Professional Services
Cutting 12 hours of weekly admin for a growing agency
Automating client intake and reporting freed a 14-person agency from manual busywork and sped up onboarding.
12 hrs
Weekly admin saved
3x
Faster client onboarding
-85%
Manual data entry
Client — Regional Marketing Agency
The challenge
A fast-growing agency was onboarding clients through a patchwork of forms, spreadsheets, and email. Account managers spent hours each week copying data between tools and assembling reports by hand.
What we did
We mapped the intake-to-reporting workflow, then built an automated pipeline connecting their CRM, project tool, and reporting stack — with an AI assistant drafting the first pass of each client report.
Want results like these?
Start with a free workflow audit. We'll show you exactly where AI and automation can save you time and money — no obligation.