How to Automate Website Delivery Workflows
WordPress Agency & Client Work
How to Automate Website Delivery Workflows
Automation makes website delivery fast, predictable, and stress-free. Instead of pushing every project manually, you set a workflow that runs on templates, SOPs, deadlines, and small tools. Your team works through a system — not chats and random tasks. In this guide, you’ll learn how to automate client onboarding, delivery, and handover without complex software.
1
Why Automation Matters for Agencies
Without automation, you are the bottleneck.
In most agencies, the founder manages everything — client calls, scope, content planning, design, delivery, and revisions. This creates a ceiling. You can’t grow beyond 2–3 projects at one time.
Automation gives:
- clean timelines
- predictable delivery speed
- less revision chaos
- team independence
- higher profit margins
Automation turns your agency into a factory line.
2
Start With Ready Layouts
Templates are the biggest automation lever.
When the layout is ready on day one, clients approve faster and your team only applies content and branding. No one waits for design direction.
Template workflow:
- Show 1–2 demos
- Lock layout immediately
- Import template
- Add content blocks
- Replace brand visuals
- Launch
This removes 70% of delivery time.
Use 35 Ready Templates
Import layouts in minutes, avoid custom design, and start content instantly. 35 industry-ready websites are pre-built for conversions.
3
Automate Content Intake
No more unclear WhatsApp content.
Use one intake form for all clients. No calls, no messages asking for text. The form collects everything and triggers the next step automatically.
Use tools like:
- Google Forms
- Notion Form
- Typeform
When the form is submitted:
- client gets a “thank you” + timeline
- team gets a task created
- designer gets assets
This removes confusion.
4
Manage Work With Task Boards
Simple boards automate tracking.
Use a task board so everyone sees what to do next. No need to ask you every time.
Tools:
- Trello
- Notion
- Asana
- ClickUp
Board example:
- To Start
- In Progress
- Review
- Revisions
- Launch
Each client = one card.
5
Automate Client Communication
Send updates without typing them.
Create email templates for each stage. Send them automatically when the project reaches a step on the board.
Email templates:
- Onboarding
- Content received
- Demo ready
- Revisions request
- Launch announcement
- Handover document
Clients feel guided by a process.
6
Use SOP Checklists to Quality Control
Check, don’t guess.
Your team doesn’t need calls to learn. They follow checklists that define quality.
Example checklist:
- template imported
- logo added
- brand colors applied
- font updated
- contact form working
- WhatsApp button set
- mobile responsive
- speed score tested
Checklists prevent mistakes.
7
Automate the Handover Process
Deliver like a premium agency.
Send a handover email automatically after launch. Include credentials, guide, and offer for monthly plan.
Handover pack:
- login details
- PDF admin guide
- backup link
- training video
- maintenance offer
This makes the end experience smooth.
Automate Delivery With Templates
When you start with ready layouts, everything becomes repeatable. Your intake, content, design, revisions, and launch happen through a clean system, not chaos.
