Agencies: serve more clients without adding account managers.
We install AI agents that take reporting, CRM updates, and onboarding off your account team - with you reviewing everything before it goes out. The admin comes off; the strategy stays with your team.
You sell strategy. Your account team spends the week on the admin around it.
Reporting, CRM housekeeping, onboarding emails - they take as much time as the billable work, and none of it needs an account manager's judgment. Marketers get about 6 hours a week back when an agent handles that layer. On a five-person team, that's a part-time hire's worth of capacity, without the hire.
Two ways to run agents at an agency.
A new agent, or more out of the AI tools your team already uses.
We build it and run it for you
It runs around the clock. Your team messages it in chat, it does the work in your tools, and it asks before anything that matters.
We build out what your team already uses
Your team already works in Claude Code or Codex. We connect it to your systems and teach it the jobs you repeat.
What an agent can take. What stays with you.
The repeatable work comes off your account team's plate. Strategy and client relationships stay with them. Roughly where the line falls:
| Task | Agent | Team |
|---|---|---|
| Drafting client reports | ||
| Updating the CRM after calls | ||
| Onboarding sequences and follow-up | ||
| Chasing unpaid invoices | ||
| Campaign strategy and channels | ||
| Creative direction | ||
| Client relationships | ||
| The final say on everything |
It runs inside your CRM and reporting stack.
We connect it to your CRM, analytics, and inbox - it pulls the numbers, drafts the report, and updates records after calls. Most firms run one of these:
On something else? No problem - we connect to what you've got.
Starting with a single job, starting with a single output.
Scope
One call. We map your reporting and your stack, agree what's automated and what you review before it goes out, and set the price up front.
Build
We connect your CRM, analytics, and inbox, set what you review before it goes out, and start from your own report format.
Launch
One output, one client to start. Your account manager reviews every draft; the agent learns from the edits until they stop.
Support
We stay on for upkeep and new work as your client roster grows.
Who this is for - and who it isn't.
A fit
- A team drowning in client reporting
- On HubSpot, Pipedrive, or Salesforce with analytics
- Onboarding new clients on a repeatable sequence
- Want capacity without another hire
Not a fit
- One or two clients, no repeatable reporting yet
- No CRM or analytics to connect to
- Anyone wanting to hand off strategy, not the admin around it - that's yours
See the work in practice.
No deck. Just an honest look at your reporting.
One call. We'll show you where your account team's hours go, and whether an agent's worth it.
Book a call