Marketing Agency
Regional Agency: Rebuilding Client Intake for Faster Delivery
Cut intake prep time by 37% in 3 weeks
A mid-sized agency replaced fragmented intake steps with one governed workflow lane.
Read full breakdownFor Marketing Agencies
Your Agency Is Leaking Margin on Manual Work
Client intake, reporting, briefs, QA loops — your team is buried in process instead of producing creative output. We map the bottlenecks, evaluate the tools, and deliver a rollout plan in one week.
No prep needed · 5-day delivery · Fixed price from $2,500
The Problem
Sound familiar?
Intake chaos
Client onboarding lives across email, forms, Slack, and shared drives. Account leads waste senior hours cleaning data before kickoff.
Reporting eats delivery time
Your team spends 6-10 hours per week pulling metrics, formatting decks, and reconciling numbers across platforms.
Brief-to-execution handoff breaks
Creative briefs arrive incomplete. Strategists fill gaps verbally. Deliverables miss the mark and rework piles up.
Tool sprawl with low adoption
You've bought 3-5 AI tools. Two are shelfware, one is half-configured, and nobody owns the rollout.
How We Help
What you get in one week
Workflow bottleneck map
We interview your team and trace where intake, production, and reporting slow down — then rank bottlenecks by time and revenue impact.
Tool decision memo
No generic recommendations. We evaluate AI tools against your tech stack, budget, security constraints, and team skill level.
90-day rollout plan
Owners, milestones, KPIs, and risk flags. Your team can start executing the Monday after delivery.
Adoption-first design
Plans are built around how your team actually works. We sequence changes so adoption sticks and you stop buying shelfware.
Scope
Workflows we commonly assess for marketing agencies
- Client intake and onboarding
- Campaign brief creation and approval
- Monthly performance reporting
- Media plan assembly and trafficking
- Creative asset QA and versioning
- SOW and proposal generation
Proof
See it in action
Pricing
One sprint. Fixed price.
$2,500
Starter — 1 workflow · 5-day delivery
Growth: $5,000 (2 workflows)Enterprise: from $10,000
NDA included5-day deliveryFixed price
- Bottleneck map showing where time and errors come from
- Tool shortlist with recommendation criteria
- 90-day rollout plan with owners, milestones, KPIs
- Handoff walkthrough with your team
Guarantee: Clear next-step plan or full refund — no questions asked.
How It Works
Five days. Three milestones. Zero guesswork.
We handle the heavy lifting. Your team spends about 2 hours total.
01Day 1
Find the bottlenecks
60-min kickoff and stakeholder interviews. We map where delivery slows, quality drops, and handoffs break.
02Day 3
Pick the tools
We evaluate options against your stack, budget, and security constraints. No sales pitches — just decision logic.
03Day 5
Ship the plan
45-min handoff walkthrough. You leave with a 90-day rollout plan — owners, milestones, KPIs, and risks.
Your time: ~2 hours total
Why Now
The numbers don't lie
Agencies spend 30-40% of billable hours on non-client-facing admin work
The average agency uses 12+ SaaS tools — most are underutilized
AI-assisted reporting can reduce deck production time by 60%
FAQ
Common questions
Teams of 5 to 100. The assessment works best when you have repeatable workflows and at least one person who touches multiple client accounts.
We've worked with digital, creative, PR, and media agencies. The methodology adapts to any agency model with structured client delivery.
No. We need about 2 hours of your team's time total — a 60-minute kickoff and a 45-minute handoff walkthrough. Everything else happens on our side.
Great — we'll audit your current stack and find where the real operational bottlenecks are. Content generation is one workflow; intake, reporting, and delivery often have bigger ROI.
Next Step
Stop experimenting. Start executing.
Get a clear AI workflow plan for your marketing agencies team — delivered in one week for $2,500.
No prep needed · Discovery call available