The difference between chasing and being ahead is not talent. It is cadence.
Every agency owner knows what a good month looks like. Updates land with a backup taken first. The client hears from you before they think to ask. The report goes out before the invoice, so nobody questions the invoice. The agencies that do this are the profitable ones, and the calm ones.
Most know it. Few have the hands to do it on every site, every month, without fail. That is what a workflow is for. A step by step routine with branches, gates, tasks and comments, built the way a professional does the job, running across your whole book of clients while you do the work only you can do.
Every step becomes a task your team can see, with a hand-off to you where the judgment matters, and every workflow shows its cost before it runs. A prompt cannot do that.
Ask a chatbot to update plugins. Then hold your breath.
A chatbot does it in one go and hopes nothing breaks. A workflow backs up, updates, verifies and reports, in that order, with a way back if anything goes wrong.
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A plan for each client, not a template for all of them
Point Atarim at a client site and it works out what that client is trying to achieve. From those goals it picks from dozens of agency-grade workflows and sets the cadence. A lead-gen site, a publisher and a local business do not get the same plan, because they do not need the same plan. You approve it, adjust it, and decide how much waits for you.
WordPress update round
MonthlyKeeps sites current without the risk: backs up, applies updates safely, and rolls back trouble before anyone notices.
Security scan
MonthlyFinds malware and weaknesses before they become a breach, hardens the safe fixes, and flags the rest.
SEO fundamentals sweep
QuarterlyGets the SEO fundamentals right so sites stay findable, fixing the safe gaps and flagging the rest.
Accessibility audit
YearlyFinds accessibility barriers that lose users and invite legal risk, fixing the safe ones for you.
Uptime and performance check
MonthlyCatches slow pages and downtime before your client does, with clear Core Web Vitals numbers to back it up.
Blog post
WeeklyWeekly, the agency way: frames the topic, sets the shape, builds a brand featured image, writes in stages and waits for your approval.
Caching and speed optimisation
MonthlyDials in caching for faster load times and checks every page still renders cleanly.
Content refresh
MonthlyRefreshes ageing posts to win back lost rankings and traffic, one at a time so none go stale.
On-page SEO review
QuarterlySharpens titles, content and links on your goal pages so they rank for what they should.
CRO sweep
MonthlyFinds the friction costing conversions and fixes the easy wins, so the same traffic does more.
Homepage conversion review
QuarterlyReviews the homepage, the page most visitors judge first, and fixes the conversion wins.
Backup and verification
WeeklyConfirms every site has a recent, restorable backup, and warns you the moment cover slips.
Site health score
MonthlyA single health score across speed, security, backups and SEO, so you spot problems at a glance.
Emergency downtime response
On a triggerVerifies a real outage the moment an alert lands and escalates within minutes, skipping false alarms.
Backlog worker
WeeklyQuietly ships one high-impact fix from your improvement backlog every week, no chasing needed.
Client care report
MonthlyA branded monthly report showing the value you delivered, so clients see exactly what they pay for.
Pre-launch QA gate
On demandA full pre-launch check with a clear go or no-go, so nothing broken ever reaches launch.
Post-launch checklist
On demandVerifies a launch landed cleanly across SEO, forms, SSL and speed, catching issues before clients do.
Upsell opportunity (internal)
WeeklySurfaces one genuine, priced opportunity per client, evidenced against the live site and the agency’s own work. A private brief, never sent to the client.
New-client 30-day check-in
MonthlyChecks onboarding really landed and opens a warm first-month conversation that builds retention.
Client feedback triage and routing
On a triggerReads incoming client feedback, prioritises it, and routes it to the right specialist so nothing sits unanswered.
Content plan and keyword analysis
MonthlyTurns keyword research into a clear content plan aimed at what your audience actually searches for.
Blog comment moderation
WeeklyApproves genuine comments, clears spam, and drafts on-brand replies so conversations stay alive.
Repurpose content to social
WeeklyTurns strong posts into ready-to-publish social snippets, so good content works harder.
Landing page performance review
MonthlyShows how landing pages really convert and fixes what holds them back, so campaigns pay off.
