Focused Directions - Beyond Email: Modern Client Communication + Client Portal Case Study
Stop using email to manage client workflows. See what modern clients expect and how a boutique advisory firm used a client portal to cut follow-ups and scale.
Meta Ads reports ready every Monday at 8am ☕️, automated.
TABLE OF CONTENTS
- 2x client capacity increase
- 2h hours / client / week saved per client
The Client
Alley Group is an international and top Performance Marketing Agency working with Enterprise clients.
The Challenge
Account Manager spends 1h / week per client analyzing and reporting on Meta Ads campaigns (Facebook, Instagram)
The Solution
We've built a solution that has AI analyze past 12 weeks and past 12 months of data to spot trends.
The Results
- Reports always on time and ready to be sent at 8am every Monday.
- Account Managers can 2x clients managed.
Tech Used
- Supermetrics to pull campaigns data
- Google Sheets to create a CSV
- OpenAI Assistants to analyze data
Related Posts
Crawl, Walk, Run: The Smart Way to Start Automation Projects
Learn the crawl-walk-run methodology for automation projects. Discover why starting simple beats building the perfect system, with real consulting examples from 400+ implementations.
Automating Employee Onboarding on Growing Teams with Tally, Zapier, and Notion
Art gallery automated onboarding for 300+ employees using Tally forms, Zapier webhooks, and Notion database. Department-specific workflows included.
