How We Automate 80% of Our Marketing Workflow Using These Tools

If you’re still manually handling onboarding, lead generation, reporting, or campaign delivery — you’re already behind.

At Anderson Collaborative, we’ve automated 80% of our marketing workflow, saving hundreds of hours each month. In this post, we’ll show you exactly how we do it — and how you can do the same using 25 proven tools across every stage of agency operations.

Why Trust This Guide?

This isn’t a fluffy “top tools” roundup. Every platform listed here is something our team actively uses — for our clients, internal ops, or lead gen. This workflow has been stress-tested in real campaigns, across industries and budgets. We don’t promote anything we don’t use.

Phase 1: Client Onboarding & Internal Setup

• Trainual – We build SOPs for every client and role. New team members or clients can be onboarded in hours, not days.
• Google Workspace – We generate branded folders, proposal docs, and project kickoff templates instantly.
• IMQRSCAN – Instantly create and deliver QR-powered links to apps, onboarding flows, or digital proposals.

Phase 2: Lead Generation & Outreach

• ZoomInfo – We build qualified lead lists with real-time data enrichment.
• GetResponse – Cold email + newsletter automation in one intuitive dashboard.
• IntentStream – Tracks in-market intent signals and feeds high-likelihood leads to our CRM.
• Amplemarket – We automate cold outreach across email + LinkedIn with AI-powered personalization.
• Alli AI – We optimize landing pages in bulk using AI-based SEO automation.

Phase 3: Content & Campaign Management

• MarketMuse – We create content briefs, identify keyword gaps, and get optimization scores pre-publish.
• Later – Used for visually planning all social content — especially for Instagram and LinkedIn.
• Monday.com – Every campaign gets tracked in Monday. We use automations to move tasks forward without manual input.

Phase 4: Sales Enablement & Performance Analytics

• CallRail – Track phone call conversions, connect them to keywords, and route based on channel.
• WhatConverts – Form submissions, chats, and calls all feed into a centralized lead view.
• ClickCease – We block fake clicks on Google Ads and improve campaign ROI automatically.
• Centripe / CRM One – CRM integration connects form fills, email opens, and calls to pipeline stages.
• Bouncer – Every outbound email list gets cleaned and verified through Bouncer.

Phase 5: Fulfillment & Client Delivery

• Printify – We automate merch production, white-label swag, and giveaways via print-on-demand.
• Printful – We use Printful when we need custom-branded client items with higher detail.
• Stape – Automatically fire server-side conversion events for GA4, Facebook CAPI, and TikTok.
• AppMySite – Clients get mobile apps as part of campaign rollouts — we generate them from their websites.

Phase 6: Internal Operations & Scaling

• CloudTalk – Power dialers + smart call routing for account managers and sales staff.
• Flexxbuy – Offer payment plans to clients who need flexibility — no manual approval needed.
• LearnWorlds – We built a training hub for team development, client education, and lead magnets.

Our Results

By layering in automation at every stage, we’ve:

• Saved over 160+ hours/month on manual tasks.
• Reduced time to onboard new clients by 70%.
• Increased lead-to-response rate by 3x.
• Reduced ad fraud-related spend loss by over 22%.

Conclusion

You don’t have to automate everything overnight — start with just one or two tools that remove the most friction. For us, platforms like Monday, CallRail, and GetResponse have become non-negotiables.If you’d like help integrating these into your workflow, book a free strategy session →

Frequently Asked Questions