Agency Copilot — AI built for marketing agencies

The problem

Your agency runs on
manual work. It doesn't have to.

Six problems costing you 25–40 hours every week, per team.

📊

Ad specialists fly blind every morning

Log into Meta and Google manually, check each account one by one, try to spot what's fatigued, overspending, or broken — while the clock is ticking.

2–3 hours wasted every single day

📞

ISAs sort through GHL for hours

Manually filter contacts, guess at lead temperature, decide who to call with zero signal on who opened an email or replied to a text last night.

5–8 hours filtering, not calling

📝

Reporting is a full-time job

Pull numbers, format reports, write summaries, email PDFs to clients who barely read them — for every single client, every single week.

8–12 hours per account manager / week

🔧

Looker Studio is a nightmare

Every new client requires a dashboard build. Connections break constantly. Data goes stale. Looks good in demos but nobody actually trusts it.

3–4 hrs setup + constant maintenance

🤷

No one knows which campaigns close

Ad data in Meta. Pipeline in GHL. Nobody connects them. A $4 CPL means nothing if those leads never pick up — but nobody can see that.

Attribution gap costs agencies clients

📋

Team leads chase updates constantly

Every Friday: pull the numbers, format the doc, write the narrative, send to team. Same Monday for clients. Zero automation. Every week without fail.

EOW reports: 3–5 hrs per team lead

Media buyer

Stop reviewing dashboards.
Start acting on them.

Every morning, Agency Copilot pulls live Meta data, analyzes every campaign, and tells you exactly what to do first.

Campaign intelligence

Your AI-powered morning brief

Plain-English insights before you open a single ad account. Which campaigns to pause, which to scale, and why — all figured out before 8am.

All clients, one screen — live Meta data

CPL vs $16 industry benchmark

Creative fatigue detection — frequency + CTR drop alerts

Spend pacing alerts before overspend happens

Account health score 0–100 per client

My accounts · 14 days LIVE

AI BRIEF · Apr 19

WoodPecker Conversion API crushing it at $9.19 CPL — 43% below target. JayBird & Veteran's Tree Services struggling above $20 CPL. Apply WoodPecker's learnings to underperforming campaigns.

Account	CPL	Leads	Status
JayBird Tree Service	$21.40	49	Above target
WoodPecker Tree Service	$9.19	114	On target
Genesis Earthworks	$17.74	26	Above target
Veteran's Tree Services	$22.43	35	Above target

ISA

Call the right lead,
every time.

No more manual GHL filtering. ISAs open Agency Copilot and see a prioritized queue — highest-intent leads first, full context before every call.

Call queue · Today 364 leads

Genesis Earthworks 78 leads

Name	Pipeline	Stage	Added
ernesto barrios	Client	New Lead	19d ago
alan coffey	Client	New Lead	22d ago
wilma de los reyes	Call Center	Day 1 – PM	2d ago
yishka tramel	Call Center	Day 1 – PM	3d ago
james e harrod	Call Center	Day 2 – PM	5d ago

ISA intelligence

AI-scored call queue

Every lead scored by intent. Email opens, SMS replies, pipeline stage, and buying signals — all surfaced before you dial. 100% of time spent calling, not filtering.

AI intent score 0–100 — highest first

GHL activity inline — opens, clicks, SMS replies

Best time to call based on past engagement

Pipeline stage: new → signed

Pick-up rate and dial count per ISA

Management

Full visibility.
Zero manual work.

📊

Auto EOW report to Slack

Every Friday at 6pm, a full end-of-week report posts to your Slack. Ad performance, ISA dials, pipeline health, AI narrative — zero manual work.

📄

White-labeled client PDFs

Every Monday, each client gets a branded PDF in their Slack channel. Plain-English metrics, pipeline summary, AI reassurance section. All automatic.

⚡

Motion task auto-sync

AI action items from briefs automatically create tasks in Motion. No copy-paste, no manual triage — the work appears in the right person's queue.

