Scale your agency without
scaling your headcount.
Manual handoffs, spreadsheet reporting, and repeated campaign setup are burning your margins. We build AI-powered workflow automation that cuts delivery time, reduces errors, and creates a white-label automation service you can resell to clients.
- ✓ Automation audit, architecture & full buildout
- ✓ White-label templates your agency can resell as a service
- ✓ Live workflows in 3–4 weeks with training & SOPs
Free strategy session · No credit card · No commitment
The Problem
Agencies are burning hours on manual work
Manual data entry, spreadsheet reporting, repeated campaign setup, and handoffs between teams consume thousands of hours yearly. Every hour spent on manual ops is an hour not spent on strategy, client relationships, or growth.
Clients expect faster, smarter delivery
AI has raised expectations. Clients see what’s possible and expect real-time reporting, personalized campaigns, and instant insights. Agencies that can’t deliver at AI speed lose retainers to those that can.
You’re leaving white-label revenue on the table
Your agency has systems and expertise clients would pay for , if they were packaged, automated, and branded. Without white-label automation infrastructure, you’re stuck selling hours when you could be selling scalable, recurring services.
Discover → Architect → Build → Enable
One repeatable automation engine that transforms your agency’s operations , and creates a new revenue stream.
Discover
Audit your current tools, workflows, and bottlenecks. Identify the highest-ROI automation opportunities , the ones that save the most time fastest.
Architect
Design the integrated tech stack: CRM, email, ads, reporting. Map data flows and select platforms , Zapier, Make, n8n, Pabbly, Workato, or custom.
Build
Deploy workflows for internal ops and client delivery. Automate reporting, content distribution, CRM enrichment, and campaign execution with full QA.
Enable
Deliver documented SOPs, white-label templates, team training, and ongoing optimization support so your agency owns and runs the system independently.
From manual ops to automated delivery
Here’s what the transformation looks like when agency workflows are fully automated.
How We Work
Discovery and automation audit
We map every process in your agency: client onboarding, campaign setup, content delivery, reporting, billing, CRM management, and client communication. We identify the bottlenecks, redundancies, and highest-impact automation opportunities , ranked by time saved and ROI.
- Full agency workflow audit across all departments
- Time-and-motion analysis of current processes
- Automation opportunity ranking by impact and difficulty
- Quick-win identification: automations you can deploy in week 1
System architecture and platform selection
We design the integrated automation architecture: which tools connect to which, where data flows, what triggers what. We select platforms based on your stack, budget, and complexity , Zapier for quick integrations, Make for complex multi-step workflows, n8n for self-hosted needs.
- Tech stack integration map with data flow diagrams
- Platform selection: Zapier, Make, n8n, Pabbly, Workato, or custom
- CRM, email, ads, and reporting integration design
- Scalability plan: architecture that grows with your agency
Workflow build, test, and deploy
We build and deploy your prioritized automations: CRM enrichment, campaign distribution, reporting dashboards, client onboarding sequences, content scheduling, and billing triggers. Every workflow is QA’d end-to-end. You see the first results within 3–4 weeks.
- CRM contact enrichment and lead routing automations
- Campaign distribution: email, social, ads coordination
- Automated reporting and client dashboards
- Content scheduling and delivery workflows
White-label toolkit and enablement
We package your automations into a white-label service: branded templates, client-facing documentation, pricing models, and sales collateral. We train your team on every workflow, deliver SOPs for ongoing management, and provide optimization support.
- White-label automation templates with your branding
- Client-facing documentation and onboarding guides
- Team training sessions and SOP documentation
- Sales collateral: pricing models and service descriptions
What You Receive
Automation Blueprint
- Full workflow audit and opportunity map
- System architecture and integration design
- Platform recommendations with rationale
- ROI projections and timeline
Operational Buildouts
- 10+ live, tested automations
- CRM enrichment and campaign workflows
- Automated reporting dashboards
- Integrations: HubSpot, Brevo, ActiveCampaign, etc.
White-Label Toolkit
- Branded client delivery templates
- Prebuilt Zapier / Make scenarios
- Client-facing documentation
- Sales collateral and pricing models
Agencies scaling with automation
“We were spending 60+ hours a month on manual reporting and campaign setup. Koka’s team built 12 workflows that automated the entire client delivery pipeline. We cut ops time by 70% and our team actually enjoys Mondays now.”
📈 70% reduction in ops hours
, Founder, Boutique Marketing Agency (12 employees)
“The white-label piece changed our business model. We now sell ‘Marketing Automation’ as a standalone service , $1,500/month per client for workflows Koka’s team helped us build and package. New MRR stream with almost zero marginal cost.”
🎯 New $1,500/mo white-label service launched
, CEO, Growth Agency (20 employees)
“We went from a chaotic stack of disconnected tools to one integrated automation architecture. Client reporting that used to take 3 days now happens automatically. Campaigns launch in hours instead of days. Our clients noticed the speed difference immediately.”
⚡ 3-day reporting → automated, instant
, Operations Director, Digital Agency (25 employees)
Works with the tools your agency already uses
🟡 Brevo🔄 Zapier🔶 Make
🟢 n8n🟣 Pabbly🔷 Workato
🔴 Outreach🟢 Salesloft📊 Google Analytics
Common questions
What types of workflows do you automate? ▼
We automate the high-volume, repeatable work that eats agency margins: client onboarding sequences, CRM contact enrichment, campaign distribution across channels, reporting and dashboard generation, content scheduling and publishing, lead routing, billing triggers, and client communication workflows. Whatever process your team does manually more than twice a week is a candidate.
Which automation platforms do you work with?
We’re platform-agnostic and select based on your needs: Zapier for broad integrations, Make for complex multi-step workflows, n8n for self-hosted/private deployments, Pabbly for cost-sensitive builds, and Workato for enterprise-grade automation. We’ll also build custom scripts and APIs when off-the-shelf doesn’t cut it.
How long until we see results?
High-impact quick wins typically deploy in the first 7–10 days , things like automated reporting or CRM enrichment. The full buildout of 10+ workflows completes within 3–4 weeks. Full enablement with training and documentation wraps within 60 days.
Do you build everything under our brand?
Yes. All workflows, templates, documentation, and client-facing materials are built under your agency’s brand. You own everything we create , no lock-in, no ongoing dependency. We design for transferability so your team can manage and modify independently.
What does the white-label service include?
The white-label toolkit includes: branded automation templates your clients receive, prebuilt Zapier/Make scenarios, client onboarding documentation, a service description and pricing model, and sales collateral you can use immediately. It’s everything you need to add ‘Marketing Automation’ as a line item in your service menu.
Your agency’s margins shouldn’t be
burned on manual, repeatable work.
Share your current stack, biggest time-wasters, and growth goals. We’ll map the highest-ROI automations for your agency and show you what a fully automated delivery pipeline looks like.
Free strategy session · No credit card · No commitment