Take on more clients without more account managers.
Agencies sell growth but run on manual work: onboarding checklists, monthly reports pulled by hand and new business that depends on the founder. We automate the delivery admin and build the outbound system you keep meaning to set up.
Data from ad platforms, analytics and your CRM is pulled into a report with a written summary for the account manager to check.
A signed proposal starts the contract, invoice, access requests, kickoff booking and project setup automatically.
Briefs, approvals and status updates move between your team and the client without status meetings.
A steady list of right-fit prospects and a short sequence that starts conversations instead of pitching.
Account managers lose the first three days of each month building client reports.
Reports are drafted automatically on the 1st with numbers and a summary. Account managers review, add their take and send.
No rip and replace. We build into what you already use.
This is where most agencies need us. The free lead audit reviews your current outreach and gives you sharper targeting, filters and a rewritten sequence.
Find the workflow to automate first. Optional 30-minute consultation after.
One workflow, built and tested in your tools, with 14 days of fixes.
About the Pilot →Several connected workflows or AI agents across your operation.
Software subscriptions and usage costs are separate.
Estimate the value of your team's time with the free savings calculator →Free, online, a few minutes. You get a full report.