Agencies and professional services
Few people for a lot of admin work
For agencies, consultancies and firms with few people for the admin work. Invoices, work logs and automatic routines.
Common problems and what we do
- Closing the month for the accountant
- Invoices get filed and matched against the bank statement automatically. One person only decides the exceptions.
- Showing the client your work
- Every piece of media coverage about a client goes into the team's database automatically, ready to show the client, with the Instagram caption already written.
- Starting the day by opening five accounts
- A routine reads emails, calendars and notes and prepares the list of what needs doing, client by client.
A real case
In a small PR team, one person handled the invoices by hand: naming them, filing them and matching them against the bank statement, with most of the work at month end. Now the invoices are handled automatically, and in one month 86% of bank statement lines were resolved without anyone touching them. The person only decides the exceptions, and each decision teaches the system.
In the same team, every piece of media coverage about a client goes into the team’s database at any hour, whether it comes from an alert, a search or someone who shared it. It’s ready to show the client and can later help pitch work to new clients.
Tell us where your team loses time.
Prefer to write? marta.matos@withzeno.com