Industries · Marketing agencies
AI for marketing agencies: more accounts per person, without the margin leaking into admin
An agency’s problem is rarely one big task. It is the same twenty small tasks repeated for every client: pulling numbers, writing commentary, chasing access, drafting posts. Each client adds hours, and the hours eat the retainer. This page is about the work that scales with your client count, and how to automate it without mixing up clients.
What makes agency automation different
Almost everything here comes down to one fact: you run the same processes for many clients at once.
Many small clients, strictly separated
One workflow serves twenty accounts, but every client’s data, logins, brand voice and approvals must stay separate. We build each automation once, then give it per-client settings, so a report for one client can never pull another client’s numbers or tone of voice.
Client reporting eats the month-end
Reporting means collecting figures from ad platforms and analytics, formatting them, and writing the “so what”. The collecting and formatting can be fully automated; AI can draft the commentary; an account manager should still approve what the client reads. That split is where most of the hours come back.
White-label delivery
Clients buy from you, not from your suppliers. Tools run in your accounts, reports carry your branding, and any assistant you resell to clients speaks with their brand, not ours. We stay invisible to your clients.
Margin per account
An automation is only worth building if it costs less per client, per month, than the time it saves. We work that sum out with you before building: tool and AI usage costs at your client count, against the hours each account currently takes.
What agencies automate first
Ordered by how quickly they usually pay for themselves across a client roster.
Monthly client reports
Workflow automation →UsesAd platforms, analytics, your report template and each client’s targets.
GuardrailAI drafts the commentary; an account manager approves it before the client sees it.
Client onboarding
Workflow automation →UsesYour intake form, access-request checklist and project tool.
GuardrailAccess requests go out automatically, but nothing is granted to us without your approval.
First drafts of content at volume
Workflow automation →UsesA brand-voice profile and content calendar per client.
GuardrailEvery draft is reviewed; nothing is published without a named person approving it.
Assistants you resell to clients
AI chatbots →UsesEach client’s website content, FAQs and enquiry routing.
GuardrailEach client gets its own knowledge base; answers never cross between clients.
Rolling out across your client roster
The mistake is automating all clients at once. Prove it on a few, then template it.
Weeks 1–2
Build the automation for three representative clients, including your most awkward one.
Weeks 3–4
Run it for real on those three; account managers note every correction they make.
Week 5
Turn the corrections into per-client settings and a written onboarding checklist.
Weeks 6–8
Roll out to the rest of the roster in batches, checking the first run for each client.
Ongoing
New clients are added by filling in settings, not by building anything new.
Client data and access
- Ad-platform and analytics access is granted through your agency accounts with the narrowest permissions that work, and can be revoked per client at any time.
- Each client’s data and prompts are stored separately, so a mistake in one client’s settings can’t expose another client’s information.
- Your client contracts may restrict how their data is processed. We check those restrictions with you before any client is added, and the data-processing terms between us are agreed in writing for each project.
What it costs, roughly
One automation for your roster, such as monthly reporting, usually fits Growth ($2,000–$8,000), because the work is in making it reliable across many clients rather than for one. A single internal workflow, like routing your own new-business leads, can fit Starter ($500–$1,500).
Compare all packages and termsWhich task do you repeat for every client?
We reply within 24 hours on weekdays, and after a free call you get a written plan, timeline and fixed quote.