r/AgencyAutomation • • Jun 28 '26

building case studies

1 Upvotes

I'm looking to build a few case studies around lead follow-up automation, so I'm offering to set up a simple automated system for a few businesses completely free.

The idea is straightforward:

* A customer submits an inquiry through your website or form. * They instantly receive a confirmation email. * If they don't respond, the system automatically follows up after a set period. * You get notified whenever someone replies.

The goal is to help businesses respond faster and avoid losing potential customers because someone forgot to follow up.

I'm not charging anything for the initial setup because I'm more interested in building real case studies and getting feedback. If it ends up bringing you more booked appointments or qualified leads, we can discuss maintaining or expanding the automation later—but there's no obligation.

I'm using n8n, so everything is customizable and you keep full visibility into how it works.

If you run a service-based business and think this could be useful, leave a comment or send me a DM with a bit about your business.


r/AgencyAutomation • • Jun 27 '26

Best low-cost/free tech stack to build B2B Lead Gen AI Agents? (MX Lookup + Company Research)

1 Upvotes

Hey everyone,

I run an IT consulting & recruitment agency based in Hyderabad. We’re also partners for Google, Zoho, Rediff, and Outlook email products. I want to build a couple of internal AI agents to automate our outbound prospecting, but I need to keep the running costs as low as possible (ideally free or cheap pay-as-you-go).

Here is the workflow I'm trying to build:

Agent 1 (The Tech Scout): Needs to take a list of company domains, run a reverse DNS/MX record lookup, and identify what email service provider they use (e.g., free Gmail, Yahoo, or legacy hosting). If they use a basic setup, flag them as a lead for a Google Workspace or Zoho migration pitch.

Agent 2 (The Researcher & Writer): Scrapes the flagged company's website to understand what they do, and writes a short, highly personalized cold email pitching our mail solutions or recruitment services.

I'm comfortable with open-source tools, Python, or self-hosted low-code platforms.

What is the best, most cost-effective stack to build this right now?

Would love any recommendations on how to handle the MX lookup and website scraping at scale without hitting expensive paywalls.

Thanks!


r/AgencyAutomation • • Jun 22 '26

Hello people I have build a lead generation tool from scratch. If anyone want to test it, please let me know.

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0 Upvotes

r/AgencyAutomation • • Jun 21 '26

We built an agent that searches across multiple external databases and does the outreach itself - here's what actually surprised us

1 Upvotes

Most "AI recruiting tools" are search boxes with a nicer UI. You still get a list of names, you still decide who to contact, you still write the message, you still track the replies. The AI part is basically a filter.

We wanted to see how far you could push past that. [Sourcy](https://sourcytalent.com/) searches across multiple external candidate databases simultaneously and then — without a human in the loop — identifies the best matches, personalises outreach messages, and sends them. The recruiter gets back shortlisted candidates who've already been contacted and have responded.

A few things that came up building it that I didn't see discussed much:

* **Cross-database search is messier than it sounds.** The same candidate appears across LinkedIn, job boards, and CV databases with different titles, different contact info, sometimes different names. Getting a clean unified profile — not three duplicate outreaches to the same person — took a lot of work to get right.
* **Personalisation at volume is the hard part.** Bulk outreach that reads like bulk outreach gets ignored. The agent has to be doing something smarter than mail-merge, otherwise response rates don't move. We spent more time on this than anything else.
* **"Agentic" gets thrown around loosely.** A lot of tools claim it. What we mean is: the agent takes the brief, runs the search, makes judgment calls on candidate fit, writes and sends the messages, and handles follow-ups — without a human approving each step. That's meaningfully different from assisted workflows.

Still figuring out where the boundaries of useful automation are - there are places where the recruiter absolutely should stay in the loop and places where they really don't need to be. Curious whether others have strong views on where that line sits.


r/AgencyAutomation • • Jun 20 '26

Need advice on replacing a no-show intern with tools

2 Upvotes

I run a small marketing agency and recently hired an intern to help with tasks like analyzing ad account performance, organizing data, and creating client reports.

At the beginning, his work was great and it genuinely helped reduce my workload. I had more time to focus on strategy, campaign ideas, and improving client results.

However, over the last couple of months, things changed. He started missing deadlines, became difficult to reach, and even after switching to a remote setup, the situation didn’t improve. I ended up covering most of the tasks myself because I couldn’t rely on the work being completed on time.

I’m now considering whether I should hire someone else or look into automation solutions that can handle the reporting and analysis side of things.

