Production starts from scratch.
Briefs, source material and past work are scattered. The team spends time gathering context before it can create the next email, newsletter or content draft.
Luis Xavier · Sunshine Coast, Australia
AI Consulting for Marketing Agencies
I help marketing agencies automate repetitive client work, reduce manual reporting and give their team more capacity, using AI and the tools they already have.
- Less time spent on repetitive delivery.
- More capacity to serve clients.
- More consistent processes and quality checks.
AUD 250 including GST · 60 minutes
Businesses Luis has worked with
Established businesses that trusted me with their marketing, CRM and email systems.
Read the client case studies
The delivery workload
When repeatable work fills the week
The same steps repeat across clients. The opportunity is to reduce the preparation and coordination that sit around your team's expertise.
Reporting eats into delivery time.
Data gets exported, copied and reconciled by hand. Less time remains to interpret the results and recommend what the client should do next.
Handoffs depend on chasing.
Missing inputs, unclear ownership and approvals held in message threads slow the work down and create avoidable rework.
Time saved creates room for more client work. It protects margins when that capacity is used productively or reduces delivery costs.
Client delivery workflows
Work your agency delivers every week
Proposed applications to explore together. Each would be scoped around your tools, source material and review process.
Email and newsletter production
Turn approved briefs and source material into drafts, run brand and content checks, and route the work for approval. Your team reviews accuracy and signs off before anything is sent.
Content repurposing
Turn client recordings or long-form content into drafts for each channel. Keep the source material attached so your team can check context, voice and claims before publishing.
Client reporting
Assemble performance data and draft commentary, with missing inputs and unusual results flagged. Your team validates the interpretation and adds strategic recommendations.
Briefs and delivery handovers
Convert meeting decisions into structured briefs, assigned tasks and approval steps. Give the next person the context they need to deliver the work.
Client onboarding
Create project spaces, request access and follow up on missing inputs. Make it clear what is ready, what is missing and who needs to act.
CRM and follow-up
Improve lead routing, record quality and follow-through across connected tools, so your team spends less time correcting data and chasing handovers.
Illustrative workflow
Monthly client reporting, from data to approval
This example shows a proposed approach. It is not a client implementation or a measured result.
- Current work
Export data, reconcile spreadsheets, write commentary and assemble the report.
Repeated preparation takes time away from analysis and client recommendations.
- Proposed automation
Gather supported data, check completeness and prepare a report draft.
Flag missing data and anomalies for review instead of silently filling gaps.
- Human responsibility
Validate interpretation, add strategic recommendations and approve delivery.
The team remains responsible for the advice and the final report.
- Success measure
Track preparation time per report, correction rate and on-time delivery.
Compare against the original process to check whether the change is worthwhile.
Start within your agency
Improve your agency's delivery
Automate repeatable work within your team. Start with one workflow, understand its workload and define where human review belongs.
For a client request
Support a client project
Assess feasibility, scope an implementation or bring in technical delivery within your agency's agreed client relationship.
The one-hour consultation
Find the first agency workflow worth automating.
In a one-hour consultation, we'll assess your current process, identify the strongest opportunity and work through the practical next step.
Together, we'll work towards:
- Selecting one workflow to prioritise.
- Estimating its potential value using your actual workload.
- Identifying the tools, inputs and human review it needs.
- Recommending whether to improve the process, automate it or leave it alone.
Bring what you know about the process: how often it runs, who is involved and how long it takes. We'll use the information available and identify any gaps that need checking.
The hour gives you a focused recommendation and next steps. Any implementation is scoped separately, with no obligation to continue.
About Luis Xavier
Agency experience, backed by technical delivery
Running Sales Studios has meant managing delivery, coordinating a team and meeting client expectations. That experience shapes how I assess automation: where it helps the work move, what still needs a person and whether the change is worth the effort.
Sales Studios began with video animation and evolved into marketing, CRM automation and email deliverability for established businesses. Email, reporting and connected workflows are a practical starting point for bringing that experience into your agency.
Today I help marketing agencies assess AI opportunities and deliver implementations for their own teams and their clients. That can mean advising your team, joining an agreed client conversation or delivering the technical work.
Email deliverability experience
Supported email deliverability in an environment with approximately 1–2 million contacts.
Based on the Sunshine Coast, Australia, with clients around the world. I work during Australian business hours on AEST (Brisbane time).
Platforms I build in
GoHighLevel
n8n
ActiveCampaign
Monday.com
Respond.io
Instantly
Airtable
Shopify
Pipedrive
HubSpot
ClickUp
Claude
ChatGPT
Viktor AI
OpenRouter
Zapier
Questions
No. Come with a question, a half-formed idea, or a client request you have not answered yet.