AI by industry · Marketing agencies
A client and pipeline dashboard for marketing agencies
A good dashboard for a marketing agency shows the sales pipeline, active retainers and their renewal dates, what is due this week, which approvals are stuck and which client accounts show signs of risk. It pulls from your email, calendar, project tool and billing so the picture stays current without manual updating.
Talk through your agency with the person who builds it
A free 30-minute call. You leave knowing which part of your marketing agency to hand to AI first, what we would build, and roughly how long it takes.
Pipeline and renewals together
New leads, proposals out and retainers coming up for renewal belong on the same screen. Renewals are revenue, and a reminder sixty days out gives you time to prove value or fix a problem.
Delivery at a glance
Which deliverables are due, who has them and which are waiting on a client. Stuck approvals show up in red with the days waiting.
Scope creep also shows here, when the hours on an account run beyond what the retainer covers.
Signs an account is slipping
A client who stops replying, skips a call or complains about reports is a risk. The dashboard can flag a quiet account so someone reaches out before the cancellation email arrives.
Picture this
Examples of what it can look like. Illustrations, not clients.
On Monday, you see two retainers renewing next month, three proposals quiet for two weeks and one client who has not approved anything in three weeks.
A retainer account shows more hours worked than the plan covers, so you raise scope with the client before it becomes a dispute.
A lead source column shows that referrals bring the best-fit clients, so you ask three happy clients for introductions.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your agency with the person who builds it
A free 30-minute call. You leave knowing which part of your marketing agency to hand to AI first, what we would build, and roughly how long it takes.
Questions
We already use a project tool. Do we need more?
Maybe not. A dashboard can read from it and your other tools, and show the picture in one place.
How long does a build take?
A first version takes about a month, at a fixed price in writing. Accounts and data stay yours.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses