Marketing agency

Month-end for Lakeside Fitness, from report to renewal

Reggie drafts the report, Cody drafts the renewal, Nora bills the overage, and Sam checks the new ad copy. Your team sends each one.

On this job

ReggieMarketing and growth
CodySales and estimates
NoraBilling, books and reports
SamCompliance and checks

Lakeside Fitness, September$3,000 a month ad budget

4 sources1 tracking gap

Reggie, the AI employee for marketing and growth, at a laptop

Reads8:00 a.m.

ReggieMarketing and growth

Reggie reads four sources

Google Ads, Meta Ads, GA4 and call tracking. He labels the gap he finds.

Sources, Lakeside Fitness

Reggie’s computer

Live

Inbox

YouSources, Lakeside Fitness

Sheets

Sources, Lakeside Fitness	Detail	Status
Ad spend, $2,840	Google Ads and Meta Ads	Read
86 leads	Calls and forms, GA4 and call tracking	Read
Meta form leads	Tracking gap, Sept. 12 to 14	Labeled

Reggie is working. Take over to pause Reggie and use the computer yourself.

Done: Ad spend, $2,840: Google Ads and Meta Ads (Read)
Done: 86 leads: Calls and forms, GA4 and call tracking (Read)
Done: Meta form leads: Tracking gap, Sept. 12 to 14 (Labeled)
In progress: Sources, Lakeside Fitness

Report8:20 a.m.

Reggie drafts the report

Reggie's computer

SummarySeptember: $2,840 spent of $3,000. 86 leads at $33 each. Meta form leads are missing for three days because of a tracking gap.

Next monthKeep the Google Ads budget. Fix the Meta form tracking first.

Your team sends itNo results promised

Renewal8:45 a.m.

Handoff: Reggie to CodyThe retainer renews December 1. Reggie passes the results summary to Cody.

CodySales and estimates

Cody drafts the renewal note

Cody's computer

Renewal noteHi Marco, your retainer renews December 1. Here is what we did this quarter and what we plan next. The retainer stays at $2,500 a month.

Renews in two monthsNo price change without you

Overage9:10 a.m.

Handoff: Cody to NoraCody passes the logged hours to Nora.

NoraBilling, books and reports

Nora bills the overage

She reads the contract terms and the logged hours. Overage goes on its own line at the contract rate.

Invoice, Lakeside FitnessDraft

Retainer, October$2,500
Overage, 4.5 hours at $120 Over scope$540
Total$3,040

Nora never charges a card. Sending waits for you.

Claims check9:30 a.m.

Handoff: Nora to SamReggie's November ad copy goes to Sam before anyone sees it.

SamCompliance and checks

Sam flags two phrases

He flags wording to review and clears nothing. The check is not legal advice.

2 flags

Ad copy check, November

Sam’s computer

Live

Inbox

YouAd copy check, November

Sheets

Ad copy check, November	Detail	Status
"Lose 10 pounds in 30 days"	Promises a result	Flagged
"Best gym in town"	Ranking wording	Flagged
"Free first class"	Matches the offer sheet	No flag

Sam is working. Take over to pause Sam and use the computer yourself.

Done: "Lose 10 pounds in 30 days": Promises a result (Flagged)
Done: "Best gym in town": Ranking wording (Flagged)
Done: "Free first class": Matches the offer sheet (No flag)
In progress: Ad copy check, November

Waits for you9:35 a.m.

Your team sends each one

Waiting for your team

Nothing changes your ad bids, budgets or campaigns without your approval.

Send the September report to Marco
Send the renewal note
Send the $3,040 invoice
Decide on the two flagged phrases

Whole job9:35 a.m.

One client month, four AI employees

The whole job, Lakeside Fitness

Done or approvedWaits for you

Read four sources and labeled a gapReggie 8:00 a.m.Done
Drafted the September reportReggie · $2,840 spent, 86 leads 8:20 a.m.Waits for you
Drafted the renewal noteCody · $2,500 a month, no change 8:45 a.m.Waits for you
Drafted the overage invoiceNora · 4.5 hours, $540 9:10 a.m.Waits for you
Flagged two ad phrasesSam 9:30 a.m.Waits for you

Every draft is logged. Your team sends each one.

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Client reporting use case