Automation Beyond Marketing: How to Manage Your Contacts from Lead to Revenue

Automation Beyond Marketing: How to Manage Your Contacts from Lead to Revenue

Written by: Zach Johnson

You automate Facebook ads reporting for your clients with FunnelDash. But do you use automation to run your own business? Today, Tara Callinan, the Content and Communications Strategist from Accelo shows you how to make life a lot easier for your digital marketing agency.

As an agency owner, your primary goal is to get great results for your clients. But being hyper-focused on their expectations and budgets can often put your own business at risk.


In an industry where clients drive growth and profits, it’s crucial that you work with a ServOps platform like Accelo, that can automate all of your manual busywork and nurture your most valuable leads from prospect through to payment. 

By uniting your sales, projects, service and retainer management together in one place, you could recover up to 15 hours each week – time that should be spent with clients! The best part? By automating your entire operation, you’re able to scale your agency with ease, all while doing the work you love 

First, let’s answer an important question:

What is ServOps?

Service Operations Automation (or ServOps for short) is a cloud-based platform that brings together all of the functions you need to run your business, like billing, project management and time tracking. It gives you the ability to run your company smoothly, while not fighting with different systems. 

Here’s how it works:

Measure & Control Costs

You’re a genius when it comes to managing someone else’s budget, but do you know where your own profits are being spent? 

If not, it might be time to consider a smarter platform that can:

  • Intelligently drive your business forward.
  • Predict any speed bumps along the way.
  • Monitor your spend – automatically.

Just like you use FunnelDash to get an instant overview of your Facebook ad campaigns, you can use Accelo to get real-time insight into the health of your business. 

For example, Accelo will automatically notify you when a project looks like it’s nearing its budget to avoid scope creep from setting in. This way, you can focus on your team and clients while technology takes care of the rest.

This is necessary for your agency’s growth, because if your team isn’t productive, you’re not profitable.

Improve Efficiency

FunnelDash’s customizable dashboards make reviewing your clients’ campaign information more efficient. Accelo uses dashboard to improve your efficiency as well.

One way to ensure your team is working efficiently is to implement a ServOps platform that offers a Team Scheduling or Utilization Dashboard. 

This dashboard shows you everyone’s workload (in real-time), alongside the worth of their projects – so you have an accurate handle on who in your team is contributing the most to your bottom line.

You can even delegate or reassign work from the same dashboard to ensure everyone is pulling their weight and no one gets burned out.

Increase Transparency on Client Communication

As your agency continues to grow, so does the demand on your team, which can cause you to lose track of their workloads. You might even find that you’re asking yourself the following questions:

Is my team fully utilized and doing good work?

Is this client partnership profitable?

Who followed up on that important email?

What even happened today?

The list of questions goes on and on…

Not being able to answer these questions often results in clients getting left in the dark, which can really damage your reputation and stunt growth.

But what if you had a complete log of all your team and client communications in one place?

You’d never have to go digging through endless email threads or rehash old information with the same client twice – because all the information you need is literally at your fingertips.

Easily Convert Leads to Clients

With all of your current client work, it can be difficult to find time to attract new business. This is especially true when you’re flat out trying to juggle past, present, and future ad campaigns.

But don’t worry, you’re not alone. A recent study found that 74% of creative professionals felt overwhelmed trying to find effective ways of converting new contacts into clients.

You need a way to see everything going on in your current business, as well as potential business you need to pursue. 

Fortunately for you, Accelo integrates with HubSpot, a leading inbound sales and marketing platform. This powerful integration lets you nurture contacts from lead to revenue without the need for multiple tools or plug-ins.

In a nutshell, HubSpot users finally get the ability to extend their service beyond a sale, and digital marketing agency owners using Accelo get accurate insights into where their leads are coming from before prospecting even occurs. Lead generation and client acquisition has never been so easy!

Retain Clients for Long-Term Growth

For many professionals running a digital marketing agency, the hardest part of the job is trying to retain high-value clients. One way to ensure that your clients hang around long-term is to implement a ServOps platform that offers recurring, in-built retainer management and places your clients at the heart of your business.

For example, what happens if you get tasked with a high priority campaign tomorrow and you no longer have time to follow up with that important lead?

Accelo lets you access your team’s profiles and assign your lead to one of them, based on who has the best skill set (and availability) to take on more work. 

When it comes time for you to seal the deal, Accelo integrates with payment systems like Stripe,, and PayPal so you can convert a quote or a project into a payment in just a few quick clicks.

Learn more about Accelo and sign up for a free trial here. 

See if you’re making any of the 4 critical mistakes many agencies make, and how to fix the problems, by clicking on the button below.

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