Agencies, studios, freelancers at scale
Digital & Marketing Agencies
Take on more clients without hiring another account manager.
- Leaks we see5 in a typical week
- Taken off you6 jobs
- First automation liveusually inside a month
Agencies are the clearest case for automation because the work is repetitive across clients and the margin is thin enough for hours to matter.
We also build automations that agencies resell. If you want to offer AI services to your client base without building a team for it, we can sit behind you — the work ships under your name.
Before and after
What the week looks like now, and what it looks like once this runs
The short version. Each of these is unpacked further down, next to the automation that removes it.
Costing you money today
- Client reporting eats two days at the end of every month.
- Briefs, assets and approvals live across email, Slack and three drives.
- Content production is bottlenecked on one or two people.
- New business follow-up slips whenever delivery gets busy.
- Nobody knows which retainer is quietly running at a loss.
Handled without you
- Client reports assembled from the ad and analytics platforms, with the commentary drafted.
- Briefs turned into structured tasks in your project tool automatically.
- First-draft content, ad variants and social copy generated on your brand rules.
- Pitch follow-up sequences that keep running while you are delivering.
- Time, scope and margin tracked per retainer with an alert when one drifts.
- White-label automation you can resell to your own clients.
What we would automate
4 automations, and the problem each one takes off the table
Not a menu — this is the order we would actually build them in. Start with the one costing you the most, prove it pays, then add the next. The panels are diagrams of the run, not screenshots: every automation is built inside your own systems.
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184calls answered 96%replied under 60s 11sent to a human
Bookings are up on last week, mostly from calls taken after 18:00.
01 Visibility
Ops Reporting & Alerts
The problem todayClient reporting eats two days at the end of every month, and it is the least valuable work anyone on the team does.
Once this is runningHow this one worksReports assembled from the ad and analytics platforms with the commentary drafted in your voice — an account manager checks and signs it rather than building it.
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- Needs youContract query from Halverson2 min
- Draft readyRe: order #40128 delivery date9 min
- Draft readyRe: availability week of the 14th14 min
- FiledSupplier statement — March21 min
- FiledNewsletter: trade price update38 min
02 Email
Inbox Triage & Reply Drafting
The problem todayBriefs, assets and approvals live across email, Slack and three drives, so something always sits unread for three days.
Once this is runningHow this one worksBriefs turned into structured tasks in your project tool, approvals chased automatically, and the shared inbox triaged so nothing goes quiet by accident.
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SourceGoogle lead formNameD. WhitfieldJobFlat roof leak, single storeyUrgencyToday if possible02:14captured before anyone woke up
03 Speed to lead
Instant Lead Responder
The problem todayNew business follow-up slips the moment delivery gets busy — which is exactly when the good enquiries arrive.
Once this is runningHow this one worksEvery enquiry answered and qualified within minutes, and pitch follow-up that keeps running while the team is heads-down on client work.
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Estimate 1042from your rate card
- Strip and dispose existing felt640.00
- Warm deck build-up, 90m²3,150.00
- Edge trim and outlets415.00
Total ex. tax4,205.00awaiting signature04 Sales
Quote & Estimate Builder
The problem todayNobody knows which retainer is quietly running at a loss until the quarter closes and the numbers are already spent.
Once this is runningHow this one worksScope and hours tracked per retainer against what was sold, an alert the week a job starts drifting, and proposals priced straight off your own rate card.
Other sectors we work in
Agents, brokerages, property managers
Real Estate & Property
Answer every portal enquiry first, and get the viewing in the diary before your competitor calls back.
Read more
Practices, dental, specialist clinics
Clinics & Healthcare
A fuller diary, fewer no-shows, and a front desk that is not drowning in the phone.
Read more
Contractors, trades, field service
Roofing, Plumbing & Home Services
Stop losing the emergency call you were up a ladder for.
Read more