How to Automate a Marketing Agency
Most marketing agencies don't have an automation problem — they have a tool-sprawl problem. This playbook lays out the stack we see working best for agencies managing 10-50 client accounts, stage by stage through the client lifecycle, from first lead to recurring reporting.
CRM
HighLevelHighLevel's sub-account model means every client gets an isolated pipeline without a separate CRM license per client.
Automation
MakeMake handles anything HighLevel's native workflows can't — especially branching logic across multiple client accounts.
Email
HubSpotFor clients already on HubSpot, its email/workflow tools stay the system of record rather than duplicating in HighLevel.
Reporting
MakeA single Make scenario pulls ad spend, CRM, and analytics data into one branded client report — no manual copy-paste.