Agencies & Marketing
Marketing & Creative Agency Suite
Win more pitches, ship creative faster, and turn every client win into the next one.
A full operating system for a full-service brand or creative agency. It covers the entire revenue cycle: from the moment an RFP or prospect brief lands, through creative production and live campaign management, to client reporting and the case-study machine that fuels the agency's own growth. Scope creep, low utilisation, and manual reporting are where agency margin goes to die; this suite makes every stage measurable and as automatic as sensible, so directors spend their time on strategy and relationships rather than administration and firefighting.
A starting configuration to test against the business's actual evidence and operator constraints.
Illustrative failure hypotheses
Questions for the audit to verify
Scope creep accepted silently: undocumented brief changes that bloat delivery time without a change-order conversation
Pitch and RFP responses taking days of senior time when competitors respond in hours
Client reports assembled manually every month, pulling analysts away from billable work
Team utilisation unknown until the sprint is over, with overstretched staff and idle capacity invisible until it hurts
The agency's own case studies and credentials never written, leaving new-business decks thin and generic
Creative briefs ambiguous or incomplete, forcing expensive mid-production rework and revision loops
Proposed starting point
A pilot hypothesis to review
Designed role · approval required
Pitch & RFP Builder
Turns a prospect brief or RFP document into a structured, on-brand pitch deck draft within hours.
A faster, better-structured pitch or RFP response is the single quickest proof of value: the agency sees a polished deck in hours rather than days, and new-business directors feel the relief immediately.
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.
New Business & Pitching
Turn prospect enquiries and RFPs into compelling, on-brand pitches faster than any competitor.
Designed role descriptions ↓Close ↑
Pitch & RFP Builder
Turns a prospect brief or RFP document into a structured, on-brand pitch deck draft within hours.
Credentials Curator
Maintains an always-current, searchable library of client logos, results data, and proof points ready for pitches.
Creative Production
Brief, produce, and scale creative work with tighter briefs and less rework.
Designed role descriptions ↓Close ↑
Creative Brief Writer
Converts a rough client request or meeting notes into a structured, complete creative brief that production can act on without chasing.
Ad Variation Factory
Scales approved hero creative into the full matrix of sizes, formats, and copy variants required for a campaign launch.
Brand-Kit Extractor
Scans a new client's existing brand assets and documents to produce a working brand-kit reference for the creative team.
Delivery & Capacity
Keep utilisation healthy and scope under control across every active client.
Designed role descriptions ↓Close ↑
Scope-Creep Watchdog
Monitors active projects for work that falls outside the agreed scope and prompts a change-order conversation before delivery begins.
Utilisation & Capacity Sentinel
Tracks billable and non-billable hours across the team, surfaces capacity risks, and flags under-utilised staff before it costs margin.
Client Reporting & Comms
Deliver clear, branded performance reports to clients without burning analyst hours.
Designed role descriptions ↓Close ↑
Client Report Composer
Pulls live campaign data from every active channel and assembles a branded, insight-led client report ready for review.
Agency Growth
Convert client wins into published case studies and credentials that fuel the next pitch.
Designed role descriptions ↓Close ↑
Case-Study Generator
Converts a completed campaign or project into a polished, results-led case study suitable for the agency website, pitch decks, and award entries.
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.
Agency billable utilisation
Percentage of available staff hours billed to clients, the primary margin lever for any agency.
Pitch win rate
Proportion of active pitches and RFPs converted to new clients or projects.
Scope-creep revenue recovered
Value of out-of-scope work captured as approved change orders rather than absorbed silently.
Report production time
Hours spent assembling client performance reports, a direct indicator of analyst overhead.
Case studies published per quarter
Fresh, results-led case studies are the agency's single most valuable sales asset.
Mid-production revision rate
Revision rounds triggered by an incomplete or ambiguous brief, reduced directly by better briefing.
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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