Client reports, done before Monday
Every client report built from your ad, analytics and sales platforms and ready to check. Your account managers stop losing a day a month to spreadsheets.
See an example dashboardAutomation and systems for agencies
We build the automations, tools and dashboards that give your team hours back every week, so they spend them on clients, not admin. Done for you, on the tools you already use, and nothing reaches a client without your OK.
Harlow Skincare · weekly channel report
Example dataLeft after fees and ads
$63,720
▲ 6.4%
Sales
$84,169
▲ 5.9%
Share of each sale kept after fees and ads
The problem
Someone loses a day each month copying numbers from ad platforms into client reports.
A prospect enquired, everyone was busy with clients, and nobody followed up in time.
Notes, tasks and invoices retyped between your CRM, project tool and accounting.
What we do
A done-for-you service: we design it, build it on the tools you already use, and look after it. Your team just sees the work getting done.
Every client report built from your ad, analytics and sales platforms and ready to check. Your account managers stop losing a day a month to spreadsheets.
See an example dashboardEvery enquiry answered fast with a researched, personal reply, and followed up until it lands. More of the leads you already pay for turn into clients.
When a deal is won, the project, folders, welcome email and kickoff are ready to go. Clients feel looked after from the first hour.
Client calls turn into a recap email, tasks with owners and updated CRM notes, so nothing agreed on a call gets lost.
Only with the consent of everyone on the call.
Whatever eats your team's week: internal tools, dashboards and connections between your CRM, project tool, finance and ad platforms, built around how your agency already works.
Automations
Enquiries answered in draft, quiet leads followed up and client reports prepared, every weekday morning. Your team reviews and sends; nothing goes out on its own unless you want it to.
Process
You tell us where your team's week goes. We tell you honestly what's worth automating.
Within a few days: what we would build and what it changes for your team.
Live in 1 to 2 weeks. Nothing goes live without your approval, and we check the results together after 4 weeks.
Meet the founder
I have experience working in one of Australia's leading media agencies. I saw first-hand how much of an agency week goes on reporting, chasing and copying data between tools, instead of the client work people were hired to do.
Since then I've spent 4 years in AI, software and technology implementation, as a software engineer and a founder. Now we build the systems that take that work off agency teams, so they can spend their hours on clients.
We work with agencies anywhere in Australia.
FAQ
15 minutes, no pitch. You'll leave knowing what's worth automating.