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Automating Client Updates (and Ending “Just Checking In” Emails)

No more chasing updates

Hey

Ever notice how much time gets wasted just keeping clients “in the loop”?

One of our clients in the agency space was spending 8–10 hours a week sending progress updates, status reports, and “just checking in” messages.
It wasn’t billable work but it still had to get done.

We automated the entire thing using:

✅ Project management triggers
✅ AI-generated summaries of progress
✅ Automated email + voice updates to clients
✅ Status dashboards that update in real-time

Now their clients always know exactly what’s happening and the agency team never writes another manual update email.

That’s better client retention, less admin, and more billable hours freed up.

If client communication is eating up your team’s time, it’s probably time to automate it.

Talk soon,
George