You run a marketing or creative agency in central Ohio. You sell systems, funnels, and automation all day — and the shop itself runs on a generic inbox, monthly reports assembled by hand, and project handoffs held together by memory. Every agency knows this irony. Few fix it, because client work always comes first. That's exactly why the fix has to be cheap and fast.
The same four places, almost every shop: new-business inquiries landing in a shared solutions@ inbox someone remembers to check; client reporting assembled by hand every month from the same five dashboards; handoffs from sales to delivery re-explained instead of documented; and status updates written one client at a time. For a fifteen-person agency that's a full billable day a week — at agency rates.
Your client accounts, ad spend, and performance data are your fiduciary territory. Everything I recommend runs inside your systems and your logins — your PM tool, your reporting stack, your inbox. I configure; I never host, store, or export client data, and demos use synthetic data only. Nothing I set up ever touches a client login.
Agencies are the shoemaker's children of automation — you could build all of this, and that's precisely why it never happens: your best hours are sold to clients. One outside hour that maps the internal leaks and ranks the fixes by payoff is worth more than a quarter of good intentions. And what I recommend, your own team can usually build — the plan says which parts.
One hour, evenings or weekends. You talk through how new business, reporting, and delivery actually flow. You leave with a one-page plan: the three fixes ranked by payoff, what each saves and costs, one you can do yourself that week for free, and at least one thing I'd tell you to skip. See a sample review →
Ten free review slots this quarter. When they're gone, they're gone.
Claim a free reviewColumbus-based, calls on your schedule. If AI genuinely can't help your agency, the plan says so.