AI for agencies: 113 Claude use cases

The founder's day

Clearing what does not need the founder, so the founder can lead and sell.

4 use cases

Highest time

Your morning brief

Ready at eight. Who you are seeing today, what moved overnight on each client, and the things that will not wait.

CoworkScheduled taskCalendarEmailProject management

By hand30 min

With Claude2 min

CoworkScheduled taskCalendarEmailProject management

You give itYour calendar, your inbox and your project management system.

You get backOne page: today's meetings with the context for each, client emails that need you, jobs that slipped yesterday and any invoice that is now overdue.

You stillDecide what gets your morning.

Briefing you before every client or prospect call

Fifteen minutes before a call, a short brief on whoever you are about to speak to.

CoworkScheduled taskCalendarEmailCRM

By hand15 min

With Claude2 min

CoworkScheduled taskCalendarEmailCRM

You give itYour calendar.

You get backWho they are, what you last discussed, what you promised, where their work stands, how their retainer is burning and two things worth raising.

You stillHave the conversation.

Sorting your inbox before you open it

Sorts the overnight inbox into what needs you, what needs a reply you can approve, and what can wait.

CoworkConnectorEmail

By hand45 min

With Claude6 min

CoworkConnectorEmail

You give itYour inbox.

You get backClient emails that need you flagged with the reason, replies drafted for the routine ones, and supplier, software and newsletter mail grouped so you can clear it in one pass.

You stillSend everything. Nothing leaves without you.

Planning the week on Monday

Builds the week around what actually needs you: the pitches, the clients at risk and the decisions that are waiting.

CoworkScheduled taskCalendarCRMProject management

By hand30 min

With Claude5 min

CoworkScheduled taskCalendarCRMProject management

You give itYour pipeline, the WIP list and your diary.

You get backWhich pitches and proposals are due, which clients have gone quiet, which jobs are over budget, and where the gaps in your diary are.

You stillSet the priorities. This gives you the picture, not the plan.

Leading the agency

Margin, utilisation, people and the monthly numbers. The MD's job.

6 use cases

Highest value

The monthly management pack

Builds the monthly pack from the accounts, the timesheets and the pipeline, so the numbers are in front of you in the first week after month end rather than the sixth.

ConnectorSkillScheduled taskAccountingTimesheet softwareCRMSpreadsheet

By hand8 hrs

With Claude1 hr

ConnectorSkillScheduled taskAccountingTimesheet softwareCRMSpreadsheet

You give itYour accounts export, the timesheet export and the pipeline.

You get backFee income against target, gross margin, staff costs as a share of fee income, utilisation by team, debtors and cash, with every figure that moved more than you would expect flagged and the reason where the data shows one.

You stillDecide what the numbers mean, and what you are going to change.

Highest value

A live dashboard of the agency's numbers

Builds one page that reads from your accounts, timesheets and CRM, so the weekly revenue meeting starts from the same figures every time.

ArtifactsConnectorAccountingTimesheet softwareCRM

By hand4 hrs

With Claude40 min

ArtifactsConnectorAccountingTimesheet softwareCRM

You give itRead access to those systems, and the ten numbers you care about most.

You get backA dashboard that refreshes itself, showing fee income, margin by client, utilisation, pipeline coverage and debtors, with a note wherever two systems disagree about the same figure.

You stillRun the meeting. The dashboard settles what the numbers are, so the time goes on what to do about them.

Reading utilisation by person and team

Turns the timesheet export into utilisation and recovery by person, team and client, set against the targets you use.

ConnectorSkillTimesheet softwareSpreadsheet

By hand1 hr 30

With Claude10 min

ConnectorSkillTimesheet softwareSpreadsheet

You give itThe timesheet export, your target for each role and your rate card.

You get backWho is over and under target, where chargeable time never reached an invoice, and which clients absorb the unbilled hours. The Wow Company's BenchPress survey of 614 agencies put average utilisation at 65%, with juniors at 75% and directors at 33%.

You stillDecide whether a low number is a person, a client or a process. Utilisation does not measure how hard anybody works.

The quarterly board or shareholder pack

Drafts the quarterly pack from the management accounts, the forecast and the client list.

ProjectSkillAccountingSlidesFile storage

By hand10 hrs

With Claude1 hr 30

ProjectSkillAccountingSlidesFile storage

You give itThe three monthly packs, the forecast and last quarter's board pack.

You get backA draft in last quarter's structure with results against budget, client wins and losses, people changes and risks, and a list of the questions a shareholder is likely to ask.

You stillWrite the argument. The pack shows what happened, and the board wants to know what you think about it.

Checking your numbers against the industry

Sets your margin, staff costs and fee income per head beside the published figures for UK agencies.

ChatSkillAccountingSpreadsheet

By hand3 hrs

With Claude20 min

ChatSkillAccountingSpreadsheet

You give itLast year's accounts and your headcount.

You get backYour figures beside Moore Kingston Smith's annual survey, which put the average operating margin at 10.2% and staff costs at 61.8% of fee income, with the gap in pounds for each one.

You stillDecide which gap is worth closing first.

Reviewing the rate card

Works out what each role and service has actually earned per hour over the last year, against what the rate card says.

ConnectorSkillAccountingTimesheet softwareSpreadsheet

By hand4 hrs

With Claude30 min

ConnectorSkillAccountingTimesheet softwareSpreadsheet

You give itA year of invoices and timesheets, and the current rate card.

You get backThe effective hourly rate by role, service and client, the clients paying well below card, and what a small rise would add. Moore Kingston Smith found half of agencies had been unable to raise their rates in the six months to May 2026.

You stillSet the prices, and have the conversation with each client.

Where the revenue comes from

Which channels, services and first projects become clients that last.

6 use cases

Highest value

Working out which channels bring the best clients

Joins the lead source in your CRM to what each client has actually paid you, so you can see which channels produce clients worth having.

ConnectorSkillCRMAccountingSpreadsheet

By hand8 hrs

With Claude45 min

ConnectorSkillCRMAccountingSpreadsheet

You give itYour CRM export with lead sources, and your invoice history by client.

You get backRevenue, margin and client lifetime by source: referrals, inbound, outbound, partners and pitches. Clients it cannot match are listed rather than guessed. In the State of Digital Agencies survey, 66% of 612 owners said past and existing clients were their top source of work.

You stillDecide where next year's new business time and money goes.

Highest value

Tracking which projects turn into retainers

Finds every client who started on a one-off project and follows what happened next: whether they moved to a retainer, how long it took and how long it lasted.

