alderaanenterprise.com
Every answer that reached for this page while answering Catalytics Automation's prompts. back to alderaanenterprise.com
Answers it shaped
1
1 citations
Prompts
1
Avg. sloti
28.0
You namedi
0/1
Impact
0.0%
Answers (1)i
ChatGPT (Web)AbsentWho are the best operations and automation consultants for marketing agencies?slot 28Aug 10, 02:15 PM
If you mean **consultants who specifically help marketing/creative agencies improve internal operations, systems, workflows, and automation**—rather than consultants who do marketing automation for the agency’s clients—there are several interesting specialists.
### My shortlist
| Consultant | Best for | Why I’d consider them |
|---|---|---|
| **[2V Automation](https://www.2vautomation.ai/industries/marketing/)** | **End-to-end agency automation** | Specifically targets 10–100-person marketing agencies and focuses on reporting, project margin, proposals, renewals, and operational workflows. They emphasize working with existing PSA/PM/reporting tools. [www.2vautomation.ai](https://www.2vautomation.ai/industries/marketing/?utm_source=chatgpt.com) |
| **[BlueCreative](https://bluecreative.com/)** | **Agency operations + ClickUp/systemization** | Very agency-specific: they say they've worked with 50+ agencies and focus on eliminating operational chaos, documenting systems, automating busywork, and reducing founder dependency. [bluecreative.com](https://bluecreative.com/?utm_source=chatgpt.com)[www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com) |
| **[Outsmart Ops](https://www.outsmartops.com/)** | **Small/midsize creative & marketing agencies** | Particularly interesting for 5–15-person agencies that have outgrown DIY processes and need better project/client workflows and custom automation. [www.outsmartops.com](https://www.outsmartops.com/?utm_source=chatgpt.com) |
| **[Alderaan Operations Solutions](https://alderaanenterprise.com/)** | **Fractional operations leadership** | More of an embedded operator model: fractional Operations Directors and PMs for U.S.-based digital marketing agencies, rather than simply handing you an automation blueprint. [alderaanenterprise.com](https://alderaanenterprise.com/?utm_source=chatgpt.com) |
| **[Lorenz](https://www.runlorenz.com/)** | **AI automation inside delivery** | Particularly compelling if the problem is repetitive SEO/content/digital-marketing execution. They report 40+ workflows automated across 12+ agencies. [www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com) |
### Who I'd pick by situation
**If you're a $1–10M marketing agency and the owner is still the operational bottleneck:**
I'd start with **BlueCreative** or **Alderaan**. You're looking for *operating-system design + implementation*, not just Zapier recipes.
**If you're already relatively organized but want to automate aggressively:**
I'd look at **2V Automation**. Their positioning is unusually specific to the internal machinery of agencies—reporting, margins, proposals, renewals, etc. [www.2vautomation.ai](https://www.2vautomation.ai/industries/marketing/?utm_source=chatgpt.com)
**If you're a 5–15 person agency:**
**Outsmart Ops** looks particularly well matched. Their stated sweet spot is exactly small-to-midsize creative/marketing teams that have outgrown spreadsheets and basic setups. [www.outsmartops.com](https://www.outsmartops.com/?utm_source=chatgpt.com)
**If AI is the primary objective:**
I'd investigate **Lorenz**, especially if your biggest costs are repetitive SEO, content, reporting, feed, or client-onboarding tasks. [www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com)
### One important distinction
I'd be careful searching for "marketing automation consultants." A lot of those firms actually specialize in **marketing automation for their clients**—HubSpot, Marketo, Salesforce, lead nurturing, attribution, etc.—which is a very different problem. For example, Nomad positions itself around marketing/sales operations for B2B companies, rather than agency internal operations. [www.nomadmarketing.com](https://www.nomadmarketing.com/services/marketing-and-sales-operations-consulting?utm_source=chatgpt.com)
For an agency, I would specifically look for someone who can map:
**Lead → proposal → close → onboarding → project delivery → client communication → reporting → invoicing → renewal**
…and then determine what should be **eliminated, standardized, delegated, automated, or AI-operated**.
If you tell me your **agency size, approximate revenue, services (SEO/PPC/web/creative/etc.), and current stack (ClickUp/Asana/HubSpot/GoHighLevel/Airtable/Slack/etc.)**, I can narrow this to the **5 best-fit consultants and compare their likely strengths, pricing model, and approach**.
