β’ Manual qualification = slow follow-ups.
β’ Leads slip through cracks β wasted ad spend.
β’ Qualify leads with Zapier/N8N workflows.
β’ Poor visibility into approval status.
β’ Campaign delays due to bottlenecks.
β’ Notify stakeholders instantly via Slack/Email.
β’ Track status in ClickUp/Trello/CRM dashboards.
β’ Reduced bottlenecks β ~$10K/month in saved labor time.
β’ Shorter approval cycles = ~$12K/month improved efficiency.
β’ Errors in pulling data from multiple platforms.
β’ Reports delivered late reduce client trust.
β’ Auto-generate visual reports (PDF/Data Studio).
β’ Send reports via Email or WhatsApp.
β’ Faster delivery = ~$8K/month in retained contracts.
β’ Boosts perceived value = ~$20K/month higher client lifetime value.
β’ Inconsistent tone across posts.
β’ Slow turnaround for campaigns.
β’ Generate hashtags, captions, and post variations in bulk.
β’ Ensure alignment with brand voice.
β’ Consistent messaging improves client retention = ~$10K/month.
β’ Faster delivery = ~$12K/month client upsell opportunities.
β’ Agents forget or deprioritize old contacts.
β’ Lost revenue from unrevived opportunities.
β’ Captures interest and updates CRM automatically.
β’ Re-qualifies dormant prospects on autopilot.
β’ Saves 30+ hours/month = ~$7K/month.
β’ Net pipeline growth of ~$25K/month.
β’ Information buried in Slack/email threads.
β’ Inconsistent knowledge sharing.
β’ RAG agent answers: βWhat was CTA for June campaign?β
β’ Instant recall of campaign history and personas.
β’ Eliminates duplicated work = ~$8K/month savings.
β’ Faster onboarding = ~$10K/month additional productivity.
β’ Contracts scattered across tools.
β’ Difficult to measure performance.
β’ Auto-send outreach + manage contracts.
β’ Track performance and generate campaign summaries.
β’ 3x faster coordination = ~$20K/month more campaign capacity.
β’ Scalable ops = ~$30K/month potential revenue growth.
β’ High risk of errors in pricing/scope.
β’ Delayed onboarding of new clients.
β’ Auto-send for e-signature.
β’ Standardized templates ensure compliance.
β’ Faster onboarding = ~$15K/month cash flow improvement.
β’ ~20% higher close rate = ~$25K/month added revenue.
β’ No structured testimonial collection process.
β’ Weak social proof.
β’ Store positive reviews in Notion/CRM.
β’ Trigger testimonial collection at peak client satisfaction.
β’ Boosts NPS scores = ~$5K/month retention impact.
β’ Increases inbound lead gen = ~$15K/month.
β’ Lack of escalation on overdue items.
β’ Project delivery delays.
β’ SLA-based reminders via Slack/Email.
β’ Auto-escalation for overdue items.
β’ Higher accountability = ~$10K/month productivity gains.
β’ Faster delivery = ~$20K/month improved client satisfaction/renewals.
2. How are leads currently qualified and followed up? (CRM rules, manual, spreadsheet-based?)
3. What CRM or client management system do you use? (HubSpot, Zoho, Monday, Trello, custom-built, or none?)
4. How do you create and send performance reports to clients? (Manual Google Sheets? Google Data Studio? Automated?)
5. What is your current workflow for campaign approvals and content reviews? (Email-based? Trello/ClickUp? Are you chasing approvals manually?)
6. How are proposals and contracts created and sent today? (Google Docs/Word Templates? PandaDoc? Automated tools?)
7. Do your team members struggle to find brand info, previous campaign data, or client notes? (Would an internal AI search assistant help?)
8. How are you managing influencer relationships and deliverables? (Spreadsheet? CRM? Dedicated tool? Manual follow-ups?)
9. Are you actively collecting testimonials or client feedback after projects? (If yes, how often? If no, would automation help capture this?)
10. Do you have visibility into project SLAs and delivery timelines across teams? (Any task escalations or automations in place when deadlines are missed?)
β’ Lead Conversion Increase: 20β30% (worth ~$40K+/month)
β’ Client Retention & Referrals Growth: 10β20% (~$25K/month impact)