Free 20-minute call · 40% off an audit, limited time. Book now

OptiMason

AI for marketing agencies

Free 20-minute call · Limited time: 40% off an audit. Terms

Agencies sell hours and lose them to admin: reporting, onboarding, QA, status updates, the same client question answered three ways. A short, fixed-price audit that finds where those hours go, then a build that gives them back.

Non-billable work is the whole problem

You sell time, and every hour spent assembling a report is an hour nobody pays for. Utilization drops, margins follow, and the usual fix — hiring a coordinator — adds cost rather than removing work.

Most of that admin is rule-based, which automation handles well. The difficulty is telling what is genuinely repeatable from what only looks that way — the second kind breaks within a month.

That is what the audit sorts out before anything gets built.

Where agency hours usually go

The ones that come up most often. Yours will differ in the details.

Client reporting

Four platforms into a deck each month, the same commentary with different figures, formatted per client. Often the largest block of non-billable time.

Client onboarding

Access requests, account setup, kickoff documents, and the checklist someone keeps in their head. Where clients form their opinion of you.

Status updates and check-ins

Assembling the week from project tools and inboxes, then writing it up in each client's format.

Creative and copy QA

Checking work against brand rules, tone, legal and channel specs. High-stakes and easy to miss in a rush.

Scoping and proposals

A discovery call into a scoped proposal. Done from scratch each time despite being 80% the same.

Inbound lead qualification

Researching the company and routing it before anyone has spoken to them.

An agency that automates its reporting buys back a day a week it was already paying for.

The audit prices each opportunity in your own numbers, with a downside case beside it. Unusually easy to verify, because you already track time.

When a workflow is not ready — scattered data, a process that changes every time — the report says so plainly instead of selling you a build that will break.

How the audit works

Working together on your clients' work

If your clients are asking for automation work you do not deliver in-house, there are two ways to handle it.

Referral

You introduce us, we run the engagement, and the referral fee is agreed in writing up front. You stay out of delivery and scope entirely.

White-label

We deliver under your brand at an agreed rate; you own the relationship and the margin. Same method, same fixed price per phase, your name on it.

What we will not do

  • Approach your client directly, during or after the engagement
  • Take on work we cannot deliver properly just to keep the relationship
  • Leave the terms vague. Referral fees and white-label rates go in writing up front

Mention which arrangement you are after in the first message and we will start there.

Honest about where this experience comes from

Straight answer: we have not run a marketing agency. What we bring is seven years operating multichannel ecommerce brands — the integration linking order processing to the sales channels and the warehouse, and agents for support triage, listing generation and reconciliation.

Reporting and listing are the same problem in different clothes: data in several systems, a human assembling it into a document on a schedule. We can show you those builds running on a call.

The other half is two decades of enterprise architecture for major US banks and insurers, where reporting to a deadline from systems that disagree was the standing problem.

There is 40% off an audit for a limited time.

Start small if you prefer

A $999 Workflow Review takes one workflow — reporting, say — and tells you what it costs and whether it is worth automating. Credited in full against an audit.

Free 20-minute call · Limited time: 40% off an audit. Terms