- 16
- 11 618
Stan Rezen
United States
Приєднався 23 лип 2018
Automations & Systems for agencies
How This Agency Cut Report Time From 10 Hours to 5 Minutes (Full Case Study)
Book a call here - www.visualyticsagency.com/
🎯 Learn how we helped an email marketing agency automate their operations and scale without hiring new team members. In this case study, we reveal the exact system that transformed their reporting from manual 10-hour tasks to 5-minute automated processes.
⏱️ TIMESTAMPS:
00:00 - Introduction
00:21 - Agency Overview
00:54 - Previous Manual Process
01:05 - Scaling Challenges
02:56 - Results & Team Impact
03:38 - Implementation Process
04:48 - Key Benefits
05:44 - Final Results
🔑 KEY POINTS:
- How to automate agency reporting
- Scaling without additional hires
- Reducing manual work by 99%
- Increasing team capacity
- Error-free reporting system
Want to implement similar systems in your agency?
Book a free consultation: www.visualyticsagency.com/
#AgencyAutomation #AgencyScaling #EmailMarketing #AgencyOperations #BusinessAutomation #AgencyGrowth #MarketingAgency #OperationsSystems
Keywords: agency automation, marketing agency operations, agency scaling, operations systems, agency reporting, email marketing agency, business automation, agency growth, marketing operations
🎯 Learn how we helped an email marketing agency automate their operations and scale without hiring new team members. In this case study, we reveal the exact system that transformed their reporting from manual 10-hour tasks to 5-minute automated processes.
⏱️ TIMESTAMPS:
00:00 - Introduction
00:21 - Agency Overview
00:54 - Previous Manual Process
01:05 - Scaling Challenges
02:56 - Results & Team Impact
03:38 - Implementation Process
04:48 - Key Benefits
05:44 - Final Results
🔑 KEY POINTS:
- How to automate agency reporting
- Scaling without additional hires
- Reducing manual work by 99%
- Increasing team capacity
- Error-free reporting system
Want to implement similar systems in your agency?
Book a free consultation: www.visualyticsagency.com/
#AgencyAutomation #AgencyScaling #EmailMarketing #AgencyOperations #BusinessAutomation #AgencyGrowth #MarketingAgency #OperationsSystems
Keywords: agency automation, marketing agency operations, agency scaling, operations systems, agency reporting, email marketing agency, business automation, agency growth, marketing operations
Переглядів: 12
Відео
ClickUp VS Notion - Which is Better for Agency Growth?
Переглядів 61Місяць тому
We will add $15-30K/month worth of time to your agency within 90 days through processes and workflow automations: www.visualyticsagency.com/ Join me on X/Twitter: x.com/rezenmann In this video, I break down my extensive experience setting up automation systems for over 20 SMMA agencies to help you make the best decision for your business. Whether you're leaning towards ClickUp or Notion for you...
![If I Wanted to Systemize Agency in 2025, This is What I’d Do [FULL BLUEPRINT]](http://i.ytimg.com/vi/Dj1zkylGlYU/mqdefault.jpg)
If I Wanted to Systemize Agency in 2025, This is What I’d Do [FULL BLUEPRINT]
Переглядів 56Місяць тому
We will add $15-30K/month worth of time to your agency within 90 days through processes and workflow automations: www.visualyticsagency.com/ Join me on X/Twitter: x.com/rezenmann
I Built a $100K CEO Dashboard for My Marketing Agency and Here's What Happened
Переглядів 60Місяць тому
We will add $15-30K/month worth of time to your agency within 90 days through processes and workflow automations: www.visualyticsagency.com/ Join me on X/Twitter: x.com/rezenmann CEO Dashboard for Marketing Agency that covers: - Finances (MRR, LTV, Margin Rate, Revenue, Expenses, Payroll, Client Attribution) - Client Acquisition (all sources combined - cold email, cold DMs, UA-cam, LinkedIn to ...
How We Save 43h/mon With This Reporting Automation for Marketing Agencies
Переглядів 49Місяць тому
We help B2B Businesses handle 14-22% more clients with the same team resources using our automation systems so that they can have better Margin Rates and Cash Flow: www.visualyticsagency.com/ Join me on X/Twitter: x.com/rezenmann In this video, you'll see how we help agencies make reporting fast and easy. Easy Client Reporting: outstanding dashboards to see how your clients are doing. See impor...
![POD Structure vs Traditional Team for Marketing Agency [2024]](http://i.ytimg.com/vi/fPtWXNetGnY/mqdefault.jpg)
POD Structure vs Traditional Team for Marketing Agency [2024]
Переглядів 72Місяць тому
We help B2B Businesses handle 14-22% more clients with the same team resources using our automation systems so that they can have better Margin Rates and Cash Flow: www.visualyticsagency.com/ Join me on X/Twitter: x.com/rezenmann This video explores a new way for email marketing agencies to work better. We will see how switching from a traditional team setup to a pod structure can help you meas...
How we Helped Well Copy Automate Email Marketing Reporting
Переглядів 502 місяці тому
Book a call here: www.visualyticsagency.com/
How we helped Avanta Agency automate Cold Email Reporting
Переглядів 212 місяці тому
Book a call here - visualyticsagency.com
Automated Setup of Domains & Inboxes for Cold Email with Outlook & Porkbun + Template
Переглядів 4634 місяці тому
Quick video showing how to automate the creation of all DNS records for Cold Email Porkun Domains as well as the creation of Outlook Inboxes. Get Automation: stanrezen.gumroad.com/l/cold-email-setup Need help? We can help your agency stop losing Time & Margin on repetitive processes using our personalized Automation Systems so that you can save 100s of hours monthly without lifting a finger: ww...
