CX · Customer experience
The moments clients feel.
The moments a marketing agency client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Marketing & Creative
AI agents for Marketing Agencies
What should stay human at a marketing agency, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a marketing agency, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a marketing agency. Agents can surface the gaps; the owner still decides.
Main roles
The people a marketing agency usually employs. Each card is written for this business, then links out to the full role page.
Role
Account Manager
Manages client relationships, briefs internal teams, presents campaign updates, and keeps projects on schedule and budget.
Role
Marketing Coordinator
Supports campaign setup, reporting, content scheduling, client communications, and coordination across creative and media tasks.
Role
Copywriter
Writes website copy, ads, emails, campaign messaging, and client content aligned to brief and brand tone.
Role
Graphic Designer
Designs ads, presentations, social assets, pitch documents, and campaign materials for digital and print channels.
Freelancers & agencies you might hire
Specialists a marketing agency often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Freelance Videographer
Shoots and edits campaign videos, interviews, and social content when client projects need additional production capacity.
Freelancer
SEO Specialist
Provides technical audits, keyword strategy, and search recommendations for client websites and content campaigns.
Agency
Managed IT Provider
Supports staff devices, email systems, backups, security, and troubleshooting across the agency's tools and accounts.
Freelancer
Freelance Bookkeeper
Keeps accounts current, reconciles transactions, prepares BAS or tax information, and tidies invoicing for the owner.
Want this set up for you?
If you would like someone to build these flows for a marketing agency, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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