13 indispensable tools for agency growth

Last updated on 
July 9, 2020

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Agency growth is about more than increasing your client base and bottom line; it's about refining operational efficiency, adapting to a constantly changing market and finding the right talent so you stay competitive and relevant. You need to continually future-proof your tech infrastructure to get there, investing in tools that scale with you as your needs change, instead of pigeon holing you. From streamlining recruitment and communication, to keeping everyday team management lean, here are thirteen of the best tools for agency growth you should know about.

1. Day100 - for efficient recruitment

Day100

Day100’s mantra is “hire people - not paper”. By automating the process of sending self-assessments and reference checks to candidates, you can take them through the interview process with meaningful conversations - understanding a candidate's workplace preferences, and behavioral strengths and weaknesses to see where they’d fit within your agency.

2. Organimi - for onboarding team members

organimi

25% of companies say their onboarding does not include any kind of training, which seems disproportionate considering the huge annual costs of agency recruiting. Organimi helps new employees through those early phases, helping them to understand the agency’s internal structure, and pointing them in the right direction for who to turn to with specific questions.

3. Yammer - for multifaceted communication

yammer

Yammer has seen a surge in popularity over recent years, and it’s easy to see why. Serving as a social network focused on your business, it enables collaboration within the workplace between employees, clients, vendors and partners, all of whom can connect with your agency quickly. Plus, people who are not in the same team can help each other easily through the platform and share knowledge when needed.

4. Timely - for automating timesheets

Hours accurate-timesheets@2x

Accurate time reporting is crucial to running an efficient, profitable agency. Timely solves the inaccuracy of traditional manual approaches by outsourcing the task to AI. It automatically tracks all employee work and drafts accurate timesheets for them. Real-time dashboards then provide full visibility over budget spend, project activity, team capacity and more. By completely removing manual timers and note taking, Timely lets everyone focus on their work and ensures all billable hours make it to client invoices.

5. Wunderlist - for keeping track of plans

wunderlist

Agencies tend to run at fast speeds, which is why their leaders need solid organizational support to ensure everything runs smoothly. Wunderlist helps systemize plans and calendar events to prevent important to-dos from slipping through the cracks, quickly turning communication into actions on-the-go.

6. Weekdone - for tracking progress

weekdone

Weekdone is an employee feedback and progress tracking platform loved by agency leaders. Employees fill out their plans for the week, projects and any issues arisen, whether they’re internal or related to agency clients. Managers can then better analyze each individual's productive workflow.

7. RoundPegg - for employee engagement

roundpegg

Fast-growing agencies might be concerned with how to retain employee engagement, which is where RoundPegg comes in. It’s a custom survey tool to ask for internal recommendations on where the agency could better align to job expectations, growth and development. This is a great way to hear from employees who feel a new tactic may work better for their department, or if they have a great idea to enhance the agency’s culture.

8. Hootsuite Ads - for multichannel optimization

hootsuite

As an agency, it’s a great idea to use social ads to analyze and optimize channels like Facebook, Instagram and Google Ads – whether you want to attract new talent or promote your services to potential new clients. Manually creating, analyzing and optimizing social media can create a huge admin time burden, which is why you may prefer to automate some of it with Hootsuite.

9. BuzzStream - for CRM

buzzstream

Tracking CRM is hard work, and in the past required hours of admin support. Now, agencies can turn to Buzzstream to track conversations with contacts and automatically update contact lists while accessing deep insights into outreach campaigns. You can also collaborate with teammates and share notes to keep things organized.

10. Mailshake - for lead generation

mailshake

A great alternative to Mailchimp, Mailshake offers powerful analytics, automation and enhancements for external communication as you’re leveraging a growing client base and finding new leads. Using email tracking, scheduled sending and one-click templates, it’s ideal for sending multiple effective emails that people will actually read.

11. CoSchedule - for content strategy

Coschedule

Agencies trying up their game through blog content should try CoSchedule. This WordPress add-on is both practical and intuitive, allowing you to plan upcoming content for months in advance and collaborate easily through the editing phases. Every editorial project can be viewed within a cross-functional calendar to strategically map out your entire content strategy.

12. NinjaCat - for marketing support

ninjacat@2x

NinjaCat is a scalable reporting, monitoring and call tracking tool that helps integrate marketing functions with daily operations, bringing together data from a range of different sources to help agencies report to clients. It also helps you get a clearer perspective on your PPC platforms, SEO tools and social media sites.

13. Bamboo HR - for daily HR

bamboo hr

BambooHR is a cloud-based tool designed to support growing teams through the faff of daily HR. With functionalities like ATS (applicant tracking system), vacation management and workflow approvals, it takes the pressure of HR’s back-and-forth communication whenever a new employee is hired.

🤖 Capture all your team's billable hours with automatic time tracking

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