AUTOMATE GENIE
Close Deals Faster & Onboard Clients Smarter
Send tailored proposals and onboard clients with automation — so your team can focus on selling and scaling your
digital marketing agency.
Automation for
Business Development
Proposal Automation
Crafting tailored proposals takes too much time, delays responses, and pulls your sales team away from selling. We solve this by automating proposal creation, delivery and follow up — so your sales team can send personalized & professional proposals in minutes, stay consistent,
and close leads faster.
Automation for
client service
Client Onboard Automation
Onboarding new clients is repetitive, and
time-consuming — costing your team hours in back-and-forth communication and manual work. We streamline the entire process using automation, ensuring every new client receives a consistent, professional experience while freeing up your CX team to focus on strategy and growth.
Try our services for free
Book a meeting with us
Experience how automation can save your digital marketing agency hours of manual work every week. In our free session, we’ll walk you through how we can streamline your proposal delivery and client onboarding process — no commitments, just value.