Leads answered in minutes. Reports done by morning. Account managers back on the work clients pay for.
For marketing agencies with two or more account managers and a client list that keeps them busy.
It starts with a $3,000 two-week audit, credited in full toward a build. You get the numbers and a plan, whether or not you build.
01
Sound familiar?
A lead fills out the form on your site and gets a reply the next afternoon, after they already picked someone else.
Account managers spend the first week of every month building reports instead of talking to clients.
Proposals go out and the follow-up depends on who remembers.
You hear a client is unhappy when they email to cancel, not before.
02
What we build for you
- 01
Inbound lead qualification
Every form fill and inbound call gets a reply in a minute, a few qualifying questions, and a meeting booked on the right person's calendar.
- 02
Proposal follow-up sequences
Open proposals get followed up by email, text, and phone on a schedule you set, with the answer logged in your CRM.
- 03
Client reporting agent
Pulls ad, analytics, and CRM numbers for every client into a first draft of the monthly report, in your template, ready for a human to add the story.
- 04
Onboarding automation
Contracts, intake questionnaires, access requests, and kickoff scheduling handled the same way every time.
- 05
Meeting notes and next steps
Client calls turned into a summary, action items, and CRM updates before the account manager is back at the desk.
- 06
Retention signals
Late payments, dropped engagement, and missed meetings flagged to the account lead early enough to do something.
What you should know
Works with HubSpot, GoHighLevel, Slack, Google Ads, Meta, and the reporting tools you already use.
Runs in accounts set up in your name. Your client data stays in your systems; we do not host it.
Everything we build for you belongs to you, including the documentation.
Want to offer this to your own clients? We build it under your name and you own the relationship.
03
Where the money is
The use cases owners in this business ask for first, ordered by payback.
- 01
Speed-to-lead agent
- The problem
- Inbound leads wait hours for a human. Most have talked to two other agencies by then.
- What we build
- An agent that replies in under a minute, asks three qualifying questions, and books a call with the right person.
Typical impact
Typical: 2x more inbound leads reaching a first call
- 02
Monthly reporting agent
- The problem
- Reporting week eats 20% of every account manager's month.
- What we build
- An agent that pulls every client's numbers into your report template and drafts the summary. Humans add the story.
Typical impact
Typical: 15 to 25 account manager hours back per month, per manager
- 03
Proposal follow-up sequences
- The problem
- Proposals sit open and nobody chases them consistently.
- What we build
- Automated follow-up by email, text, and phone until the prospect answers, with the outcome in your CRM.
Typical impact
Typical: 10% to 20% more proposals closed
- 04
Client onboarding automation
- The problem
- Every new client is onboarded a little differently and something gets missed.
- What we build
- Contract, intake, access requests, and kickoff scheduling run the same way every time, with a checklist your team sees.
Typical impact
Typical: onboarding time cut from two weeks to one
- 05
Meeting notes to CRM
- The problem
- Client calls end and the notes live in someone's head.
- What we build
- Summary, action items, and CRM updates produced from the call recording, then reviewed by the account manager.
Typical impact
Typical: 3 to 5 hours a week back per account manager
- 06
Churn early warning
- The problem
- You find out a client is leaving when the cancellation email arrives.
- What we build
- An agent that watches payments, engagement, and meeting attendance and flags accounts at risk to the account lead.
Typical impact
Typical: 1 to 2 accounts saved per quarter
Typical ranges from similar businesses, not guarantees. Your audit measures your real numbers.
Find out how many leads and hours your agency is losing.
The audit takes two weeks and gives you a number you can act on.
Designed for businesses doing $2M+ in annual revenue.