More clients per account manager, with the team you have.
Client reports drafted in plain words from your own data, client email sorted and drafted, and briefs written up after each call, for your team to approve.
Where your team's hours go.
Monthly client reports
Each client's report drafted from your ad and analytics data, with every number traced to its source and the story in plain words, ready for the account manager to edit.
Client email and requests
Every client email sorted, matched to the account and drafted for an account manager to approve, with a short summary of what came in overnight each morning.
Briefs and recaps after calls
Notes, next steps and a draft creative brief written up within an hour of each client call, for the account lead to check and share.
Works with the tools you already run.
- Google Ads
- HubSpot
- Slack
- Google Workspace
- Microsoft 365
I connect to each through its own access. Before anything is built, the AI Roadmap checks the job against the rules you work under: GDPR and CCPA.
Find out where your team's hours go.
A short conversation about how your account team runs today.