Marketing & Media Agencies
Clients, projects, rates and contacts are captured inconsistently and live in heads, inboxes and personal spreadsheets. A client is spelled three ways, a rate is quoted from memory, a project's history is in one account manager's chat, and when that person leaves the relationship and the context go with them. Nothing is searchable, nothing reconciles, and the founder cannot see what is in flight.
Who has it
Creative studios and PR and social agencies most, since small studios and PR shops still run the client book on inboxes, personal spreadsheets and one account manager's memory; and any agency where the relationship and the rate live in heads rather than in one record.
What we build
One clean client, project, contact and rate master and structured capture, so a client, a project and a rate are recorded once, cleanly, and are visible to the owner and to whoever inherits the account. This is the groundwork the pipeline, the profitability view and the project system sit on, usually the quiet first step rather than the headline.
What is automated, where AI helps, who signs off
The reliable spine
The reliable spine is a clean client, project, contact and rate master with structured capture: each recorded once, validated against the master, and visible to the owner and to whoever inherits the account. Plain, durable records, no model required.
Where AI helps
AI helps only with the one-off clean-up at the start, reading the scattered inboxes, sheets and chats and proposing how to de-duplicate and normalise the client and rate records. A person confirms every merge before it becomes the master.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
A client, a project and a rate are recorded once, cleanly, and are visible to the owner and to whoever inherits the account instead of living in one account manager's chat; nothing is spelled three ways, and the relationship and the context no longer leave with the person. It is the quiet first step the pipeline, the profitability view and the project system then sit on.
Illustrative outcome
Capture loss and "who knows this client" risk largely removed.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.