How to Automate Day-to-Day Operations for Your Digital Marketing Agency with Accelo

By Tanya Brody / December 21, 2017

As the owner and operator of a digital marketing agency, you’ve got a lot on your plate. You’re managing your clients’ Facebook ad campaigns, you’re running their websites, you’re probably blogging for them too.

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Meanwhile, there are all the day-to-day operations of your agency. That includes communications with your client, communications with your team, and making sure everything is running smoothly.

Somewhere in there, you have to do your billing for current clients, and some marketing for your own business, so you have new clients coming in.

That’s a lot to handle!

Especially when you’re trying to do all this on several different platforms. You’ve got your accounting software, your email, your payment system, your CRM, the list goes on and on.

You’re spending a lot of time managing your business, when you should be spending it on work for your clients. (I bet right now, some of that time is coming out of your own personal time, which you’d rather be spending with your family, doing things you enjoy.)

Our friends over at Accelo have a solution for you.

Their Service Operations Management platform (ServOps for short) is designed to integrate these other programs, apps and platforms, and help you get everything under control again. It’s similar to the way FunnelDash helps you get your clients’ Facebook ad account data under control.

Recently, they held an online workshop to show attendees how Accelo can help you manage your digital marketing agency better, and smarter.

Here’s the replay, if you missed the original workshop:

How Accelo Helps You Manage Your Agency

There are dozens of moving parts to every business, digital marketing agencies are no exception. Moving between these parts can be time consuming. And, small but important things can fall between the cracks.

Accelo brings all these parts into one central place so you can see what’s going on with every aspect of your business, day-to-day and overall. 

Now, you’ll know exactly how much time you and each of your team members have spent working on each client’s projects. Down to how much time everyone has spent writing emails. (Accelo tracks that automatically.)

You’ll also see who on your team has been spending too much time on a given project, and who has time available. This will help you shift the workload around, which can prevent burnout on your team.

It will also help you evaluate the amount of work going into each client every month, vs. how much they pay you. (Perhaps it’s time to renegotiate that retainer?)

Just as important, you’ll be able to track the progress of your marketing efforts and make sure you’re following up with new leads to schedule their free Facebook ads audit. You can also follow up with potential clients to sign new retainer agreements for Facebook ads management services.

Accelo already integrates with many of the programs and apps you use every day, like:

  • QuickBooks
  • Xero
  • HubSpot
  • Salesforce
  • Zapier
  • Intercom
  • Slack
  • Jira
  • Office 365
  • G Suite

Bringing all these platforms under one roof will allow you to work between them more smoothly, and save you a lot of time. 

For example, one business owner said she saved 25 hours a month, just on creating and sending out invoices when she automated the whole process with Accelo. Another was able to build an entire new SaaS tool for their clients with the time they saved.

Find Out How Much Time Accelo Can Save You

Watch the workshop replay above to see how Accelo works and how you can apply it to your agency. Then click on the button below to sign up for their free trial.

Get your time back and make running your agency easier, today.


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