ConnectorSkillCRMAccountingSpreadsheet

By hand6 hrs

With Claude30 min

ConnectorSkillCRMAccountingSpreadsheet

You give itYour invoice history by client, and your CRM deals.

You get backThe share of projects that became retainers by first service, channel and project size, with the average time to convert and the average retainer value. Nobody publishes this figure for UK agencies, so your own is the one that counts.

You stillDecide which first projects to sell harder, and which to stop selling.

Highest value

Seeing which services make money

Works out the margin on each service you sell by joining the hours from timesheets, the freelancer and third party costs from your accounts, and the fees invoiced.

ConnectorSkillTimesheet softwareAccountingSpreadsheet

By hand7 hrs

With Claude40 min

ConnectorSkillTimesheet softwareAccountingSpreadsheet

You give itA year of timesheets, invoices and supplier bills, and what counts as each service.

You get backFee income, cost and margin for each service and each client, the services that keep the team busy but lose money, and any jobs it could not assign to a service.

You stillDecide what to sell more of, what to reprice and what to stop doing.

Client lifetime value and churn

Builds a view of every client the agency has had: when billing started and stopped, what they paid in total, and why they left where you recorded it.

ConnectorSkillAccountingCRMSpreadsheet

By hand5 hrs

With Claude30 min

ConnectorSkillAccountingCRMSpreadsheet

You give itYour full invoice history and your list of lost clients.

You get backAverage lifetime and lifetime value by service and by source, churn year by year, and current clients who look like the ones you lost. Winmo, who sell agency data, put average UK tenure at about two years for PR and social agencies and nearly four for creative.

You stillDecide which clients are worth the most effort to keep.

Checking how much rides on your biggest client

Shows how fee income is spread across clients, and what happens to the year if the largest one gives notice.

ChatSkillAccountingSpreadsheet

By hand1 hr

With Claude8 min

ChatSkillAccountingSpreadsheet

You give itThe last twelve months of invoices and your retainer schedule.

You get backThe share of fee income from your top one, three and five clients, the notice period on each, and the month the agency would drop below break even if each one left.

You stillDecide how hard to chase the new business that would spread the risk.

Finding the next thing to offer each client

Looks across the client list for clients who buy one service where similar clients buy two, and for projects that ended without a conversation about what comes next.

ConnectorSkillCRMAccounting

By hand2 hrs

With Claude15 min

ConnectorSkillCRMAccounting

You give itYour client list with the services each one buys, and the account notes.

You get backA short list for each account director: the client, what they buy, what clients like them also buy, and when someone last had a growth conversation with them.

You stillDecide which ones to raise, and raise them yourself.

Forecasting and the financial model

Retainers, signed work and pipeline, rolled into the next twelve months.

5 use cases

Highest value

The rolling revenue forecast

Builds the next six to twelve months of revenue from confirmed retainers, signed projects and the weighted pipeline, and updates it each week as deals move.

ConnectorScheduled taskCRMAccountingSpreadsheet

By hand4 hrs

With Claude25 min

ConnectorScheduled taskCRMAccountingSpreadsheet

You give itYour retainer schedule, signed work, the CRM pipeline and your stage weightings.

You get backFee income by month split into confirmed, likely and pipeline, the gap to target, and the deals whose weighting looks optimistic against your history. The PRCA found 95% of agencies had won a pitch that then never went ahead.

You stillDecide which deals to count. That judgement is what makes a forecast worth reading.

The thirteen week cash forecast

Projects cash week by week from what is invoiced, what is due to be invoiced, payroll, freelancers, VAT and the way each client actually pays.

ConnectorScheduled taskAccountingSpreadsheet

By hand2 hrs

With Claude15 min

ConnectorScheduled taskAccountingSpreadsheet

You give itYour bank balance, aged debtors, the billing schedule and fixed costs.

You get backA thirteen week view with the tight weeks highlighted, the invoices that matter most to chase, and how late each large client has paid in the past.

You stillDecide what to chase, what to delay and when to talk to the bank.

Modelling a hire, a lost client or a price rise

Runs the what if on the forecast: a senior hire in March, the biggest retainer giving notice, or rates up by 5%.

ChatArtifactsSpreadsheet

By hand3 hrs

With Claude20 min

ChatArtifactsSpreadsheet

You give itThe forecast and the change you are considering.

You get backThe effect on monthly profit, cash and utilisation, the month it pays back, and every assumption it used, written out so you can change them.

You stillMake the decision. The model shows what each option does, not which one is right.

Matching the pipeline to the team you have

Sets the work you expect to win against the people you have, so a hiring need or a quiet month shows up before it arrives.

ConnectorSkillCRMProject managementSpreadsheet

By hand1 hr 30

With Claude12 min

ConnectorSkillCRMProject managementSpreadsheet

You give itThe weighted pipeline, the resource plan and the holiday calendar.

You get backHours needed against hours available by team for the next three months, the weeks that are overbooked or empty, and when you would need freelancers.

You stillDecide whether to hire, book freelancers or slow the pitching.

Building next year's budget

Drafts next year's budget from this year's actuals, the retainer base, expected churn and the new business you would need to win.

ProjectSkillAccountingSpreadsheet

By hand10 hrs

With Claude1 hr 30

ProjectSkillAccountingSpreadsheet

You give itThis year's accounts, the client list and your target.

You get backA monthly budget for fee income, salaries, freelancers and overheads, worked back from the profit you want to the revenue it needs, and the new business needed each quarter to get there.

You stillSet the target and own it.

New business

Leads, prospects and the pipeline. In a small agency, the founder.

6 use cases

Researching a prospect before you call

Pulls together what you need to know about a company before a first call, so you open with something specific.

ChatClaude in ChromeBrowser

By hand30 min

With Claude4 min

ChatClaude in ChromeBrowser

You give itThe company name and the contact.

You get backWhat they sell, recent news, who runs marketing, which agencies they have used, how their website, ads and coverage look now, and two or three things worth asking about.

You stillMake the call.

Building a target list

Builds a list of companies that look like your best clients, using the sectors, sizes and signals those clients share.

Claude in ChromeSkillBrowserCRM

By hand3 hrs

With Claude20 min

Claude in ChromeSkillBrowserCRM

You give itYour five best clients and what makes them good ones.

You get backA list with the reason each company is on it, a named contact where one is public, and a suggested first line for each.

You stillDecide who is worth approaching, and write the approaches that matter yourself.

Replying to an enquiry the same day

Drafts a reply to every enquiry from the website, email or an intermediary, answering what was asked and proposing a call.