Who uses it

Built for every role
in your agency.

Media buyer

Ad specialist

1

Opens dashboard at 8am — AI brief with today's priorities

2

Clicks flagged accounts — fatigue alerts, CPL spikes

3

Takes action — swaps creative, adjusts budgets

4

Motion tasks auto-created for each action item

From 2–3hrs reviewing to 20 minutes acting.

ISA

Inside sales agent

1

Opens call queue — prioritized list with AI context

2

Sees activity — who opened, replied, clicked links

3

Calls in order — knows what each lead did before dialing

4

Logs outcome — pipeline auto-moves in GHL

100% of time spent calling, not filtering.

Management

Team lead

1

Receives EOW Slack report every Friday — reads, doesn't build

2

Reviews team workload — overloaded vs available

3

Checks Motion — AI-created tasks from last week

4

Makes strategic decisions — not chasing data

Zero time building reports. Full time leading.

Client-facing

Agency client

1

Receives branded PDF in Slack every Monday 7am

2

Reads plain-English metrics — no ad jargon

3

Sees pipeline — leads, appointments, signed deals

4

AI narrative explains performance + what team is doing

Informed clients churn less. Full stop.

What it replaces

One platform.
Six tools replaced.

Task

Old way

New way

Time saved

Campaign monitoring

Daily ad account review

Manual Meta/Google login

AI morning brief

↓ 10–15 hrs/wk

Dashboard setup

Per-client Looker Studio builds

Looker Studio

Auto dashboard

↓ 3–4 hrs/wk

ISA lead prioritization

Manual GHL filtering each morning

GHL manual filter

AI call queue

↓ 5–8 hrs/wk

End-of-week report

Manual doc for team leads

Manual Word doc

Auto Slack report

↓ 3–5 hrs/wk

Client reporting

Weekly PDF to every client

Manual PDF + email

Auto client PDF

↓ 4–6 hrs/wk

Task management

Creating action items from insights

Manual task creation

Motion auto-sync

↓ 2–3 hrs/wk

Total · team of 6–8

↓ 25–40 hrs/wk

Interactive demo

See the product.
Right now.

Every screen, fully interactive — no signup needed.

📊 My accounts

🎨 Creatives

📋 Call queue

⚡ Live activity

📈 EOW report

📄 Client reports

⚙️ Settings

🔒 agencycopilot.io

Agency Copilot

Media Buyer

My accounts

Creatives 2

Connect Meta

Jordan Davis

JayBird Tree Service

WoodPecker Tree Service

Genesis Earthworks

Veteran's Tree Services

ISA

Call queue 12

Live activity

Management

Settings

EOW report

Clients

Client reports

JD

Jordan Davis

Media buyer

All media buyers ▾

Sort: default ▾

Ads Only

Full Service

Target CPL: $16

On target Above target

⚠1 account needs attention

WoodPecker Tree Service — Lead sync issue — 51 Meta leads not appearing in GHL Investigate →

AI BRIEF Sunday, Apr 19 14 days window

WoodPecker Conversion API is massively outperforming at $9.19 CPL with 114 leads, while JayBird Tree Services and Veteran's Tree Services are both struggling above $20 CPL despite high spend ($1,049 and $1,929). Immediately investigate what targeting, creative, or landing page elements make WoodPecker so efficient and apply those learnings to underperforming campaigns. Genesis Earthworks shows promise with strong 1.93% CTR — consider increasing budget to scale the 26 leads at a reasonable $17.74 CPL.

