How Automation Can Help Retain Agency Clients

By Jason Swenk on February 17, 2020

Are you often doing the same tasks over and over? Looking for a way to work smarter and be more efficient? Are you using automation to retain agency clients? Automation can eliminate some of the tedious tasks and help you focus on the things that really matter — your clients.

In today’s episode, we’ll cover:

  • 3 Reasons why you need to start automating now.
  • 3 Areas where it just makes sense to automate.
  • How your agency can get the most out of automation.

Today I talked to Joe Shelerud, the co-founder and CEO of Ad Advance. Joe’s agency works primarily with medium to large size Amazon shops, helping them use PPC to grow their sales and build a long term profitable business. After starting his agency, Joe quickly realized just how much automation could save time and eliminate some of the grunt work. Find out what areas Joe’s team automates and how doing so has changed their agency for the better.

3 Reasons Why You Need to Start Automating — NOW

Have you automated the simple processes in your agency yet? If the answer is no, why not? Joe says automation has changed the way his agency does business and has led to greater client satisfaction. He says if there are tasks you are doing over and over again, every single day, you need to automate them. What can automation do for your agency?

  1. Save time. Think about how much time you spend on the little stuff. Stuff like paperwork and scheduling. How much time could you save if these processes were automated?
  2. Eliminate human error. How many times have you forgotten to send a follow-up email? Who hasn’t attached the wrong document or misspelled a client name? Errors happen, but they can be costly. By automating the simple things, you streamline the process and reduce the chance of error in other areas.
  3. Increase client interaction. Every minute you spend on the little things is one less minute you have to focus on the things your agency does well. Why would you want to do the small stuff when you can be making your client happy?

3 Areas Where it Just Makes Sense to Automate

You don’t want to automate everything. Not only does it put you out of a job, but it takes out the human element. That personal touch is often what sets your agency apart. But there are many areas most agencies can automate right now.

  1. Onboarding. The onboarding process can become pretty redundant. Inputting information, sending welcome emails, generating projects. These are all things a computer can take care of.
  2. Emails. You can’t automate all emails, but you can automate a lot. Do you email reminders to your clients? Do you have monthly newsletters or information that needs to be sent to everyone? There are many programs that can generate and schedule emails so you’re not creating one from scratch every time.
  3. Tracking requests. Joe says any time your client asks for something, your agency has failed. When you automate the request process, you can easily track requests and make the necessary changes so future clients won’t have to make the same request.

How Your Agency Can Get the Most Out of Automation

When it comes down to it, you’re not automating processes just to automate. Automation saves time. But this doesn’t mean your team gets to go home early. This means you are able to spend more time on the areas that add value to your clients. Look at where you are wasting time and make a change. Then, use that time to really increase client satisfaction and focus on what sets your agency apart.

Automation can be a big time saver. When you have more time to focus on your clients, you have a better chance of pleasing and retaining those clients. Think of it this way, is it easier to find new clients or just keep the old ones happy?

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