SkillConnectorEmailCRM

By hand25 min

With Claude4 min

SkillConnectorEmailCRM

You give itThe enquiry, your services and your availability.

You get backA reply in your voice, a note on whether the enquiry looks like your usual client, and the questions to ask on the call about budget, timing and who else they are talking to.

You stillDecide which to pursue and which to turn down politely.

Following up prospects who went quiet

Keeps a follow-up sequence running on prospects you have spoken to, each message written from what was actually said.

SkillScheduled taskEmail

By hand15 min

With Claude3 min

SkillScheduled taskEmail

You give itYour notes from the call or meeting.

You get backEach follow-up drafted and spaced over the next few weeks, referring to the specifics of the conversation, and stopped as soon as they reply.

You stillRead them before they go, and decide when to stop.

Keeping the pipeline up to date

Updates each deal in the CRM after a call or an email, so the pipeline reflects what was said rather than what was hoped.

ConnectorScheduled taskCRMCall recordingEmail

By hand1 hr

With Claude8 min

ConnectorScheduled taskCRMCall recordingEmail

You give itYour call recordings and email threads with prospects.

You get backEach deal's stage, value, next step and close date updated, and a list of deals with no contact for three weeks or more.

You stillDecide which deals are real.

Scanning for tenders worth bidding

Checks the public tender portals each week for contracts that match your services and size, and drops the ones you could not win.

Scheduled taskClaude in ChromeBrowserEmail

By hand1 hr

With Claude6 min

Scheduled taskClaude in ChromeBrowserEmail

You give itYour services, sectors, the contract sizes you can handle and your certificates.

You get backA short weekly list with the buyer, value and deadline, and what each tender asks you to evidence, such as Cyber Essentials or a social value plan.

You stillDecide which to bid. Most will not be worth it.

Pitches, RFIs and credentials

The creds deck, the questionnaire, the pitch and what it cost.

7 use cases

Highest time

Answering an RFI or supplier questionnaire

Answers a request for information or a procurement questionnaire from the answers, policies and certificates you have already written.

ProjectSkillFile storage

By hand8 hrs

With Claude1 hr 30

ProjectSkillFile storage

You give itThe questionnaire, your previous answers, policies, insurance certificates and accounts.

You get backA draft answer to each question in the client's format, a list of the questions where you do not hold the evidence yet, and the team biographies rewritten for this client.

You stillSign the declarations. Everything asserted has to be true, and you are the one saying it.

Building the credentials deck

Builds a credentials deck for a specific prospect from your case study library, choosing the work closest to their sector and problem.

ProjectSkillSlidesFile storage

By hand4 hrs

With Claude30 min

ProjectSkillSlidesFile storage

You give itThe brief or the prospect's name, and your case studies.

You get backA deck in your template with the most relevant case studies, the team who would work on the account, and results stated in the terms the prospect uses.

You stillChoose the work you are proudest of, and decide what to say in the room.

Decoding a pitch brief

Reads the pitch brief and everything public about the client, and sets out what they are asking for and what is missing.

ChatClaude in ChromeBrowserFile storage

By hand2 hrs

With Claude15 min

ChatClaude in ChromeBrowserFile storage

You give itThe brief, the client's website and any intermediary notes.

You get backA summary of the brief, a scan of the client's category and competitors, the questions to put to them before you start, and what the brief does not say about budget or how you will be scored.

You stillFind the idea. That is what wins, and it is the part that needs your best people.

Running the pitch timetable

Turns the pitch dates into a plan for the team, with who owns each part and when the deck locks.

SkillScheduled taskCalendarEmail

By hand1 hr

With Claude8 min

SkillScheduled taskCalendarEmail

You give itThe pitch dates and the team.

You get backA timetable working back from the pitch, the owner of each section, rehearsal slots in everyone's diary, and reminders to each owner as their deadline approaches.

You stillRun the rehearsal, and decide what gets cut.

Building the pitch budget

Builds the indicative costs for a pitch from your rate card and the hours similar work actually took.

ConnectorSkillTimesheet softwareSpreadsheet

By hand1 hr 30

With Claude12 min

ConnectorSkillTimesheet softwareSpreadsheet

You give itThe scope you are proposing and the timesheets for similar jobs.

You get backA costed breakdown by role and stage, the assumptions written out, and the actual hours on the three most similar jobs set beside it.

You stillSet the price. Pricing is a commercial decision.

Highest value

Learning from pitches won and lost

Records every pitch with its cost in hours, the outcome and the feedback, and shows the pattern across the year.

ConnectorSkillTimesheet softwareCRMSpreadsheet

By hand45 min

With Claude6 min

ConnectorSkillTimesheet softwareCRMSpreadsheet

You give itYour pitch list, the timesheet code for pitching and the feedback emails.

You get backWin rate by sector, source and number of agencies on the list, the hours spent on lost pitches, and the conditions under which you usually win. The PRCA found an average PR pitch costs £7,165 and the average win rate is 29.5%.

You stillDecide which pitches to decline next time.

Answering a public sector tender

Drafts the answers to a public sector tender from your past bids, case studies and policies, against the scoring criteria.

ProjectSkillFile storageOnline portal

By hand15 hrs

With Claude3 hrs

ProjectSkillFile storageOnline portal

You give itThe tender pack and your past bids.

You get backDraft answers within the word limits, a social value response, the evidence still missing and a check against every mandatory requirement. From January 2027, social value carries at least 10% of the score on contracts from £1m.

You stillWrite the answers that will score highest, and sign the declarations.

Proposals, estimates and scope

Estimates from real hours, the statement of work and the retainer.

6 use cases

Highest time

Writing the proposal

Drafts the proposal after a good first meeting from your notes, your past proposals and your case studies.

ProjectSkillCall recordingFile storage

By hand4 hrs

With Claude40 min

ProjectSkillCall recordingFile storage

You give itThe call recording or your notes, and two past proposals you liked.

You get backA proposal in your template with the approach, the team, the timeline and the fees, and a list of anything the client said that the proposal does not yet answer.

You stillDecide the approach and the price, and rewrite the opening in your own words.

Building an estimate from past jobs

Builds the estimate from the hours similar jobs actually took, rather than from what everyone hopes this one will take.

ConnectorSkillTimesheet softwareSpreadsheet

By hand1 hr 30

With Claude12 min

ConnectorSkillTimesheet softwareSpreadsheet

You give itThe scope and your timesheet history.

You get backHours by role and stage priced from the rate card, with the three closest past jobs and how far each ran over its estimate.

You stillDecide how much contingency to add, and whether to show it.

Writing the statement of work

Writes the statement of work from the agreed proposal, with the deliverables, the rounds of amends, the exclusions and the assumptions set out.

