Independent guide

Agency Tech Stack: Build Around Workflows, Not Logos

A practical framework for selecting an agency tech stack around sales, client delivery, communication and reporting.

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Core system of record

Choose where contacts, opportunities and account state live.

Communication layer

Define phone, SMS, email and team inbox ownership.

Lead capture and booking

Connect forms, landing pages and calendars to the system of record.

Automation layer

Automate routine handoffs and notifications with visible rules.

Delivery and reporting

Keep client work and performance reporting connected enough to avoid manual reconciliation.

Governance

Document who owns each tool, renewal, integration and admin credential.

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