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CASE STUDY 16 · MARKETING OPERATIONS · SAAS

AIOMP Hub

LOCATION
Abbotsford, BC
DURATION
2026
CAMPAIGN
A client operations portal of our own, with a workspace per client and requests, tasks, files and sign-offs kept together.
AIOMP Hub logo
THE CLIENT

Our own in-house portal, designed at All In One Marketing Pro for managing client work from the first request to the finished result.

THE CHALLENGE

Client logos, files and access details lived in email threads and shared drives. Requests turned up by text, by phone and by email, and a few got lost along the way. Nobody could always say who owned a given task, approvals had no single route, and finding out where work stood meant sending yet more follow-up messages. We wanted every workspace, request, task, file and sign-off visible in one place to the people responsible.

THE INDUSTRY

Hiring a marketing agency is about results, but also about day-to-day working life: whether someone picks up your request promptly, you know who owns it and you can check progress without sending a nudge. Referral-driven service firms live on that experience. If you run a shop, crew or clinic in the Fraser Valley, you probably have no time to chase status updates, so a clear client view saves you the phone calls.

The problem

  • Client files, logos and logins were spread over email threads and shared drives
  • Requests came in by text, phone and email, and some were missed
  • Nobody was sure who owned a task, and approvals had no single route
  • Checking on progress meant chasing people with message after message

What we built

  • Each client has their own workspace for tasks, files, messages and progress
  • Requests follow a set form and turn directly into tasks that someone owns
  • Reusable checklists and work-plan templates, so each service becomes a trackable plan
  • A review queue where managers check the work, clients sign off, and then it ships
  • Role-based access, so clients see only the items marked for them
  • Emails go out automatically at every step

The platform today

6Workflow steps, request to delivered result
4Role views: team, managers, clients, client teams
  • Every request from a client is now assigned to a named person, given a due date and shown with a current status
  • Clients can view approved progress and reports without having to ask us for them
Connects to GA4, Search Console, Google Ads, Meta Ads, Facebook and Google Business Profile.No two businesses start from the same place, so your results will vary.
HOW WE WORK

How we tackled it.

OUR PROCESS →
  1. 01

    Discover

    We review your site, search presence, ads and nearby competitors, then show you what helps and what holds you back.

  2. 02

    Plan

    A written plan covering where to show up, what to spend and the numbers we will be measured on.

  3. 03

    Create & launch

    Designers, developers, writers and ad managers on one team, working from our Abbotsford studio.

  4. 04

    Measure & grow

    Regular reports and steady tuning, so your budget keeps shifting toward what brings in customers.

PROBLEMS COMMON IN THIS INDUSTRY

Challenges we see
in Professional services & real estate

See this industry →
  1. 01

    Almost all my work comes from referrals, and referrals have slow months.

    WHAT WE DO ABOUT ITA search-friendly site with one page per service and neighbourhood so strangers can find you, plus newsletters that keep past clients close.
  2. 02

    My website reads like a brochure, not proof that I know my field.

    WHAT WE DO ABOUT ITCase studies, credentials, plain-English service pages and real photography that show your work and the people behind it.
  3. 03

    Enquiries arrive with the wrong budget, the wrong area or the wrong timing.

    WHAT WE DO ABOUT ITForms that ask two or three qualifying questions, search and LinkedIn targeting by job title and area, and a short call script.
  4. 04

    Clients take months to decide, then go quiet.

    WHAT WE DO ABOUT ITUseful emails, a market note or checklist, and remarketing that keeps your name in front of them until they’re ready.
FAQ

Questions about
this project.

All FAQs →

LET’S TALK

Want a result
like this?

Let us know where you want to grow. Within one business day a strategist sends back clear next steps, and there is no obligation.

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