AI-Agents for Handoffs in Advertising and Marketing working with Podio
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Shape campaign requests into proposals with approved services and fees.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsPrepare a ranked prospect list for agency new business outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
12 toolsLog leads from client ad campaigns for follow-up review.
Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.
19 toolsRefresh agency prospect lists as client decision-makers change.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
9 toolsPut client PDF markups and fixes on the right campaign task.
Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.
14 toolsTurn campaign feedback into a revision task with the current draft.
Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.
12 toolsTurn emailed campaign feedback into linked revision subtasks.
Your campaign team gets a revision subtask from reviewer email, linked to the asset task and carrying the requested edits.
14 toolsFind nearby businesses and email them about agency services.
Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.
6 toolsDraft replies that tie campaign scope to the agency's latest proposal.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
9 toolsPut client campaign drafts on review tasks for timely feedback.
Your reviewers find campaign drafts right on their review tasks. A comment shows which version came from email.
12 toolsShape campaign discovery notes into proposals with approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsSend approved client prospects a first email shaped by their buying signal.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
8 tools