Avg CPL · 14d

$16.32

$0.32 over $16 target

Total leads · 14d

275

across 7 campaigns

Total spend · 14d

$4,487

4 accounts

Over CPL target

3 / 4

need attention

Account Overview · 14 Days

JayBird Tree ServiceAbove target

Knightdale, NC

$21.40 CPL

Leads

49

Spend

$1,049

CTR

0.94%

Link clicks

341

CPL trend

VS $16

↑ 34%

WoodPecker Tree ServiceOn target

Caldwell, NJ

$9.19 CPL

Leads

114

Spend

$1,048

CTR

1.48%

Link clicks

892

CPL trend

VS $16

↓ 43%

Genesis EarthworksAbove target

Corydon, IN

$17.74 CPL

Leads

26

Spend

$461

CTR

1.93%

Link clicks

178

CPL trend

VS $16

↑ 11%

Veteran's Tree ServicesAbove target

Live Oak, FL

$22.43 CPL

Leads

86

Spend

$1,929

CTR

1.12%

Link clicks

512

CPL trend

VS $16

↑ 40%

Campaign overview

CAMPAIGN	STATUS	ACTIVE ADS
JayBird Tree Services	Monitor closely	3
WoodPecker Tree Service	Monitor closely	3
Genesis Earthworks	Monitor closely	2
Veteran's Tree Services	Healthy	2

JayBird Tree Services · Ad breakdown

AD NAME	STATUS	SPEND	CTR	CPL	FREQ
Reel Ad 4_May 8d running	● Healthy	$66	0.88%	$21.99	1.18×
Reel Ad 3_March 61d running	● Degrading	$982	0.94%	$21.34	1.43×
Reel Ad 2_Feb 78d running	● Degrading	$1	0%	–	1.15×