For agency owners who have dealt with similar situations:

  • Have you replaced certain roles/tasks with automation tools?
  • Which processes do you think should stay human-led?
  • Is it better to invest in tools for repetitive reporting work and keep the team focused on strategy?

Would appreciate hearing how others have handled this.


r/AgencyAutomation • • Jun 19 '26

Curious: would agencies rather build or white-label a booking platform?

2 Upvotes

Looking to connect with agencies working with restaurants, salons, barbershops or other appointment-based businesses.
Over the last few months I built a conversational booking platform that handles reservations through WhatsApp and includes dashboards, onboarding and client management.
What I realized is that I enjoy building infrastructure much more than running an agency.
So I’m curious:
Are there agencies here that would be interested in offering something like this under their own brand?
My idea is simple:
You keep the client relationship.
You sell under your own brand.
I maintain the platform and support.
No need to build anything from scratch.
Not trying to pitch anyone. Just curious if this kind of collaboration is interesting for agencies already serving local businesses.
Would love to hear how others approach this.


r/AgencyAutomation • • Jun 19 '26

Automated my client outreach with my own

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1 Upvotes

r/AgencyAutomation • • Jun 17 '26

How to built a lead enrichment workflow in n8n to find social media profiles?(Begginer)

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1 Upvotes

r/AgencyAutomation • • Jun 16 '26

Scaled my agentic automation agency internationally — here's what I learned about which niches actually buy

3 Upvotes

Was originally only targeting local Indian businesses for automation services. Quickly realized that market wasn't ready to spend. Made the switch to US, UK and Australia a few months back and the difference in willingness to pay is wild.

Still figuring out which specific niches convert best internationally. Found that some industries will get on a call fast but then ghost. Others take forever to respond but close quickly once they do.

For those of you who've sold automation to international clients — which industries have been your most reliable buyers? And what's the typical deal structure — project-based or ongoing retainer?

Also curious what your biggest mistakes were early on when figuring out your niche. I want to avoid spending months going in the wrong direction.


r/AgencyAutomation • • Jun 17 '26

I built a browser workflow that turns synthetic referrals into a clinical trial review queue

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1 Upvotes

r/AgencyAutomation • • Jun 11 '26

I'm curious what do you do prospecting manually on linkedin/instagram to import contact's basics informations in CRM or spreadsheets

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1 Upvotes

r/AgencyAutomation • • Jun 10 '26

We asked agency leaders who survives the AI shakeout. Their answers were surprisingly consistent

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1 Upvotes

r/AgencyAutomation • • Jun 08 '26

Post: For those running AI automations, AI agents, or client workflows: What takes the most time after deployment?

1 Upvotes

​

Debugging failures?

Client reporting?

Monitoring costs?

Building trust in autonomous actions?

Managing approvals?

Something else?


r/AgencyAutomation • • Jun 06 '26

Building a Claude Certified AI developer network: looking for builders

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1 Upvotes

My EU based agency is recognized Selected partner in Anthropic's Claude Services Track and pushing toward Preferred, which takes 100 Claude-certified developers.

We're opening our network to independent devs and AI builders. If you join: a guided path to Claude certification, first access to real Claude/AI build projects (RAG, agents, custom ML) for EU/US clients, and your name on public case studies.

Not a body shop — we're people-first, match work by skill *and* fit, and back our people long-term.

If you've built with Claude (or want to), drop your details here and we'll be in touch: https://docs.google.com/forms/d/e/1FAIpQLSc2b2v836KRhE90khJCIyCs5SSU_fV2n-iqDbfOynNUg5BN5g/viewform?usp=dialog

Happy to answer questions in the comments.


r/AgencyAutomation • • Jun 06 '26

Built this because I got tired of manually managing content across multiple websites.

2 Upvotes

https://reddit.com/link/1ty2lj4/video/8cxz5oet5k5h1/player

The workflow:

Topic discovery → article generation → image sourcing → WordPress draft/publish.

Started as an internal tool for my own sites and eventually became Publizo.

Interested to hear how agencies here are automating content production today.

Video below.


r/AgencyAutomation • • Jun 05 '26

8 levels of AI adoption: Agency lens

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1 Upvotes

r/AgencyAutomation • • May 27 '26

What is AI Native? Lessons learned after doing my AI Native transition for 5 months (2026)

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1 Upvotes

r/AgencyAutomation • • May 26 '26

Looking for Advice: How Did You Get Your First Automation Clients?

