Agentic AI for Marketing Agency Operations
Converiqo unifies lead capture, client communication, proposals, and service delivery so every agency team runs smooth without manual coordination.
Pressure points
Key Challenges for Marketing Agencies
Agentic automation restores order across lead handling, client communication, and service delivery.
Lead Response Delays
Inquiries from website forms, LinkedIn, referrals, and RFPs scatter across email, Slack, and spreadsheets so prospects wait too long.
Client Query Overload
Clients ask about campaign performance, reporting schedules, budget changes, and creative approvals through multiple channels creating confusion.
Proposal Workflow Bottlenecks
Proposals, pricing, and scope documents get stuck in email threads so sales cycles stretch and opportunities slip.
Knowledge Base Gaps
Team members search for service details, pricing tiers, case studies, and process docs across drives and chats wasting time.
Service Ticket Chaos
Client requests, internal tasks, and campaign coordination live in separate tools so nothing gets tracked properly.
Reporting Query Backlog
Clients repeatedly ask for performance updates, custom reports, and insights that teams manually pull from analytics platforms.
How Converiqo Runs Marketing Agencies
Automation and AI sync every step from first inquiry to long-term client relationships.
Sales / Lead Engine
Converiqo captures, scores, and routes every inquiry from website, LinkedIn, referrals, and RFPs then triggers automated follow-up workflows, proposal generation, and renewal journeys.
Marketing Automation & Ticketing
Automated workflows manage campaign coordination, creative approvals, reporting cycles, and client requests through structured ticketing with SLA tracking and escalation rules.
Customer Self-Service & Knowledge Base
Clients get instant answers about campaigns, reports, budgets, and services through self-service portal while teams access centralized knowledge base for faster delivery.
Revenue module
Lead Generation and Sales Automation
Capture, score, and convert every inquiry with intelligent workflows.
Automation Flow
Sales / Lead Engine
Lead capture widget collects inquiries from website forms, LinkedIn messages, referral emails, partner portals, and RFP submissions into one unified pipeline.
AI profiling enriches leads with company data, industry, budget signals, service needs, and buying intent then scores and routes to the right account manager or pod.
Automated qualification workflows ask discovery questions, assess fit, and prioritize leads based on budget, timeline, and service alignment.
Proposal generation workflows create personalized proposals, case studies, and pricing based on lead profile, service interest, and past wins.
Proposal tracking monitors document views, client questions, revision requests, and approval stages so sales teams know exactly when to follow up.
Smart cadences re-engage cold leads with relevant case studies, industry insights, service updates, or seasonal offers at optimal intervals.
Automation Flow
Customer Self-Service
Clients check campaign performance, download reports, view analytics dashboards, and access service documentation via WhatsApp, email, or website widget.
AI assistant answers common queries about ad performance, reporting schedules, creative approvals, billing, and service details instantly using knowledge base.
Prospects request proposals, view case studies, browse service offerings, and schedule discovery calls through automated workflows without manual coordination.
Self-service portal lets clients request budget changes, pause campaigns, update creative briefs, and submit feedback directly through chat interface.
Automated reporting workflows deliver weekly, monthly, and QBR reports with performance summaries, insights, and recommendations without manual data pulls.
Upsell journeys surface additional services like SEO, content marketing, analytics, or social media management based on current engagement and client needs.
Automation Flow
Knowledge Management & Team Self-Service
Team members access service documentation, pricing sheets, case studies, process guides, and best practices through chat interface without searching drives or wikis.
Knowledge bot answers questions about client onboarding, campaign setup, reporting standards, billing processes, and agency policies instantly using RAG workflows.
Centralized knowledge base stores service descriptions, pricing tiers, case studies, creative templates, and process documentation in one searchable repository.
Internal ticketing for IT issues, tool access, creative requests, process questions, and training needs routes to the right owner with SLA tracking and reminders.
Account managers receive automated tasks for proposal follow-ups, client check-ins, renewal conversations, and QBR preparation based on deal stage and calendar.
Broadcast important updates about new services, client wins, process changes, team announcements, and industry insights with read receipts and engagement tracking.
Automation Flow
Marketing Automation & Ticketing System
Lead actions trigger workflows across CRM, email, Slack, and communication channels so no inquiry gets missed and follow-ups happen automatically.
Client campaign data links with analytics platforms (Google Analytics, Facebook Ads, etc.) to auto-generate performance reports, insights, and recommendations.
Proposal and renewal forecasts connect to pipeline so account managers know exactly who needs attention each day with prioritized task lists.
Service delivery checklists for campaign launches, creative approvals, media planning, and reporting deadlines run on automated schedules with reminders.
Ticketing system tracks client requests, campaign changes, creative approvals, technical issues, and internal tasks with SLA tracking and escalation rules.
Campaign coordination workflows manage briefs, media planning, creative production, review cycles, and go-live checklists across teams and channels.
Stakeholder outcomes
Benefits Across Agency Stakeholders
Leaders, sales teams, account managers, and clients all gain smoother workflows.
Agency Owners and Leaders
- Command center view of leads, proposals, client satisfaction, and revenue across all service lines.
- Predictive alerts show risk on client retention and pipeline health before issues escalate.
- Scalable playbooks standardize lead handling, proposals, and client onboarding for consistent growth.
Account Managers and Client Success
- Live dashboards keep client campaigns, reporting schedules, and service delivery aligned.
- Automated checklists and tickets cut time spent on manual coordination and follow-ups.
- Real-time alerts surface issues with client satisfaction, campaign performance, or renewal risk.
