AI-Agents for Advertising and Marketing working with Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Track open agency deals by stage for the weekly new business review.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsDraw checked winners from clients' giveaway comments across posts.
Get a Facebook giveaway winner list you can trace to the original comments, with your entry rules checked across all listed posts.
20 toolsAnswer community questions for clients and log why others were skipped.
Keep useful community questions from getting buried, with thoughtful replies and a shared record of what you skipped.
29 toolsShape 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 toolsSend approved client campaigns from current lists and log exceptions.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
15 toolsEmail page owners when tracked client pages lose search positions.
Your page owners get ranking drop alerts showing how far their page fell and which competing pages to review.
27 toolsSend approved client campaigns to eligible contacts on schedule.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
15 toolsSend approved client outreach to current, eligible contacts.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
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 toolsTurn campaign discussions into original agency posts with branded visuals.
Get a fresh company post and branded image from standout LinkedIn posts. See its published link and source notes.
11 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.
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