35 hours back, per week.
We automated reporting, onboarding, and content briefs — letting the team double client capacity without a single new hire.
Industry tag: Marketing Agency
Service tag: Workflow Automation
Saved per account manager, weekly
sec
New hires needed
3
3
X
Client capacity, same headcount
Weeks
From kickoff to live
Fielder & Co. is a 14-person performance marketing agency managing 30+ client accounts. Growth meant more clients — but their account managers were already stretched thin on manual reporting alone.
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 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."
Marina
Managing Partner, Fielder & Co.
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