When scaling client work, acquisition gets all the attention, but service delivery is where agencies actually survive or bleed out. The moment you manage multiple client ad accounts and deliverables, dropped balls usually come from chaotic communication and scattered tools rather than bad strategy. When creative requests, campaign launches, and daily tasks are spread across messy spreadsheets and random chat threads, things fall through the cracks fast. A streamlined workflow that keeps client deliverables and daily execution on track: - Figma for reviewing ad creatives, hook variations, and visual assets before launch. - Floment for organizing client deliverables into active project cards, tracking daily team to dos, and using built in AI assistance to keep daily execution in one workspace. - Google Drive for centralizing client raw footage, brand guidelines, and onboarding assets. - Loom for sending quick async weekly performance walkthroughs so clients stay informed without needing long check in calls. Setting up a direct system for daily delivery made onboarding smoother and kept client retention high because execution stayed consistent. For agency owners handling multiple client accounts right now, how are you currently managing daily task accountability and deliverable tracking across your team?

Hi everyone, I’d love to hear a bit about how you set up your onboarding processes. I’ve reached a point where I’m having successful meetings and my offer is solid—clients usually agree to it—but then I get a bit stuck. Without a proper onboarding process to make a good first impression, many clients end up backing out. I’d like to know your thoughts on this and, if possible, how your process works.

So I'm currently running a Meta ads lead gen agency targeting landscapers/contractors. I've got my first paying landscaping/contractor client on board and the results have been solid - 25 leads in under 2 weeks, he's out quoting consistently and sitting on a strong pipeline of work. Really happy with how the campaign is running. Now I'm trying to land my next 2-3 clients and I'm debating the best approach. I've been doing WhatsApp cold outreach to contractors using a script built around the results from my current client, but the volume is low because WhatsApp bans for too much outreach and most people don't even open it. My question is - for those of you who have scaled past your first client, did you rely mainly on cold outreach to get the next few, or did you run your own Meta ads to generate inbound leads for the agency itself as soon as you got that first client? Should I wait until I have a full month of results and then run ads using that as proof? Should I start running ads for my agency now straight away? Or should I just stick to cold outreach for now and keep grinding it manually? I want to get more clients in asap so any advice from people who've been at this stage is appreciated.

Hi everyone, I’m Filipe. I’ve been part of this community for a while but haven't interacted much lately because I had to take some time to work on a specific issue within my agency. I’ve moved past the traffic and lead generation hurdles, having spent that time refining my offer. Now, I need your help figuring out how to create slides to showcase the service before meeting with a client. I’d love to know which templates you use and your process for putting them together.

I want to get better at sales and selling in English so I thought I could join the coaching calls, which I do, and could also watch some YouTube videos and train. I did both. With both I mean I joined coaching calls and at the side I built my own AI sales coach, which is fed with scripts and knowledge from YouTube and also fed with my own sales calls. He can answer every question and go into specifics on my own mistakes and answer my own mistakes with external knowledge I can control. I know if he is giving me tips, I know exactly where they're coming from and that they're all 10 out of 10 valuable. Overkill but it works and it looks really cool. + It gets better over time @Uncle Jimmy Mitchell