A roadmap in 3 weeks.
From "we should probably use AI" to 12 workflows automated in year one — starting with a clear, prioritized strategy engagement.
Industry tag: Healthtech
Service tag: AI Strategy
Saved per account manager, weekly
sec
Client capacity, same headcount
3
3
X
New hires needed
Weeks
From kickoff to live
From "we should probably use AI" to 12 workflows automated in year one — starting with a clear, prioritized strategy engagement.
The Problem
Growth meant more grind.
Every account manager spent 8–10 hours a week assembling client reports by hand, pulling numbers from five different ad platforms. Onboarding a new client took two weeks of manual setup. The agency was turning down new business because they couldn't staff it.
The Managing Partner told us: "We were growing the business by hiring, not by getting better. That doesn't scale."
The Approach
A 7-week build.
Phase 01 — Weeks 1–2: Audit & Design
Mapped reporting workflows across 5 ad platforms and 30+ client accounts
Documented the onboarding checklist and identified repeatable steps
Designed a content brief template AI could generate from campaign data
Phase 02 — Weeks 3–5: Build
Built automated reporting that pulls, formats, and delivers client reports weekly
Built an onboarding workflow that provisions accounts, folders, and access automatically
Built an AI content brief generator trained on each client's brand voice
Phase 03 — Weeks 6–7: Deploy & Refine
Rolled out reporting automation first, one account team at a time
Refined content brief quality based on writer feedback
Documented the new onboarding flow for the ops team
The Solution
Three workflows, one system.
Three connected automations now run the agency's operational backbone:
Reporting: Pulls data from all ad platforms weekly, formats it, and sends client-ready reports automatically
Onboarding: New client triggers automatic account setup, folder structure, and access provisioning
Content briefs: Campaign data feeds directly into AI-generated briefs, ready for writer review
The Results
90 days of results.
35 hours saved per account manager, per week
2x client capacity with the same team size
3 days average onboarding time (down from 2 weeks)
Account managers redeployed to strategy instead of spreadsheets
"
"We stopped hiring to survive and started hiring to grow. That's the real difference this made."
Magnos
Managing Partner, Fielder & Co.
Releated Case Studies
+$340K pipeline in Q1
B2B SaaS • Lead Generation
4-hour response time, cut to 90 seconds.
$180K saved in support costs
E-commerce • Custom AI Agent
68% of support tickets resolved without humans.
WANT RESULTS LIKE THIS?
Be our next case study.
We can usually predict your outcome on the first call.