AI automation & consulting for Marketing & Creative Agencies
AI automation built for agency workflows — so your team spends time on creative and client strategy, not chasing leads, copying briefs between tools, and recreating the same status reports every week. We design the build, you approve it before anything ships.
In a marketing or creative agency, billable hours quietly leak into unbillable ones: qualifying inbound prospects, scheduling discovery calls, retyping client briefs into project tools, drafting recurring social content, and assembling status reports nobody enjoys building. Every hour spent on coordination and admin is an hour not spent on the creative work clients actually pay for. AI automation can take the repeatable parts of that load off your team, letting account managers, strategists, and creatives stay on the work that drives results and renewals.
What we automate for Marketing & Creative Agencies
Inbound prospects fill out your contact form or land on your site after hours, and by the time someone replies the next day they've already messaged three other agencies.
Envoy, our AI website chatbot, answers prospect questions about your services, pricing model, and process 24/7, captures the lead with their goals and budget, and books the discovery call automatically before they shop around.
New leads sit in an inbox while account managers are heads-down on client deliverables, so warm prospects go cold and proposals get sent days late.
Lead follow-up automation sends timely, personalized email/SMS sequences to every new prospect — nudging them toward the discovery call and keeping your pipeline warm without anyone remembering to chase.
Discovery and kickoff calls turn into a week of back-and-forth across the prospect, the strategist, and the creative lead just to find a slot that works.
Scheduling / self-booking automation (Cal.com-style) lets prospects and clients self-book against your team's real availability, ending the email ping-pong and double-bookings.
Client briefs, intake forms, scope documents, and invoices get retyped by hand and copied between your CRM, project tool, and accounting app — slow, error-prone, and unbillable.
Document & paperwork automation handles intake forms, proposals, and invoices and moves the data between your apps automatically, so a signed brief flows into your project tool without manual re-entry.
Example builds for Marketing & Creative Agencies
An Envoy AI chatbot on your agency site that answers service and pricing questions, qualifies the prospect by budget and goals, and books the discovery call straight onto your calendar.
A client-onboarding flow where a new intake form auto-generates the project kickoff doc and pushes client details into your project and billing tools — no manual re-entry (document & paperwork automation).
A social-media content engine that drafts and schedules on-brand posts for your agency and your retainer clients, with your team reviewing before anything publishes (social-media / content automation).
A weekly client-communications automation that sends recap emails or status updates from your project data, so account managers stop rebuilding the same report every Friday (customer-communications automation).
Marketing & Creative Agencies — FAQ
Can AI automation handle our client work without making it feel generic or off-brand?+
We use a specific project tool and CRM — will this fit our existing stack?+
How is this different from hiring another account coordinator?+
How do we get started, and what does it cost?+
See what AI can do for your marketing & creative agencies business
Answer six quick questions and our AI builds a personalized automation proposal — exact scope and pricing, no credit card.