CX · Customer experience
The moments clients feel.
The moments a marketing consultant 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 Consultants
What should stay human at a marketing consultant, 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 consultant, 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 consultant. Agents can surface the gaps; the owner still decides.
Main roles
The people a marketing consultant usually employs. Each card is written for this business, then links out to the full role page.
Role
Marketing Consultant
Advises clients on strategy, campaign planning, positioning, and channel choices, and presents recommendations and reports.
Role
Account Manager
Manages client communication, timelines, feedback, proposals, and follow ups across consulting and campaign projects.
Role
Marketing Coordinator
Supports research, campaign setup, reporting dashboards, content calendars, and meeting preparation for client work.
Role
Administrative Assistant
Handles scheduling, proposals, invoicing support, file organisation, and keeps project documents and contracts current.
Freelancers & agencies you might hire
Specialists a marketing consultant often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Freelance Graphic Designer
Creates client presentation assets, campaign visuals, pitch decks, and branded documents for consulting projects.
Freelancer
Freelance Web Developer
Builds landing pages, implements tracking, and makes website changes required for client campaigns.
Agency
Video Production Company
Produces client video ads, interviews, and promotional content for campaigns and case studies.
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 consultant, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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