Your margin is disappearing into onboarding, reporting and rework.
I spent years inside a St. Louis digital agency before going out on my own, so I know where agency hours go: kickoff checklists, a monthly report for every account, and briefs that come back wrong. I manage AI agents that handle that production work, and I build tools you can sell to your clients.
Flat rate starting at $499 a month. No per-client fees.
Where the hours go in a marketing agency
Every agency owner knows the gap between hours sold and hours worked. The difference usually lives here:
- New client onboarding: access requests, kickoff questionnaires, folder setup, project boards and the welcome email, built by hand each time.
- Monthly reports for every account, screenshots pasted into slides, then the same commentary rewritten twelve ways.
- Listening to sales calls for clients who swear the leads are bad.
- Content production at volume: blogs, social calendars, ad variations and landing pages for every client.
- Briefs and scopes that start as a rambling call and end as three rounds of revisions.
- Style guide checks on everything before it leaves the building.
- Account managers retyping the same update into the CRM, the project tool and the client email.
What my AI agents take off your plate
Client onboarding
A signed proposal kicks off the access requests, questionnaire, folders, project board and welcome sequence. Your team reviews the result instead of building it.
Business process automation →Reporting for every client
Analytics, ad and lead data pulled into one dashboard per client, with a plain-English summary drafted for the account manager to edit.
AI reporting and dashboards →Call scoring
Calls pulled from your call-tracking platform, transcribed and scored against your criteria, with coaching notes your clients can use.
AI lead follow-up →Content at volume
Drafts built from each client's voice and source material, batched by month, ready for your writers and strategists to sharpen.
AI content production →Brief and scope pipeline
A recorded kickoff call becomes a structured brief, a draft scope and a task list, with open questions flagged before work starts.
SOPs and training →White-label add-ons
Dashboards, call scoring and reporting tools built so you can offer them to clients under your brand, as a new line on the invoice.
Custom tools and SaaS replacement →Who does what
Agents do the assembly. Strategy, taste and client relationships stay with your people.
| Task | What the agent does | What stays with your team |
|---|---|---|
| Onboarding | Sends requests and forms, sets up folders and boards | The kickoff conversation and expectations |
| Reporting | Pulls data, builds the dashboard, drafts commentary | What the numbers mean and what to do next |
| Call scoring | Transcribes, scores and drafts coaching notes | Delivering hard feedback to a client's sales team |
| Content | Drafts in the client's voice, checks it against the style guide | Creative direction, editing, final approval |
| Briefs and scopes | Turns calls into a draft brief and scope | Pricing, scope boundaries, saying no |
Stop paying per client for your tools
Agency tool bills scale the wrong way. Reporting platforms charge per client or per data source, call analysis add-ons bill by usage, and the project tool charges per seat. The bigger your roster, the more you pay to do the same work.
An owned dashboard or scoring tool flips that. It's built for your reporting format, lives in accounts you control, and adding a client doesn't raise the bill. That's custom tools and SaaS replacement. If your agency CRM is full of dead deals and duplicate contacts, CRM cleanup and automation fixes that first. The SaaS cut sheet is a quick way to see which subscriptions are worth the money.
Built inside an agency, and for one
From my own agency years (agency kept private): At a St. Louis digital agency, I automated client onboarding from about two hours to about ten minutes per client. I also built a custom AI reporting tool that the agency sold to its clients as an add-on. That's where I learned that the best internal tool is the one your clients will pay for too.
From my work (client kept private): A marketing agency wanted better tools for its clients than off-the-shelf software offered, without adding staff. I built two things:
- AI sales call scoring. Calls are pulled from the call-tracking platform, transcribed and scored, with coaching notes.
- A client reporting dashboard pulling analytics and ad platform data, where each client sees only their own data.
Both are tools the agency can offer every client without growing the team.
What I won't automate for you
- Strategy and taste. Agents draft and assemble. Deciding the campaign, the angle and what's good enough to send is your team's job, and mine when I review.
- Call recording has rules. Recording and transcribing calls is covered by consent laws that vary by state. Your clients' call-tracking setup needs to handle that before scoring starts. Not legal advice.
- Client data stays separated. Every dashboard and tool is built so one client never sees another's data, and access is limited to what each task needs.
- Platform terms apply. Ad and analytics platforms set rules for how their data is pulled and used. Tools are built inside those rules.
- AI content needs editors. First drafts come fast. Publishing them unedited under a client's name is how agencies lose clients.
Questions from agency owners
Can you build tools we resell to our clients under our brand?
Yes. I manage the agents; the agents build tools you own. Any dashboard, call-scoring or reporting tool built for you lives in your accounts, so you can brand it, bundle it and resell it to your clients however you like. Building and maintaining it are items on your list, covered by the same flat monthly rate. You own the tool and your clients' data. That's how I worked agency-side, too.
Will it work with our reporting and call-tracking platforms?
Usually. Most analytics, ad and call-tracking platforms offer ways to pull data out, and I work inside your existing tools wherever possible.
Is our clients' data kept separate?
Yes. Each client's data lives behind its own access, nobody sees another client's numbers, and agents get only the access a task needs. See how I handle access and data.
What does it cost?
Starting at $499 a month for your agency, flat and month to month, no task cap. Onboarding automation, reporting, call scoring and content production are all included. Your software subscriptions and client ad spend are separate.
Keep exploring
- AI reporting and dashboards
- Business process automation
- AI content production
- Can AI build reports and dashboards from my business data?
- Should I hire an AI person, use an agency, or do it myself?
- How do I measure the ROI of AI automation?
- Run the task audit
- All industries I work with
- Areas I serve around St. Louis
Take back the hours your retainers don't cover.
Book 30 minutes and bring your onboarding checklist and last month's reports. I've sat on your side of the desk. I'll tell you what my agents can take and what your team should keep.