Email Automation for Agencies

Agency Email Automation Challenges

Agencies face unique challenges with email automation: managing multiple client accounts, maintaining brand consistency while customizing for each client, reporting across accounts, and scaling services efficiently.

The right platform can transform email automation from a labor-intensive service into a scalable offering that increases agency profitability while delivering better results for clients.

What Agencies Need

Multi-Account Management

Efficiently manage multiple clients from one dashboard:

• Separate client accounts with dedicated workspaces
• Easy switching between accounts
• Centralized billing and management
• Team member access controls per account

White Label Options

Present a professional, branded experience:

• Custom login and dashboard branding
• Client-facing reports with your branding
• Removal of platform branding
• Custom sending domains

Template and Workflow Libraries

Standardize and scale your services:

• Reusable templates across clients
• Pre-built automation workflows
• Copy and clone between accounts
• Agency-wide asset libraries

Reporting and Analytics

Demonstrate value to clients:

• Cross-account performance dashboards
• Branded client reports
• Scheduled report delivery
• Revenue attribution

Pricing and Margins

Maintain healthy margins on email services:

• Agency pricing tiers
• Volume discounts
• Markup flexibility
• Predictable costs

Common Agency Automation Services

Full-Service Email Management

• Strategy development
• Automation setup and management
• Template design and content creation
• Ongoing optimization
• Reporting and analysis

Automation Setup

• One-time automation builds
• Platform migration
• Workflow design and implementation
• Integration configuration

Consulting and Training

• Strategy consulting
• Client team training
• Best practices documentation
• Audit and optimization recommendations

Platform Options for Agencies

Building Scalable Agency Services

Standardize Your Approach

Create repeatable processes:

• Standard onboarding process for new clients
• Template library of proven automations
• Checklist-driven setup procedures
• Documented best practices

Productize Your Services

Package services for predictable delivery:

• Tiered service packages
• Defined scope and deliverables
• Clear pricing structure
• Repeatable implementation processes

Leverage Automation for Yourself

Use automation to scale your agency:

• Automated client reporting
• Performance alerts and monitoring
• Onboarding sequences for new clients
• Check-in and review reminders

Choosing the Right Platform

Consider these factors when selecting a platform for agency use:

1. Client industry fit: Does the platform serve your clients' verticals?
2. Multi-account management: How easy is it to manage multiple clients?
3. Partner program: Does the platform offer agency benefits?
4. Pricing structure: Can you maintain healthy margins?
5. White label options: Can you brand the experience?