Modeled scenario · Marketing agency · 14 employees
A 14-person marketing agency
Target: 28 hrs/week saved
Two AI employees take over client status and project ops, freeing two account managers for new business.
The starting point
The agency runs twelve active client projects at a time. Every day, account managers answer the same questions: where is the deliverable, can we move the review, has the invoice been paid. Those interruptions add up to nearly six hours a day across the team, and the two account managers who should be selling are trapped in operations.
The deployment
The agency deploys two AI employees: a client-status assistant and a project-ops assistant. Both connect to the project-management tool, the CRM, and the team Slack. Clients ask questions by email or through a shared Slack channel and get answers with live project status.
- Status updates pulled directly from the project-management board.
- Meeting rescheduling synced to the agency calendar.
- Invoice questions answered from the accounting system.
- Escalation to account managers only for scope changes or sensitive issues.
The targets we model
Within the first month, the AI assistants take over most routine client communication. Account managers check the escalation queue twice a day instead of reacting all day. The numbers below are the targets we scope a pilot like this against.
28
Team hours saved per week
70%
Routine client questions handled by AI
Down 60%
Account manager reaction time
2
Account managers freed for new business
Coordination is the automatable layer. The client relationship stays with the account manager; the AI keeps the status noise off their desk.
Why this scope works
Creative work stays human. The AI automates coordination: one source of truth for status questions removes the noise that hides the real work, and the freed hours go to proactive client strategy and pitch calls.