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 dashboards and internal tools for marketing agencies.
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.
Built and run in-house
-
Serpify · AI visibility and rank tracking
Branded PDF reports, read-only client links and alerts, built on daily data pipelines.
-
Prosvano · LinkedIn automation
LinkedIn outbound with approval before anything sends, for an agency’s own pipeline.
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.
-
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
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 attribution.
-
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.
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 attribution, 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.
How it works
From signed client to monthly report, without the spreadsheet.
-
01
Client signs
Onboarding starts automatically: access requests, questionnaire, project and channel setup.
-
02
Platforms connected
Ad, analytics and search accounts linked once; data flows on a schedule from then on.
-
03
Work and results tracked
Tasks, approvals and live results visible to the team and, through the portal, to the client.
-
04
Report delivered
The monthly report builds itself; the account manager adds the insight and sends it.
Product or custom build
You may not need us to build this.
We would rather point you to the right answer than quote for work you don’t need.
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 agencyBuild, 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.
-
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.
-
Connect what you have
Best when: reports work but operations don’t
Onboarding, approvals or lead delivery automated around the reporting tool you keep.
-
A custom build
Best when: reporting, portal and margin need one source of truth
Client dashboards, a portal and internal margin and capacity views on one data model your agency owns.
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.
-
Agencies & consultancies
Founders and operations leads at agencies and consultancies running many clients at once.
Measured on: Margin per client, utilisation and retention
What changes: More billable hours per head and clients who can see the work without asking for it.
Project process
Discovery, build, launch, then better.
Phases, not promises. Each step is decided on what the previous one showed.
-
01
Weeks 1–2
Audit the overhead
Measure where account time goes and pick the most expensive repeated task.
-
02
Weeks 3–8
Reporting automated
Data connected for a first group of clients and the standard report rebuilt on it.
-
03
Weeks 8–12
Onboarding and portal
New clients onboarded through the system and given a portal login.
-
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
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.
-
01
Scoping sprint
A short, fixed piece of work to map one workflow and decide what is worth building.
-
02
Build
The first workflow designed, built and released, then extended in small, scoped steps.
-
03
Run & improve
An ongoing engagement to keep the system running, measured and getting better.
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 attribution, 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 growth systems work covers agency funnels, lead capture and outbound, and 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.
Start a project
Talk to us about your agency.
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.
Grow the client list without growing the late nights.
A short scoping sprint, a written scope, and a plain answer on whether building is worth it.
Or write to us at [email protected]