Automation for agencies & consultancies, done for you. We build sales, onboarding, delivery and reporting systems – so proposals go out faster, kickoffs run the same way every time, and client reporting stops eating your Fridays.
Sales
Leads followed up, proposals out & signed faster.
Delivery
Kickoffs, handoffs & tasks created automatically.
Reporting
Client reports built & sent without copy-paste.
The short answer
Be Known builds automation for agencies, consultancies and other client-service firms. We connect lead follow-up, proposals and contracts, client onboarding, project handoffs, client reporting and custom AI tools inside the tools your team already uses – like HubSpot, GoHighLevel, ClickUp, Asana, Slack and QuickBooks – so you can take on more clients without adding admin headcount.
Agencies, consultancies & advisory firmsWorks with your CRM & project toolsLess founder dependence
Sound familiar?
Without automation for agencies, growth usually breaks the same things: sales that depend on the founder, delivery that depends on memory, and reporting that depends on someone’s Friday afternoon.
Follow-up, proposals and pricing all wait on one person, so the pipeline stalls whenever they’re busy delivering.
Each proposal is rebuilt from an old one, then sent, chased and manually turned into a contract and invoice.
New clients get a slightly different onboarding each time, and key details get lost between sales and delivery.
Someone pulls numbers from five platforms into slides every month – and clients still ask what the numbers mean.
The CRM, project board, Slack and invoicing all hold part of the story, so status updates happen by chasing people.
The only way to take on more clients seems to be adding coordinators, which squeezes margins right when you’re growing.
What we build
Every build is scoped to your services, team and stack. These are the six automation systems agencies & consultancies ask us for most.
01
Inquiries and referrals are captured, qualified and followed up consistently – without the founder doing it all by hand.
02
Proposals go out from templates, get signed and automatically trigger the contract, invoice and kickoff.
03
Every new client gets the same organized start, and sales details flow straight into delivery.
04
Client reports are assembled and sent on schedule, with status updates that don’t depend on someone remembering.
05
Handoffs, recurring tasks and internal requests move between your tools automatically.
06
Purpose-built AI around your methods – like sales call scoring, proposal first drafts or internal assistants trained on your SOPs.
Also common for consultancies that sell through education: webinar & event systems that pre-sell a room of prospects at once.
Example build
An illustrative example of automation for agencies: a typical sales-to-delivery build for a 10-person agency or consultancy. Every real build is scoped to the firm.
01
We trace a deal from first inquiry to first report and find where it waits on a person. Common finding: proposals and kickoffs both bottleneck on the founder.
02
We template proposals and contracts, trigger invoicing and kickoff when a deal is won, create projects and tasks automatically, and automate monthly client reports.
03
The team gets walkthroughs and SOPs, we run the first few new clients through the system together, then add the next layer – often AI tools for sales or delivery.
Tools we build with
HubSpotGoHighLevelPipedriveClickUpAsanaMonday.comSlackPandaDocStripeQuickBooksLooker StudioZapier, Make & n8n
Proof
15-18 hrs/wk recaptured
Laura Cowan – Lifestyle Legal Coaching
Client Onboarding, Client Delivery & Custom AI
0 sales calls the founder reviews
AI Sales Ops – Founder-led sales team
Custom AI Tools & Apps
$7.03M revenue over 5 years
Brad Blazar – Coaching & consulting firm
Lead Capture, Follow-Up & Webinar Systems
$1.7M in 18 months
Michelle Cunningham – Sales training
Webinar & Event Systems
How it works
We don’t sell a template or a software license. We look at how your firm actually runs – how clients find you, how work gets delivered, where your team loses hours – then build the few systems that fix the biggest leaks first.
01
A free consultation and systems review. We map where leads, time and revenue slip through – from first inquiry to final invoice – and rank what to build first by impact.
02
We design, build and connect the systems inside the tools you already use (or better ones where it matters) – tested with real clients and real data before anything goes live.
03
Your team gets walkthroughs and documentation so the systems actually get used. Ongoing support and optimization are available, so your systems keep improving as the firm grows.
FAQ
Automation for agencies & consultancies covers most of the operational work around client delivery: lead follow-up, proposals and contracts, invoicing, onboarding and kickoffs, project and task creation, client reporting, status updates and internal handoffs. Strategy and client relationships stay with your team.
Usually not. Most agencies already pay for tools like HubSpot or ClickUp that can do far more than they’re set up to do. We build around your existing stack first and only recommend new tools when something is truly holding you back.
Yes. We can pull data from ad platforms, analytics, CRMs and other sources into live dashboards or scheduled reports, with AI-assisted summaries your team reviews before sending.
Where they save real time: scoring and coaching sales calls, drafting proposals and reports for review, and assistants trained on your SOPs so your team gets answers without asking the founder. One of our AI sales tools now reviews every sales call so the founder doesn’t have to.
Good automation for agencies usually starts wherever the founder is the bottleneck – often proposals and follow-up, or onboarding and kickoffs. Your free consultation ends with a clear recommendation for what to build first.
Most projects start at $1,500 for a single focused system. Full build-outs across sales, onboarding, delivery and reporting typically range up to $25,000. You get a fixed quote before any work starts.
Book a free consultation about automation for agencies & consultancies. We’ll map where your firm is losing time between sales and delivery, and show you the first system we’d build – no obligation.
