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CASE STUDY 16 · MARKETING OPERATIONS · SAAS

AIOMP Hub

LOCATION
Abbotsford, BC
DURATION
2026
CAMPAIGN
Our own client operations portal: workspaces, requests, tasks, files and approvals in one place.
AIOMP Hub logo
THE CLIENT

Built by All In One Marketing Pro to run delivery for our own clients.

THE CHALLENGE

AIOMP Hub is the client operations portal we built to run delivery for our own clients. Before it, client files, logos and access details were scattered across email threads and drives. Requests came in by text, call and email, and some slipped through the cracks. It was not always clear who owned a task, approvals waited with no single path, and checking on status meant endless manual follow-up messages. We wanted one place where every workspace, request, task, file and approval could be seen by the people responsible for it, and nothing depended on someone remembering a phone call.

THE INDUSTRY

Clients of a marketing agency, or any professional services firm, judge the relationship on more than results. They notice how quickly a request is picked up, whether they know who is handling it and whether they can see progress without asking. In a field that runs on referrals and long relationships, a clear delivery process becomes part of the marketing itself. Reporting matters too: clients want campaign data gathered in one place and explained in plain terms.

The problem

  • Client files, logos and access details were scattered across email threads and drives
  • Requests arrived by text, call and email and slipped through the cracks
  • Task ownership was unclear, and approvals waited with no single path
  • Status checks meant endless manual follow-up messages

What we built

  • A dedicated workspace per client with tasks, files, messages and progress
  • Structured client requests that convert straight into owned tasks
  • Checklists and work-plan templates that turn services into trackable plans
  • Review queue: managers review, clients sign off, work ships
  • Role-based access: clients see only client-visible items
  • Automatic email notifications at each step

The platform today

6Workflow steps, request to delivered result
4Role views: team, managers, clients, client teams
  • Every client request now has an owner, a due date and a visible status
  • Clients see approved progress and reports without chasing us
Built around GA4, Search Console, Google Ads, Meta Ads, Facebook and Google Business Profile.
HOW WE WORK

How we approached it.

OUR PROCESS →
  1. 01

    Discover

    We audit your website, search presence, ads and competitors to find what is and isn’t working.

  2. 02

    Plan

    A clear strategy: which channels, what budget, and the targets we will report against.

  3. 03

    Create & launch

    Design, build, content and campaigns produced in-house by one connected team.

  4. 04

    Measure & grow

    Ongoing reporting and optimization, so spend moves to what brings in customers.

COMMON ISSUES IN THIS INDUSTRY

Challenges we see
in Professional services & real estate

Explore the industry →
  1. 01

    Long sales cycles

    HOW WE FIX ITEmail nurture and remarketing that keep you in front of prospects.
  2. 02

    Hard to stand out in a referral market

    HOW WE FIX ITCase studies, reviews and expert content that build trust.
  3. 03

    The website doesn’t reflect your expertise

    HOW WE FIX ITA professional site with clear services and proof of results.
  4. 04

    Leads are poorly qualified

    HOW WE FIX ITTargeted LinkedIn and search campaigns with qualifying forms.
FAQ

Questions about
this project.

All FAQs →

LET’S TALK

Want results
like these?

Tell us where you want to grow. A strategist replies within one business day with clear next steps, with no obligation.

+1 (604) 800-3883(604) 800-3883 Start a project