SkillFile storageE-signature

By hand2 hrs

With Claude15 min

SkillFile storageE-signature

You give itThe proposal and your master statement of work.

You get backA draft SOW, a list of anything vague enough to cause an argument later, and the clauses on IP, use of AI and payment terms checked against your standard position.

You stillAgree it with the client, and have your solicitor approve the master. This drafts. It does not advise.

Setting out a retainer

Turns an agreed retainer into a schedule the client and the team can both read.

SkillFile storage

By hand1 hr

With Claude8 min

SkillFile storage

You give itThe agreed fee, scope and terms.

You get backA schedule of what the monthly fee covers, the hours or deliverables included, the rules on rollover and overage, the notice period and the review date.

You stillDecide the terms. Rollover and overage are commercial choices.

Highest value

Raising a change request

Drafts the change request as soon as a client asks for something outside the statement of work, with the cost and the effect on the dates.

SkillConnectorEmailFile storage

By hand30 min

With Claude5 min

SkillConnectorEmailFile storage

You give itThe client's email and the SOW.

You get backA change request with what was asked, why it falls outside scope, the extra hours and fee, and the new dates, ready for the client to approve.

You stillDecide whether to charge for it, and have the conversation.

Checking a client's contract

Reads a client's own contract or terms against your standard position and lists where they differ.

SkillFile storage

By hand1 hr 30

With Claude15 min

SkillFile storage

You give itTheir contract and your standard terms.

You get backEach clause that moves risk onto you, such as payment beyond 30 days, unlimited liability, IP passing before payment or originality warranties on work made with AI tools, with your usual wording beside it.

You stillDecide what to accept, and use a solicitor for anything that matters. This flags. It does not advise.

Onboarding and briefs

Kick-off, access, the handover and the brief written back.

8 use cases

Running the kick-off

Builds the kick-off agenda and deck from the proposal and the handover notes, and writes up the minutes afterwards.

SkillConnectorSlidesCall recording

By hand2 hrs

With Claude20 min

SkillConnectorSlidesCall recording

You give itThe proposal, the SOW and the meeting recording.

You get backAn agenda, a short deck, and minutes with the decisions, owners and dates, ready to send the same day.

You stillRun the meeting. The first one sets how the relationship works.

Handing a new client from new business to the team

Writes the handover from the pitch, the proposal and the emails, so the team knows what the client was promised.

ProjectSkillFile storageCall recordingEmail

By hand1 hr

With Claude8 min

ProjectSkillFile storageCall recordingEmail

You give itThe pitch deck, the proposal, the call recordings and the email thread.

You get backA handover note with the objectives, the promises made, the people and their roles, the sensitivities, and anything agreed that is not in the SOW.

You stillBrief the team in person.

Chasing access and assets

Sends a new client the list of access and assets the team needs, and chases until each one is in.

SkillScheduled taskEmail

By hand1 hr 30

With Claude10 min

SkillScheduled taskEmail

You give itThe services you are delivering.

You get backA list made for this client, covering ad accounts, analytics, tag manager, the CMS, hosting and DNS for digital work, or logos, fonts and guidelines for brand work, with a weekly chase for whatever is still missing.

You stillMake the call when something has been waiting a fortnight.

Building the messaging and spokesperson pack

Pulls the client's messages, spokespeople, past coverage and approval process into one document the whole account team works from.

ProjectSkillFile storage

By hand3 hrs

With Claude25 min

ProjectSkillFile storage

You give itThe client's materials, past coverage and the kick-off notes.

You get backKey messages, approved facts and figures with their sources, spokesperson biographies, topics to avoid and who signs off what, with a note of how each spokesperson's credentials have been checked.

You stillAgree the messages with the client.

Writing the brief back to the client

Turns a thin brief or a conversation into a proper brief, and sends it back to the client to confirm.

SkillEmailCall recording

By hand45 min

With Claude8 min

SkillEmailCall recording

You give itWhatever the client sent, and the call notes.

You get backA brief with the objective, the audience, the deliverables, the mandatories, the budget and the dates, and the questions the client has not answered yet.

You stillPush back on the parts that do not add up.

Writing the creative brief

Drafts the one-page creative brief for the team from the confirmed client brief and the strategy.

SkillFile storage

By hand1 hr

With Claude10 min

SkillFile storage

You give itThe client brief and the strategist's notes.

You get backA one-page brief with the objective, audience, proposition, mandatories, deliverables and dates, in your agency's format.

You stillWrite the proposition yourself. It is the one line the whole brief depends on.

Highest time

Writing up discovery

Turns discovery workshops and stakeholder interviews into the requirements, user stories and sitemap the build will be estimated from.

ProjectSkillCall recordingFile storageIssue tracker

By hand5 hrs

With Claude45 min

ProjectSkillCall recordingFile storageIssue tracker

You give itThe workshop recordings, interview notes and the client's current site.

You get backRequirements grouped by priority, draft user stories with acceptance criteria, a proposed sitemap, and the open questions and assumptions the client needs to answer before you estimate.

You stillMake the technical and scope decisions. Discovery is where you are paid to think.

The starting audit

Runs the first pass of the SEO, paid media or tracking audit for a new client, and writes up what it found.

ConnectorSkillAd platformsAnalytics

By hand8 hrs

With Claude1 hr 30

ConnectorSkillAd platformsAnalytics

You give itAccess to the accounts and analytics, and your audit template.

You get backFindings grouped by likely impact with the evidence for each, the quick fixes, and the questions for the client. Tracking it cannot verify is flagged rather than assumed to work.

You stillDecide what matters and in what order. The recommendations are yours.

Account management

Account managers and directors. Contact reports, status and the QBR.

7 use cases

Highest time

Writing the contact report

Turns a recorded client meeting into the contact report, sent the same day.

ConnectorSkillCall recordingEmail

By hand30 min

With Claude4 min

ConnectorSkillCall recordingEmail

You give itThe meeting recording.

You get backThe contact report with the decisions, the actions with owners and dates, and anything the client asked for that falls outside scope flagged for you.

You stillRead it before it goes. The client will treat it as the record.

The weekly status update

Writes the weekly update to each client from the project management system: what was done, what comes next and what is waiting on them.

Scheduled taskConnectorProject managementEmail

By hand30 min

With Claude5 min

Scheduled taskConnectorProject managementEmail

You give itNothing beyond the records you already keep.

You get backOne update per client, drafted, naming what is blocked on their side and what needs a decision from them.

You stillSend it, and decide how directly to put the part about their own delays.

