System 01
AI new-business assistant
Researches inbound leads, summarizes fit, updates CRM, drafts first replies, and prepares discovery-call briefs.
Lead researchFit summaryCRM updateDiscovery brief
AI automation for marketing agencies
Stop letting agency growth create more account-management admin.
Deltabits helps marketing agencies automate lead follow-up, discovery intake, proposal handoffs, client request routing, reporting prep, and CRM hygiene without disrupting the creative or strategy work.
Why teams buy
The pain is operational before it is technical.
AI only creates value when it connects to the work your team repeats every day: intake, follow-up, CRM, documents, routing, approvals, and reporting.
New leads need research, qualification, CRM updates, and fast replies.
Proposal prep depends on scattered notes, old decks, and manual context gathering.
Client requests arrive through too many channels and lose ownership.
Monthly reporting takes hours of copying, summarizing, and formatting.
AI operators
Systems Deltabits can build first.
System 02
AI account operations assistant
Classifies client requests, routes work to the right owner, drafts responses, and flags risky or overdue items.
Request routingTask creationStatus draftsRisk flags
System 03
AI reporting prep analyst
Collects campaign notes and performance exports, drafts summaries, and prepares account-review inputs for humans to approve.
KPI summariesClient notesReport draftsReview prep
Common tools
Built around the stack your team already uses.
HubSpotPipedriveGoogle AdsMeta AdsGA4Looker StudioSlackClickUpAsanaGoogle Drive
Questions
Common questions from marketing agencies.
Will AI write client strategy?
The first build should not replace strategy. It should remove intake, routing, CRM, reporting prep, and follow-up work so strategists spend more time on judgment.
Can it help with client reporting?
Yes. The system can pull approved data sources, summarize changes, flag anomalies, and draft report narratives for an account manager to review.
Can it help sales without sounding generic?
Yes, if the system uses your positioning, qualification rules, proof points, and approved follow-up patterns rather than generic prompts.
Start with the B2B AI Workflow Audit
Find where your firm is leaking leads, time, and margin.
Get a workflow map, ROI ranking, security plan, and 30-day first-build roadmap before committing to implementation.