If you run an agency — whether it’s marketing, creative, dev, or consulting — you live in the land of repeatable work + high client expectations.
You need to move fast, look polished, and communicate clearly at every stage. That’s why smart agencies are using PostSheet to automate their most time-consuming tasks — without sacrificing quality or personalization.
In this post, we’ll walk through the best PostSheet workflows for agencies, from client onboarding to campaign reporting and everything in between.
Why Agencies Love PostSheet
✅ Built for repeatable, personalized workflows
✅ Works seamlessly with Google Sheets
✅ No-code, easy to adopt across teams
✅ Scales with your client roster
✅ Helps you look more professional, while saving time
1. Client Onboarding Emails (Without the Copy-Paste)
Use case: Send personalized welcome emails, timelines, or next steps to new clients — automatically.
Workflow:
- Create a Google Sheet with client names, emails, project start dates, and onboarding links
- Write a friendly onboarding template in PostSheet
- Send or schedule your emails the day a project kicks off
Example message:
Hi {{Client Name}},
Welcome to {{Agency Name}}! We’re excited to get started on your project. Your kickoff date is {{Start Date}}, and your onboarding portal is here: {{Portal Link}}.
2. Weekly or Monthly Client Reports
Use case: Summarize results from paid ads, SEO, email campaigns, or deliverables — and send them in bulk.
Workflow:
- Use a Google Sheet to log metrics and highlights for each client
- Create a branded PDF or email summary in PostSheet
- Generate and send reports to every client with one click
Bonus: You can include conditional logic to tailor the message depending on client type, industry, or performance.
3. Campaign or Launch Confirmations
Use case: Send internal teams and clients personalized confirmation emails for launches, ads, or content drops.
Workflow:
- Track upcoming campaigns in a spreadsheet
- Send a templated confirmation email when something goes live (with links and results)
Subject: 🚀 {{Campaign Name}} is now live
Just confirming your {{Channel}} campaign launched today. Early numbers are looking good! Here’s the tracking link: {{Tracking Link}}
4. Personalized Cold Outreach (That Feels Warm)
Use case: Reach out to prospects with personalized cold emails for audits, service pitches, or partnership ideas.
Workflow:
- Build a lead list in Google Sheets
- Write a custom template with fields like name, company, and pain point
- Send from your agency’s email with PostSheet
Pro tip: Send follow-ups using the same sheet — just update the contact’s “status” or “follow-up round.”
5. Proposal or Scope Document Automation
Use case: Generate branded, personalized PDFs for proposals, quotes, or SOWs — at scale.
Workflow:
- Store deal info (client name, scope, pricing) in a spreadsheet
- Create a PostSheet template that pulls in dynamic fields
- Export one proposal — or 50 — instantly
Looks custom. Takes minutes.
6. Thank You Notes After Project Completion
Use case: Close the loop with clients in a thoughtful, high-touch way — without writing it every time.
Workflow:
- Add a “project completion” date to your client tracker sheet
- Create a thank-you email with PostSheet
- Send in batches each week or automate on completion date
Hi {{Client Name}},
Just a quick note to say thank you for the opportunity to work with {{Company}}. We loved bringing {{Project Name}} to life!
7. Testimonial & Referral Requests
Use case: Prompt happy clients to leave a review or refer a friend when the timing is just right.
Workflow:
- Filter your sheet for clients who’ve been active for 30+ days or completed a big project
- Send a personalized email asking for a review or referral
If you’ve been enjoying our work together, we’d be so grateful for a quick review — or feel free to pass our name along!
Why These Workflows Matter for Agencies
Because you’re juggling:
- Lots of clients
- Fast turnarounds
- Limited time
- High-quality expectations
PostSheet gives you the leverage to scale operations, stay personal, and look like a rockstar agency — without adding headcount or tech complexity.
Final Thoughts: Automate the Admin, Elevate the Experience
You got into client services to do great work — not write the same 15 emails every week.
With PostSheet, your agency can automate the “busywork” side of communication, so you can focus on strategy, creativity, and delivering results.
Start building smarter workflows with PostSheet →
Try it now
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