Agencies & Service Businesses
Less admin between the sale and the work your clients pay for.
Marketing, design, web and other service agencies spend a surprising share of each month on admin: chasing briefs and logins, setting up projects, compiling client reports and qualifying leads that may not be a fit. Automation handles the repeatable parts so account managers can focus on clients.
Book a Free AI ConsultationWhat we automate for agency businesses
- Qualify new leads against budget, scope and service fit
- Collect client briefs, assets and access details through a structured intake
- Run onboarding steps: folders, project boards, kick-off scheduling
- Prepare monthly reporting packs from your analytics and project tools
- Reduce project admin: status updates, time-tracking reminders, overdue-task digests
Workflow
Signed client to first monthly report
- Automated step
- A person reviews or acts
- 01
Contract signed (automated)
Onboarding triggered from the CRM.
- 02
Brief & access requested (automated)
Structured intake form and checklist sent.
- 03
Brief completeness check (automated)
Missing items chased automatically.
- 04
Project set up (automated)
Folders, board and kick-off slots created.
- 05
Kick-off & scope confirmed (a person reviews or acts)
Account manager runs the kick-off.
- 06
Report pack prepared (automated)
Data pulled into your report template monthly.
- 07
Commentary & send (a person reviews or acts)
Account manager adds insight and sends.
Rules and tools are agreed during design.
Example
One inquiry, handled consistently
“We'd like help with paid social for our three clinics — budget around €2k a month. Can you start next month?”
- Classified: paid social, multi-location, budget within your stated range
- Qualifying questions sent: current ad accounts, goals, decision-maker
- Account manager notified with a summary
- Brief and access checklist queued to send once the proposal is accepted
Sample data for illustration — not a customer case study.
Commercial value
Why it matters to the business
Faster starts
Projects begin with complete briefs and working access instead of a fortnight of chasing.
Reports without the scramble
Numbers arrive pre-assembled, so time goes into interpretation rather than copying.
Leads sorted early
Poorly matched enquiries are identified before a long sales call.
- Client reports are reviewed and annotated by your team before sending — the automation prepares data, not conclusions
- Client credentials are collected through a secure method you approve, never pasted into chat or email
Relevant services
Where to start
AI Lead Management
Capture inbound enquiries, qualify them against your criteria, update your CRM and make sure every lead gets followed up.
- Classification & qualification
- CRM updates & staff notifications
- Timed follow-ups and escalation
Business Process Automation
Automate repetitive admin: process incoming emails, extract data, keep systems in sync and produce reports without manual effort.
- n8n, Make, Zapier or custom APIs
- Error handling & monitoring
- Documentation & handover
Custom AI Agents
Language models connected to your approved tools and data, with permissions, logging, error handling and human approval built in.
- Starts with a workflow assessment
- Allow-listed tools & permissions
- Approval for consequential actions
Next step
Find out what's worth automating in your business.
Book a free 30-minute consultation. We'll look at how your team works today and recommend a practical first step, or tell you honestly if automation isn't worth it yet.