What does it look like at a small agency?
Updated October 2026
Three jobs from a typical week. The firm and the details are made up. Yours will look different.
A call turns into a proposal
The founder has a good first call with a referral. The AI reads the call transcript, picks the past project closest to their situation as the case study, and writes the draft in the client’s own words, at the firm’s rates. She edits it the next morning and sends it.
They asked for: a new website before their spring fundraiser.
Built from: the call, and last year’s site for a nonprofit with the same deadline.
Written: scope in three phases, a timeline that hits their date, the price from the rate sheet.
Waiting in your drafts. Nothing sent.
Ready before the call
A past client books a call. Before it, whoever runs the account gets half a page: what they bought, what was said in the last emails, and what’s changed at their company since.
History: brand refresh last year, paid on time. Asked about social then. Never followed up.
New since: a new marketing director, hired in August.
Ask: what she wants to change first, and who else signs off.
Every deal up to date, every Monday
From last week’s emails and calls, it updates each deal in the CRM and makes one list: what’s waiting on you, what’s waiting on them, what went quiet.
You owe: the revised timeline for the Harbor Arts site, promised Friday.
They owe: signed scope from Westfield Dental, sent 9 days ago.
Gone quiet: two proposals. Follow-ups written.
Nothing goes out until a person sends it.
Next questionWhat can AI actually do for a firm like mine?