Agencies
The same five jobs, across eleven clients.
Agency work is repetitive across accounts rather than within them. An agent that watches one client's campaigns can watch eleven, with each client's data strictly separated — which is the part that has to be right before any of it is useful.
“Every client needs the same weekly check and we do eleven of them by hand on Thursday.”
One agent, many clients, no bleed
Client data is isolated at the record level. An agent working on one account cannot read another's, and that is not a permission anybody can grant.
Reporting preparation, not reporting theatre
Figures assembled from the platforms before the meeting, with the ones that moved flagged. The commentary stays yours.
Approvals routed to the account lead
A budget increase goes to whoever owns that client, derived from your own team structure rather than a list maintained separately.
Client-safe by default
Nothing is sent to a client without approval unless you explicitly enable it for a category, and pricing and contract capabilities are refused outright.
Where to start
The jobs this trade hands over first.
Four that almost every company in this line of work does by hand. Each one is repetitive, has a clear threshold, and stops somewhere a person should still decide.
- “Watch every client's campaigns daily and flag what changed”
- “Prepare the monthly report pack before the meeting”
- “Chase the assets and approvals a project is waiting on”
- “Find the client whose results quietly dropped three weeks ago”
214 invoices checked this morning. Three need you.
203 + 8 + 3 = 214. The Finance Manager opened three items, not two hundred.
Also relevant
Stop finding out about it a month later.
Campaigns watched, content kept current.
Other trades
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