The checklists and templates I use when I build automations for marketing agencies. Free, one email to get them.
The 25 automations every marketing agency should build first, ranked by time saved and how hard they are to build.
Get it free →Free checklistEvery step of a marketing agency client onboarding, from signed contract to kickoff, with the steps that should be automated marked.
Get it free →Free templateThe structure, metrics and data sources for a monthly client report that builds itself from GA4, Search Console and ad platforms.
Get it free →Free worksheetA step-by-step worksheet to estimate what your automations will really cost each month on Zapier, Make and n8n.
Get it free →Free templatesCopy-and-paste SMS and email templates for the first five minutes after a lead comes in, plus the follow-up sequence.
Get it free →Free worksheetAnswer these questions before you build an AI agent or chatbot, so it does one job well and fails safely.
Get it free →Free checklistEverything to configure in a new GoHighLevel sub-account so it works from day one, in the right order.
Get it free →Free checklistA printable checklist to audit your Zapier, Make, n8n or GoHighLevel automations for silent failures, wasted spend and risk.
Get it free →Send one workflow and get a free 15-minute Loom teardown, or book a call if you’d rather talk it through.