Description
The problem: Onboarding new clients and compiling monthly reports eats hours every week that could go toward billable work.
Who it’s for: Marketing, ads, and automation agencies who want a repeatable onboarding process and reports that generate themselves.
What’s included:
- Client onboarding workflow (contract to kickoff)
- Automated recurring report generation and delivery
- AI-written report summaries for each client
- Setup notes for each workflow
- 12 months of free priority support included
Setup & requirements: n8n or Make.com (workflows provided for both), your CRM/project tool, and ad or analytics platform access for reporting data. No coding required to use as-is.
Frequently Asked Questions
Can I white-label the reports?
Yes, the report template is fully editable with your own branding.
What if I get stuck?
Every purchase includes 12 months of free priority support. Message us with your workflow export.
