AI & Automation for Agencies

Win more retainers, deliver consistent results, and stop your best people drowning in admin.

Book Your Free Discovery Call

Sound Familiar?

The challenges we hear from agency owners every week.

Client Reporting Nightmare

Hours spent on monthly reports that clients skim for 30 seconds. Manual data pulling, formatting, commentary.

Feast or Famine Pipeline

Busy with delivery, pipeline dries up. Win new clients, neglect delivery. Endless cycle.

Onboarding Chaos

Every new client is a scramble. Asset collection, brief taking, access setup - inconsistent every time.

Scope Creep & Overservicing

Projects balloon, hours eaten, margins shrink. No system to track or push back.

Knowledge Walks Out The Door

Client knowledge lives in account managers' heads. They leave, relationships suffer.

Can't Scale Without Hiring

More clients = more bodies. Growth capped by headcount and management overhead.

Solutions That Work

Practical systems built specifically for agencies.

Automated Client Reporting

Reports that build themselves. Data pulled automatically, insights generated, delivered on schedule.

  • Automated data aggregation
  • AI-generated insights and commentary
  • Branded report templates
  • Scheduled delivery to clients
  • Time saved: 5+ hours per client per month

Client Onboarding System

Consistent onboarding for every client. Asset collection, brief templates, access checklists - all automated.

  • Digital onboarding portal
  • Asset collection automation
  • Brief and discovery templates
  • Access request workflows
  • Kickoff meeting scheduling

Pipeline Automation

Keep your pipeline warm while you focus on delivery. AI nurtures prospects, surfaces hot leads.

  • AI-powered lead nurturing
  • Proposal follow-up automation
  • Retainer renewal reminders
  • Case study request sequences
  • Referral programme automation

Project & Scope Tracking

Know exactly where every project stands. Hours tracked, scope monitored, alerts before things go wrong.

  • Project status dashboards
  • Hours vs. budget tracking
  • Scope change alerts
  • Client approval workflows
  • Milestone notifications

Real Examples

The kind of problems we solve for agencies.

Monthly Reporting

8 hours per client per month.

Automated reports in 30 minutes total.

Client Onboarding

Scattered emails, missing assets.

Portal-based flow, everything in one place.

Pipeline Management

Proposals sent, then forgotten.

Automated follow-ups, more conversions.

Scope Tracking

Discover overservice at quarter-end.

Real-time alerts before budget burns.

Retainer Renewals

Clients cancel without warning.

Proactive renewal conversations.

Case Study Collection

No time to document wins.

Automated requests after successful projects.

How We Work

A straightforward process to get your systems running.

1

Discovery Call

We understand your business, current tools, and biggest pain points.

2

Diagnosis

We identify the highest-ROI opportunities and create a plan.

3

Pilot Test

We run a small test with real data to prove results before full build.

4

Build & Launch

Full implementation with training so your team can use it.

Ready to Scale Your Agency?

Book a free discovery call and we'll show you exactly where AI and automation can free up your team for client work.

Book Your Free Discovery Call