Chasing approvals and feedback

Drafts the chase to any client who has not approved or fed back inside the time the timeline allows.

Scheduled taskConnectorEmailProject management

By hand20 min

With Claude3 min

Scheduled taskConnectorEmailProject management

You give itYour list of open approvals.

You get backA chase for each one, firmer as the deadline gets closer, stating what happens to the launch date if it slips.

You stillDecide which ones need a phone call instead.

Highest value

Building the quarterly review

Drafts the quarterly business review from the quarter's reports, the account notes and the plan.

ProjectSkillSlidesFile storage

By hand5 hrs

With Claude45 min

ProjectSkillSlidesFile storage

You give itThe three monthly reports, the plan and your notes.

You get backA deck with results against objectives, what worked and what did not, the plan for next quarter and one or two growth recommendations, in the client's own terms.

You stillWrite the recommendations and present it. The quarterly review is where retainers are renewed or lost.

Writing the account plan

Builds an account plan for each major client from their history with you, what they buy and who you know there.

ProjectClaude in ChromeCRMAccountingBrowser

By hand3 hrs

With Claude25 min

ProjectClaude in ChromeCRMAccountingBrowser

You give itThe client's history, the account notes and their latest annual report or news.

You get backA stakeholder map, revenue this year and last, the services they do not buy yet, the risks to the account and the dates of their planning cycle.

You stillDecide where to grow the account and who will lead it.

Highest value

Spotting a client going cold

Watches for the signals that tend to come before a client gives notice: slower replies, cancelled meetings, a new marketing director and falling spend.

CoworkScheduled taskEmailCalendarCRM

By hand1 hr

With Claude6 min

CoworkScheduled taskEmailCalendarCRM

You give itYour inbox, calendar and account records.

You get backA weekly list of clients showing two or more warning signs, what changed and when, and when you last spoke to someone senior there. Agency Hackers found client retention fell from 82% to 78% in 2024.

You stillPick up the phone. Keeping a client is a conversation.

Preparing the renewal and fee review

Drafts the renewal proposal and the fee review letter ahead of each retainer anniversary.

SkillScheduled taskFile storageEmail

By hand2 hrs

With Claude15 min

SkillScheduled taskFile storageEmail

You give itThe retainer schedule, the year's results and your new rates.

You get backA renewal proposal with the year's results and a revised scope, and a letter explaining any increase, ready sixty days before the anniversary.

You stillDecide the increase, and have the conversation.

Campaigns and channels

PPC, SEO, social and content managers, across every client account.

6 use cases

Highest time

Checking budget pacing on every account

Checks spend against budget on every paid account each morning, and flags the accounts that will over or under spend by month end.

Scheduled taskConnectorAd platforms

By hand45 min

With Claude5 min

Scheduled taskConnectorAd platforms

You give itRead access to the ad platforms and the monthly budgets.

You get backA morning list of accounts off pace, by how much and which campaigns are driving it, with anything that has stopped spending altogether at the top.

You stillMake the changes. Optimisation is the work the client pays for.

Reviewing search terms and negatives

Reviews the search term reports across your accounts and suggests negatives and new keywords.

ConnectorSkillAd platforms

By hand45 min

With Claude6 min

ConnectorSkillAd platforms

You give itThe search term reports.

You get backThe terms wasting spend, grouped by theme with the cost of each, and the terms converting that are not yet keywords.

You stillDecide what to add and what to exclude.

Keeping the change log

Writes up the changes made in each account into a log the client and the team can read, using the platform's own history.

ConnectorScheduled taskAd platformsSpreadsheet

By hand20 min

With Claude3 min

ConnectorScheduled taskAd platformsSpreadsheet

You give itThe account change history.

You get backA plain log of what changed and when, with the reason wherever someone left a note, ready to drop into the monthly report.

You stillAdd the reasons that were not written down.

Building the content and social calendar

Drafts next month's content and social calendar from the plan, the client's dates and what performed last month.

ProjectSkillSpreadsheetAnalytics

By hand3 hrs

With Claude30 min

ProjectSkillSpreadsheetAnalytics

You give itThe strategy, the client's key dates and last month's results.

You get backA calendar with draft copy for each post in the client's voice, the channel and the date, and an approval column ready for the client.

You stillWrite the posts that need a real idea, and approve the rest.

Writing ad copy variations

Writes headline and description variations for search and social ads within each platform's limits.

SkillAd platforms

By hand1 hr

With Claude10 min

SkillAd platforms

You give itThe landing page, the offer and the brand guidelines.

You get backVariations sorted by angle, each within the character limits, with any price checked so that mandatory fees sit in the headline price. The CMA fined the AA £4.2m in April 2026 for a £3 fee left out of it.

You stillChoose what runs.

Writing SEO content briefs

Turns keyword research into briefs a writer can work from.

SkillClaude in ChromeBrowserAnalytics

By hand1 hr

With Claude10 min

SkillClaude in ChromeBrowserAnalytics

You give itThe target keywords and the client's existing content.

You get backA brief for each page with the search intent, the questions to answer, the headings, the internal links and the pages already ranking that it needs to beat.

You stillDecide the angle, and edit what the writer produces.

The studio and production

Designers, producers and the studio manager. Rounds, suppliers, files.

6 use cases

Highest time

Consolidating client feedback

Merges feedback from several client stakeholders into one list of amends, and flags where they contradict each other.

SkillConnectorEmailProofing tool

By hand40 min

With Claude6 min

SkillConnectorEmailProofing tool

You give itThe emails, the proofing comments and any marked-up PDFs.

You get backOne numbered list of amends, the contradictions set side by side for the client to resolve, and which round this is against the rounds in the statement of work.

You stillDecide what to push back on. Some feedback should not be actioned.

Tracking rounds of amends against scope

Keeps a count of rounds on every job against what the statement of work allows, and drafts the change request when a job goes over.

Scheduled taskConnectorProofing toolTimesheet software

By hand20 min

With Claude3 min

Scheduled taskConnectorProofing toolTimesheet software

You give itThe proofing tool and the statements of work.

You get backA list of jobs on their last included round or past it, the hours spent on the extra rounds, and a change request drafted for each.

You stillDecide whether to charge, and tell the client.

Getting supplier quotes

Writes the specification for print, photography, video or production suppliers, sends it to your usual list and compares what comes back.

SkillConnectorEmailSpreadsheet

By hand1 hr

With Claude10 min

SkillConnectorEmailSpreadsheet

You give itThe job, the specification and your supplier list.

You get backA specification, the requests sent, and a comparison of the quotes on price, dates and what each one leaves out.

