Save time and structure your agency with automation

Automate project management, client follow-ups, margin tracking, and information collection with smart tools.

Automations for agencies

Problem

Manual project coordination leads to missed deadlines, scheduling shifts, and cognitive overload for teams. This handcrafted approach causes client delays, uneven workload distribution, and limited visibility on project progress.

Solution

We automatically synchronize tasks, deadlines, and validations across all your project management tools. This orchestration ensures smooth team coordination and provides each collaborator with a clear view of their priorities and deadlines.

Objectives

Project management automation optimizes deadline monitoring and significantly reduces team mental load. This enhanced coordination minimizes client delays, improves deliverable predictability, and allows optimal resource allocation according to project priorities.

Estimated indicators

+35%

time saved

+25%

project delays avoided

+40%

greater efficiency in tracking

Problem

Manual creation of client reports requires significant resources and produces variable delivery times. This time-consuming approach compromises consistent client communication and limits showcasing of completed work due to a lack of structured data.

Solution

We automate client report generation at scheduled intervals, ensuring structured, reliable, and relevant deliverables without manual intervention. This standardization guarantees consistent and professional client communication.

Objectives

Report automation frees teams from compilation tasks so they can focus on analysis and client consulting. This optimization effectively highlights results, strengthens client communication reliability, and reinforces professionalism through consistency and quality of deliverables.

Estimated indicators

+50%

time saved

+30%

increase in client satisfaction

+25%

manual repetitions avoided

Problem

Manual management of sales follow-ups leads to missed tracking and response times unsuited to client decision cycles. This irregular approach results in the loss of qualified prospects and limits closing efficiency due to a lack of personalized follow-ups.

Solution

We automate personalized follow-ups based on prospect behavior and the stage of the signing process. This orchestration automatically triggers the right sales actions at the optimal moment to maximize conversion chances.

Objectives

Follow-up automation eliminates lead losses due to oversight and optimizes sales responsiveness. This systematic approach significantly improves closing rates by maintaining consistent and personalized tracking, turning every sales opportunity into a controlled and predictable process.

Estimated indicators

+20%

more contracts signed

+25%

faster responses

+15%

shorter client cycle time

Problem

Repeated client requests consume team resources with low-value responses and generate variable response times. This manual handling undermines the agency’s image of responsiveness and limits the ability to handle complex requests requiring specialized expertise.

Solution

We deploy an AI assistant capable of handling FAQs, collecting simple briefs, and automatically directing requests to the right specialists depending on the project type. This solution ensures consistent responsiveness and optimal request qualification.

Objectives

The client assistant automates first-level interactions and significantly improves response times. This optimization enhances the agency’s image of responsiveness while freeing teams to focus on complex projects, strengthening commercial efficiency and client satisfaction.

Estimated indicators

+35%

lighter support load

+25%

increase in client satisfaction

+20%

higher initial conversion rate

Problem

Searching for information in internal tools fragments workflows and creates frequent interruptions between collaborators. This data dispersion slows down project execution and hinders team responsiveness to urgent client requests.

Solution

We deploy an internal AI assistant that centralizes access to documents, project tracking, and data from different tools via a conversational interface. This solution unifies information search and optimizes daily workflows.

Objectives

The internal AI assistant significantly speeds up information access and streamlines daily work processes. This optimization improves project execution speed and strengthens team autonomy, enabling greater responsiveness to client demands and tight deadlines.

Estimated indicators

+30%

time saved per day

-25%

duplicates avoided

+40%

faster responses to internal questions

Problem

Lack of a consolidated view of project progress, time spent, and profitability leads to decisions based on partial data. This fragmentation limits the ability to identify dysfunctions and undermines profitability optimization per client.

Solution

We create a unified dashboard that automatically centralizes project progress, time spent, margins generated, and customer satisfaction levels. This consolidation provides an immediate strategic view of operational and financial performance.

Objectives

The unified dashboard optimizes profitability management through a consolidated view of critical indicators. This transparency improves strategic decision-making, enables rapid identification of weak points, and strengthens the ability to optimize margins by client and project type.

Estimated indicators

+35%

improvement in account management

+25%

margin increase

+30%

increased visibility on delays

Our figures

250+

hours saved per month for our clients

+32%

leads converted thanks to our automated systems

+77%

average ROI on investments

Automation areas

Internal process automation

Analysis of operations (projects, administration, supply chain) to identify repetitive tasks, followed by the implementation of automated workflows to structure actions and reduce manual interventions.

Sales-oriented automations

Automation of sales cycle steps, including prospect management, follow-up emails, CRM updates, and quote generation, to unify and simplify sales processes.

Marketing & post-purchase automation

Implementation of automated scenarios to manage communication with leads and clients, through email sending, contact segmentation, and actions triggered after a purchase.

Dashboards for management

Creation of dashboards connected to various data sources to centralize key indicators, visualize performance in real time, and facilitate decision-making.

Vision Next, the natural continuation of an agency innovating since 2017

Founded by the creators of Colibrity – a digital agency recognized by companies such as Ubisoft, Kia, and Nielsen – Vision Next builds on more than 200 projects carried out in key sectors: retail, e-commerce, agencies, SaaS solutions, and educational organizations.

Discover the agency

Our methodology

1

Audit and needs assessment

Workshops with your teams to understand your current processes, identify friction points, and define automation opportunities.

2

Tailor-made proposal

Presentation of a clear roadmap with priority automations to implement, ranked by impact and complexity.

3

Deployment & integration

Implementation of validated automations, technical testing, and adjustments before full delivery.

4

Continuous analysis and improvement

Performance monitoring for two months, workflow adjustments based on results, and identification of new opportunities.

Our partners

We work with

Automation

n8n

make

zapier

CRM

HubSpot

PipeDrive

Klaviyo

Brevo

Others

Work management tools

Monday

Asana

ClickUp

Others

ChatBots / AI Solutions

Intercom

Sensefuel

Botpress

Others

CMS

WordPress

Shopify

PrestaShop

Others

Messaging tools

Microsoft Teams

Slack

WhatsApp

Others

File management tools

Google Drive

Microsoft 365

Others

FAQ

The duration depends on the scope, but a standard project usually takes between 3 and 6 weeks, including audit, deployment, and adjustments.

No. The goal is to eliminate repetitive and time-consuming tasks so that teams can focus on high-value missions.

We work with well-known no-code and AI tools such as n8n, Intercom, Botpress, Make, or Liveblocks, and we also adapt to your existing tools.

No, we can support you even if you are starting from scratch. And if you are already equipped, we improve and connect your current tools.

Yes, all our solutions comply with GDPR standards. Your data remains confidential and is processed through secure connections.

Yes, two months of support are included in each mission to analyze results and adjust automations based on actual usage.

Book a 30-minute slot with an expert to structure your internal processes and free up your teams’ time.

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