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4 contributions to Agency Service Scaling Kings👑
23d •
Creating a marketing service presentation
Hi everyone, I’m Filipe. I’ve been part of this community for a while but haven't interacted much lately because I had to take some time to work on a specific issue within my agency. I’ve moved past the traffic and lead generation hurdles, having spent that time refining my offer. Now, I need your help figuring out how to create slides to showcase the service before meeting with a client. I’d love to know which templates you use and your process for putting them together.
1 like • 11d
I usually outline my presentation structure in Figma first to map out the client offer slides. Once the client signs on, I move the entire deliverable roadmap into Floment AI using built-in project cards and task tracking so they can follow the execution step by step. It makes transitioning from a slide deck to actual daily progress updates so much easier.
May 27 •
Overkill
I want to get better at sales and selling in English so I thought I could join the coaching calls, which I do, and could also watch some YouTube videos and train. I did both. With both I mean I joined coaching calls and at the side I built my own AI sales coach, which is fed with scripts and knowledge from YouTube and also fed with my own sales calls. He can answer every question and go into specifics on my own mistakes and answer my own mistakes with external knowledge I can control. I know if he is giving me tips, I know exactly where they're coming from and that they're all 10 out of 10 valuable. Overkill but it works and it looks really cool. + It gets better over time @Uncle Jimmy Mitchell
1 like • 23d
That’s exactly why I stopped using separate docs and chat threads and moved my entire training setup into Floment. It lets you drop your call transcripts, scripts, and YouTube knowledge right inside dedicated project tasks, so your AI interactions stay completely anchored to your actual day-to-day sales pipeline without switching tabs. Keeps the focus entirely on hitting the phones instead of tab-switching to prompt your coach.
May 4 •
Just starting out! (need help with service delivery)
Hi everyone, I'm new here and I'm also just starting out so I don't have my first client yet. My niche is real estate/roofing. I'm doing Facebook ads basically but I don't know what the offer should be on the ads to get leads for roofing clients. Do you guys have any advice for running Facebook Ads for lead gen for roofing clients?? (Please help I'm feeling very lost..)
0 likes • 23d
For roofing, stop selling "free estimates" and try running ads for a "Free Storm Damage Claims Checklist" targeting specific zip codes that recently had heavy weather, as that hooks motivated homeowners way faster.
Jun 7 •
Hey everyone! Excited to be here.
I am a process automation agency owner. basically, I help businesses find and fix the inefficiencies quietly costing them time and money and slowing their growth. This includes building them lead generation systems, marketing, sales, finance, HR .. systems by automating their manual processes and workflows. Been doing this for about 3 years, mostly working with agencies, consulting firms, and tech businesses. Looking forward to learning from everyone here and sharing knowledge from my side. 👋
0 likes • 23d
That’s the real integration trap. It’s easy to automate a single workflow, but hard to stop clients from drowning in tool fragmentation afterward. I’ve found that simplifying the actual workspace helps more than adding complex integrations. I use Floment to keep my client projects, tasks, and AI interactions in one interface. Keeps the focus on actually executing workflows rather than constantly switching tabs to check on different tools.
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@tony-iverson-7089
Building things online and trying to optimize my daily workflow. Here to learn from founders who are a few steps ahead.
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Joined Jun 25, 2026
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