MINAC GROUPClient onboarding
Create the right kickoff checklist after the agreed sales milestone. Request missing assets, assign owners and keep rescheduling from creating duplicate tasks.
Explore scheduling & client onboarding →AI automation for agencies.
Give your account managers and delivery team less administrative work. MINAC connects lead handoffs, client onboarding, reporting and content approvals around the tools and client boundaries your agency already uses.
Discuss your agency workflow ↗Bellevue, Washington · Remote delivery for U.S. agencies.
Start here
One recurring task with a clear owner, reliable inputs and a measurable baseline.
Keep client work separate
Define access, brand instructions, source data and approvals for each client.
Measure the useful outcome
Track preparation time, incomplete handoffs and correction cycles during a pilot.
Practical starting points
Where agency operations can improve.
These are examples to assess with your team. The right starting point depends on your workload, data quality and current software.
Client reporting
Gather agreed metrics, flag stale or missing data and prepare a report for the account manager to review. Keep commentary linked to checked source numbers.
Explore reporting & management summaries →New-business follow-up
Route inquiries to the right person, prepare a relevant reply and stop follow-ups when the prospect responds. Keep ownership visible during busy delivery weeks.
Explore lead capture & follow-up →Content review and approval
Move briefs, versions and assets through a defined review process. A revised draft returns to approval before it reaches the publishing queue.
Explore marketing workflow automation →CRM-to-project handoffs
Move agreed client and project fields between supported applications. Define which system owns the data and who handles a failed synchronization.
Explore crm & software integration →Internal process knowledge
Help staff find the current delivery checklist, approved template or client procedure with source references and permission-aware access.
Explore internal knowledge assistants →A pilot your team can evaluate.
Choose a repeated task from a representative client account. Bring the current checklist or report, the applications involved, approximate monthly volume and the person who owns the result. We compare the existing process with a defined pilot, including the time needed for human review.
A reporting pilot, for example, can cover one report type, an agreed set of sources and one approval path. It should show what happens when a source is unavailable or a metric changes. Expansion to more clients follows acceptance of the initial workflow.
Keep client context in the right place.
Separate account permissions, source material, brand instructions and approval roles. Do not assume an assistant working on one client should see another client’s documents. We agree how access changes, client offboarding and deleted source files affect the workflow.
Use the tools you already pay for.
We assess native workflows in your CRM, project management, reporting and publishing tools before recommending extra software. A proposed integration names the supported connections, plan requirements and ownership of credentials. No vendor partnership or universal tool compatibility is implied.
Know what the engagement includes.
The proposal defines discovery, implementation, representative tests, team training and handover. Software subscriptions, usage costs and any maintenance agreement are explicit. Source and configuration ownership, incident responsibilities and support coverage are agreed before rollout.
Questions before you start.
What should a small agency automate first?
Choose a frequent task with clear rules and maintained source data. Onboarding checklists, recurring report preparation and inquiry routing are useful candidates. If the process is inconsistent today, document and simplify it before implementing automation.
Can MINAC deliver automation for our clients?
Yes, we can assess a technical delivery partnership separately from your internal operations. The agency partnership page explains scope, client access, approvals, ownership and handover responsibilities.
Can you work under our agency’s brand?
White-label delivery can be discussed as part of the project agreement. Branding, confidentiality, client communication, intellectual property and ongoing support must be agreed before work begins; it is not an automatic feature of every engagement.
Do you have agency case studies?
We discuss relevant implementation scope during assessment. Workflow examples on these pages are illustrative. We do not present them as completed agency-client projects or promise a specific saving.
How much does an agency automation project cost?
Pricing follows an assessment of the workflow, systems, data readiness and acceptance criteria. A bounded pilot is easier to estimate than an open-ended transformation. We distinguish implementation fees from third-party software, usage and ongoing support.
Bring one recurring agency task.
Tell us what happens today, which tools your team uses and where work gets delayed. We’ll assess a practical starting point and the evidence needed to decide whether to expand.
Discuss your agency workflow ↗