Everyone wants to automate external client work
But internal chaos kills momentum faster than bad leads
Here’s a system I use to stay clean inside the agency:
• All incoming leads go into Airtable via forms or scraped lists
• GPT auto-tags based on biz type and lead quality
• Notion logs every contact touchpoint + proposal sent
• Daily summary sent to me on Telegram with what’s pending and what’s closed
Your daily tasks should be like a well-oiled machine.
If you’re serious about building long-term you need ops systems just as much as client ones