for UK marketing agencies
AI workflow assessment for UK marketing agencies - find the admin eating your retainer margin.
We sit down with your agency for 60 minutes, diagnose where the hours actually go - client reporting, scope creep, timesheets and project admin, the pitch that might not close - and hand back a report built around how you deliver: named tools, step-by-step recipes, and a prioritised plan to reclaim the time. Not a template.
The delivery admin that quietly eats a fixed retainer.
You price the retainer on the work. Then the margin leaks to everything around it: the monthly performance deck that takes half a day to pull together, the out-of-scope favours nobody logged, the PM board that needs tidying and the timesheets that need nudging, and the new-business pitch that eats a Friday and might come to nothing.
None of it is the creative or the strategy the client is paying for, but all of it has to happen - and it is the reason a healthy retainer turns thin, the reason your best people are in admin instead of on the work, and the reason the agency struggles to scale without hiring account managers first. You know AI could take some of it. You just need someone to show you exactly where, and in what order, for an agency that runs the way yours does.
That is what the assessment is for. Not another dashboard subscription, not a generic tool list - a 60-minute diagnostic of your agency and a plan built around what will genuinely give you the hours back.
The reporting and project admin that thins out a retainer - and what it is worth fixing.
We don't put a single headline figure on agency admin here, because your mix of retainers, project work and channels decides it - a content agency loses time differently to a paid-media or full-service shop. What we can say from assessing UK service businesses is that the biggest drains are consistent: client reporting, scope creep, timesheets and project admin, and the pitch-and-proposal treadmill.
The assessment measures your actual week rather than a benchmark. In the 60-minute session we map where the hours really go across account handlers, delivery and the founder, then work backwards to the drains worth fixing first - so the number in your report is yours, not an average.
Run your own numbers in the admin cost calculator, or read the full breakdown in the CRM and workflow gaps that cost UK service businesses.
The assessment is £799 - and we work the numbers out from your actual week, not a sector average.
Your six biggest time sinks - and what we do about each one.
We map your whole agency in the 60-minute session, then work backwards to the drains worth fixing first. Here is how that lands on the specific admin marketing agencies feel.
Client reporting and dashboards
The monthly performance deck - pulling numbers from Google Analytics, Meta, the ad platforms and the CRM, then writing the commentary that makes it make sense. Half a day per client, every month. We show where AI drafts the narrative from your data and where a wired-up dashboard removes the copy-paste, so reporting stops swallowing the start of every month.
Retainer scope creep
The quick favour, the extra revision, the out-of-hours request that never made it onto a scope. It never gets logged, so it never gets billed - and it is where the margin goes. We map where the creep actually happens and show how a lightweight logging and change-request workflow makes the extra work visible before it eats the retainer.
Timesheets and project admin
Chasing the team to fill in timesheets, moving cards across the PM board, keeping statuses and task lists current across Asana, Monday or ClickUp. Unglamorous, and the agency loses track of profitability without it. We show which parts AI and a tighter integration keep current for you.
Pitches and proposals
Every opportunity needs a tailored proposal or pitch deck - approach, deliverables, timeline, price - and half of them never close. We map how new business gets written in your agency and show where AI drafts the structural work from a brief, so you spend your time on the thinking that wins the account, not the formatting.
Client feedback, approvals and revisions
The approval chase, the feedback that arrives in five places, the revision round nobody scoped. We give you a prompt library and a workflow for the messages you send most, so keeping projects moving stops costing your account handlers an hour a day.
Recurring content and campaign admin
The repeatable production work - resizing for every channel, scheduling, tagging, the campaign QA checklist - that has to happen on every job. We look at where AI drafting and a bit of automation shrink the repetition without flattening the quality your clients pay for.
What this is - and what it isn’t.
The assessment is a diagnostic and a plan. Within two working days of your call you get a passcode-protected report: the AI and automation opportunities we have found for your agency, named tools with costs and setup time, step-by-step recipes, a prompt library, an impact-versus-effort ranking, and ROI worked out on your real numbers. It is written in plain English so you can act on it - no technical background needed.
It is guidance, not us doing the work for you. If the report flags something worth building - a client-reporting agent, say - the Custom AI Agent Build is a separate product from £2,500, scoped case by case. If you would rather implement the report’s quick wins yourself with someone beside you, the Implementation Kickstart (£349, 90 minutes) is there for that. The assessment always comes first.
Questions marketing agencies ask us.
We handle confidential client data and accounts. Is it safe to use AI tools?
Will AI-written reports and pitches sound generic and hurt the client relationship?
We already use ChatGPT and a PM tool. What is left to find?
Is £799 worth it for a small agency?
One payment. A written plan,
a video walkthrough, and someone
checking in to make sure it happens.
A diagnostic session, personalised report, video walkthrough, and follow-up support. One payment, no ongoing costs.
Find out where your agency's hours actually go.
Book a 60-minute diagnostic. Get a report built around your agency within two working days, a video walkthrough, and follow-up support. Money back if it doesn't show at least 5 hours a week worth reclaiming.
Book your assessment →Not ready to book? Take the free 2-minute AI readiness quiz to see where your agency stands.