Digital agencies sell time. Every hour spent on reporting, proposals and admin is an hour not billed. We automate the delivery overhead that erodes agency margin — so your team spends more time on work clients actually pay for.
Logging into Google Ads, Meta, GA4, Search Console. Downloading data. Pasting into templates. Writing commentary. Formatting the deck. An account manager's entire Monday, every month.
Access requests, briefing documents, kick-off agendas, onboarding checklists — all done differently by different account managers. New clients get a different experience depending on who handles them.
A new business enquiry comes in. Someone finds the closest previous proposal, updates the client name, reprices the line items, reformats. Two hours of senior time per pitch.
A campaign underperforms for three weeks before anyone flags it. By the time the client raises it, there's a difficult conversation instead of a proactive update from your team.
Every engagement is specific to your agency. These are the systems we most commonly build for digital agency clients.
Make.com pulls data from Google Ads, Meta, GA4 and Search Console on a schedule. AI generates the performance narrative. Branded PDF reports delivered to clients automatically — monthly reporting goes from a day to an hour.
New business enquiry logged in Monday.com. One trigger generates a branded proposal from your service menu and rate card — correct pricing, correct scope, correct branding. Sent within the hour, not two days later.
When a deal closes, an automated onboarding sequence begins — access requests sent, briefing document triggered, kick-off scheduled, Monday.com board created. Every new client gets the same professional experience.
Automated alerts triggered when key metrics fall outside agreed thresholds — CTR drops, ROAS dips, spend paces ahead of budget. Your team knows before the client does, every time.
Book a 20-minute discovery call. We'll identify where your team is losing the most unbillable hours.