Use case · Agencies · 5–50 headcount

AI Automation for Agencies —
Reports, SOPs, margins.

Your team sells strategy and delivers decks. Then they burn Fridays on client reports, copy-paste onboarding docs, and answer the same "where's the brand guide?" in Slack for the 40th time. AI automation for agencies turns reporting, SOPs, and internal knowledge into systems — and builds white-label AI you resell at 3–5× margin.

Book a free strategy call → See pricing

Sound familiar?

Five places margin
is quietly dying.

Friday is client-report day. Your team spends 8–20 billable hours pulling data out of Google Ads, Meta, GA4, and HubSpot into slide decks nobody reads twice.
Onboarding a new hire takes 3 weeks. They ask "where's the X?" in Slack 200 times. Your senior people answer instead of doing the work they were hired to do.
Every client kickoff starts from scratch. Intake forms, brand voice docs, KPI sheets — rebuilt per engagement because your template folder is 14 layers deep.
You can't charge for AI work you're not doing. Clients are asking for AI. You're selling the old playbook. Competitors are stealing the logo upgrade.
Utilization is under 60%. Your team's capacity is eaten by admin nobody logs. You can't hire more because margin is already thin.

What the automation actually does

Five automations
that fit agencies.

Internal leverage + client-facing resell. Transform builds the core, AI Partner keeps adding.

01 · REPORTING

Auto-generated client reports

Monday 6am: every client gets a branded report pulling Ads, GA4, HubSpot, Shopify data with AI commentary in your voice. Account leads review, forward, log hours elsewhere.

Google Ads · Meta · GA4 · HubSpot · Claude

02 · SOPS

SOP knowledge base in Slack

All your SOPs, Looms, Notion docs ingested into a private AI. Team asks "how do we onboard a new ecom client?" — it answers with the doc, the checklist, and the owner.

Notion · Slack · Claude · Supabase

03 · KICKOFF

Client kickoff agent

New client signed. Agent builds the Notion workspace, generates the intake form, drafts the KPI sheet, schedules kickoff, and Slacks the team. 6 hours of work in 6 minutes.

Notion · Typeform · Cal.com · Slack · Stripe

04 · WHITE-LABEL

Resellable AI chatbots

We build, you rebrand. Client-facing chatbots, lead-qualification agents, and content generators your agency resells at $1,000–$3,000/mo per client. 3–5× our fee.

Next.js · Claude · Supabase · white-label domain

05 · OPS BRIEF

Partner-level ops brief

Monday 7am: utilization, client health scores, overdue deliverables, budget burn, at-risk renewals. The brief you wish your CFO sent but never had time for.

ClickUp + Harvest + Stripe → Claude → Resend

Agency pricing

Build once.
Then partner.

Transform handles the core build. AI Partner keeps shipping.

Transform (one-time)

$7,500

one-time · 14–20 business days

For agencies ready to automate

Custom internal AI agent

Client reporting pipeline

SOP knowledge base (Slack-native)

One white-label client tool

60 days of support

Start with Transform →

AI Partner

$799/mo

monthly retainer · cancel anytime

Ongoing agency partner

2 new automations per month

White-label build-outs for clients

Priority Slack support

Quarterly strategy review

Reseller margin: 3–5×

Start AI Partner →

FAQ · Agencies

Common questions.

Can we white-label this for our clients?

Yes. The AI Partner retainer includes white-label chatbots, dashboards, and automation you resell under your brand. We build, you bill — margin typically 3–5× our fee.

What client-reporting platforms do you connect to?

Google Ads, Meta Ads, GA4, Google Search Console, HubSpot, Salesforce, Klaviyo, Shopify, Stripe, Linear, ClickUp, Asana. Anything with an API. Reports auto-generate weekly or monthly and send straight to client inboxes.

How does the SOP automation work?

We ingest your existing SOPs, Loom videos, and Notion docs into a private knowledge base. Your team asks it questions in Slack — it cites the source and answers in your agency's voice. Onboarding a new hire drops from 3 weeks to 5 days.

What does Transform $7,500 include for agencies?

A custom internal AI agent, automated client reporting pipeline, SOP knowledge base, and one white-label client-facing tool. 14–20 business days. Add AI Partner $799/mo for ongoing build-outs and support.

AI Automation for Agencies —
Reports, SOPs, margins.

Five places margin
is quietly dying.

Five automations
that fit agencies.

What agency owners say.

Build once.
Then partner.

Common questions.

20 minutes.
Your Fridays back.

AI Automation for Agencies —Reports, SOPs, margins.

Five places marginis quietly dying.

Five automationsthat fit agencies.

What agency owners say.

Build once.Then partner.

Common questions.

20 minutes.Your Fridays back.

AI Automation for Agencies —
Reports, SOPs, margins.

Five places margin
is quietly dying.

Five automations
that fit agencies.

Build once.
Then partner.

20 minutes.
Your Fridays back.