
Marketing agencies
Winning clients is the top problem for agencies. We take the follow-up off your desk.
We help agencies spend more of the week winning and serving clients.
Where the time goes
In AgencyAnalytics' 2026 survey of 494 agency professionals, winning new clients was the top problem for 30%, ahead of the client work itself. The hours go to replying to leads, writing proposals and chasing follow-ups.
What we’d build first
- AI task: Reply to new leads within the hour, with your team’s approval
- AI task: Draft proposals from your discovery call notes
- AI task: Follow up on quiet leads and overdue invoices
The rules we build to
- Your team reviews anything a client sees.
- Client data stays in your accounts and is not used to train anyone’s model.
An example day at an agency
- AI task: Reply to 6 overnight leads with a time to talkApproved by Dana
- Creative review
- AI task: Turn the discovery call into a proposal draftDraft ready
- Client workshop
- AI task: Send friendly reminders on 3 overdue invoicesApproved by finance
This is an example, not a promise. The assessment finds what fits your business.
See where AI could save your team time.
In a free 30-minute call, we learn how your team works and find the tasks worth starting with. You keep the ideas either way.