Ad detail · Reel Ad 4_May

Spend

$65.96

Impressions

3,417

CTR

0.88%

CPL

$21.99

Clicks

30

Leads

3

Frequency

1.18×

Days running

8d

Call Queue

Daily Tracker

ISA Dashboard

Leaderboard

All accounts ▾

Called today 1–3 days 3–7 days Never / 7+ days 364 leads

Urgent

Mike Henderson · +16154820931

Genesis Earthworks · New Lead · Never called

Not yet contacted View in GHL →

Genesis Earthworks

ernesto barrios · +15023865208

Genesis Earthworks · New Lead · Never called

3 New Lead View in GHL →

wilma de los reyes · +18122166063

Genesis Earthworks · Day 1 - PM Follow Up · Called today

28 Day 1 - PM View in GHL →

james e harrod · +15022948478

Genesis Earthworks · Day 2 - PM Follow Up · Called 4d ago

18 Day 2 - PM View in GHL →

yishka tramel · +18594365448

Genesis Earthworks · Day 1 - PM Follow Up · Called yesterday

18 Day 1 - PM View in GHL →

JayBird Tree Service

Veteran's Tree Services

All activity

New leads

Callbacks

Appointments

Calls

📞

Called kristen Warren · JayBird Tree Service

58m ago

New lead: kristen Warren · JayBird Tree Service

1h ago

📞

Called Andre Cotton · Genesis Earthworks

1h ago

📅

Appointment booked: Andre Cotton · Genesis Earthworks

📋 CONFIRMATION CALENDAR

1h ago

New lead: Andre Cotton · Genesis Earthworks

1h ago

💬

Patel Manisha sent a message · WoodPecker Tree Service

1h ago

📞

Called Patel Manisha · WoodPecker Tree Service

1h ago

📅

Appointment booked: Patel Manisha · WoodPecker Tree Service

📋 CONFIRMATION CALENDAR

1h ago

New lead: Patel Manisha · WoodPecker Tree Service

1h ago

📞

Marc Phan called back · JayBird Tree Service

1h ago

📞

V called back · JayBird Tree Service

2h ago

Total Leads

38

↓ -70% vs last week

Avg CPL

$13.72

↓ -$4.79 vs last week

Total Appointments

9

Team Conv Rate

17.6%

↑ +17.6 pp vs last week

Account Health

Account CPL Leads Appts Status Report

JayBird Tree Service

$54.62 2 3 CPL $54.62 — over $18 target ↓ PDF

Veteran's Tree Services

$16.04 15 1 CPL $16.04 — approaching $14 cap ↓ PDF

Genesis Earthworks

$17.57 3 2 CPL $17.57 — approaching $14 cap ↓ PDF

WoodPecker Tree Service

$6.60 18 3 CPL $6.60 · 3 appts ↓ PDF

ISA Leaderboard — This Week

# ISA Appts Calls Conv % vs Last Wk

🏆 Trisha 3 17 17.6%

↑ +3✦ Most improved

2nd Rachel 3 14 21.4% ↑ +3

3rd Renee 2 10 20% ↑ +2

4 Margarete 1 10 10% ↑ +1

Media Buyer Tasks · This Week Motion integration coming soon

Media Buyer Tasks Completed Hours of Tasks Hours of Calls

Jordan Davis 0 0 0

Veteran's Tree Services

LEADS

36

AVG CPL

$25.02

APPTS

0

JayBird Tree Service

LEADS

16

AVG CPL

$27.10

APPTS

4

Genesis Earthworks

LEADS

5

AVG CPL

$38.47

APPTS

0

WoodPecker Tree Service

LEADS

49

AVG CPL

$9.20

APPTS

0

ISA Team

Assign accounts — rows auto-populate in the Daily Tracker each day

Active

Integrations

Plugs into your
existing stack.

f

Meta Ads

G

GoHighLevel

S

Slack

G

Google Ads

M

Motion

CU

ClickUp

Live

In development

Planned

Build roadmap

What's built.
What's coming.

✓

Phase 1

Media buyer dashboard

✓Full campaign dashboard

✓Meta Ads OAuth — live data

✓AI brief via Claude API

✓Creative fatigue detection

✓Deployed on Vercel

Live now

✓

Phase 2

GHL + ISA call queue

✓GHL REST API integration

✓ISA call queue + leaderboard

✓Daily tracker per ISA

✓Live activity feed

✓GHL webhooks

Complete

⚡

Phase 3

Reporting + multi-agency

✓EOW report dashboard

✓Client PDF reports per account

→Auto-email PDFs to clients weekly

→Multi-agency accounts with role-based access

→Motion task sync

In progress

🔮

Phase 4

Advanced analytics

·Cross-platform attribution

·Meta + Google Ads integration

·ClickUp deep integration

·Motion deep integration

·Agency-level analytics

·White-label option

Coming soon

Pricing

Simple, transparent
pricing.

Starter

$297

/ month

✓Up to 5 seats

✓Unlimited ad accounts

✓Meta Ads reporting

✓GHL reporting

Get started

Your whole agency,
finally in one place.

Your agency runs on
manual work. It doesn't have to.

Stop reviewing dashboards.
Start acting on them.

Call the right lead,
every time.

Full visibility.
Zero manual work.

Built for every role
in your agency.

One platform.
Six tools replaced.

See the product.
Right now.

Plugs into your
existing stack.

What's built.
What's coming.

Simple, transparent
pricing.

Your agency,
on autopilot.

Your whole agency,finally in one place.

Your agency runs onmanual work. It doesn't have to.

Stop reviewing dashboards.Start acting on them.

Call the right lead,every time.

Full visibility.Zero manual work.

Built for every rolein your agency.

One platform.Six tools replaced.

See the product.Right now.

Plugs into yourexisting stack.

What's built.What's coming.

Simple, transparentpricing.

Your agency,on autopilot.

Your whole agency,
finally in one place.

Your agency runs on
manual work. It doesn't have to.

Stop reviewing dashboards.
Start acting on them.

Call the right lead,
every time.

Full visibility.
Zero manual work.

Built for every role
in your agency.

One platform.
Six tools replaced.

See the product.
Right now.

Plugs into your
existing stack.

What's built.
What's coming.

Simple, transparent
pricing.

Your agency,
on autopilot.