You stillChoose the supplier. You know who delivers.

Keeping the licence and usage register

Records every stock image, font, music track and talent usage on each job, with the terms and the expiry dates.

SkillScheduled taskSpreadsheetFile storage

By hand30 min

With Claude5 min

SkillScheduled taskSpreadsheetFile storage

You give itThe licences and the job list.

You get backA register by client of what was licensed, where it can be used and for how long, with a reminder before anything expires while still in use.

You stillDecide whether to renew or replace.

Writing the call sheet for a shoot

Builds the call sheet and the shoot schedule from the shot list, the crew and the location.

SkillFile storageCalendar

By hand1 hr

With Claude10 min

SkillFile storageCalendar

You give itThe shot list, the crew, the talent and the location.

You get backA call sheet with times, contacts, travel, the schedule and the shot list, and a risk assessment that covers how the client and crew behave on set.

You stillRun the shoot.

Packaging the final files for the client

Writes the handover note and the file list when final assets go to the client, so nothing has to be asked for twice.

SkillConnectorFile storage

By hand45 min

With Claude6 min

SkillConnectorFile storage

You give itThe final files and the brief.

You get backA handover document listing every asset, its format and its use, the licences that come with each one, and a short summary of the brand guidelines.

You stillCheck the files yourself before they go.

The press office

Account executives. Media lists, sell-in, monitoring and coverage.

6 use cases

Highest time

Building a media list

Builds the media list for a story from your media database, recent bylines and the outlets that covered similar stories.

SkillClaude in ChromeMedia databaseBrowser

By hand2 hrs

With Claude15 min

SkillClaude in ChromeMedia databaseBrowser

You give itThe story, the target outlets and an export from your media database.

You get backA list of journalists with why each one fits, what they wrote recently on the subject and the best way to approach them.

You stillDecide who gets the exclusive, and make the calls.

Drafting the press release

Drafts the release from the client's information and the angle you have agreed.

ProjectSkillFile storage

By hand1 hr 30

With Claude15 min

ProjectSkillFile storage

You give itThe angle, the facts and the quotes.

You get backA release in the client's style with notes to editors, every figure listed with its source for you to check, and two shorter versions for the sell-in.

You stillFind the angle. The story is the part the client is paying for.

The morning media round-up

Reads the morning's news for each client and their sector, and drafts the round-up and the chances for a reactive comment.

Scheduled taskClaude in ChromeBrowserEmail

By hand45 min

With Claude5 min

Scheduled taskClaude in ChromeBrowserEmail

You give itYour clients, their competitors and the topics they care about.

You get backA short round-up per client with their coverage, competitor news, and the stories where a comment from their spokesperson could land, each with a suggested line.

You stillDecide which to pitch, and get the client to approve the comment.

Tracking sell-in and responses

Keeps track of who has been pitched, what they said and who needs following up.

ConnectorScheduled taskEmailSpreadsheet

By hand30 min

With Claude4 min

ConnectorScheduled taskEmailSpreadsheet

You give itYour sent emails and call notes.

You get backA tracker by journalist with the status and next step, and follow-ups drafted for anyone who has not replied in the time you set.

You stillMake the follow-up calls.

Logging coverage as it lands

Logs each piece of coverage as it appears, with the outlet, the reach and the messages it carried.

ConnectorScheduled taskMedia databaseSpreadsheet

By hand1 hr

With Claude6 min

ConnectorScheduled taskMedia databaseSpreadsheet

You give itYour monitoring alerts and the links.

You get backA log with the clip, the date, the outlet, whether the key messages and the spokesperson appeared, and any factual errors to correct.

You stillCorrect the errors with the journalist.

Managing product samples and loans

Tracks every product sent out for review or a shoot, and chases its return.

Scheduled taskConnectorSpreadsheetEmail

By hand30 min

With Claude4 min

Scheduled taskConnectorSpreadsheetEmail

You give itThe loan log and the courier notes.

You get backA tracker by item showing who has it and since when, with a chase drafted for anything overdue.

You stillDecide when a sample becomes a gift.

Sprints, builds and support

Delivery managers, developers and QA. Tickets, RAID logs, releases.

6 use cases

Highest time

The client status report from the tickets

Turns the sprint board into a status report the client can read, without anyone rewriting tickets by hand.

ConnectorScheduled taskIssue trackerTimesheet software

By hand1 hr

With Claude8 min

ConnectorScheduled taskIssue trackerTimesheet software

You give itRead access to the issue tracker and the timesheets.

You get backWhat shipped, what is in progress, what is blocked on the client, the budget spent against the estimate and the risks, in plain English.

You stillDecide what to say about the risks.

Keeping the RAID log current

Updates the risks, assumptions, issues and dependencies log from the week's meetings and tickets.

ConnectorSkillCall recordingIssue tracker

By hand30 min

With Claude5 min

ConnectorSkillCall recordingIssue tracker

You give itThe meeting recordings and the board.

You get backThe RAID log with new items added, owners and dates set, and anything that has sat open too long flagged.

You stillDecide what to escalate.

Writing release notes

Writes the release notes from the merged changes and closed tickets, in one version for the client and one for the team.

Claude CodeConnectorIssue tracker

By hand45 min

With Claude6 min

Claude CodeConnectorIssue tracker

You give itThe release.

You get backNotes for the client in plain English, technical notes for the team, and anything the client needs to test or do.

You stillApprove the release.

Turning UAT feedback into tickets

Turns the client's testing feedback from emails, screenshots and calls into tickets.

ConnectorSkillIssue trackerEmail

By hand1 hr 30

With Claude12 min

ConnectorSkillIssue trackerEmail

You give itThe feedback, however it arrived.

You get backOne ticket per issue with the steps, the screenshots and a severity, duplicates merged, and anything that is really a change request separated out.

You stillDecide what is a bug and what is new scope.

Triaging support requests

Sorts incoming support requests on retainer clients by urgency and by whether the support agreement covers them.

ConnectorScheduled taskEmailIssue tracker

By hand30 min

With Claude5 min

ConnectorScheduled taskEmailIssue tracker

You give itThe support inbox and the agreement.

You get backEach request categorised, a first reply drafted, and anything outside the agreement flagged as chargeable.

You stillFix what needs fixing.

Writing the handover and editor guides

Drafts the handover documents and the editor's guide at go-live, from the build and the tickets.

Claude CodeSkillFile storage

By hand4 hrs

With Claude40 min

Claude CodeSkillFile storage

You give itThe repository, the CMS and the specification.