[2V Automation](https://www.2vautomation.ai/industries/marketing/)
[BlueCreative](https://bluecreative.com/)
[Outsmart Ops](https://www.outsmartops.com/)
[Alderaan Operations Solutions](https://alderaanenterprise.com/)
[Lorenz](https://www.runlorenz.com/)
| Consultant | Best for | Why I’d consider them |
|---|---|---|
| **[2V Automation](https://www.2vautomation.ai/industries/marketing/)** | **End-to-end agency automation** | Specifically targets 10–100-person marketing agencies and focuses on reporting, project margin, proposals, renewals, and operational workflows. They emphasize working with existing PSA/PM/reporting tools. [www.2vautomation.ai](https://www.2vautomation.ai/industries/marketing/?utm_source=chatgpt.com) |
| **[BlueCreative](https://bluecreative.com/)** | **Agency operations + ClickUp/systemization** | Very agency-specific: they say they've worked with 50+ agencies and focus on eliminating operational chaos, documenting systems, automating busywork, and reducing founder dependency. [bluecreative.com](https://bluecreative.com/?utm_source=chatgpt.com)[www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com) |
| **[Outsmart Ops](https://www.outsmartops.com/)** | **Small/midsize creative & marketing agencies** | Particularly interesting for 5–15-person agencies that have outgrown DIY processes and need better project/client workflows and custom automation. [www.outsmartops.com](https://www.outsmartops.com/?utm_source=chatgpt.com) |
| **[Alderaan Operations Solutions](https://alderaanenterprise.com/)** | **Fractional operations leadership** | More of an embedded operator model: fractional Operations Directors and PMs for U.S.-based digital marketing agencies, rather than simply handing you an automation blueprint. [alderaanenterprise.com](https://alderaanenterprise.com/?utm_source=chatgpt.com) |
| **[Lorenz](https://www.runlorenz.com/)** | **AI automation inside delivery** | Particularly compelling if the problem is repetitive SEO/content/digital-marketing execution. They report 40+ workflows automated across 12+ agencies. [www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com) |
### Who I'd pick by situation
**If you're a $1–10M marketing agency and the owner is still the operational bottleneck:**
I'd start with **BlueCreative** or **Alderaan**. You're looking for *operating-system design + implementation*, not just Zapier recipes.
**If you're already relatively organized but want to automate aggressively:**
I'd look at **2V Automation**. Their positioning is unusually specific to the internal machinery of agencies—reporting, margins, proposals, renewals, etc. [www.2vautomation.ai](https://www.2vautomation.ai/industries/marketing/?utm_source=chatgpt.com)
**If you're a 5–15 person agency:**
**Outsmart Ops** looks particularly well matched. Their stated sweet spot is exactly small-to-midsize creative/marketing teams that have outgrown spreadsheets and basic setups. [www.outsmartops.com](https://www.outsmartops.com/?utm_source=chatgpt.com)
**If AI is the primary objective:**
I'd investigate **Lorenz**, especially if your biggest costs are repetitive SEO, content, reporting, feed, or client-onboarding tasks. [www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com)
### One important distinction
I'd be careful searching for "marketing automation consultants." A lot of those firms actually specialize in **marketing automation for their clients**—HubSpot, Marketo, Salesforce, lead nurturing, attribution, etc.—which is a very different problem. For example, Nomad positions itself around marketing/sales operations for B2B companies, rather than agency internal operations. [www.nomadmarketing.com](https://www.nomadmarketing.com/services/marketing-and-sales-operations-consulting?utm_source=chatgpt.com)
For an agency, I would specifically look for someone who can map:
**Lead → proposal → close → onboarding → project delivery → client communication → reporting → invoicing → renewal**
…and then determine what should be **eliminated, standardized, delegated, automated, or AI-operated**.
If you tell me your **agency size, approximate revenue, services (SEO/PPC/web/creative/etc.), and current stack (ClickUp/Asana/HubSpot/GoHighLevel/Airtable/Slack/etc.)**, I can narrow this to the **5 best-fit consultants and compare their likely strengths, pricing model, and approach**.
First cited Aug 10, most recently Aug 10.