Automate client reporting, project intake, and campaign workflows. Built for agencies handling 10+ clients who need to scale delivery without sacrificing quality or burning out teams.
Marketing agency eliminated manual client reporting by automating data pulls from Google Ads, Meta, Analytics into branded reports
Digital agency automated new client intake from contract signature to campaign launch, reducing time-to-revenue by 40%
Team capacity increased without new hires through automated project workflows, status updates, and deliverable tracking
9 digital agencies automated operations in 2024
Account managers spend 3-5 hours per client monthly pulling data from platforms, building spreadsheets, creating slide decks. Reporting time isn't billable but it's unavoidable.
Tasks in Asana or Monday don't sync with campaign performance, client assets, or deliverable status. Team manually updates project status while actual work happens elsewhere.
Getting new clients from contract to launch takes 2-3 weeks of manual setup—access provisioning, brief collection, campaign setup, kickoff coordination. Revenue delayed, team frustrated.
71% of agency owners cite operational inefficiency as their top barrier to growth
Data pulled automatically from ad platforms, analytics, social media into branded report templates. Scheduled delivery to clients. Performance alerts for anomalies. Frees account managers for strategic work.
Intake forms trigger project setup automatically. Client assets organized and accessible. Status updates synced from actual work completion. Team knows what to do next without asking.
Contract signature triggers access provisioning, brief requests, campaign setup checklists, kickoff scheduling. Automated sequence from signature to launch in 3-5 days instead of weeks.
"We went from drowning in reporting work to having reports run themselves. Our team focuses on strategy and creative now, not data entry and slide decks."
— Founder, Performance Marketing Agency
Automated data collection from ad platforms and analytics tools. Branded report generation on schedule. Performance alerts and anomaly detection.
Client requests trigger project setup, assign team members, create task sequences, schedule kickoffs. Seamless handoff from sales to delivery.
Brief approval triggers asset requests, creative review workflows, platform setup checklists, launch coordination. Nothing falls through cracks.
Status update emails triggered by project milestones. Performance alerts sent when metrics exceed thresholds. Client portal updates automated.
Automation enables better service. Faster reporting, proactive alerts, consistent communication—that's white-glove at scale. Your team spends time on strategy, not status updates.
We build templated systems with client-specific customization. Common structure with variable data, branding, and presentation. Automation doesn't mean one-size-fits-all.
Automation improves margins by increasing capacity without adding headcount. Take on 5 more clients with same team size, or deliver same work in fewer hours. ROI shows immediately in capacity gains.
30-minute call to identify automation opportunities in your delivery process