Industry
Reports built, renewals worked, clients updated, without the Friday scramble.
We build into the CRM, project tools, and ad accounts your agency already runs, so client reports draft themselves from real data, referrals get answered in minutes, renewals start on a schedule, and account managers spend their time on the account.
The problem
Friday afternoon is for pulling numbers from six platforms into a deck. A referral sat in a partner's inbox for a week. The renewal came up in the same month it expired. The strategists are doing work that does not need a strategist.
What we install here
Four modules, mapped to how agencies run.
Each module has an owner team, an outcome, and hard limits. They connect to each other on one layer, so the second one installs faster than the first.
- 01Inbound ResponseFor your front desk and sales teamReferrals and inbound leads from email, forms, and DMs answered in minutes, qualified against your profile, routed to the right partner, and booked.See the module
- 03Follow-upFor your revenue teamWeekly client updates and monthly reports drafted from GA4, the ad accounts, and the project tool for an account manager to approve, renewal countdowns started early, and paused accounts re-engaged.See the module
- 04Operations and VisibilityFor leadershipOne screen for accounts by health, reports due, renewals by date, and what is waiting on an account manager, read-only on the money.See the module
Also on the layer
Installs on the same connections once the first system is live.
Built into the tools you already run
- HubSpot
- Pipedrive
- Asana
- Notion
- Monday
- Google Ads
- Meta Ads
- LinkedIn Ads
- GA4
- Looker Studio
- Slack
- Gmail
How it goes live
Six steps, the same on every install.
We start with how your company runs, not with software. Nothing gets ripped out, and nothing gets migrated.
- 01Map the operationWe sit with the people doing the work and follow leads, quotes, money, and messages through the tools that carry them today.
- 02Set the scope and the priceYou get the outcome, the boundaries, and one set price in writing before anything is built. It moves only if the scope does.
- 03Connect your stackWe build into the CRM, inbox, phone line, and payment tools you already run. The first working build is in your hands within two weeks.
- 04Run in review modeThe system reads real events and prepares real work. Your team approves every result before it goes out, and we make a round of changes every week.
- 05Grant narrow authorityProven, routine actions start running on their own, inside limits, with escalation rules and a full record.
- 06Launch and run itWe take it live, watch it in production, and stay on to run and improve it every month.
Questions
What agencies ask first.
Will reports read like a template?
They are drafted from your own reports, decks, and emails, in your agency's framing, and an account manager approves each one before it goes out. The system drafts; your people sign.
How is client data kept separate?
Each client's data lives in its own space, with no cross-client training and no shared context. We build to your security requirements and can work under a per-client agreement if a client requires it.
What about ad platform rules?
The system uses each platform's published interface, respects its limits, and documents the exact calls it makes so a client's compliance team can review them.
Can we put this in front of clients?
Yes. Reports and updates go out under your masthead, and some agencies run the layer as a service tier. What we build belongs to you.
Further reading
Your first department
Bring the process you still run by hand.
One mapping call. You leave with the system design, the price in writing, and the date it goes live. The first build lands in two weeks.
Case studies
Three installations, and what changed inside them.
Names withheld, every number from a system running in production.
Read the case studies