“I think the goal is to automate the data as much as possible,” Melissa suggests.

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Next, take advantage of the tool’s reporting and analysis capabilities. Your tools can capture vast amounts of marketing data about your agency’s operations and performance. Make it a habit to regularly review and act on tool reports and insights, especially on key metrics like utilization, time spent on administrative and customer work, and profitability for specific ecuador email list customers or service offerings.


Then, in addition to administrative work, consider improving customer relationships. While tools like CRM are critical for sales and customer onboarding, don’t overlook their potential to strengthen customer relationships throughout the interaction. Use your CRM to keep detailed records of customer preferences, communication methods and important dates. Create automated workflows, check-ins, and reminders to keep you sane, and use the data you collect to anticipate customer needs and personalize your approach.

Finally, stay informed and open to new AI capabilities. Many agency tools are rapidly integrating artificial intelligence to introduce powerful new ways to automate repetitive tasks, gain insights, and increase productivity. Melissa encourages agency owners to stay informed about how AI can be incorporated into the tools they use every day. The key is to think of AI as an augmentation of human expertise, not a replacement for it.

“I think just continuing to focus on what your current tool stack can offer you, what they do in terms of new technology, and what resources might be available — whether you can use them and whether they can make your life better every day. Easy?” Melissa suggested.