Web and marketing agencies

Your margin goes into operations that no one charges.

Prospecting, briefs, quotes, client reporting and reports taken up, to free up project capacity.

See what we install
Tracking

time spent preparing reports

Control

approved prospecting campaigns

Measurement

meeting notes to check

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The short answer

How can an agency increase its capacity without recruiting?

Prospecting runs continuously, briefs and quotes are prepared from discussions, and customer reports are generated from the measurement tools with a written comment. The time recovered is production time, which is the only billable time.

The problem

Points of friction · Web and marketing agencies

Your margin goes into operations that no one charges.

Today

With the system

Monthly reporting mobilizes the entire team one week per month.

Prospecting runs even in full production

Prospecting stops as soon as an urgent project arrives.

Briefs and quotes come out of the exchanges

Meeting minutes are never written.

Customer reporting can be generated and commented on

Estimates are made in the evening, based on scattered notes.

The reports finally exist

Live

A request arrives. See what happens next.

Illustrative scenario: approvals and exceptions still need to be defined with your team.

SlackSlack#agency
YYOUI need the September reporting for the six clients, by Monday.
YYour reporting agentI’ll take care of it now.
Send a message

Meanwhile, in your tools

LinkedIn

Prospecting runs even in full production

Docs

Briefs and quotes come out of the exchanges

Analytics

Customer reporting can be generated and commented on

Docs

The reports finally exist

Tracking · time spent preparing reports

What we install

The complete infrastructure for your workflow.

Each step is built, connected to your tools and tested on your real cases before launch.

1

Prospecting runs even in full production

Defined targets, identified companies, messages based on a real element, dated reminders. You validate the shipments.

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2

Briefs and quotes come out of the exchanges

From emails, meeting notes and client documents. You correct, you no longer write from scratch.

Connected toDocsNotionSlack
3

Customer reporting can be generated and commented on

Figures consolidated from the measurement tools, evolution explained, actions of the month listed. Ready to proofread, not build.

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4

The reports finally exist

Written up from the meeting, with decisions and next steps assigned. Sent the same day.

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Pilot monitoring

What to monitor during the pilot

Tracking

time spent preparing reports

Scope and indicator defined before the pilot.

Control

approved prospecting campaigns

Checked against authorised data and cases.

Measurement

meeting notes to check

Comparison with the starting point after launch.

Orders of magnitude observed on typical deployment scenarios, given to situate the extent of the change. These are not measured customer results: yours are quantified during the audit, on your data.

Your safeguards

What stays under your control.

Giving a system access affects your data and processes. These are our default safeguards.

You stay in control

We start with approval for every action. Only what you explicitly authorise, case by case, runs on its own.

Your accounts stay yours

Accounts, domains and hosting remain in your name. You can disconnect whenever you choose.

Approvals before sensitive actions

Sensitive actions use drafts and approval queues instead of direct writes.

Questions

The questions we are asked

Is the content produced generic?

It starts from your data, your exchanges and your tone. A generic relationship is immediately recognizable, which is exactly what we are trying to avoid.

Do our clients accept an automatically assembled report?

They receive a report proofread and commented on by you. What is automated is the collection and formatting, not the analysis.

We already use a lot of tools.

This is the normal case, and this is the reason for the device: to make them talk to each other rather than adding one.

We look at your case before promising anything.

A call to understand what is costing you the most today, and to tell you frankly if we are the right person to talk to.