AI automation for agencies & consultancies
Recover 30–50 hours of senior time per month.
AI automation built for marketing agencies, creative shops, and consultancies between 5 and 50 people. Client reporting, competitor intel, AI-drafted proposals, content pipelines. Start with a 3-day Pilot at $990 or the full 14-day Sprint at $6,500.
The work your team already does. Just faster, better, and without burning out your seniors on report assembly at 9pm on Friday.
Why agencies are a strong fit
Repetitive client work, premium billing, clear ROI math.
Repetitive per-client work
Weekly/monthly reports, status updates, proposals — the same shape across clients, just different data.
High hourly rates
Senior time loaded at $150–$300/hour makes the automation math obvious. Every hour recovered pays for itself fast.
Clean APIs
GA4, Stripe, Ads platforms, HubSpot, Notion — modern agency stack has APIs. Integration is not the bottleneck.
Measurable outputs
Utilisation rates. Proposal-to-close. Retainer margin. Concrete metrics you can put a number on before and after.
The six workflows
Each ranked by time recovered, with real metrics.
Recovers 4–8 hrs/client/month · Report turnaround ↓ 70% · Senior-time utilisation ↑
Pulls metrics from GA4, Stripe, ad platforms, CRM, and your internal tools. Claude writes the weekly or monthly narrative tuned to each client's brand voice and KPIs. Humans review and ship. At a 10-client agency this alone recovers 30–80 hours per month.
Fit: Any agency with 5+ active retainer clients
Weekly signal vs ad-hoc research · Client insights ↑ · New-business angles surfaced weekly
Monitor 20–50 competitors or category leaders across pricing, product launches, content, hiring, and ad creative. Workflow compiles a weekly brief with strategic implications per client. Used both internally and packaged as a premium deliverable.
Fit: Strategy-led agencies, category specialists
First-draft time ↓ 80% · Proposal volume ↑ 2–3× · Senior capacity for BD ↑
From a brief intake (discovery call notes, RFP, lead form), the workflow produces a strong 70% first draft of a proposal — scope, timeline, deliverables, case study references, pricing. Seniors edit the last 30% and ship.
Fit: Agencies that write 5+ proposals per month
Output 5× per operator · Research time ↓ 90% · Editorial time preserved
Topic monitoring, brief generation, AI drafting with brand voice, editorial review, scheduling. Lets one content operator produce what used to take a five-person content team. Humans own taste and final approval.
Fit: Agencies with in-house content or inbound marketing
Time-entry completion ↑ · Project profitability visibility ↑
Reads calendar events, Slack activity, and tool usage to draft time entries your team just reviews and approves. Weekly utilisation report flags overbooked vs under-utilised staff.
Fit: Agencies where time entry is chronically late or incomplete
Lead-to-meeting ↑ 30–60% · SDR capacity ↑ · Time-to-first-touch ↓
Every inbound lead is enriched with firmographics, intent signals, and LinkedIn activity, then scored and routed to the right partner with a context brief already in the CRM.
Fit: Agencies generating 50+ inbound leads per month
Pricing · two ways in
Start with one. Scale when the ROI is obvious.
3 days · live
Pilot Workflow
$990USD€900 · £790 · A$1,490
One small agency workflow — live in 3 days. A single client-reporting digest, competitor digest to Slack, or AI-drafted proposal template. Credited toward the Sprint.
- 30-min scoping call
- One live workflow
- One integration
- Credited toward the Sprint
14 days · fixed
· FlagshipThe Sprint
$6,500USD€6,000 · £5,200 · A$9,800
One full production workflow for your agency — client reporting, competitor intel, AI-drafted proposals, content pipeline, or lead enrichment. Live on day 14.
- Free 30-min scoping call
- Full build with integrations
- Shadow-mode validation
- Docs + dashboard + 30-day support
- Live by day 14 or refunded
Running 3+ workflows? Multi-Workflow Program from $18,000 · or the AI Automation Retainer from $3,500/month.
FAQ
Questions agency owners ask.
Which workflow should an agency automate first?
Client reporting, in most cases. Every agency over 10 clients spends 4–8 hours per client per month assembling reports nobody enjoys writing. A reporting automation that pulls metrics from GA4/Stripe/Ads/HubSpot and writes the weekly or monthly narrative with Claude recovers 30–50 hours of senior time per month at a typical 10-client agency. ROI is immediate and unambiguous. Competitor monitoring and proposal drafting come next.
How much does this cost?
Pilot Workflow: $990 USD (€900 / £790 / A$1,490), 3 days, one live automation — fully credited toward the Sprint if you proceed. 14-day Sprint: $6,500 USD fixed (€6,000 / £5,200 / A$9,800) for one full workflow. Multi-Workflow Program (3 workflows over 8–12 weeks): $18,000–$32,000 USD. For an agency recovering 30–50 senior hours per month at $150+/hour loaded cost, a single Sprint pays back in under 2 months.
Does this replace my team?
No — it frees them from the work nobody wants to do so they can focus on the work that actually wins contracts. The junior time that used to go into report assembly moves into strategy thinking and client conversations. Senior time that used to go into proposal grinding moves into actual business development. Agencies that frame AI as headcount reduction lose their best people; agencies that frame it as senior-time-recovery grow output.
Does this work for creative agencies, not just data-heavy ones?
Yes. The automations that move the needle at a creative shop are different — content pipelines (brief generation, first-draft copy, social post generation), competitive campaign intel (what your competitors are shipping), and moodboard-to-copy automations. The underlying pattern is the same: automate the research and assembly, keep the judgement and craft human.
Can clients tell the workflow is AI?
The output is designed to pass as work done by your team because it IS work done by your team — the workflow drafts, your staff edit and approve. What changes is the speed. What does not change is the voice. Most agencies I build this for explicitly disclose AI use in proposals as a differentiator ("we automate the grind, so your strategy gets our attention") and it converts, not the reverse.
How long before we see results?
Week 1 of live: agents feel the time savings on their calendars. Week 2: first client-facing output (reports, proposals) ships noticeably faster. Month 1: measurable improvement in turnaround times and senior-time utilisation. Month 3: enough throughput improvement to take on extra clients without hiring — which is where the compounding really starts.
Related reading
David Dacruz
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Next step
Ready to recover 30–50 senior hours per month?
Free 30-minute scoping call. We map your highest-ROI workflow — usually reporting, competitor intel, or proposals — and confirm the 14-day scope. You only commit after the call.