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✦ For marketing agenciesDeliver more for clients without hiring for it.
Reporting, onboarding and follow-up built under your brand, so each account manager carries more clients without the work slipping. The Monday report builds itself.
White-label ready. Your brand on every report and every reply. Builds from $200.
The three jobs that eat an account manager's week.
Reporting is the biggest one. In our audits, client reporting often takes a few hours per client each month. Then onboarding. Then the follow-up that never happens fast enough.
Client reporting
GA4, Google Ads, Meta and your CRM pulled into one branded report per client, built and sent on schedule.
- Every source, one report
- Your logo, your commentary slot
- Sent before Monday standup
Client onboarding
Signed contract triggers the whole kickoff: intake, asset collection, access requests, workspace, first report.
- 15 hours of setup becomes 3
- Nothing waits on a forgotten email
- Access chased automatically
Lead follow-up
Inbound leads answered in seconds, qualified, and routed to the right person.
- Reply in under a minute
- Serious buyers flagged
- Logged in your CRM
A signed client becomes a set-up project, without the scramble.
The 30 days after signature decide whether it's a two-year retainer or a six-month churn. Most of that time is spent chasing access and assets. The workflow does the chasing.
By hand
- Intake review & brief 2–3h
- Brand asset collection 3–4h
- Platform access requests 4–6h
- Reporting dashboard setup 3–4h
- Internal briefing 1–2h
Automated
- Intake parsed into a brief auto
- Asset requests sent & tracked auto
- Access chased until granted auto
- Dashboard from template 30m
- Team briefed in Slack auto
Your brand on every report. Ours nowhere.
Sell automation, reporting and AI agents as your own service. We build and run it; your clients only ever see you. That's a new line on your rate card without a new hire.
Work out what manual reporting costs you.
Drag to your numbers. An estimate with the arithmetic shown. Your figures, nothing hidden. The same sum is worked through in our post on automated client reporting.
Agency-shaped builds we've shipped.
Real builds from the portfolio: campaign reporting, content pipelines, lead capture and follow-up. Open any to read how it was built.
FAQ
What agency owners ask first.
Will my clients know it's not you?+
Does it work with the tools we already use?+
How is it priced for an agency?+
How fast can the first report ship?+
A fixed price for the build, a monthly fee to keep it running. The audit is free and comes first.
For the wider picture, we answered the 24 questions owners ask about AI automation, from what it costs to what goes wrong.
Book a 30-minute partner call.
No pitch deck, no platform demo. Bring your client list and we'll work out which three flows pay back first.