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Professional Services & Agencies Example project

Giving an agency its billable hours back with automated reporting

A mid-size digital marketing agency

[XX hrs] Reclaimed per week across team
[XX%] Reporting time reduction
Same day Proposal turnaround

Senior staff spent hours each week manually pulling data from multiple platforms into client reports — time that couldn't be billed and pulled them away from actual client work.

Proposals were bottlenecked on one person and took days to go out, sometimes losing prospects to faster competitors.

An automated reporting system that pulls performance data from the agency's tools — ads, analytics, social — and assembles branded, client-ready reports on a schedule, with no manual formatting.

A proposal generator drafts pitches from their existing templates given a brief set of inputs, reducing a day's work to minutes.

Reporting that took hours now runs on its own. Proposals go out the same day an enquiry comes in. The team redirects the reclaimed time to billable strategy and client work.

The agency now handles more clients at the same headcount.

“We got a whole day a week back across the team.”

— Agency director (illustrative)

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