Due: Friday
Done when: Sarah approves it, checked on desktop and phone
Your team already lives in Slack, Teams and email. We put your agency's knowledge and AI right there, so the answer, the recap or the first draft of a proposal is one message away. No third app to open.
6 questions, about 2 minutes. Your result and your first 3 moves at the end.
An illustration of the experience. Every setup is built around your own tools and process.
Agencies were early to AI, which is exactly why it's messy. Everyone found their own tool and their own prompts, and nothing one person learns ever reaches the rest of the team.
One person has a Claude project that works. Someone else copies prompts into ChatGPT. The account team does it a third way. None of it is shared.
Recaps and client emails come back generic, so people rewrite them by hand and the time saved disappears.
The brief changes every time, pricing lives in one person's head, and every scope of work starts from a blank page.
Multiply that across a team of 15 and it adds up fast. The real cost is the clients you can't take on because everyone is busy rebuilding the same thing.
Think of how you already hire someone to run Microsoft 365 or your CRM. We do the same for your AI: we set it up around how your agency works, keep it running, and your team just uses it.
Slack, Teams or email. Project updates, call recaps, a task logged, a first draft, all from a message.
It lives in the project management tool you already run, so nothing changes for the team and it keeps growing every week.
You own the knowledge base. If a better AI tool comes out next year, it plugs into the same brain. Nothing is held hostage.
Your knowledge, your voice and your rules, set up around how your agency works.
No 6 month commitment on day one. We look at how your agency actually runs first, and only then recommend what's worth building.
6 quick questions on how your team uses AI today. You get your result and your first 3 moves straight away.
We walk through how your team sells and delivers, using your real briefs, proposals and emails.
We build the first workflows with your team, start with the ones that touch sales, and train one of your people to own them. Then we keep the system running, so your team can stay focused on clients.
Most AI help stops once the setup is done. The real job is keeping it safe and still useful 6 months later, and that's where we spend our time.
Clear rules on who sees what and who signs off. Each team only gets the tools and client data its work needs, and anything client-facing waits for a person's yes.
Every workflow is tested against your own sent emails, briefs and proposals before your team relies on it. "It will sound like you" gets measured, then shipped.
Calls, decisions and lessons land in one place your whole team can find, so the system gets smarter every week.
Updates get checked before they roll out, and fixes happen without anyone on your team babysitting it.
We run a marketing agency ourselves, so the setup fits real account work and real client deadlines.
These are the systems we use in our own agency every day. Most of what makes them work, we learned by getting it wrong first, so you don't have to.
The first workflows touch sales: proposals, pricing, follow-ups. You feel the return in weeks, which pays for everything after.
One brain the whole team works from, instead of a dozen private chats that each know a different piece.
A company voice that sets the guardrails, plus each person's own style built from their real emails. People still sound like themselves.
AI drafts, your team decides. That keeps quality high and trust intact while everyone gets used to it.
A before and after for each one, so you know what's working and what to cut.
For a mid-sized marketing agency, we built a call recap tool from a business development lead's real emails, then tested it against the follow-ups she had actually sent.
Measured against her real sent emails during the engagement. Client details anonymized.
No. The point is that your team keeps working where it already works. Your knowledge stays in the project management tool you run today, and the assistant shows up in Slack, Teams or email.
It's built for agencies that already use AI and want it to work as one system across the team. Most of the value is in connecting and governing what you already do.
You get a plan you can act on, whatever you decide. If you want help building it, we start with the workflows closest to revenue, train someone on your team to own them, and keep the system running. The scope and price come from what the assessment finds.
That's something we test rather than promise. Drafts get scored against your team's real sent emails before anyone relies on them.
Access follows roles. Each team only sees what its work needs, client data stays separated, and anything going to a client waits for a person's approval. We work with your IT team on approvals from day one.
You do. The knowledge base lives in your tools and stays with you, even if you stop working with us.
The free AI Readiness Check: 2 minutes, a straight read on where you are, and what's worth doing first.
Prefer email? Reach us at hello@wickedwebsites.us