Serpify
Our product, ready to use
If you need AI visibility and rank tracking with branded client reports and read-only client links, Serpify does that today.
Open SerpifyFor marketing agencies
Custom internal tools for marketing agencies, starting with the work that eats your margin and the leads you miss.
Your margin is leaking between twelve dashboards. We build client reporting, onboarding automation, internal tools and AI agents for performance, SEO, social and full-funnel agencies: the systems that let account teams run more clients without more late nights.
Reports that build themselves, onboarding that runs itself, and more clients per account manager.
You’ll recognise this
- Monthly reports take days of screenshots and copy-paste across platforms.
- Each new client means the same access requests and setup emails.
- Account managers answer “how is it going?” instead of improving results.
- You can’t see which clients are profitable until the quarter is over.
01 The business problem
Agencies sell expertise and spend their hours on admin.
An agency’s product is judgement: what to test, where to spend, what to write. But a growing share of every account team’s week goes on assembling reports from ad platforms, analytics and search tools, chasing client access and approvals, and writing status updates.
That work scales linearly with clients. Each new retainer adds hours of overhead, so growth either burns out the team or forces hiring before the revenue supports it. Meanwhile the clients who demand the most time are rarely the ones paying the most.
The agencies that grow margins as they grow revenue treat their own operations like a product: data pulled automatically, onboarding scripted, reporting standardised and profitability visible per client. For example, a monthly client report assembled by hand from five platforms becomes a dashboard the client can open whenever they like.
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Lever 01
More clients per head
Reporting and status work automated, so each account manager can carry more clients well.Moves: Revenue per account manager -
Lever 02
Retention through visibility
Clients see live results in a branded portal and stop wondering what they are paying for.Moves: Client retention -
Lever 03
Margin per client
Time and cost per client against the retainer, visible monthly instead of at the end of the year.Moves: Gross margin by account
02 In your business
What this looks like on an ordinary week.
Three situations owners tell us about, and what changes once this is in place.
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Scenario 01
Monthly reporting week
Say your account managers spend the first week of every month pulling numbers from Google, Meta and analytics into slides for each client.
With it in place: Client reports build themselves from live data, and account managers spend that week on strategy instead.
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Scenario 02
Onboarding by email thread
Say every new client means chasing ad account access, brand files and logins over a dozen emails before any work can start.
With it in place: New clients get one onboarding checklist, access requests go out on their own, and the team is told when everything has arrived.
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Scenario 03
Busy but not profitable
Say the team is flat out, yet margins are thin, and you can’t tell which retainers are eating the hours.
With it in place: Hours and fees per client in one view show which accounts make money and which need a new scope.
03 How agencies run
The workflows we build around.
- 01
Many clients, many platforms
Every client has its own mix of Meta, Google, LinkedIn, analytics and CRM accounts; data has to be pulled from all of them consistently. - 02
Reports clients actually read
Clients want a few numbers they care about and an explanation, under your brand, not a raw export from a reporting tool. - 03
Lead generation for clients
Performance agencies often run lead ads for clients and need those leads delivered to each client’s CRM, reliably and with the campaign attached. - 04
New business of your own
Referrals dry up; agencies need their own outbound and inbound pipeline running without taking senior people off client work.
04 Who it is for
For agencies ready to run like a product company.
A good fit when
- You manage a portfolio of retainer clients across several platforms.
- Reporting and status updates take a visible share of account time.
- You want to grow revenue faster than headcount.
- You are willing to standardise how you onboard and report.
Probably not when
- You have a handful of clients and an off-the-shelf reporting tool covers them.
- Every client needs a completely bespoke report and you want to keep it that way.
- You are looking for a white-label agency to deliver client work for you.
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Agency & consultancy owners
You run an agency or consultancy with many clients at once, and your margin disappears into reporting, onboarding and status updates.
You watch: Margin per client, team hours and client retention
What changes: Reports and onboarding that run on their own, more clients per account manager, and new business that doesn’t wait for referrals.
05 What we build
The operating system behind a profitable agency.
Automated client reporting
Data pulled from each client’s platforms into branded dashboards and scheduled reports, with commentary where it matters.Client portal
Results, approvals, assets and requests in one branded place clients log into, instead of email threads.Onboarding automation
Contracts, access requests, kickoff questionnaires and project setup triggered the moment a client signs.Client lead routing
Leads from the campaigns you run delivered into each client’s CRM with the campaign attached, and checked daily.AI agents for account teams
Drafted report commentary, research summaries and first-pass briefs, reviewed by a person before they go anywhere.Profitability tracking
Time, spend and retainer per client in one view, so fee and resourcing decisions are based on data.
