The old way
Reports built by hand for every client, every month
The Otomatic way
Client reports assembled automatically and on schedule
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Marketing agencies
Reports that build themselves.
For digital, PPC, SEO and social agencies. We connect the ad platforms, analytics, CRM and project tools, then remove the manual work in client reporting, onboarding, proposals, lead routing and internal admin.
Free 30 minutes. Written roadmap within 24 hours.
An agency that sells time, losing it to admin.
Reporting eats the week
GA4, Meta, Google Ads and client notes get pulled into decks by hand, every client, every month.
Onboarding scrambles
Forms, logins, access and project setup take days to settle, differently each time.
Proposals restart
Every pitch gets rebuilt from old decks, loose notes and scattered pricing.
Leads wait
Inbound enquiries sit while the team is heads-down on delivery.
Delivery admin is invisible
The coordination between account management and delivery is real work that nobody bills or tracks.
AI talk stalls
The team discusses AI, and nothing governed ever reaches the actual workflow.
The difference
Old way versus the Otomatic way.
The old way
Onboarding drags over a week of forms
The Otomatic way
Onboarding captured and sequenced from day one
The old way
Proposals rewritten from scratch
The Otomatic way
Proposals generated from your own templates and data
The old way
Leads sit before anyone routes them
The Otomatic way
Enquiries captured, qualified and routed in minutes
The old way
Coordination admin absorbed by the team
The Otomatic way
Handovers routed with the context attached
The old way
AI used ad hoc by whoever tries it
The Otomatic way
A shared standard your team is trained on
What we build
Built around a retainer model.
Client reporting from ad platforms and analytics
Lead capture, qualification and routing
Client onboarding
Proposal generation
Internal tools and dashboards
Delivery handovers
The services behind this work.
We build around the systems already in the business.
We connect to your CRM, ad platforms, analytics and project tools, and build on Make.com with Claude or GPT where drafting is needed. Reporting reads from the source systems, so the numbers in the deck match the numbers in the platform.
- Make.com
- Claude
- OpenAI
- Gmail
- Google Sheets
- Microsoft 365
- HubSpot
- Zoho
- GoHighLevel
- Notion
- Xero
- Tally
- Brevo
Proof
The same method, already running.
Every build starts with the same audit, the same written roadmap and the same 30 days of monitoring after handover. Here it is in production.
See the work
Before you book the audit.
Ask us directlyRead how this is built before you buy it.
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Get your team back on billable work.
Free 30 minutes. Written roadmap within 24 hours.