Reclaim your team's billable hours.
Onboarding, reporting, proposals, outbound and project tracking eat the time your team should be spending on client work. AI takes that work off the table.
Weekly client reporting, proposals and outbound sequences run through one controlled agency operating layer.
Where agencies teams lose revenue
The patterns we see across every operator in this space — and where AI removes friction the fastest.
PMs lose 10 hrs/wk to status work
Weekly reports, internal updates, client comms — none of it is billable, all of it is required.
Outbound is inconsistent
SDR hires are slow to ramp and expensive. New business pipeline goes up and down with the team.
Proposals take 8+ hours each
Scoping, writing, designing, pricing — every proposal a custom snowflake.
Onboarding is a checklist nightmare
Access requests, kickoff decks, tracking setup — different for every client, easy to fumble.
Pre-built AI playbooks for agencies
Client Reporting Automation
- 01Pull data from ad platforms, GA4, CRM
- 02AI generates narrative + insights
- 03Branded report assembled automatically
- 04Stakeholder-specific summary versions
- 05Auto-delivered via email + Slack
Proposal Generation
- 01Discovery call notes + brief in
- 02AI drafts scope, deliverables, timeline
- 03Pulls pricing from rate cards
- 04Designer applies brand template
- 05Strategist reviews + sends
AI SDR / Outbound
- 01Enriched prospect lists + ICP scoring
- 02Personalized sequences across email + LinkedIn
- 03Reply detection + intent classification
- 04Hot replies routed to AEs with context
- 05Cadence optimization weekly
Client Onboarding
- 01Auto-generate onboarding checklist
- 02Access request emails + tracking links
- 03Kickoff deck personalized to client
- 04Shared workspace set up
- 05Day-7 + day-30 success checks
Internal Project Tracking
- 01AI summarizes Slack + meeting notes daily
- 02Flags at-risk projects
- 03Drafts client status updates
- 04Tracks scope vs delivered
- 05Surfaces upsell opportunities
Content Workflows
- 01AI drafts copy + creative briefs
- 02Routes through approval chain
- 03Versioning + asset management
- 04Auto-publishes on schedule
- 05Performance feeds back into briefs
The stack we ship for Agencies
AI Operations
Reporting, proposals, onboarding and project tracking — automated.
Explore serviceAI Growth Systems
AI SDR + outbound at 10x volume without 10x headcount.
Explore serviceConversational AI
Inbound qualification + client support agents.
Explore serviceAI UGC Ads
Creative engine for clients — productize creative output.
Explore serviceAI Dashboards
Client-facing performance dashboards with AI narratives.
Explore serviceCustom AI Infrastructure
Internal copilots for strategists, designers, and PMs.
Explore serviceHow agencies operators use these systems
Reporting alone consumes 40 hrs/week across PMs.
AI builds reports, PMs review — 85% time savings.
Proposals take days; loses deals to faster competitors.
AI drafts proposals in 30 minutes from discovery notes.
Client outbound caps at SDR headcount.
AI SDR runs personalized sequences at 10x volume.
Let's design your Agencies AI system.
We'll map your current workflow in a free 30-minute audit and show you exactly where AI removes manual work, increases conversion, and creates leverage.
Industry questions, answered.
Still curious? The free audit call is the fastest path to a direct answer.
Yes — we work with boutique agencies (5–20) up to global networks (500+). Scope and tooling adjusts to size.
Yes. White-labeled, brand-styled, and reviewed by your PM before sending — or fully automated if you prefer.
Yes. Many agencies offer Vibe to Scale systems as a value-add or productized service to their own clients.
Yes — Asana, ClickUp, Monday, Notion, Jira and custom stacks all supported.
Reporting automation: 1–2 weeks. Full agency-OS rollout (proposals, onboarding, outbound, reporting): 4–8 weeks.