01
Reporting eats the week
Figures and commentary are rebuilt each month.
Industries · Marketing agencies
Give delivery time back.
Connect briefs, approvals, reporting and handovers so client work keeps moving.
One live client account
Northstar Retail · Monthly retainer
01
Brief received
Requirements visible
02
Access collected
Ready for delivery
03
Team decision
Human approval
04
Report prepared
Sources connected
The delivery moves. The team decides.
Sound familiar?
Admin steals delivery time.
The same reports and approvals keep returning.
02
Onboarding starts in fragments
Briefs and access arrive in different places.
03
Proposals restart from scratch
Each pitch starts from old files.
04
Leads wait behind delivery
New enquiries sit while teams are busy.
05
Handovers lose context
Decisions disappear between teams.
06
AI stays ad hoc
Experiments never become a shared process.
What we build
One clear delivery flow.
01
Client reporting
Prepare approved figures from trusted sources.
02
Client onboarding
Collect briefs, access and owners in one place.
03
Proposal preparation
Draft from approved services and templates.
04
Lead routing
Give every enquiry a clear owner.
05
Delivery handovers
Carry decisions and next steps between teams.
06
Internal dashboards
Show status, approvals and missing information.
The boundary
People approve the work.
01Collect source data and prepare routine reports
02Sequence onboarding and approved follow-up
03Carry briefs, decisions and next steps forward
04Surface missing access, data and approvals
Human approval lives here
Set strategy, scope and commercial priorities
Judge creative quality and client fit
Handle sensitive client conversations
Approve everything that leaves the agency
Strategy, creative direction, budgets and client relationships remain with your team.
Who this is for
For recurring client work.
Best when reporting, onboarding or handovers follow a clear pattern.
A strong fit
Recurring client work follows recognisable stages
Reporting draws from stable platforms and agreed measures
Account and delivery teams need clearer handovers
A person owns every client-facing decision
Not the right fit
Every engagement is entirely bespoke with no repeatable core
Nobody owns scope, data definitions or approvals
You want the system to publish without human review
Client access and data responsibilities are undefined
What you leave with
One mapped onboarding, reporting or handover flow
Approved data, communication and review rules
A tested connection to the agreed tools
Clear ownership, access and handover notes
Questions
Questions before we start.
Reporting, creative work, training and brands.
Contact form
Where does delivery stall?
Tell us what keeps getting rebuilt. We’ll suggest a sensible first step.