All industries
Marketing and creative agencies
Onboard every client the same way, and stop rebuilding monthly reports.
Software can start every new account the same way and draft the monthly reports for your review.
Agencies lose margin in two places clients never see: onboarding each new account by hand, and rebuilding the same reports every month. Most of both follows a pattern: the brief, the brand rules, the drafts, the checks, the schedule, the numbers. We can build software for that pattern, with AI writing first drafts, and a person signs off on anything a client could be held to.
Your week, before and after.
Today
- Every new client onboarded from scratch, a little differently each time.
- Monthly performance reports rebuilt by hand across a dozen accounts.
- Brand rules applied differently by each person on the team.
- Claims checked from memory instead of from a list.
What it is built to do
- Every new account starts from the same checklist.
- Monthly reports arrive put together and ready for review.
- Work looks like your brand whoever on the team touched it.
- Drafts start from a first version, and a person still signs off on claims.
See it on your own version of this job.
Map it for free, with no call and no sign-up. Or write to Shrish.