Marketing Agency
2× client capacity without hiring
Challenge
Account managers spend more time on reporting and admin than on client work. Taking on new clients means adding headcount, which compresses margins and slows growth.
Solution
Automation handles reporting and routine client admin, built around existing templates and tone. It produces client-ready output with minimal editing, freeing the team to focus on work that grows the business.
Implementation
Integrated with the agency project management tool, analytics platforms, and brief templates. The automation agent learned each client's tone and reporting format.
Optimization
After three weeks of account manager feedback, the agent was producing client-ready drafts 90% of the time with minimal editing.
2×
Client capacity without adding headcount
60%
Less time spent on reporting and admin
4 weeks
To full deployment