Artlogic

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.

  1. CRM

    HighLevel

    HighLevel's sub-account model means every client gets an isolated pipeline without a separate CRM license per client.

  2. Automation

    Make

    Make handles anything HighLevel's native workflows can't — especially branching logic across multiple client accounts.

  3. Email

    HubSpot

    For clients already on HubSpot, its email/workflow tools stay the system of record rather than duplicating in HighLevel.

  4. Reporting

    Make

    A single Make scenario pulls ad spend, CRM, and analytics data into one branded client report — no manual copy-paste.

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How to Automate a Marketing Agency — Full Stack Playbook | Artlogic