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Agencies
agency-general
Marketing, creative and dev shops — pipeline and delivery admin.
8 agents~146h / month5 playbooks
What installs
- 01
Lead qualification
Qualify new leads, capture budget and timing, book the call
voicesmsemailchatVapiTwilioHubSpot~19hDetails - 02
Proposal draft
Turn a discovery call into a proposal in your format
emailchatGmailGoogle DriveXeroHubSpot~31hDetails - 03
Meeting scheduler
Find the time, book it, send the agenda
smsemailGoogle CalendarTwilioVerbalCRM~29hDetails - 04
Client update summaries
Draft the weekly client status update for you to send
emailchatXeroGoogle SheetsHubSpotGmail~9hDetails - 05
Invoice follow-up
Polite, persistent chasers on overdue invoices
smsemailXeroTwilioGmail~18hDetails - 06
Asset & feedback reminder
Chase the assets, approvals and feedback holding work up
smsemailGmailGoogle DriveXeroHubSpot~13hDetails - 07
Retainer renewal
Spot retainers drifting and nudge the renewal conversation
smsemailStripeTwilioGmailGoogle Sheets~11hDetails - 08
CRM hygiene
Keep the pipeline clean, deduped and current
emailchatHubSpotSalesforcePipedriveGmail~16hDetails
Playbooks included
- · new lead
- · proposal sent
- · asset chase
- · retainer renewal
- · overdue invoice
Guardrails shipped with the pack
- · No results guarantees
- · Scope changes need written approval
Packs are built by 88 Swarm. Your emails, files and job history stay in your own workspace and are never used to train shared models.