Ecommerce email marketing agency
An AI project manager helped an agency grow from 15 to 33 clients.
An ecommerce email marketing agency had grown from a solo freelancer into an agency. Beyond 15 clients, the volume of campaigns and lifecycle automations exceeded what the team could manage by memory or by opening project lists one at a time.
The bottleneck
The work was growing faster than the team's ability to see and coordinate it. Each campaign depended on the right person receiving the next task, while managers needed a clear view across every client.
What we built
An AI project manager for the whole agency, built in Make.com against the ClickUp API. As work changed status, the system assigned the person stored in the corresponding role field.
The operating layer connected campaign and lifecycle-automation activity across clients, giving the team a shared view of the work and the next handoff.
What changed
The client roster grew from 15 to 33 with no added delivery headcount. The agency earned $1.2M per year in new client revenue and saved $40K per year in project-management labor.
Managers gained visibility into activity across every client within five minutes of a change. More work could move through the agency without every handoff depending on a manager checking a list.
Let's talk about the work
What is holding your team back?
Bring us the workflow, backlog, or system that needs to improve.