Automation
How to choose your first agency automation
Find a repeatable task worth automating, map its failure cases, and pilot a workflow your team can actually maintain.
For small teams doing big client work
Better tools.
Less busywork.
Practical software guides for small agencies. Find your next client portal, simplify onboarding, and build workflows that give you time back.
Built around real agency workflows, one decision at a time.
YOUR AGENCY, IN FLOWWORKFLOW / 001
A proper client welcomeOne place. A clear next step.
Everything you need, collectedBriefs, content & approvals.
Less chasing. More creating.Let the repeatable work run.
01 / Start with the workflow
02 / Understand the trade-offs
03 / Choose with confidence
A more intentional toolkit
Where does work get stuck?
Start with the problem you want to solve.
Then find the tools that fit.
From the lab notebook
Make your next move clearer.
Client onboarding
A client onboarding workflow for a small agency
Move from a signed project to a useful kickoff with clear ownership, one asset request, and fewer follow-up messages.
Client portals
The small agency’s client portal checklist
A practical checklist for evaluating access, approvals, onboarding, costs, and the everyday client experience before you commit.
The thinking behind the lab
Useful advice starts
with honest evidence.
A feature list is only the starting point. Our review process looks at the whole workflow: setup, the client experience, everyday friction, and what it really costs.
We distinguish researched guidance from hands-on testing, and explain how a recommendation was reached.
Read our testing methodology ↗