Admin Automation Checklist

Admin Automation Checklist for Marketing Consultants

Freelance marketers waste 9 hours a week on manual reporting, scattered notes, and hunting for receipts instead of working on strategy.

Total admin tasks12 tasks (9 automatable)
Time saveable6.7h/week
Value saveable/month$4,330
0 of 12 reviewed
0%

Client Reporting & Data Entry

  • Text her the metrics; she updates your Google Sheets right away.

    2h/week
    Automatable

  • You need human insight to tell the story well.

    45 min/week
    Manual

  • Send a voice note with the stats; she logs them to the right client tab.

    1h/week
    Automatable

  • Tell Christine to draft and send the email with the main points.

    30 min/week
    Automatable

Campaign Briefs & Communication

  • Send the recording; she pulls out the targeting and budget details.

    50 min/week
    Automatable

  • Big negotiations need a personal touch.

    40 min/week
    Manual

  • Forward the client text; she updates the calendar and tells the designer.

    35 min/week
    Automatable

  • Text her once to set a reminder for the specific launch time.

    15 min/week
    Automatable

Expense Tracking & Reimbursement

  • Snap a photo; she reads it and logs it to the client expense sheet.

    45 min/week
    Automatable

  • Ask her to total up monthly ad spend per client for your invoice.

    25 min/week
    Automatable

  • You need to review complex billing mismatches yourself.

    30 min/week
    Manual

  • She drafts polite follow-up emails for overdue payments.

    20 min/week
    Automatable

Your Potential Savings

Check off automatable tasks above to see how much time and money Christine could save you each month.

Ready to automate your admin?

Christine handles your emails, scheduling, documents, and more — so you can focus on marketing consultants.

Try Christine Free
Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task