Industries · Marketing agencies

Marketing agencies: more customers, new revenue, less unnecessary cost.

Agencies sell expertise and lose hours to the work around it. These are the systems we would typically build and operate for a marketing, creative or digital agency, using the tools it already has.

These are examples, not a package. We start with the opportunity worth the most to your business, record a baseline, and build what it needs using the tools you already have.

What we usually see

Monthly reports take days of screenshots and copying from ad platforms. New clients wait on logins and assets while the team waits on them. Time is tracked loosely, so nobody knows which accounts make money until the year is over. Proposals start from last month's proposal. Renewals and scope changes are noticed when the client brings them up.

Tools you probably already use

  • Project management such as Asana, ClickUp or Monday
  • Time tracking such as Harvest or Toggl
  • Ad and analytics platforms such as Google Ads, Meta and GA4
  • Your CRM and proposal tool
  • QuickBooks or Xero

Where we would start

  1. 01

    Client reports that build themselves

    Each client's numbers are pulled from their ad and analytics accounts into your report format, with a draft summary of what changed for your account manager to edit.

    What changes

    Reporting takes an hour of judgment instead of days of copying.

  2. 02

    Onboarding that runs

    A signed client gets a checklist for access, brand assets and a kickoff booking, with reminders until everything arrives, and your team sees what is missing.

    What changes

    Work starts in days, not weeks.

  3. 03

    Profitability by account

    Time, contractor costs and fees are matched to each retainer, and accounts running over scope are flagged every week.

    What changes

    You know which clients make money while you can still do something about it.

  4. 04

    Proposals from what you already know

    New proposals are drafted from your services, past work and the prospect's discovery notes, ready for your edit.

    What changes

    Proposals go out the same week as the call.

  5. 05

    Renewals and scope in view

    Contract end dates, spend changes and requests outside scope are tracked, with a heads-up to the account lead well ahead of time.

    What changes

    Renewal and upsell conversations happen on your schedule.

  6. 06

    A weekly agency report

    Hours by client, accounts over scope, upcoming renewals, open receivables and pipeline, in one message.

    What changes

    Partners see the whole agency without chasing account managers.

Scout, Forge and Sift for marketing agencies

Acquire

Scout

Find the demand you are not capturing, from missed inquiries and dormant leads to nearby customers who have never heard of you, then build the path that turns it into paying customers.

Explore Scout Expand

Forge

Turn what the business already knows and does into revenue that repeats: plans, memberships, add-ons or new services your customers would pay for.

Explore Forge Save

Sift

Find the software, vendors and manual work you pay for every month without needing all of it, and replace them without losing what they do.

Explore Sift

What stays with you

Strategy, creative and anything that spends a client's money stay with your team. Client reports and proposals are drafts until a person sends them. Access to client accounts is limited to what each system needs. Connecting your tools does not authorize us to send messages or change records; every automatic action is one you agreed to, and you decide what needs review first.

Questions

Are you a white-label agency?
No. We do not do your client work. We build and operate the systems that run your agency so your team can do more of it.
Can reports use our own branding?
Yes. Reports follow your format and branding, and your account managers edit and send them.
Do we have to change our project tools?
No. We work with the project, time and reporting tools you already use, and confirm what can connect before any work begins.

Also in shops, studios and agencies

Your business, not a template.

Tell us where the business feels constrained. We will tell you which opportunity we would start with, what it would take, and what we would leave alone.

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