Digital Marketing Agency, 75 people

The Problem

The agency's team spent 15+ hours per week manually pulling data from Google Ads, Meta, and HubSpot to create client reports. Lead handoffs between sales and account teams were falling through the cracks, costing them 2-3 deals per month.

The Solution

We built automated reporting pipelines that pull live data from all ad platforms into branded dashboards. Implemented smart lead routing based on deal size, industry, and team capacity. Created automated onboarding sequences for new clients.

Key Results

• Client reporting time reduced from 15hrs/week to under 1hr
• Zero missed lead handoffs since implementation
• 12 automations deployed in first 60 days
• Team reallocated 2 FTEs to strategic work

Tools Used