Deliver more clients without hiring more staff.
We automate your reporting, onboarding and outreach so you grow margin, not your payroll. Same team, more output.
Free · No obligation · You keep the build
8 weekly reports auto-sent
LiveClient Roster
Live status
Active clients
14
+2
Reports auto-sent
8
this wk
Pipeline
$38k
+26%
Clients 14 total · 6 shown
- SCSummit CoReport sent18/20h
- BLBeacon LtdReport due17/20h
- LSLyra StudioOutreach live12/15h
- HCHalcyonOnboarded3/25h
- NWNorthwaveReport sent22/30h
- AXApexOutreach live8/15h
Outreach replied · 32 this week
7 booked discovery calls · pipeline +$12k
Sound familiar?
The problems we solve every week
Reporting eats your week
Every client wants a weekly update. Your team spends hours pulling data from 5 platforms to build reports nobody reads past page 1.
Outreach is feast or famine
When you're busy with clients, pipeline dries up. When pipeline is full, delivery suffers. No consistent outreach engine.
Client setup takes too long
New client means creating workspaces, setting up tracking, onboarding the team. Days of setup before billable work starts.
Retainer tracking is guesswork
You find out a client is over their hours after the work is done. No live view of utilisation vs retainer.
Before NorthPole
- Weekly reports built by hand
- New client setup takes days
- Lead outreach done manually
- Retainer tracking in spreadsheets
After NorthPole
- Reports auto-sent to every client
- Client workspace live in minutes
- Automated outreach sequences
- Live retainer & billing dashboard
What we build
Custom automations for agencies & consultancies
Every build is scoped to your operations. Not a template.
Client data flows in
Ads · GA4 · CRM · social
NorthPole automates
Aggregate → report → outreach → invoice
Running 24/7
Reports auto-sent
Retainers tracked live
Reporting, outreach and onboarding — all running while you deliver.
Automated client reporting
Pull data from Google Ads, Meta, GA4, CRM. Auto-generate and send branded reports on schedule. Zero manual work.
Outreach automation
Multi-channel sequences that run in the background. LinkedIn, email and follow-ups on autopilot while you deliver.
Client workspace setup
New client triggers auto-creation of project boards, shared drives, comms channels and tracking. Live in minutes.
Retainer & billing dashboard
Live view of hours used vs allocated per client. Alerts before you go over. Invoices generated automatically.
Tools we connect
How it works
From first call to fully automated in weeks, not months.
Free strategy session
Day 1 · 30 min
We map your operations live and show you exactly where time and money is leaking.
We build
Week 1–2
Custom automations scoped to your workflows. Not a template. Built, tested and documented.
You're live
Week 3 onwards
Ops run without you. We monitor and iterate. You own the build — cancel us, keep everything.
“Client reporting went from 6 hours a week to zero. NorthPole automated the entire pipeline. Our team now spends that time on actual strategy.”
Priya M.
Founder, Digital Marketing Agency
10hrs
saved per week
“Onboarding new clients used to take a week. Now their workspace, reports and access are live in 10 minutes. We onboarded 7 clients last month.”
Tom L.
Founder, Performance Agency
7
clients in 30 days
“Cold outreach replies went from 4% to 14% after NorthPole built our pipeline. We've stopped buying lists. Inbound covers it now.”
Aisha N.
Co-founder, B2B Growth Agency
14%
reply rate
Get your free automation roadmap
We'll map your operations live and show you exactly where time and money is leaking. You keep the roadmap either way.
- Automated client reporting
- Outreach automation
- Client workspace setup
- Retainer & billing dashboard
30-min call · Free. No obligation. · You own the build
Book your free agency audit
Our services