How I Stopped Losing Agency Clients Using This Automated Client Retention System

Access Blueprints ⤵️ AI Automation Blueprints (Make.com) Booking, Research & Confirmation Scenario - https://us2.make.com/public/shared-sc... Project Kickoff - https://us2.make.com/public/shared-sc... Projects completed and sop - https://us2.make.com/public/shared-sc... No show and 30 days addition - https://us2.make.com/public/shared-sc... Get the Notion Clone: https://judeolaboboye.notion.site/cli... Summary ⤵️ I was constantly struggling to track where clients were in my pipeline, dealing with client remorse after payment, and wasting hours on manual follow-ups for no-shows and project handoffs. I completely fixed this mess by building a connected system using Cal.com, Make.com, Notion, and Google Gemini to automate the entire client journey from initial booking to post-project check-ins. Now, automated webhooks scrape client business info for discovery call prep, send immediate onboarding updates to stop buyer regret, and handle delivery SOPs automatically. It even runs follow-up emails for missed calls and triggers repeat project pitches 30 days after job completion without me doing manual outreach. If you run a business or agency alone and feel disorganized with your sales and operations, plugging this exact blueprint into Make and Notion will give you full clarity. Chapters: 00:00 Introduction & Overview 02:16 Sales Process Flow 08:40 Booking & Lead Capture 20:08 Automated Client Onboarding 32:38 Project Kickoff & Operations 38:03 Project Completion & SOPs 41:19 Follow-ups & Retargeting 48:04 Conclusion & Final Tips ................................................. 📚 Unfilitered AI & Business PLAYLIST:    • Unfiltered AI & Business Steps you should ...   #aiagents #agenticai #aiautomation #openclaw #claudecode #antigravity #MCPProtocol #anthropic #aiagency #AgentBuilding #aitools #aiworkflow #autonomousagents #multiagent #vibecoding ➡️ If this is your first video: I'm Jude (nirvana). I run a two person AI growth consultancy with my partner (Earnedroom.com). We've helped founders and startups run B2B Investor outreach campaigns and also to help get first 1000 b2b users/customer, we also partner with agencies that need AI services as an extra team on a request basis. It hasn't always been this way. Before this, my partner and I built a business together with a couple other for about four years. I also taught over 200 people in person and 500+ more online (More with no exact number), all for free. We learned more from that business than anything that went right. I make these videos because most AI content online is hype. You think you're learning, but it's fake knowledge, nothing you can act on, and the moment something new drops you're lost again. So I teach AI without the hype, foundation first. We split it into 7 layers of AI, 5 of which are ready and in this series, with the last 2 still being built. I'm 23, not at the end and would like to believe i'm just starting. It was never easy getting here and the one thing that separated me from people in the same rooms was clarity, knowing which path I was aiming for, and being intentional about the growth. If I can do this at this pace, so can you. So.....Good luck!, try to drop a comment so i know where you're at and.....Godspeed. ~ nirvana