AI project management for a growing agency
15 → 33
clients, with no added delivery headcount
~$1.2M revenue · Email marketing agency
An AI project manager automated task routing and handoffs, while shared dashboards gave managers visibility across delivery and capacity. The agency earned $1.2M in new annual client revenue.
Read the full story →Agency delivery across a growing rollup
200 → 400+
client accounts supported on one system
65-person team · PE-backed agency rollup
Unified client records, two-way CRM-to-delivery sync, and revenue and capacity dashboards supported the growing roster. Management overhead grew much more slowly than the client base.
Read the full story →Operating system delivered mid-rollup
11 weeks
from kickoff to a live system demoed to leadership
65-person team · PE-backed agency rollup
One-list-per-client architecture, two-way CRM-to-delivery sync, and live revenue and capacity dashboards. $141K total impact in year one, including a $30K specialist quote avoided.
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