You get backA handover document with the architecture, hosting, who owns which credentials and the maintenance tasks, and a plain guide for the client's editors.

You stillCheck it against the live build.

Client reporting

The monthly report, due on the same few days for every client.

6 use cases

Highest time

The monthly performance report

Pulls the month's figures from the ad platforms and analytics into the client's report, and drafts the commentary on what changed.

ConnectorSkillAd platformsAnalyticsSlides

By hand3 hrs

With Claude25 min

ConnectorSkillAd platformsAnalyticsSlides

You give itRead access to the platforms and your report template.

You get backThe report with every figure checked against its platform, the movements explained where the data shows why, and the paragraphs that need your view left marked for you.

You stillWrite what it means and what you will do next. That paragraph is the one the client reads.

Checking every report before it goes

Checks each month's client reports against the platforms, so a broken connection does not send a client the wrong numbers.

ConnectorScheduled taskAd platformsAnalytics

By hand30 min

With Claude5 min

ConnectorScheduled taskAd platformsAnalytics

You give itThe reports and access to the platforms.

You get backA list of figures that differ from the platform, connections that have dropped and data that is missing, before anything is sent.

You stillFix them, and send.

Highest time

The monthly coverage report

Builds the coverage report from the coverage log, with the results set against the objectives you agreed.

ConnectorSkillMedia databaseSlides

By hand3 hrs

With Claude25 min

ConnectorSkillMedia databaseSlides

You give itThe coverage log and the campaign objectives.

You get backA report with the coverage, the messages carried, share of voice against named competitors and outcomes where the client shares them, measured without AVEs. The PRCA's 2025 census found 37% of practitioners still use them.

You stillWrite the story of the month.

The end of campaign evaluation

Writes the evaluation at the end of a campaign in the stages of the AMEC framework: outputs, outtakes, outcomes and impact.

ProjectSkillSpreadsheetSlides

By hand4 hrs

With Claude40 min

ProjectSkillSpreadsheetSlides

You give itThe coverage log, the objectives and whatever results the client shares.

You get backAn evaluation against each objective, what moved and what did not, and the gaps where the client's own data is needed to show impact.

You stillBe honest about what did not work.

The monthly retainer or support report

Writes the monthly report for a support, hosting or design retainer from the tickets and the timesheets.

ConnectorScheduled taskIssue trackerTimesheet software

By hand1 hr

With Claude10 min

ConnectorScheduled taskIssue trackerTimesheet software

You give itThe month's tickets and time.

You get backWhat was done, hours used against hours included, uptime and incidents where you host the site, and the work recommended for next month.

You stillDecide what to recommend.

The project wash-up

Prepares the wash-up for a finished job: what was estimated, what it took and what the team said went wrong.

ConnectorSkillTimesheet softwareSpreadsheet

By hand1 hr

With Claude10 min

ConnectorSkillTimesheet softwareSpreadsheet

You give itThe estimate, the timesheets and the team's comments.

You get backEstimate against actual by stage, where the hours went, and the lessons written up for the next estimate.

You stillRun the conversation, and agree what changes.

Resourcing and traffic

Who works on what next week, the WIP list and the freelancers.

4 use cases

Highest time

The weekly WIP list

Builds the WIP list for the Monday meeting from the project management system and the timesheets.

ConnectorScheduled taskProject managementTimesheet software

By hand1 hr

With Claude8 min

ConnectorScheduled taskProject managementTimesheet software

You give itNothing beyond what is already in your systems.

You get backEvery live job with its status, owner, next deadline, budget used against estimate and what is blocked, sorted so the problems are at the top.

You stillRun the meeting, and decide what moves.

Drafting next week's resource plan

Drafts next week's resource plan from the deadlines, the estimates and who is on holiday.

ConnectorSkillProject managementCalendar

By hand1 hr 30

With Claude15 min

ConnectorSkillProject managementCalendar

You give itThe WIP list, the estimates and the holiday calendar.

You get backA plan by person, the people booked over capacity, the jobs with nobody on them, and the places a freelancer would be needed.

You stillDecide who works on what. You know who is good at which work.

Booking freelancers

Finds who on your freelancer list is free and suits the job, and drafts the booking.

SkillConnectorEmailSpreadsheet

By hand45 min

With Claude6 min

SkillConnectorEmailSpreadsheet

You give itYour freelancer list, the dates and the brief.

You get backA shortlist with day rates and past work, a booking email, and a reminder that the IP assignment has to be signed before work starts.

You stillChoose who to book.

Building the project timeline

Builds the timeline from the statement of work, working back from the launch date with the client's approval points built in.

SkillConnectorProject managementSpreadsheet

By hand1 hr

With Claude10 min

SkillConnectorProject managementSpreadsheet

You give itThe SOW and the launch date.

You get backA timeline with every stage, the approval dates the client has to hit and the slack, ready for the client and for the project management system.

You stillDecide where the risk is.

Time, billing and cash

Timesheets, retainer burn, invoices and debtors. Mostly at month end.

7 use cases

Chasing timesheets

Chases the people who have not filled in their timesheets on Friday afternoon, before memory fades.

Scheduled taskConnectorTimesheet softwareMessaging

By hand30 min

With Claude3 min

Scheduled taskConnectorTimesheet softwareMessaging

You give itThe timesheet system.

You get backA personal reminder to each person with gaps, a list for you of who is still missing on Monday, and the days where the hours look estimated.

You stillMake it matter. Every margin figure you read depends on these.

Highest value

Spotting overservicing while it can still be fixed

Checks the hours logged against the fee on every retainer and project each week, and flags the ones running over.

ConnectorScheduled taskTimesheet softwareSpreadsheet

By hand1 hr

With Claude6 min

ConnectorScheduled taskTimesheet softwareSpreadsheet

You give itThe timesheets, the retainer schedules and the estimates.

You get backEach client or job over budget, by how many hours, what they went on and whether the client asked for it. Alex Holliman of Climbing Trees has said his agency was over-servicing clients by 300 hours in some months.

You stillDecide whether to raise it with the client, change the team or accept it.

The retainer burn report

Shows hours used against hours bought on every retainer, so the client hears about an overage before it happens.

ConnectorScheduled taskTimesheet softwareSpreadsheet

By hand45 min

With Claude6 min

ConnectorScheduled taskTimesheet softwareSpreadsheet

You give itThe timesheets and the retainer schedules.

You get backA monthly view of each retainer, a note to the account manager for any client past 80% with a week still to go, and the rollover worked out.

You stillTalk to the client.

The monthly billing run

Prepares the month's invoices from the retainer schedule, the project milestones and the costs to rebill.

