Overview
A 30-person marketing agency was drowning in internal operations — client reporting, onboarding, invoicing, and weekly performance summaries were consuming 15+ hours of senior staff time per week.
Details
- Industry
- Marketing Services
- Client
- Confidential — Marketing Agency, 30 Employees
- Timeframe
- 6 Weeks
The Challenge
Every client report was manually pulled from 4 different platforms, formatted in Google Slides, and emailed out. Onboarding new clients took 3 days of back-and-forth. There was no automation anywhere in their operations stack.
Our Approach
- 01
Mapped every manual process across the agency's entire operations workflow
- 02
Built automated client reporting pipelines pulling from Google Analytics, Meta Ads, and HubSpot
- 03
Created an AI-powered report generator that writes narrative summaries in the agency's voice
- 04
Automated client onboarding — from signed contract to kickoff doc in under 4 hours with zero manual touch
- 05
Built invoice generation, approval routing, and payment follow-up automations using Make + Stripe
Results
Reduction in Manual Time
Saved Per Week
Weeks to Full Deployment
“We got 15 hours a week back. For a 30-person agency, that's like hiring two full-time people. The reporting alone used to ruin every Friday — now it sends itself.”
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