I started a ai agency and the service I sell is a lead outbound qualifier and appointment booker. It also stores and organizes information in a crm. The tools I use for this are n8n for connecting everything, retell ai for the caller, twillio for the phone number provider, airtable for the crm, and cal.com. Now I want to take all of this and make a custom fronted dashboard so my clients can see everything like what my business is doing for them and the data within the separate tools, is this all possible? If so would it be better to build new dashboards for each client or all have one where they login and only see their information within the dashboard. Any and help would be gratefully appreciated!

Hi Mason, I was wondering which social media platform (Instagram, LinkedIn, TikTok, YT, etc.) is the most effective for generating new leads for an automation agency. Do you find that each one works better in different ways for you?

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Last month, my client Anas booked a call with me completely worn out. Leads were pouring in, but he couldn’t keep track of anything. No enrichment, no structured outreach, and every follow-up depended on someone remembering to do it. He wasn’t losing leads… they were simply falling through the cracks. On our call, we walked through his entire process. That’s when it became clear: forms weren’t syncing to his CRM, replies were scattered, and nothing was automated. His goal was simple, a system he didn’t have to babysit. Using n8n, Airtable, Apify, and WhatsApp/Email flows, I built a clean pipeline: Forms → CRM → enrichment → automated follow-ups → long-term nurturing. Piece by piece, everything started working together. A few days after launch, he told me he finally felt calm. More clarity, faster responses, and conversions rising without extra ad spend. The ROI came from efficiency, not pressure. If your workflow feels heavy or you’re trying to eliminate time-draining tasks, send me a message. Let’s troubleshoot the best way out.