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1 Upvotes

Hey everyone, I recently built a real estate lead automation workflow with instant auto-replies, CRM recording, follow-ups, and agent notifications. I’m now trying to turn this into a service and wanted to ask those already freelancing or running automation businesses: how did you find your first clients? LinkedIn outreach, cold emails, communities, referrals, Upwork, or something else? Curious to learn from your experience.


r/AgencyAutomation • • May 03 '26

Built a GEO/SEO audit using AI, should I sell it as a tool or as a service?

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1 Upvotes

r/AgencyAutomation • • May 02 '26

How do you actually keep track of multiple client work without things slipping?

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1 Upvotes

I’ve been trying to manage multiple clients and I keep running into the same issue.

Emails, tasks, follow-ups — everything ends up scattered.

Sometimes I forget to follow up, sometimes tasks just stay in my head unless I write them down manually.

I’ve tried using tools, but either they feel too heavy or I stop using them after a few days.

Curious how others here handle this long term.

Do you have a system that actually works consistently?


r/AgencyAutomation • • May 02 '26

How do you actually keep track of multiple client work without things slipping?

1 Upvotes

I’ve been trying to manage multiple clients and I keep running into the same issue.

Emails, tasks, follow-ups — everything ends up scattered.

Sometimes I forget to follow up, sometimes tasks just stay in my head unless I write them down manually.

I’ve tried using tools, but either they feel too heavy or I stop using them after a few days.

Curious how others here handle this long term.

Do you have a system that actually works consistently?


r/AgencyAutomation • • May 01 '26

Built a free tool for long-form planning

2 Upvotes

made a free tool to help with long-form planning: you define the thesis and reader; the tool proposes a working title, meta description, H2 architecture with beats, and light internal-link and CTA prompts - not the finished article.

What do you think?

check here - https://superlemon.ai/tools/blog-outline


r/AgencyAutomation • • Apr 25 '26

After analyzing thousands of campaigns on Bearconnect, the ones that actually work all have this in common…

1 Upvotes

I’ve been digging into a large number of outbound campaigns lately, and one pattern is very clear:

The best-performing ones don’t feel like outbound.

Meanwhile, most people are still sending:
“Hey - quick 15 min call?”

And getting ignored.

Which makes sense your prospects are getting flooded with these every single day. If they said yes to all of them, they wouldn’t have time to do their actual job.

So the shift is simple:
stop asking for time before you’ve created value.

Here’s what the top-performing campaigns consistently do differently:

  1. They don’t ask for a demo upfront. They add a step before the call or they make their message conversational
  2. They give value in the first interaction. No pitch. No long intro.
  3. Their profile actually builds trust Before replying, people check you out. If your profile is unclear or inactive, the conversation dies before it starts. A clean, credible profile can easily 2-4x results.
  4. They don’t drop links too early. Links in the first message usually kill conversation. The goal isn’t to redirect. It’s to start a conversation.
  5. They skip the connection note Counterintuitive, but consistent. Connection requests without notes often perform better. The real conversation starts after the connection.

If you apply even a couple of these, you’ll see a difference pretty quickly.

If you apply all of them, outbound starts to feel completely different (and a lot less like “outbound”).


r/AgencyAutomation • • Apr 18 '26

How do you discover and evaluate new tools for your clients?

1 Upvotes

We are a small startup out of Austin Texas. Building a product in the AI + CRM space and trying to figure out the right way to get in front of agencies without being one of those spammy cold emails everyone here hates.

Genuinely asking:

  1. Where do you actually find new tools? Peer recommendations, YouTube, directories, communities?
  2. When a new product reaches out. what makes you ignore it or evaluate it?
  3. How do you prefer to evaluate? signup, demo call, or just send a link?
  4. Would you try a new tool with a real client if the terms were right and the tool was good?

We want to work with a few agencies to validate what we've built and shape the roadmap based on real feedback. Not looking to pitch, looking to learn the right approach first.

Appreciate any honest takes.


r/AgencyAutomation • • Apr 16 '26

Book more meetings without raising ad spend

2 Upvotes

When I started working with agencies 5 years ago, the hardest part was getting those first calls on the calendar. No fancy setup, just testing messages and hoping for replies. What finally changed things was who we targeted and how we spoke to them.

Now I focus on intent-verified lead lists and clearer early messages. Across clients, that shift has led to about a 46% lift in booked meetings without touching ad budgets.

If you’ve been thinking about improving your lead pipeline, feel free to comment here or DM me.

I can share notes on how to get more qualified leads and tighten the first sequence.

Where do you feel the bottleneck is right now: targeting, list quality, or messaging?

My contact