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Services

Eight ways to grow the agency and protect margin

Each service targets a specific pressure. Most agencies start with one, run it as a pilot, then add the next.

Agency Lead Engine

A steady, qualified flow of conversations with the agency owners and marketing leaders you actually want to work with. Built for agencies selling high-ticket strategic engagements.

What we track

Qualified conversations booked per month

Pilot this service

What is included

  • Ideal client profile and the buying triggers that signal timing
  • Research and personalization across LinkedIn and email at a scale a small team cannot match by hand
  • A follow-up system for referrals, event contacts and past conversations so no name goes cold
  • Reply handling and qualification, with booked calls landing on your calendar
  • Every stage tracked in your CRM so you can see what is working

AI Campaign Optimization

Shorter feedback loops on the campaigns you run for clients, so winning ideas scale sooner and weak ones get fixed before the next report.

What we track

Cost per qualified lead and conversion rate, by campaign

Pilot this service

What is included

  • Structured testing loops for copy, creative and audiences
  • Early flags on under-performing campaigns and spend anomalies
  • Plain-English weekly summaries of what moved and why
  • Human review on every change before anything goes live

Delivery Automation

Take the repeatable parts of delivery off your team so the same people can handle more clients at better margin.

What we track

Hours returned to the team and margin per engagement

Pilot this service

What is included

  • Client reporting assembled and drafted automatically for review
  • Onboarding, briefs and intake forms that fill themselves in
  • QA checklists and status updates that run without chasing
  • Proposal and scope drafting from your own past work

AI Service Line

Package AI-driven work as something you can sell, so your agency stands apart and your average project grows.

What we track

New-offer pipeline and average project value

Pilot this service

What is included

  • A short audit of what your clients would pay for
  • Packaging, scoping and pricing guidance for the new offer
  • Internal playbooks so your team can deliver it consistently
  • Positioning that gives prospects a reason to choose you

CRM Setup and Automation

One clean system for every lead, conversation and proposal, so nothing slips and you can see exactly where the pipeline stands.

What we track

Lead response time and conversion rate by pipeline stage

Pilot this service

What is included

  • Pipeline stages built around how your agency actually sells
  • Lead capture from your site, LinkedIn, referrals and event contacts into one place
  • Automated follow-up reminders, task assignment and stage updates
  • Dashboards for pipeline value, response time and conversion by stage
  • Clean-up and migration of the contacts you already have

AI Training

Hands-on training that gets your team using AI confidently in real client work, with clear rules for what to use it for and what to review.

What we track

Hours saved per person and share of the team using the workflows

Pilot this service

What is included

  • Live workshops built around your own services and workflows
  • Prompt libraries and templates your team can reuse straight away
  • Guidelines for quality, client confidentiality and human review
  • Role-specific sessions for strategists, account managers and creatives
  • Recorded sessions and reference guides for new hires

AI Agents

Custom AI agents that handle defined jobs inside your agency, such as research, reporting or lead qualification, with a person approving anything that matters.

What we track

Tasks completed per week and hours returned to the team

Pilot this service

What is included

  • One agent scoped to a single, well-defined job
  • Connected to the tools and data your team already uses
  • Clear limits on what the agent can and cannot do on its own
  • Approval steps for anything client-facing or that spends money
  • Monitoring and tuning after launch

AI Receptionist

Answer every inbound call, text and web enquiry quickly, qualify the person, and book them straight onto your calendar, including after hours.

What we track

Inbound enquiries answered and consultations booked

Pilot this service

What is included

  • Calls, texts and website chat answered in your agency voice
  • Qualifying questions based on your ideal client profile
  • Booking directly onto the right person calendar
  • Hand-off to a human for anything sensitive or out of scope
  • Every conversation logged in your CRM with a summary

Not sure where to start?

Tell us where the agency feels the squeeze. We will recommend a single service to pilot first.

Book a pilot call