Scaling Without Sacrificing Sanity

If I had a dollar for every time a new client or team member said “Wow, this is the most organised workplace I’ve ever seen”… well, let’s just say the OMD yacht would already be docked at South Bank.

But here’s the truth: that level of organisation doesn’t come from sticky notes or late nights. It comes from building systems that take care of the heavy lifting – so our energy can be spent where it really counts: strategy, creativity, and client care.

Automation isn’t about replacing people. It’s about protecting people – their time, their energy, and their spark. And for us, it’s been the secret sauce to scaling sustainably.

Here’s a behind-the-scenes look at the automations + AI tools that keep Oh My Digital humming.

Automated Reporting 📊

Clear data = better decisions, faster.

Every month, our ChatGPT bots and Agency Analytics pull the data we need and translate it into meaningful insights. No endless spreadsheets. No “copy-paste fatigue.”

Instead of spending hours typing out numbers, we spend that time analysing results, planning strategy, and preparing our clients for months of sustainable growth.

This shift hasn’t just saved us time – it’s made our reporting sharper, our recommendations clearer, and our clients more confident in their next moves.

Curious about what’s involved with our packages? Check it out here.

Onboarding Workflows 💌

Cutting onboarding time in half = faster results for clients.

We use Ignition to send proposals and Zapier to kick off onboarding steps the moment a client signs. That means forms, next steps, and key documents are ready instantly — without anyone manually chasing paperwork.

The result? Clients feel supported from day one, and we’re free to dive straight into strategy sooner. No delays. No admin overwhelm. Just faster results, backed by smoother systems.

Client Bots 🤖

Custom ChatGPT bots as our extra set of eyes.

Our bots double-check all content against each client’s brand voice, goals, and strategy. It’s like having a second strategist review every post — without adding hours to the approval process.

This doesn’t just reduce human error. It ensures our work feels consistently on brand, builds client trust, and speeds up turnaround time. Approvals that once dragged on now happen in a fraction of the time — which our clients love.

Approvals Made Easy ✅

Goodbye messy email chains. Hello one-click approvals.

We manage content, feedback, and approvals through ClickUp. Clients drop their feedback directly into the platform, and an automated Slack notification pings us instantly.

That means we can act faster, clients always know where things stand, and projects move forward without delays. Communication stays clear, approvals stay centralised, and no one’s left wondering, “Did that post go out?”

Automated Enquiry Process 💬

More prepared calls = better client partnerships.

We use TidyCal to approve potential leads, which feeds into Zapier and ClickUp as our CRM. By the time we sit down for a sales call, we already have the data we need to come prepared and ready with tailored next steps.

This system has transformed our sales process. We’re not just winging it on calls – we’re showing up with insights, clarity, and confidence. It saves us admin time, but more importantly, it gives potential clients a taste of the structure and care they can expect when they work with us.

Want to try it yourself 😉 Book a FREE 30-minute discovery call with Katy here.

The Big Picture: Scaling with Ease, Not Overwhelm

At the heart of it all, these automations are about more than saving time. They’re about creating space – for strategy, for creativity, for meaningful connection.

Our systems handle the admin. Our team brings the magic. And our clients get the best of both.

If you’ve been dreaming of an organised, stress-free marketing partnership, you’ll want to see how we put all of this into action.

👉 Download our Service Guide to see how we scale sustainably, and how we can do the same for your brand.

PS if you use any of our affiliate codes to sign-up and try any of these programs we’ll get a little kickback. But we only recommend programs we know and love!