AI Workflow Automation for Agencies | Scale Smarter

Automation Systems & AI Integrations for Marketing Agencies | Scale Client Delivery and Internal Efficiency

Automation Systems & AI Integrations for Marketing Agencies

For agencies that want to scale delivery, reduce manual work, and offer white-label automation services to their clients — without adding headcount.

Deliverables

  • Automation audit
  • Workflow buildouts
  • White-label templates
  • Training & support

Why This Matters

Agencies Are Burning Hours

Manual handoffs, spreadsheet reporting, and repeated campaign setup waste thousands of hours yearly. Automation reclaims time for higher-value work.

Clients Expect Instant Results

AI tools have raised expectations. Agencies that can deliver faster and smarter win more retainers and renewals.

White-Label Expansion

With standardized, automated systems, you can resell your infrastructure as a client-facing service — creating new recurring revenue lines.

Our Process

We combine automation strategy, platform setup, and enablement to turn your agency into an efficient, AI-ready operation.

1. Discovery & Audit

  • Review tools and workflows
  • Identify bottlenecks and redundancies
  • Define automation goals and ROI targets

2. System Architecture

  • Design integrated tech stack
  • Map data flow across CRM, ads, and email
  • Select platforms (Zapier, Make, Pabbly, Workato)

3. Build & Test

  • Deploy workflows across client and ops
  • Automate reporting and content delivery
  • QA across tools for reliability

4. Enablement & Training

  • Provide SOPs and templates
  • Train your team or clients on automation
  • Offer ongoing optimization support

What You Receive

Automation Blueprint

  • Map of systems, tools, and triggers
  • Playbooks for internal & client automation
  • ROI projection and key metrics

Operational Buildouts

  • Live, tested automations
  • CRM enrichment, campaign distribution
  • Integration with HubSpot, Brevo, ActiveCampaign

White-Label Toolkit

  • Reusable client delivery templates
  • Prebuilt Zapier / Make scenarios
  • Custom documentation for resale

Ready to Automate Your Agency?

Let’s identify quick wins, map your systems, and launch automations that scale your delivery — under your brand.

Frequently Asked Questions

Can you build systems under our brand?

Yes. All assets and documentation can be branded for your agency so you can offer automation as your own productized service.

Do you integrate with our existing stack?

We work with tools like HubSpot, Brevo, Zapier, Pabbly, Make, and n8n — adapting to your current tech stack.

How long does implementation take?

Most agencies launch their first workflows within 3–4 weeks. Full enablement typically completes within 60 days.

© Koka Sexton — Built for marketing agencies ready to scale smarter.
https://kokasexton.com/

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Marketing Automation Consulting for Agencies

Automate your agency’s client delivery and marketing ops using AI workflows that cut manual work and increase campaign output.