Industry · Marketing Agencies & Consultancies

AI automation for Marketing Agencies & Consultancies. Production systems, not slide decks.

Custom AI agents, CRM automation, and voice AI tailored to the workflows that move revenue in your industry. We have shipped these systems for businesses in your space.

Where the time goes

The 4 biggest manual pains in marketing agencies & consultancies.

1

Client onboarding takes 3-4 weeks of back-and-forth

2

Status reporting is manual, eats agency hours, inconsistent

3

Sales pipeline forecasting is gut-feel

4

Time tracking and invoicing decoupled, billing leaks

What we build

The 4 highest-ROI automations we ship for marketing agencies & consultancies.

Productized onboarding engine

Self-serve client intake, asset collection, kickoff scheduling — onboarding from 3 weeks to 5 days

6x faster onboarding

Auto-generated client reports

Weekly and monthly client reports auto-generated from GA4, ad accounts, CRM data

15-20 hours saved per month per AM

Pipeline forecasting dashboard

CRM-driven forecast with stage-probability weighted projections, MRR walk visible

Forecast accuracy up 40%

Time-to-invoice automation

Time tracking auto-syncs to invoice draft on project completion, no leaks

8-12% revenue recovered

Practical questions about automation in marketing agencies & consultancies.

Yes. We build under your brand with no SIT references in client-facing artifacts. Partner channel program available with rev share.

Yes for all three. Time data syncs to invoicing platform (Stripe, FreshBooks, QuickBooks, Xero).

Ready to automate marketing agencies & consultancies?

Book a 30-min discovery call. We will identify your top 3 automation opportunities, give you a build estimate, and start where the ROI is fastest.