Agencies & Marketing
Digital & Performance Marketing Suite
Eliminate wasted spend, catch creative fatigue before it costs you, and keep clients renewing.
A full operating system for paid-media and SEO agencies. It covers the entire client lifecycle: from the first onboarding audit, through live campaign operations and daily pacing, to the reporting that wins renewals and the early-warning signals that prevent churn. Manual cross-channel reporting and reactive budget management are where agency margin disappears; this suite makes both automatic, then layers on creative-fatigue detection, SEO content delivery, and account-health monitoring so strategists can spend their time on strategy rather than spreadsheets.
Paid-media, SEO, and integrated performance agencies running Google, Meta, and programmatic campaigns for five or more active clients, billing on retainer or performance.
Illustrative failure hypotheses
Questions for the audit to verify
Hours each week assembling cross-channel reports manually from six different platform exports
Budget overspend and underspend caused by unmonitored pacing: wasted client money and margin risk
Creative fatigue caught too late, letting CPL and CPA deteriorate for days before anyone notices
New client audits taking two to three weeks when the structured work could run in hours
Client churn signalled weeks in advance by engagement patterns that no one is tracking
SEO content opportunities identified but never executed because the production queue is always full
Proposed starting point
A pilot hypothesis to review
Designed role · approval required
Pacing Sentinel
Monitors daily and monthly budget pacing across every live campaign and flags overspend or underspend before it becomes a billing problem.
Budget overspend or underspend is visible in the first week's data and immediately demonstrates that the platform is watching accounts more closely than any human can: a clear, quantified proof of value before the first report is due.
Designed playbook
Proposed work streams and roles
These are configuration ideas to test during an audit. They are not autonomous workers or evidence of a live deployment.
Forma Core
Runs under every suite. The shared operating spine: front desk, follow-up, reputation, owner reporting, cash, and content.
Designed role descriptions ↓Close ↑
Front Desk
Captures and triages every inbound (email, web form, missed call, DM), then replies, classifies, and routes it to the right place.
Follow-Up Engine
Runs persistent, polite multi-touch follow-up on every quote, no-show, and stalled enquiry until it converts or is cleanly closed.
Reputation Engine
Asks happy customers for reviews at the right moment, drafts replies to every review, and routes negative feedback to a human first.
Owner's Digest
Compiles the weekly (and on-demand) operating picture into a plain-English brief: what happened, what's at risk, what needs a decision.
Money Flow
Issues and chases invoices, tracks AR aging, and reconciles payments so nothing slips and cash comes in faster.
Content Engine
Turns the brand kit into a steady cadence of social, email, and blog content, ready for one-click approval.
Account Onboarding & Audit
A proposed work stream whose scope and evidence must be agreed during the audit.
Designed role descriptions ↓Close ↑
Account Auditor
A proposed role to scope and validate before any pilot use.
Campaign Operations
Keep every live campaign on budget, on target, and free of spend anomalies around the clock.
Designed role descriptions ↓Close ↑
Pacing Sentinel
Monitors daily and monthly budget pacing across every live campaign and flags overspend or underspend before it becomes a billing problem.
Performance Anomaly Detector
Detects sudden spikes or drops in CPL, ROAS, CPC, or conversion rate and surfaces the likely root cause before the account manager's next check-in.
Creative & Landing Pages
Detect fatigue before it damages performance, generate fresh variations, and optimise landing-page alignment with ad copy.
Designed role descriptions ↓Close ↑
Creative Fatigue Detector
Tracks frequency, CTR decay, and engagement trends across all active ad creatives to flag fatigue before CPL climbs.
Ad-Creative Variation Factory
Generates on-brand ad copy and structured creative briefs for multiple formats, ready for the designer or a direct upload.
Landing-Page Builder
Audits ad-to-landing-page message match and generates conversion-optimised page copy and layout briefs for new campaigns.
SEO & Organic
Surface keyword and content gaps, publish optimised content, and track organic performance alongside paid.
Designed role descriptions ↓Close ↑
SEO Content Engine
Identifies high-value keyword gaps, produces optimised content briefs and drafts, and tracks organic performance against paid to show blended ROI.
Reporting & Insight
Produce unified cross-channel performance reports automatically and surface the insights clients actually need.
Designed role descriptions ↓Close ↑
Cross-Channel Reporter
Consolidates performance data from every paid and organic channel into a single, client-ready report and surfaces the three insights that matter most this period.
Retention & Account Management
Monitor account health, surface at-risk clients before they churn, and keep communication proactive.
Designed role descriptions ↓Close ↑
Churn-Risk Radar
Scores every active client account on churn risk weekly, identifies the early-warning signals, and prompts the account manager with a tailored retention action.
Measurement design
Candidate measures to baseline
These labels do not claim a result. The audit must define the source, window, method, baseline, and owner before a metric can support a pilot decision.
Budget adherence rate
A candidate metric; its source and baseline are not yet defined.
Mean time to anomaly detection
Hours from a performance spike or drop to an alert reaching the account manager, which directly limits client exposure.
Blended ROAS across channels
Weighted return on ad spend combining all paid channels per client, the headline number clients judge the agency on.
Client retention rate
% of retainer clients renewing at contract end, the primary driver of agency revenue stability.
Report delivery on time
% of client reports delivered by the agreed deadline each period, a basic trust signal that drives client satisfaction.
Creative refresh cycle time
Days from fatigue flag to new creative live in the account, which determines how long underperforming ads run at client expense.
Connector boundary
Availability is scoped per controlled pilot
Connector names in the internal playbook are planning inputs, not a public integration promise. Current code-live readers are bounded and require account-specific verification before use.
See the commerce pilot boundaries →Audit first
Validate the playbook against your operation.
Pricing, scope, data access, review boundaries, and success measures are agreed in writing before any paid work.
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