Automation for agencies

Client count times account-manager hours is why margins feel tight.

Monthly reporting, onboarding, and status updates eat the senior time you bill for. We automate the assembly so account managers spend their hours on the work that renews and grows accounts.

What we automate here

The daily, costly, repeatable work, not a sprawling platform.

Operations

  • Order & data reconciliation across tools
  • Copy-paste between systems that don’t talk
  • Status updates and handoffs chased by hand

Sales & intake

  • Lead capture and enrichment
  • Quote and proposal generation
  • New-client intake and document collection

Reporting

  • Weekly reports built by hand
  • Dashboards stitched from spreadsheets
  • KPI roll-ups across departments
Straight answers

The questions people ask first.

This sounds too good to be true. What’s the catch?

Three honest ones. First, we only take on processes where we’re confident in the projection, so we say no a lot; if a process is too messy or too small to measure cleanly, we won’t pitch it. Second, the shortfall refund requires that the system was actually used as set out in the agreed scope, so we’re measuring the automation and not a process that quietly went back to the old way. Third, we’re a young firm still building a public track record, which is exactly why the risk sits with us and not you: the guarantee stands in for the years of case studies we don’t have yet. You can check who we are on our about page and register entry, and on LinkedIn.

How do you define and measure “savings”?

Before we build, we agree a baseline together: the labor hours your team spends on the process times their loaded cost, plus any tool licenses we’ll replace and the cost of errors and rework. From that we set a projected Year-1 saving and write it into the scope. After launch we re-measure the same line items, so the number is transparent and mutual the whole way through.

What if the savings come in smaller than expected?

Then we correct the fee. If projected savings were $40,000, the delivery fee would be $20,000. If verified savings later came to $30,000, the corrected fee would be $15,000 and we would refund $5,000. The system has to have been used as set out in the agreed scope, so we are measuring the automation rather than a process that quietly returned to the old way.

How fast can you build something?

Most first automations are working in 5 to 10 days, not months. We deliberately scope the first build narrow, around one painful, costly process, so you see real output quickly. Speed is part of the model: the sooner it runs, the sooner the savings start.

The Savings Audit

See what a Savings Audit would find in your agencies business.

20-minute fit check · no obligation · measured audit for qualified processes.