How to simplify your marketing with a single platform

The 5 Automation Mistakes That Are Costing Your Agency Clients (and How to Fix Them)

3 min read

A consultant explaining marketing automation tools to a small business owner in a cozy office setting.
A consultant explaining marketing automation tools to a small business owner in a cozy office setting.

If you're coming from my TikTok/Instagram video, you already know what I'm talking about. If not, let me ask you something: Have you ever lost a potential client because they "got lost" in your inbox?

Digital marketing is chaotic. Leads come in via email, Instagram DMs, Facebook Messenger, SMS, Google My Business... and if you're like most agencies, you're trying to manage all of this manually (or with five different tools).

As a digital marketing automation expert with the "Automate Easily" philosophy, I've seen that 90% of agencies make the same five mistakes. The good news is that they all have a solution.

Error 1: The "Time Bomb" Inbox (The one in the video)
  • The problem: Your communication isn't unified. You use email for one thing, Instagram for another, and SMS for confirmation. The result is that you have no idea of ​​a prospect's complete history. It's inefficient and highly unprofessional.

  • The Solution: You need a Unified Inbox. A single place where, regardless of whether the customer writes to you by Email, SMS or DM, everything appears in the same conversation thread.

    Personally, I've tried dozens of tools, and the only one that does it well and natively is HighLevel. It allows me to see a client's complete history on a single screen. If you want to stop losing leads in the chaos, you can read my full review of the platform I use here.

Error 2: Error 2: Zero Follow-Up (The "Send and Pray" Method)
  • The Problem: You send a quote or proposal to a client... and pray. You wait for a response. Three days go by, they don't reply, and you feel bad about writing again. The lead goes cold and dies.

  • The Solution: Easily automate follow-up. Create a simple workflow: 2 days after sending the proposal, if the client hasn't responded (or hasn't clicked on the link), the system sends them an automated and friendly email: "Hi [Name], did you have a chance to review the proposal?"

    Tools like HighLevel allow you to "trigger" these automations based on customer behavior (e.g., 'opened the email' or 'clicked on the link'), giving you incredible tracking power.

Error 3: Leaving New Leads "Cold"
  • The Problem: Someone downloads your "Free Guide" or subscribes to your newsletter. They receive an email saying "Thank you, here's your download"... and that's it. They don't hear from you again until you want to sell them something a month later.

  • The Solution: A 5-day "Welcome and Nutrition" workflow.

    • Day 1: Resource delivery.

    • Day 2: An email saying "Hi, it's me [AFR], here's my best advice on [Topic]".

    • Day 4: A case study or customer testimonial.

    • Day 5: A gentle offer or an invitation to schedule a call.

    Building these flows visually is a pleasure on modern platforms. My review of HighLevel covers how you can set this up in less than 30 minutes.

Mistake 4: Scheduling Appointments is a Manual Headache
  • The Problem: The never-ending email ping-pong. "Are you available on Tuesday at 10?"... "No, I can't at that time, are you available on Wednesday?" It's a monumental waste of time.

  • The Solution: A smart calendar system. Instead of asking, you send your calendar link (such as Calendly) where the customer can see your actual availability and schedule with one click.

    The problem with Calendly is that it doesn't talk to your CRM. That's why I prefer integrated solutions. HighLevel has its own calendar system that, as soon as someone makes an appointment, automatically enters it into the CRM and triggers reminders (Mistake #2). It's efficiency at its finest.

Mistake 5: Not Using SMS for Important Matters
  • The Problem: You trust email 100%. But email open rates (average 20-30%) are ridiculously low compared to SMS (98%!).

  • The Solution: Use SMS for what really matters. Appointment confirmations, reminders one hour before the meeting, and critical follow-ups. It's not for spam; it's to ensure your message is seen.

    The reason I love my system is that Unified Inbox (Mistake #1) and Workflows (Mistake #2) allow me to mix emails and SMS in the same conversation, all automatically.

Conclusion

Avoiding these five mistakes is not about working harder. It's about working smarter.

The "Automate Your Digital Marketing Easily" philosophy is based on one principle: use one integrated system instead of ten separate tools. If you spend more time "connecting" your apps than talking to customers, you have a problem.

If you're ready to consolidate your agency and fix these 5 mistakes (and many more) at once, your next step is to research the right all-in-one platform.

To get started, read my full review of GoHighLevel, the platform I personally use to manage my entire agency and my clients' agencies.

Want the quick fix? I use a single tool to fix these 5 errors automatically.. 👉 [Read my full review and see how it works here.]