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For marketing agencies

Agencies lose days to reporting, onboarding and client updates. We automate the operations around your delivery so the team can focus on the work clients pay for.

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01 Common challenges

  • Weekly reports built by hand
  • Messy client onboarding
  • Leads and tasks spread across tools

02 What we build

  1. 01

    Automated client reporting

    Data pulled from ad platforms, summarised by AI and sent on schedule.

  2. 02

    Onboarding workflow

    Contracts, forms, folders and kickoff tasks created from one trigger.

  3. 03

    GoHighLevel and CRM setup

    Pipelines and follow-ups configured for you or your clients.

03 Example workflow

  1. 01 · Schedule

    Every Monday

  2. 02 · Collect

    Ad data

  3. 03 · Write

    AI summary

  4. 04 · Send

    Client report

04 Services involved

05 Related work

01Sample projectMarketing agency

Automated client reporting for a marketing agency

A reporting system that pulls campaign data every week, writes AI summaries and delivers branded reports to every client.

View project

→ Free consultation

Book a free 30-minute strategy call. We will map where AI and automation can save you the most time.

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