10:20, client call running over
A dental practice enquires. Autopilot books the strategy call and sends the discovery form. You read their current ad spend before you ever speak to them.
77Labs/For marketing agencies & freelancers
Win the retainer. Keep it. Sell the system to your own clients.
You sell follow-up to clients and forget to do your own. Autopilot answers your enquiries, books discovery calls, chases proposals, sends monthly check-ins to retainer clients, and, if you want, becomes the CRM you resell under your own brand.
From £99/month · Full setup, built with you · No long contract
A day with Autopilot
What happens while you're working.
15:00, proposal day 3
The £1,200 a month proposal is quiet. A text asks if anything needs clarifying. They ask about contract length; you answer; they sign on Friday.
First Monday of the month
Every retainer client gets a check-in text and a link to their report. The ones who reply "all good" stay another year. The quiet one gets flagged for a call before they go quiet for good.
10:20Enquiry answered, strategy call booked
10:22Discovery form sent
Day 3Proposal follow-up, then day 10, then a call prompt
MonthlyRetainer check-in and report link
-30 dRenewal conversation prompted
The platform
The five stages, mapped to marketing agencies & freelancers.
01
Capture
Website form, LinkedIn and referral enquiries, missed-call text-back, into one pipeline, answered in minutes
02
Follow-up
Proposals chased on day 3 and day 10, then a call prompt; "Waiting" for "next quarter"
03
Call & onboard
Strategy call booking with discovery form, onboarding checklist for access and assets
04
Reviews & case studies
Review and testimonial request after the first result, case-study ask at month 6
05
Retention & resale
Monthly check-ins, renewal prompts, and Autopilot resold to your clients under your brand
Growth playbook
The Marketing agencies & freelancers Growth Playbook
Five plays that grow an marketing agencies & freelancers business. All of them already built into Autopilot.
You don't have to build any of this. Every play comes pre-configured in Autopilot, and on the onboarding call we switch it on with you.
01
Practise what you sell
Agencies lose leads the same way plumbers do: the enquiry arrives while you're on a client call and gets answered tomorrow. Autopilot replies in minutes, books the strategy call and sends a five-question discovery form. The prospect's first experience of you is the speed you promise them.
- Instant reply with two strategy call slots
- Discovery form: spend, goals, current tools
- Reminder the day before the call
02
Follow up the proposal like a system, not a hope
A £1,200 a month retainer proposal deserves more than one email. Day 3 text, day 10 nudge, then a call prompt; "next quarter" goes to Waiting with a date. You close more retainers and stop feeling like you're chasing.
- Day 3 and day 10 texts, then a call prompt
- "Waiting" stage with a reminder date
- Proposal link that shows when it was opened
03
Onboard in a day, not a fortnight
Ad account access, brand assets, website logins, approvals. The onboarding checklist goes out on signing with reminders until it's complete, and the client sees progress. Campaigns start a week earlier and the client's first impression is momentum.
- Onboarding checklist with reminders
- Client sees what's done and what's outstanding
- Kick-off call booked automatically on completion
04
Keep the retainer with a monthly text
Clients leave agencies they don't hear from. A check-in text on the first Monday with the report link, a renewal conversation prompted 30 days before the term ends, and a testimonial ask after the first clear win. The quiet client is flagged for a call before silence becomes a cancellation.
- Monthly check-in text with the report link
- Renewal prompt 30 days before term end
- Testimonial and case-study asks after results
05
Sell the system under your own name
Your clients need the same follow-up you do. Autopilot can be resold to them under your brand: your logo, your domain, your pricing, our platform and help centre underneath. A £99 a month tool becomes a recurring line on every client invoice, and clients who use your CRM don't leave.
- White-label Autopilot with your logo and domain
- Set your own client pricing
- We onboard; you keep the relationship and the margin
Run the whole playbook without hiring a marketer.
Everything above is included in one flat-price platform. Switch it on yourself with the help centre, or have us build it for you.
Who it's for
Questions from marketing agencies & freelancers
Can I really resell this to my clients?
Yes. Ask about the agency option on a call: your branding on the app, your pricing, our platform and help centre behind it.
I'm a freelancer. Is this too much?
Take Off at £99 runs your own enquiries, proposals and retainers. The resale option is there when you want it.
Does it integrate with my reporting tools?
Monthly check-ins link to whatever report you already produce. Autopilot handles the message and the relationship, not the dashboards.
Can clients book calls with me directly?
Yes. A booking link per service (strategy call, review call) with your availability, reminders and a form.
We already use HubSpot or Pipedrive. Why switch?
You may not need to for the pipeline. Where Autopilot wins is the automated follow-up, the client-facing check-ins and the resale to clients, which those tools don't do.
Who it's for
Made for marketing agencies & freelancers
- Instant enquiry reply with strategy call slots
- Proposal follow-up with a Waiting stage
- Onboarding checklist with reminders
- Monthly retainer check-ins and renewal prompts
- White-label resale to your own clients
Who it's for
Built for your trade
Same platform, tuned to the way your trade sells.
See it set up for marketing agencies & freelancers.
Answer 9 quick questions and get the plan that fits. No form, no sales call unless you want one.