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
HighLevel
HighLevel's sub-account model means every client gets an isolated pipeline without a separate CRM license per client.
Automation
Make
Make handles anything HighLevel's native workflows can't — especially branching logic across multiple client accounts.
Email
HubSpot
For clients already on HubSpot, its email/workflow tools stay the system of record rather than duplicating in HighLevel.
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