Agency Workflow Systems
Sonoma Solutions
Workflow Systems

Internal workflow systems for agencies

Each system targets a different recurring agency pain point. They stand on their own — valuable regardless of which agency runs them first or in what order.

Strongest for

Fastest visible ROI. Lowest integration burden. Works across virtually any agency.

Key metrics captured
  • Time spent writing meeting notes (before vs. after)
  • Action items captured vs. missed
  • CRM/task update speed
  • Follow-up completion rate
Why this sequence position

Fastest path from zero to a working system and a real case study. Easy to baseline, easy to review, no complex integrations required to start.

Recommended sequence
Pilot 1
Meeting Intelligence
→
Pilot 2
Narrative Reporting
→
Pilot 3
Proposal / SOW

This is the recommended sequence for a first implementation. The starting point can shift based on where the pain is clearest and most measurable.