Agents help advertising and marketing firms keep client campaigns moving while making more room for creative work.
Remind campaign owners about open tasks before deadlines.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.
Remind campaign owners of due tasks and flag overdue work.
Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.
Open agency prospect conversations with the introducer's context.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
Email campaign proofs to reviewers with a decision deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
Email campaign makers the reviewed proof and fixes after rejection.
Your maker gets a rework email that names the reviewed proof and fixes due next.
Tag client newsletter links and flag pages that miss the copy.
You get a newsletter draft with consistent email tracking links and clear notes on destinations that need your review.
Rank page speed and search copy fixes for client websites.
Your weekly web page speed tests come with mobile and desktop results, plus the search fixes worth tackling first.
Complete client video descriptions and email creators the changes.
Your new channel videos get a review for missing metadata, with your existing details preserved and an email explaining the result.
Follow up on unanswered pitches to prospective agency clients.
Your sales follow-up emails go out when due if prospects stay quiet, and their replies stand out in your inbox.
Turn client campaign briefs into approved posts and send live links.
You get posts tailored to your social channels and live links by email. Your reviewer approves the drafts before publishing.
Track first emails to prospective agency clients in the CRM.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
Send outside crews clear briefs for client video shoots.
Your outside crew gets a video production brief PDF with the shoot plan and delivery details. Missing facts come back to you as questions.