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Pack · Marketing agency

Web design agency pack

A web design agency mostly sells one-off site builds rather than retainers, so it always needs the next project.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Workflows
3
Steps
20
Client fills in
11
Starts
From Pipedrive or a form, within seconds, or at a set time

UsesBeta

The workflows in this pack

Built for marketing agencies.

  1. 01

    Quote follow-up for marketing agencies

    Nudge every unanswered quote two, five and ten days after it was sent, and tell the owner which are going stale.

    1. Starts whenOn a schedule
    2. Airtable: Find recordsQuotes sent two days ago
    3. For eachEach one
    4. TextCheck they got it
    5. Airtable: Find recordsQuotes sent five days ago
    6. For eachEach one
    7. EmailOffer to talk it through
    8. Airtable: Find recordsQuotes sent ten days ago
    9. For eachEach one
    10. TextLast nudge
    11. NotifyTell the owner

  2. 02

    Won-deal kickoff for marketing agencies

    When a deal is won, open the kickoff task, tell the team, and hand the owner the welcome to send, the same minute.

    1. Starts whenA deal is won
    2. App stepKick off the deal
    3. App stepTell the team
    4. NotifyTell the owner

  3. 03

    Approval chase for marketing agencies

    Send each request to the approver, go to the deputy if there is no answer in a day, and tell the requester the outcome.

    1. Starts whenA form is sent
    2. ApprovalAsk the approver
    3. BranchAnswered in a day?
    4. IfIf answered
    5. EmailTell the requester
    6. IfIf no answer
    7. ApprovalAsk the deputy
    8. BranchDeputy answered in a day?
    9. IfIf yes
    10. EmailTell the requester
    11. IfIf no
    12. NotifyTell the owner

What each client fills in

Business name
How messages sign off.
Airtable base ID
The base that holds the records this sweeps.
Airtable table
The table it reads each day.
Booking link
Where a customer picks a time.
Owner’s email
Gets the summaries and the cases a person must handle.
Task list ID
The ClickUp list new-client tasks go into.
First steps
What the kickoff task says to do: the call, the access to collect, the first deliverable.
Team channel
The Slack channel that hears about it.
Welcome message
The welcome the client gets, kept to send by hand while the deal record has no contact email.
Approver
Who is asked first.
Deputy
Who is asked when the approver has not answered in a day.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Airtable

    airtable.com/create/tokens → Create token → scopes data.records:write and data.records:read (lookups and the triggers) → add the client’s base → copy the token.

  • In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

  • In the client’s ClickUp: avatar → Settings → Apps → API Token → Generate.

  • In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Airtable, for “Quotes sent two days ago”, “Quotes sent five days ago” and “Quotes sent ten days ago”
  2. Connect the client’s Twilio (SMS), for “Check they got it” and “Last nudge”
  3. Connect the client’s Resend (email), for “Offer to talk it through” and “Tell the owner”
  4. Fill in Airtable base ID (The base that holds the records this sweeps)
  5. Fill in Airtable table (The table it reads each day)
  6. Fill in Business name (How messages sign off)
  7. Fill in Booking link (Where a customer picks a time)
  8. Fill in Owner’s email (Gets the summaries and the cases a person must handle)
  9. Connect the client’s Pipedrive, for “A deal is won”
  10. Connect the client’s ClickUp, for “Kick off the deal”
  11. Connect the client’s Slack, for “Tell the team”
  12. Connect the client’s Resend (email), for “Tell the owner”
  13. Fill in Task list ID (The ClickUp list new-client tasks go into)
  14. Fill in First steps (What the kickoff task says to do: the call, the access to collect, the first deliverable)
  15. Fill in Team channel (The Slack channel that hears about it)
  16. Fill in Welcome message (The welcome the client gets, kept to send by hand while the deal record has no contact email)
  17. Pick the client’s form that starts it
  18. Connect the client’s Resend (email), for “Tell the requester” and “Tell the owner”
  19. Fill in Approver (Who is asked first)
  20. Fill in Deputy (Who is asked when the approver has not answered in a day)

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