Marketing agencies juggle multiple clients, campaigns, and deliverables, often leading to administrative overload. HighLevel’s Custom Objects Workflow Automation provides a powerful solution, enabling agencies to manage campaigns more effectively while enhancing client relationships.
How It Works
Custom Objects allow agencies to create data records for campaigns, deliverables, or client-specific information. These objects can be linked to client profiles, making it easy to automate communications and track progress.
For example:
- Campaign Milestone Notifications: Set up workflows to notify clients about key campaign updates, such as ad approvals, launch dates, or performance metrics.
- Client Reporting Automation: Create workflows that automatically send monthly or quarterly performance reports based on stored data.
- Task Completion Updates: Notify clients when specific deliverables, such as ad creatives or website updates, are completed and ready for review.
By automating these tasks, marketing agencies can reduce manual admin work and dedicate more time to creativity and strategy. This not only improves efficiency but also strengthens client trust and satisfaction.
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Why It Matters
Custom Objects Workflow Automation enables agencies to:
- Provide timely, accurate updates to clients.
- Ensure no campaign detail falls through the cracks.
- Scale operations without sacrificing personalization.
Whether you’re running Facebook ad campaigns, designing websites, or managing email marketing, Custom Objects help your agency stay organized and deliver an outstanding client experience.
Learn more about HighLevel features at MarketerM8 – a HighLevel agency
Book a discovery call with Julian to discover how Custom Objects Workflow Automation can streamline your agency’s CRM and marketing operations.
