time tracking on client tasks is essential for billing your agency's end-clients for our white-label work, ensuring your team is productive and has a balanced workload, and properly estimating how long tasks will take to deliver.

This data is crucial for efficient operations, and automating it allows you to manage everything seamlessly without lifting a finger.

Time tracking automation tool logos: Make, ClickUp, AirTable, and Quickbooks

Peer Recognition

Award Winning Agency

Our growth-driven design, development expertise, and results-oriented marketing rank us at the top of our industry.
Netty Awards Best Small Agency

Netty Awards Best Small Agency

2025

The Netty Awards recognize top leaders and companies across select categories. Winners include global agencies, Fortune 500 companies, and emerging disruptors from 41 countries.

Netty Award Boutique Agency of the Year

Netty Award Boutique Agency of the Year

2023

The Netty Awards celebrate achievements in the digital landscape, honoring top companies and leaders across more than 100 distinct categories.

Internet Marketing Association Impact Award

Internet Marketing Association Impact Award

2017

California Closets engaged industry leaders McCann and Meticulosity to create a new website that was awarded an IMPACT award.

 

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Augment your agency's marketing team's bench with our end-to-end inbound and digital solutions and find out why we're "The HubSpot Agency for HubSpot Agencies."

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Meticulosity - HubSpot Partner