Sales and Business Development
- Unified funnel view clarifies which lead sources and channels drive qualified opportunities.
- Auto cadences with personalized proposals and case studies boost lead to proposal to close progression.
- Smart workflows keep prospects engaged with relevant content and timely follow-ups.
Creative and Campaign Teams
- Knowledge hub handles service details, client requirements, and process questions instantly.
- Performance insights tie campaign results to client satisfaction and team recognition.
- Less manual coordination lets them focus on delivering great work.
Clients and Prospects
- Easy access to campaign performance, reports, and support on their preferred channels.
- Proactive updates keep them informed about campaign progress and opportunities.
- Issues resolve faster which protects satisfaction and drives referrals.
Operations and IT Teams
- API-first approach layers on top of existing CRM, analytics, and project management tools.
- Role-based access with audit logs eases compliance and security requirements.
- Automation builder reduces custom integrations and manual support overhead.
Deployment fit
Capabilities for Every Agency Type
Support boutique agencies, full-service teams, and large agency networks.
Boutique Marketing Agencies
Small to mid-size agencies manage leads, proposals, and client communication with enterprise-grade automation without extra overhead.
Full-Service Agencies
Multi-service agencies orchestrate consistent lead handling, proposals, and client delivery across SEO, SEM, social, and content teams.
Performance Marketing Teams
Paid media and performance teams deliver fast response times and self-service reporting while scaling client portfolios.
Creative and Content Agencies
Creative agencies control client briefs, approvals, and delivery workflows from one unified automation layer.
Digital Transformation Consultancies
Consulting firms manage RFP responses, proposal workflows, and client onboarding through structured agentic journeys.
Agency Networks and Holding Companies
Large agency groups monitor every brand with unified dashboards, standardized processes, and shared knowledge bases.
Proof of impact
Real Agency Leaders on Measurable Change
Marketing Agencies Run Smoother on Converiqo
45%
Faster lead response time
38%
Increase in proposal win rates
32%
Reduction in client support tickets
28%
Improvement in client satisfaction scores
Customer voice
“Converiqo gave us live visibility on leads, proposals, and client satisfaction. The AI assistant now handles client queries and routes proposals automatically so our team focuses on strategy and creative work.”
Rajesh Kumar, Founder, Digital Growth Partners
Need-to-know
Frequently Asked Questions
Answers for agency owners, account managers, and operations teams.
How can agentic AI help marketing agencies handle lead inquiries better?
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Converiqo.ai pulls all inquiries from website forms, LinkedIn, referrals, and RFPs into one unified pipeline instead of scattering them across email, Slack, and spreadsheets. Your team gets clear ownership and next steps for every lead, so far fewer opportunities are forgotten after the first contact.
Why do agencies need real-time visibility on leads, proposals, and client satisfaction?
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Converiqo.ai shows owners and managers live data on hot leads, proposals in review, and clients at risk. This lets you prioritise follow-ups, adjust proposals, and support account managers before prospects choose a competitor or clients churn.
How can AI improve coordination between sales, account management, and creative teams?
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Converiqo.ai routes tasks like proposal creation, client requests, and creative approvals through structured workflows. Everyone sees the same context and status, so the client journey feels smooth from inquiry to delivery instead of disjointed and repetitive.
Can Converiqo.ai support multi-service agencies with different teams?
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Yes. Converiqo.ai lets you manage leads and activity across SEO, SEM, social, content, and creative teams in one platform, while giving each service line its own filtered view. Leadership can compare performance, spot best practices, and intervene where lead handling or client satisfaction is weak.
How can agentic AI help agencies focus on high-value clients and services?
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Converiqo.ai analyses inquiry patterns, proposal engagement, and early client signals to highlight prospects more likely to choose premium services or long-term contracts. Sales teams can then spend extra time on these opportunities, offering better proposals, case studies, and tailored recommendations.
How does Converiqo's Lead Management module support agency sales teams?
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Converiqo.ai centralises leads from website forms, LinkedIn, referrals, RFPs, and partner portals in one organised pipeline. Each lead gets an owner, a status, and a suggested next action, reducing leakage and helping teams run disciplined follow-ups every day.
What can the Customer Self-Service module do for marketing agencies?
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The Converiqo.ai self-service portal lets clients check campaign performance, download reports, request changes, and get answers instantly through WhatsApp, email, or website widget. This reduces support tickets and frees your team to focus on strategy and creative work.
How do Knowledge Management and AI workflows improve client satisfaction?
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Converiqo.ai uses knowledge base and RAG workflows to combine your service docs, case studies, pricing, and process knowledge. It then answers client and team questions instantly, helping everyone stay aligned and reducing response times significantly.
How can the Ticketing System help agencies manage client requests better?
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With Converiqo.ai's ticketing system, agencies can track client requests, campaign changes, creative approvals, and internal tasks in one place. This creates accountability, ensures nothing falls through cracks, and provides visibility into team workload and SLA compliance.
Why should agencies run all this on one unified Converiqo agentic AI stack?
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When lead capture, client communication, knowledge management, and ticketing sit in separate tools, teams waste time and lose context. Converiqo.ai unifies Lead Management, Client Self-Service, Knowledge Base, and Ticketing into one agentic AI stack, giving agencies a clear path from first inquiry to long-term client relationships.
Agency excellence
Ready to Orchestrate Leads, Proposals, and Client Communication?
Plug Converiqo into your marketing agency to unify lead capture, client communication, proposals, and service delivery without ripping out tools you like.