AirTable Interfaces - Run Webhook Automation [Make.com]
Переглядів 1054 місяці тому
Quick video showing how to set up an AirTable Interface automation to trigger Make.com webhook. Need help? We can help your agency stop losing Time & Margin on repetitive processes using our personalized Automation Systems, so that you can save 100s of hours monthly without lifting a finger: www.visualyticsagency.com/ Join me on X/Twitter: x.com/rezenmann all the best, stan
How I'd Automate Email Marketing Agency to scale to 7-Figures
Переглядів 1235 місяців тому
7 Must-have for Email marketing agencies. I'll talk about automated proposal generation in AirTable, Make, and PandaDoc; Onboarding; Project Management Flow Design; Client Review System in Slack; Automated Reporting in Looker Studio and Slack using Klaviyo data; and NPS Survey to boost referrals. Notion Doc: t.co/4d0I0w7ySA Need help? I can help your agency stop being limited by Ops using our p...
SMMA Onboarding Automation for Beginners [2024 Edition]
Переглядів 1765 місяців тому
In-depth overview of my onboarding automation for agency clients. This is an advanced system of onboarding that you can use for your Cold Email, Email Marketing, ADs, or Content Agency. I covered: PandaDoc as a trigger of automation, the creation of Google Drive, Slack, Survey and Access Form, and sending of Email Welcome email. CRM as well as Project Management automation. Need help? I can hel...
Klaviyo Email Marketing Agency Reporting Automation
Переглядів 2246 місяців тому
Here is how you can save 100s of hours monthly for your Klaviyo Email Marketing Agencu on automating client progress updates. Precisely by creating Live Dashboards for each of your clients to always keep them updated as it drives percieved value and retention. I'm sharing 2 ways how to implement this one for you Klaviyo agency depending on the number of active clients. Need help? We can help yo...
Building Cold Email Analytics Dashboard from Smartlead API w/ Make.com
Переглядів 4577 місяців тому
Create Live Dashboards for Cold Email Clients with Looker Studio and SmartLead. In this video, you will learn how to create live dashboards for your cold email clients using tools like Looker Studio and SmartLead. Discover the step-by-step process, essential tools, data flow, and cost breakdowns for automating client reporting and saving time. You will also get access to 8 Make Scenario templat...
4 Advanced Looker Studio Tips and Tricks - 2024
Переглядів 7 тис.8 місяців тому
Discover the advanced features of Looker Studio in the new video! In this Looker Studio tutorial, you'll learn about advanced tips and tricks. In particular, how to copy styles between charts, create interactive buttons for date aggregation, set up user tips, and use community components. I'll show you how to take your dashboards to the next level. Need help? I can help your agency escape the O...
Looker Studio PostgreSQL 2024 - How to connect PostgreSQL to Looker Studio (step by step)
Переглядів 2,8 тис.9 місяців тому
Looker Studio PostgreSQL 2024 - How to connect PostgreSQL to Looker Studio (step by step)
good thoughts and content - 👌
I appreciate it 🤝
wow, nice info, but the sound is so f****d up, it hurts my brain
Always incredible - thank you Stan!
My pleasure Jason!
Does Porkbun offer microsoft 365 email service?
Nope, Porkbun just sells domains as of now
Thanks Stan
appreciated!
Very useful tips and tricks, hope to see more of these advanced use and application. Thank you so much!
Sure thing!
Incredible, keep these videos coming!
For sure man, will do!
This is INSANE! Stan is the certified automations king
Jason thanks for that 💪
What an interesting video! But, the captions make it hard to see the whole screen. Can you make it smaller
Sure! Thx for the suggestion
cannot connect data with looker studio from Postgres: I just started using my Looker Studio account and can access a report that is shared with me, but when I try to add data sources, it says "Sorry, we encountered an error and were unable to complete your request."
I had to migrate from my PostgreSQL version 15 to version 14 in order to use Looker Studio. It worked, but exactly 3 days ago, I haven't been able to connect to PostgreSQL and I'm getting the same error without much more information.
how can I fix this: cannot connect data with looker studio from Postgres: I just started using my Looker Studio account and can access a report that is shared with me, but when I try to add data sources, it says "Sorry, we encountered an error and were unable to complete your request."
its maybe the postgree versión, I had to migrate from my PostgreSQL version 15 to version 14 in order to use Looker Studio. It worked, but exactly 3 days ago, I haven't been able to connect to PostgreSQL and I'm getting the same error without much more information.
Yes, that's right. Looker Studio hasn't implemented support for all versions of PostgreSQL yet. Supported versions: 9.6; 10; 11; 12; 13; 14; In any case, I would suggest to ingest data from PostgreSQL to BigQuery DWH, and then connect BigQuery to Looker Studio. Works 10x better and faster. JFYI BigQuery's costs are pretty tiny honestly.
hello. love your video. please start creating full tutorials for google Looker Please. There are not good tutorials out there
I try to connect the postgres v16 with looker studio but it not work with this connector. do anyone know other way to connect it.
could you elaborate on what exactly goes wrong? Error text?
According to this article - support.google.com/looker-studio/answer/7288010#zippy=%2Cin-this-article, 16 version is not supported rn. It seems like it is a known issue on forums. If besides Postgres you have any sort of DWH like BigQuery, then you may setup an ETL/ELT to ingest data from Postgres to BigQuery and, then, connect BigQuery to Looker Studio.
@@stan_visualytics Thanks for reply.