Hundreds of follow-ups a week, routed without anyone doing it by hand.
- Agency
- Talent management agency, founder-led
- Size
- 10–20 people
- Location
- Los Angeles
- Stack
- Notion · Email automation · AI classification
$30k
a year of manual follow-up cost removed
~1 min
per follow-up, down from manual
35 days
to full deployment
As reported on the engagement
What changed
The Gregory Mark Mgmt. engagement, before and after.
Before
- ✕Hundreds of weekly follow-ups sent manually from a spreadsheet
- ✕The whole process dependent on one person
- ✕Errors, missed follow-ups and no clear status per contact
What we built
- A central Notion database for every lead and client contact, with clear status tracking
- An automated follow-up sequence on the right cadence
- Replies categorised automatically and routed to the next stage
Hundreds of weekly emails run without manual work · No single-person dependency, no human error in the sequence
See it running
Recordings from the engagement: the automations and dashboards as they work.
As the agency grows, this is intake triage and dependency chasing.
Inbound email and forms classified by type and urgency and routed to a named owner with an SLA, so the founder's inbox stops being the default queue. And the same chasing logic pointed at clients: the documents, approvals and data a project is waiting on, followed up automatically, which is where most delay actually lives.
Paul has been an amazing expert in automation, helping me build tools for my CRM. He’s very easy to work with and really listened to the needs specific to my business, including learning the programs I was already using, which made it seamless.
GregFounder, Gregory Mark Mgmt.
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