Prospect outreach, client onboarding, monthly reporting, and retainer renewals — automated so your team focuses on strategy, not administration.
ROI: Saves 15–25 hrs/week in admin and reporting per account manager. Enables agencies to scale from 10 to 25+ clients per AM without additional hires. Reduces client churn by 20% through proactive communication.
Mission Control Snapshot
Your deployment includes specialized agents, defined handoffs, and a real-time operator view of current workflows.
What We Automate
These aren't generic workflows. Every automation below is built specifically for how Marketing Agencies businesses operate.
Your BD agent scrapes LinkedIn and Apollo.io for CMOs and Marketing Directors at target companies, enriches with email and direct dial, and runs hyper-personalized cold email sequences referencing their current ad spend and recent campaigns.
Includes
When a contract is signed via PandaDoc, your onboarding agent kicks off the full sequence: welcome email, Slack invite, intake form, access request checklist, and project setup in ClickUp with templated task structure.
Includes
At month-end, your reporting agent automatically pulls data from Google Analytics, Meta Ads, and Google Ads, generates a performance report with AI-written narrative summary, and sends it to the client with a review call booking link.
Includes
Your content agent populates 30-day content calendars in Notion or Airtable, drafts captions and selects assets, then publishes to all channels via Buffer or Hootsuite on schedule — tracking engagement and flagging top performers.
Includes
When a retainer contract is expiring in 60 days, your account manager agent initiates the renewal conversation, prepares a renewal proposal with YTD results, and follows up until signed or the status is updated in your CRM.
Includes
AI Team Structure
Each agent has a defined role, specific capabilities, and clear success metrics — working in concert to cover your entire operation.
Runs outbound prospecting. Manages cold email sequences. Qualifies inbound leads. Sends proposals.
Executes client onboarding sequences. Sets up project structures. Requests access credentials. Sends welcome materials.
Pulls multi-platform performance data monthly. Writes narrative summaries. Generates and delivers client reports.
Manages content calendar. Drafts social copy. Schedules publishing. Monitors engagement metrics.
Proactively surfaces upsell and renewal opportunities. Tracks client health scores. Manages retainer renewals.
Agent Communication Flow
Integration Stack
Your AI workforce integrates with the platforms your Marketing Agencies business already runs on. No rip-and-replace required.
Need a custom integration? If your business runs on proprietary systems or internal tools, we build custom integrations to any API, webhook, or database. Talk to our engineering team →
Real Examples
Real-world prompts your agents process daily — automatically, 24/7.
"Pull Q1 performance data for Acme Corp from Google Analytics, Meta Ads, and Google Ads. Write a client-facing summary and send by Friday."
"Retainer contract for BrightPath Media expires in 45 days. Compile YTD results and draft a renewal proposal."
"New contract signed with Summit Group. Trigger the full onboarding sequence and set up their ClickUp project."
Request a demo tailored to your industry. We'll show you real workflows, real integrations, and real outcomes from companies like yours.