help for running agency
I see a lot of posts from different agency owners regarding managing multiple clients, niches and industries. I'm a beginner, I have 4 clients at the moment and is on the process of onboarding my 5th (contracts signed, need to start his campaign).
I work with IT services firms and MSP's and help them find new businesses via cold email. I like the niche as I used to work in the sector before and can understand what makes a good customer, the technical lingo and feel more comfortable doing marketing for an industry I'm familiar with.
I mainly need help on strategies I can use to make onboarding, reporting and client management easier. I can generate decent leads but I can see that two of my customers arent effectively taking advantage of the hand-offs, reducing their roi. Chasing after them and ensuring everyone is fully satisfied also takes a lot of my time that I could spend on outbound and adding more revenue.
What software/tactics can you all recommend to make client management easier? Anyone had success automating replies and lead management or should I hire someone? Open to all thoughts