We recently spoke with Terrence, founder of Up Next Marketing Inc., who shared how Agency Handy helped him with service requests, centralize ticket tracking, and fill key workflow gaps.

About

Terrence Jackson runs a fast-paced digital marketing agency serving over 50 clients, with a focus on automation, reporting, and service delivery.

How Did You Find Agency Handy?

I was already using GoHighLevel for automation, reporting, and website builds. But honestly, when it came to handling service requests or support tickets, it just wasn’t as smooth as I needed it to be.

I found Agency Handy on AppSumo. What caught my eye was how simple it was to submit tickets, process orders, and manage client services. 

And the best part? I didn’t need to remove any of the tools I was already working with. Agency Handy fit right into the workflow and picked up the slack where GHL wasn’t built to help. 

So now, I’ve got a setup that’s a lot more complete without having to build anything from scratch.

What Were the Challenges You Faced Before Using Agency Handy?

Our team was reliant on GoHighLevel for most of our daily work. It handled landing pages, reports, automation, and reputation management.

However, when it came to managing service interactions with clients, GHL wasn’t really built for that. 

We started noticing the gaps pretty quickly. There wasn’t a clear way to keep track of service tickets, orders were all over the place, and coordinating internally felt complicated.

Plus, the user experience wasn’t designed for clients to handle things on their own. That slowed me down! 

What Features of Agency Handy Were the Most Useful?

The ticketing system has made a huge difference in our daily workflow. Before Agency Handy, managing service requests was kind of all over the place. 

But now, Agency Handy lets us submit, track, and resolve tickets pretty quickly, all in one spot. We just couldn’t do that smoothly with the tools we used before.

Plus, we handle service orders right in the platform, instead of jumping between different apps. And the user experience itself is straightforward enough that the team didn’t lose productivity figuring things out.

So yeah, we still use GHL for some automation work. But, most of our operational work for service delivery runs straight through Agency Handy now.

What Results Have You Seen Since Using Agency Handy?

Since we started using Agency Handy, ticket management and order handling have gotten a lot smoother. Before, internal requests and client issues were kind of scattered around. 

But now, we’ve got Agency Handy’s ticketing system. It basically creates a clear way for handling all client communication and requests. It’s straightforward, easy to use, and our team jumped right in without needing much training at all.

So, overall, having everything centralized made the whole process smoother.

Do You Have Any Favorite Features of Agency Handy?

The ticketing system is really where Agency Handy shines. We could manage all the services and tickets in one place. 

Here’s why it works well for us —

• Submitting and tracking new requests is straightforward.
• Project management structure to manage tasks and communication.
• Onboarding has become a lot easier. Invite and onboard.
• We’ve also cut way down on scattered communication.