06 How it works
From signed client to monthly report, without the spreadsheet.
- Step 01
Client signs
Onboarding starts automatically: access requests, questionnaire, project and channel setup. - Step 02
Platforms connected
Ad, analytics and search accounts linked once; data flows on a schedule from then on. - Step 03
Work and results tracked
Tasks, approvals and live results visible to the team and, through the portal, to the client. - Step 04
Report delivered
The monthly report builds itself; the account manager adds the insight and sends it.
- Ad platforms
- Analytics
- Client leads
- Project tools
Agency operating system
Built for one business, owned by it
- Reports built automatically
- Leads routed to clients
- Onboarding on rails
- Margin by client
07 Project process
Discovery, build, launch, then better.
Phases, not promises. Each step is decided on what the previous one showed.
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01
Weeks 1–2
Audit the overhead
Measure where account time goes and pick the most expensive repeated task.
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02
Weeks 3–8
Reporting automated
Data connected for a first group of clients and the standard report rebuilt on it.
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03
Weeks 8–12
Onboarding and portal
New clients onboarded through the system and given a portal login.
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04
Ongoing
Agents and profitability
AI drafting and margin tracking added once the data foundation is in place.
Works with
- Meta Ads
- Google Ads
- LinkedIn Ads
- Google Analytics 4
- Search Console
- Looker Studio
- HubSpot
- ClickUp
- Asana
- Slack
- Google Workspace
08 Proof
Built and run in-house first.
We run the same kind of system on our own business before we build it for anyone else.
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Serpify · AI visibility and rank tracking
Branded PDF reports, read-only client links and alerts, built on daily data pipelines.
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Prosvano · LinkedIn automation
LinkedIn outbound with approval before anything sends, for an agency’s own pipeline.
In-house product engineering case study
Serpify: engineering AI visibility and rank tracking
How we built daily data pipelines, dashboards and client reports that track a brand in Google search and in AI answers, every figure traceable to source.
Read the case study
09 Cost and engagement
What decides the cost.
Every engagement starts with a short, fixed scoping sprint that ends in a written scope, so you know what the first build takes before you commit to it.
- The number of platforms and client accounts to pull data from.
- Whether reports are standardised or vary by client type.
- A client portal, and what clients can do in it.
- Integrations with your project management and finance tools.
- AI drafting on top of automated data, and its review steps.
10 Build, buy or connect
A reporting tool, a custom build, or both.
Reporting products are good at what they do; the question is what your agency needs beyond it.
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A reporting product
Best when: standard client reports are the whole need
AgencyAnalytics, Databox or Looker Studio give templated, white-label reports quickly, per client or per seat.
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Connect what you have
Best when: reports work but operations don’t
Onboarding, approvals or lead delivery automated around the reporting tool you keep.
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A custom build
Best when: reporting, portal and margin need to live in one place
Client dashboards, a portal and internal margin and capacity views on one data model your agency owns.
A Scribbify build
Custom workflows, integrations and dashboards
We build custom when reporting spans every platform you manage, when you want one portal for results, approvals and requests, or when operations need tools no product offers.
Talk to us about your agency11 Questions
Questions from agencies.
Why not use a reporting tool like Looker Studio?
For many agencies that is the right start. We build when reports need data those tools can’t combine, when you want reporting inside a client portal with approvals and requests, or when maintaining dozens of dashboards has become its own job.
Can the client portal carry our brand?
Yes. It runs on your domain with your branding; clients see your agency.
Can you send our clients’ ad leads into their CRMs?
Yes. We connect lead ads to each client’s CRM with the campaign attached, and monitor delivery so a broken connection is caught the same day.
Will AI write our client reports?
It drafts commentary from the data; an account manager reviews and edits it before anything is sent. The judgement stays with your team.
Do you also help with our own new business?
Yes. Our marketing and outbound systems work covers agency lead capture, follow-up and outbound, and we can run them for you. Prosvano, our LinkedIn automation product, may suit agency outbound on its own.
Can you show margin and utilisation by client?
Yes, from your time-tracking, finance and retainer data, in an internal view that clients never see. Client-facing dashboards show results; commercial numbers stay inside the agency.
Who owns the code and data?
Your agency does. The code, accounts and data are yours, documented so another team could maintain them.
Talk to us about your agency
Grow the client list without growing the late nights.
Tell us how many clients you run, which platforms you report on and where your team’s hours go. A partner replies within one business day.
- A partner reads every enquiry
- A 45-minute working call
- A written scope you can decide on
Or write to us at [email protected]
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