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For Agencies

All Clients. One Intelligence Layer.

Per-client AI that learns each brand. Cross-client intelligence.

Multi-client dashboardCross-client learningPer-client auto-reports

Agency Growth Hits a Ceiling

More clients should mean more profit. Instead, it means more manual work, more hires, thinner margins.

Reporting eats 20-40 hrs/week

2-4 hours per client, every week. Analyst time producing zero strategic value.

20-40 hrsweekly reporting (10 clients)

Client churn from ROI questions

Clients ask 'What did we actually get?' Platform ROAS doesn't answer that. Without incrementality proof, retention suffers.

30-40%avg agency churn, ROI unclear

Scaling requires hiring

Every 3-5 new clients means another analyst. Headcount scales linearly, margins shrink.

$80-120Kper additional analyst hire

Insights stay siloed per client

What works for Client A could help Client B, but nobody connects those patterns. Portfolio intelligence untapped.

0%cross-client pattern utilization
Your Agency Intelligence Stack

Four Agents That Scale With Your Portfolio

Each client gets individual AI. Your agency gets collective intelligence across all clients.

Dex

Per-Client Reporting

Auto-generates reports for every client, delivered to their preferred channel. Learns each client's KPIs and format.

Per-client weekly/monthly reports, automated
Learns each client's preferred metrics and format
Delivers to Slack, Sheets, email, or Notion
Catches anomalies per client in real-time
Compound learning: For a 10-client agency, Dex saves 20-40 hrs/week. That's a full analyst redirected to strategy.

Parker

Per-Client Attribution

Proves incrementality for every client. True ROAS, not platform-inflated numbers. The proof that retains accounts.

True incremental ROAS per client
De-biased attribution across Meta, Google, TikTok
Platform inflation detection per client
Defensible ROI proof for client QBRs
Compound learning: Agencies with incrementality-based attribution retain clients 2-3x longer. Prove real ROI, churn drops.

Felix

Per-Client Forecasting

Revenue and ROAS forecasting that learns each client's patterns. Set realistic expectations, then beat them.

Revenue forecasting per client account
78% to 91%+ accuracy as it learns each brand
Seasonal and campaign pattern recognition
Projected outcomes for budget conversations
Compound learning: Accurate forecasts let you set expectations and overdeliver. That's how you keep accounts.

Maya

Cross-Client Memory

Perfect recall across every client conversation and decision. Plus anonymized cross-client pattern learning for your agency.

Perfect recall per client: preferences, constraints, history
Cross-client pattern identification (anonymized)
Seasonal trends connected across your portfolio
Never asks you to repeat context
Compound learning: Maya spots a trend working for Client A that could benefit Client B. Your agency gets smarter with every client.

Agencies also benefit from Sam (scenario planning), Dana (unified data), and Olivia (creative intelligence) - meet all 7 agents

The Cross-Client Intelligence Edge

Every client makes the intelligence sharper for every other client. All data stays isolated and secure.

Pattern Transfer

Seasonal trends working for Client A flagged as relevant for Client B. Your whole portfolio benefits.

Faster Onboarding

New clients ramp faster. The system already knows what works in similar verticals from your portfolio.

Portfolio-Wide Alerts

Platform changes affecting multiple clients get one alert with impact across your book of business.

Collective Forecasting

Seasonal patterns from 10 DTC brands produce more accurate forecasts than any single brand alone.

Before & After Cresva

What changes when intelligence scales with your portfolio, not your headcount.

Client Reporting
Before

2-4 hrs per client per week. Manual data pulls.

After

Dex auto-generates per-client reports. 20-40 hrs/week saved.

Proving ROI
Before

Platform ROAS clients don't trust. Defensive QBRs.

After

Parker shows true incremental ROAS. Clients see real value.

Scaling
Before

Every 3-5 new clients = another analyst hire.

After

Add clients without headcount. Intelligence scales automatically.

Cross-Client Insights
Before

Insights from Client A never reach Client B.

After

Maya surfaces anonymized patterns across your portfolio.

Forecasting
Before

Guesswork on budgets. Overpromise, underdeliver.

After

Felix forecasts per client. Set expectations, then beat them.

Numbers That Matter to Agencies

20-40 hrs
Saved weekly on reporting
Per 10-client agency
2-3x
Longer client retention
With incrementality ROI proof
91%+
Per-client forecast accuracy
Within 90 days per account
$0
Additional analyst hires needed
Scale clients, not headcount

Based on pilot programs with agencies managing 5-25 ecommerce clients.

Frequently Asked Questions

Unified dashboard for all accounts. Each client gets individual AI that learns their brand, with cross-client intelligence identifying shared trends. Per-client auto-reports eliminate manual work.

Yes. Each client's data stays isolated, but the intelligence layer identifies anonymized patterns across your portfolio. Trends working for one client get flagged for similar clients.

2-4 hours per client per week. For a 10-client agency, that's 20-40 hours weekly freed up for strategy.

Parker's incrementality attribution gives agencies defensible ROI proof. Show clients true incremental revenue, not inflated platform numbers.

Agency tiers scale with client count. Per-client cost decreases as your portfolio grows. Contact us for details.

See It Learn Your Clients

30-min demo with your agency data. Live.

Connects in 5 min
First insights in 24 hrs
78% → 91% accuracy