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Project Management For Digital Marketing Companies With Evolutly

John Shea, Entrepreneur, Gamer, Metal Music Fanatic

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7 Videos (42m)
    • Evolutly intro reduced

      7:15
    • Walking Through The Evolutly Features

      11:19
    • Dashboard Walkthrough

      2:15
    • Working With Clients and Tasks

      9:01
    • Users

      2:24
    • My Account - Training - Vendors

      2:47
    • Forms and Onboarding

      6:36

About This Class

In this class I'm going to walk you through a software solution called Evolutly. My name is John Shea and I co-founded Evolutly with my partner Paul James. 

Evolutly is an onboarding and project management SaaS for helping digital marketers, SEO agencies and consultants manage day to day tasks. 

*Please note* This is a paid software tool. 

Manage your client tasks with ease using a simple sub-task system for organizing your projects and to do lists.

As a digital marketing consultant or agency the last thing you want to spend your time on is trying to understand where your clients progress is being made each month. 


Most task management tools are designed for anyone and everyone. They don't cater to the specific needs of monthly recurring digital marketing tasks.

Onboard Your New Clients Using Custom Questionnaires


Stop hunting down documents and emails to find your client's website passwords or user information. 

Use customized templates to on-board your clients by asking the right information right from the start. 

Our onboarding process is simple. You can create a custom template each and every time you bring on a new client. Send them the questions and all of their data will be stored within your client's campaign so you never need to worry about losing those emails or documents again. 

Designed For Ultimate Task Management

This software was designed with agencies and consultants in mind. Most task management tools are very broad in nature and are not designed to work with how an agency would tackle task management.

Client Task Management

Manage your client tasks with ease using a simple sub-task system for organizing your projects and to do lists.

Template Management

Have a set series of tasks for each client? Save templates for all of your tasks and import them across each client campaign. Easily implement a list of tasks you can use over and over again with new clients. 

Quick Insights 

Want to know how far a client has progressed with tasks in a given month? We give you a quick progress status you can view to see exactly how many tasks were completed for that client’s campaign at anytime. 

Add Custom Training Videos 

Want to train your employees or virtual assistants on a specific task? Add your own custom training videos and integrate them within your client tasks.

Unique Point System 

Use our integrated point system to assign a point value to your tasks. You can tally up points based on an entire campaign and use points to add more weight to a given task. 

Vendor Discounts 

We have teamed up with some of the top SEO and web design service providers to offer special unique discount codes and savings for our customers. Save anywhere from 5-15% Outsourcing your SEO to save time and money.

White Label Reporting 

Export task reports into a PDF using your own company logo and branding. You can share these reports to show clients progress and keep them updated.

Mobile Friendly

Need task management on the go? Our application works great on all mobile devices and tablets.

Customized Onboarding

Tired of hunting down emails and documents with all your clients information? Create a customized on-boarding questionnaire for your clients asking questions about their company, password information and more to store inside of each client’s dashboard.

Unlimited Users & Clients

We don't have limits here. You can add unlimited clients and employees for managing your campaigns. 

1 of 1 students recommendSee All

Looks like a nice SAAS.Wish I could think of a good idea for a SAAS. Good luck to you!

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John Shea

Entrepreneur, Gamer, Metal Music Fanatic

I am an entrepreneur, gamer, podcaster, metal music fanatic and blogger. I'm always trying to stay up to date with the latest trends and changes in the constant growing world of SEO & Digital Marketing.

I blog at NoShameIncome.com sharing what's working for me today in the world of online marketing.

I originally started learning about online marketing as a way to generate additional income, I enjoy connecting with others and helping people achieve their goals.

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