Social proof refresh
MonthlyKeeps testimonials and trust signals fresh on your goal pages, so more visitors buy in.
Heatmap and behaviour review
MonthlyTurns real visitor behaviour into clear, data-backed fixes for the conversion journey.
Contact form conversion review
QuarterlyCuts friction from contact forms so more visitors finish and fewer enquiries slip away.
Email list health
MonthlyCleans dead and bouncing contacts so emails land in inboxes and your sender reputation holds.
Newsletter draft
MonthlyDrafts a ready-to-send newsletter from recent content, so keeping clients in touch takes minutes.
Mobile responsiveness QA sweep
QuarterlyChecks how sites look on mobile and tablet, where most visitors are, and fixes what breaks.
Image optimisation sweep
MonthlyShrinks and converts images to WebP for faster, higher-ranking pages, with quality kept intact.
Wins summary
MonthlyA short, shareable roundup of the month’s wins, so clients feel the momentum you are building.
Client satisfaction (NPS) check-in
QuarterlyDrafts a warm satisfaction check-in so you catch unhappy clients well before they churn.
Strategy review
YearlyOnce a year, runs the strategy session an agency should hold for every client, anchored to the goal.
Login security and access review
MonthlyLocks down admin access, spots stale accounts and brute-force attempts, and hardens logins before they are tested.
Broken link and 404 sweep
MonthlyCatches broken links and 404s that lose rankings and visitors, and fixes the clear ones automatically.
Keyword ranking report
MonthlyShows where a site ranks, what moved, and the openings worth chasing next.
Search Console issue sweep
MonthlyCatches indexing, coverage and manual-action problems before they quietly sink a site’s traffic.
Title and meta description audit
QuarterlyRewrites weak, missing or duplicate titles and meta descriptions so more searchers click through.
Schema markup sweep
QuarterlyAdds valid schema so pages earn rich results and get surfaced by search and AI.
Sitemap review and regeneration
MonthlyKeeps the XML sitemap healthy so search engines find and index every page that matters.
Internal linking audit
QuarterlyBuilds internal links that steer authority and visitors to your goal pages, and flags orphans.
Redirect chain audit
QuarterlyFlattens slow redirect chains into clean single hops, protecting page speed and SEO value.
Bug intake and severity triage
On demandEvery reported bug triaged, prioritised and routed to the right person, so nothing urgent gets lost.
Spam cleanup
MonthlyClears spam comments, fake sign-ups and pingbacks without touching genuine content.
Database optimisation
MonthlyKeeps sites fast by safely trimming database bloat, always backing up first and checking nothing broke.
Contact and lead form uptime test
WeeklySubmits every form for real, so a silently broken form never costs your client a lead.
Every one of these is a real template in Atarim today. Which of them run, and how often, comes from the client's goals.
Or write your own. In plain language, or on a canvas.
Your agency has its own way of doing things. Put it in a workflow. Describe the routine in plain words or lay it out on the canvas, then run it across every client site, or from one central place across the whole book.
Every workflow is built from the same three kinds of block. Something happens, a check runs if you want one, then the steps follow, in order. These are the blocks, as they are in the product today.
When
12 triggersWhat starts the run.
If
6 conditionsThe check before the next step. Branch either way.
Then
33 actionsThe steps, in the order you set.
Every other tool strands you at the AI's limit. This one hands the work over.
Plenty of agencies have built their own version: a rules file, a nightly script, a check that runs on one site when someone remembers to start it. Yours runs across the whole book without being asked, and anything the workflow should not decide alone stops and comes to you, with the context attached.
The same order, every run
Each step is powered by AI. The sequence is fixed and safe.
On a schedule or a trigger
The work happens overnight. The report lands in the morning.
Backup before risky work
Nothing risky moves without a restore point. There is always a way back.
You are the escalation layer
Anything the workflow should not decide alone stops and comes to you, with full context.
The work lands in the tools you already use
Let the routine run itself.
Paste your agency URL. Atarim studies your agency and builds the plan for your first client, itemised and waiting, before you pay anything.
Free. No card. See what your AI agency would do before you sign up.