ConnectorSkillAccountingProject management

By hand2 hrs

With Claude20 min

ConnectorSkillAccountingProject management

You give itThe retainer schedule, the milestones reached and the supplier bills to rebill.

You get backDraft invoices in your accounts system with the PO numbers, the milestones that were reached but never billed, and the third party costs with your markup applied.

You stillApprove them before they go.

Chasing overdue invoices

Drafts the chases on overdue invoices, firmer as they age, and tells you which clients need a call.

Scheduled taskConnectorAccountingEmail

By hand30 min

With Claude4 min

Scheduled taskConnectorAccountingEmail

You give itAged debtors.

You get backA chase per invoice, the client's past payment pattern, and the invoices stuck because of a missing PO or a supplier portal.

You stillCall anyone you know well. The IPA says 30 days has always been the standard in the industry.

Month end WIP and accrued income

Works out at month end the work done but not yet billed and the work billed but not yet done, so the management accounts are right.

ConnectorSkillTimesheet softwareAccountingSpreadsheet

By hand1 hr 30

With Claude15 min

ConnectorSkillTimesheet softwareAccountingSpreadsheet

You give itThe timesheets, the estimates and the invoices.

You get backAccrued and deferred income by job, with the calculation shown for your accountant.

You stillAgree the method with your accountant.

Coding supplier bills to clients

Codes freelancer, software and production bills in your accounts to the client and service they belong to.

ConnectorSkillAccounting

By hand45 min

With Claude6 min

ConnectorSkillAccounting

You give itThe bills and the job list.

You get backEach bill tagged to a client and a service, so that margin by client includes the costs, and anything it could not place listed for you.

You stillCheck the ones it was unsure of.

People and hiring

Appraisals, probation, hiring and the duties that came in this year.

5 use cases

Preparing appraisals

Gathers what you need for each review: the objectives set last time, the work done, utilisation and the feedback received.

ProjectSkillTimesheet softwareFile storage

By hand2 hrs

With Claude20 min

ProjectSkillTimesheet softwareFile storage

You give itThe last review, the timesheets, client feedback and your notes.

You get backA one-page summary for each person with evidence against each objective, and the questions worth asking.

You stillHave the conversation. The review is about a person.

Keeping probation reviews on track

Reminds managers of each probation review and drafts the record of it.

Scheduled taskSkillCalendarFile storage

By hand30 min

With Claude5 min

Scheduled taskSkillCalendarFile storage

You give itStart dates and the review notes.

You get backReminders before each review, a written record of each one, and a list of anyone near the end of probation with no review recorded. From January 2027 unfair dismissal protection starts after six months.

You stillMake the decision, and make it fairly.

Writing a job advert

Writes the advert from what the role actually involves, with the salary range.

SkillFile storage

By hand1 hr

With Claude10 min

SkillFile storage

You give itThe role, the team and the salary.

You get backThe advert, a shorter version for LinkedIn, and interview questions for each requirement.

You stillInterview the people.

The harassment risk assessment

Drafts the risk assessment the Employment Rights Act now expects, covering client entertainment, shoots, events and work on client sites.

SkillFile storage

By hand3 hrs

With Claude30 min

SkillFile storage

You give itYour policy and the client-facing situations your team works in.

You get backA risk assessment, an updated policy, wording on conduct for client contracts and a training record. From October 2026 employers are liable for harassment of their staff by clients and other third parties.

You stillDecide the measures, and act on any complaint yourself.

Onboarding a new starter

Builds the first fortnight for a new starter: accounts, introductions, reading and the first jobs.

SkillFile storageCalendar

By hand1 hr 30

With Claude15 min

SkillFile storageCalendar

You give itThe role and the team.

You get backA plan by day, the access requests for each system, a reading list from your own documents, and the first jobs they could shadow.

You stillSpend the first day with them.

Compliance and client paperwork

DPAs, security questionnaires, Cyber Essentials and content checks.

8 use cases

Data processing agreements for each client

Drafts the data processing agreement for a client from your template, with the tools that touch their data listed.

SkillFile storageE-signature

By hand1 hr

With Claude8 min

SkillFile storageE-signature

You give itYour template and the services you deliver.

You get backA DPA with the clauses the ICO lists as required, and your list of sub-processors updated with every tool that touches their data, including AI tools.

You stillHave your solicitor approve the template. This drafts. It does not advise.

Answering a client security questionnaire

Answers an information security questionnaire from your policies and last year's answers.

ProjectSkillFile storage

By hand5 hrs

With Claude45 min

ProjectSkillFile storage

You give itThe questionnaire and your policies.

You get backDraft answers, the questions you cannot answer honestly yet, and what would have to change before you could.

You stillSign it off. The answers have to be true.

Preparing for the Cyber Essentials renewal

Works through the Cyber Essentials question set against your set-up before the renewal.

SkillFile storage

By hand3 hrs

With Claude30 min

SkillFile storage

You give itYour list of devices, accounts and cloud services.

You get backDraft answers and a list of the gaps. Since April 2026 a single cloud service without multi-factor authentication is an automatic fail, and freelancers' accounts count.

You stillFix the gaps.

The cookie and tag audit

Lists every tag and cookie on a client site, puts each in its consent category, and checks the banner does what the policy says.

Claude in ChromeSkillBrowserAnalytics

By hand2 hrs

With Claude20 min

Claude in ChromeSkillBrowserAnalytics

You give itThe site and the tag manager.

You get backA table by tag, the analytics tags that no longer need consent, the advertising tags that still do, and the policy updated. PECR fines rose to £17.5m or 4% of turnover in February 2026.

You stillMake the changes with the client.

Accessibility checks and statements

Runs a first pass accessibility check on a build against WCAG 2.2 AA, and drafts the statement.

Claude in ChromeSkillBrowser

By hand3 hrs

With Claude30 min

Claude in ChromeSkillBrowser

You give itThe site.

You get backIssues by severity with where each one is, and a draft accessibility statement. Public sector clients stay responsible when their site is outsourced, so they will ask you for this.

You stillFix the issues, and test with real assistive technology.

Checking ad copy against the rules

Checks copy and creative against the CAP Code and the sector rules before it goes to the client.

SkillFile storage

By hand30 min

With Claude5 min

SkillFile storage

You give itThe copy and the product.

You get backFlags on claims that need evidence, green claims, less healthy food, gambling appeal to under 18s and financial promotions needing approval. The ASA's M&M's ruling in July 2026 found a brand character alone can identify a product.

You stillDecide, and take legal advice on anything close.

Checking influencer posts for disclosure

Checks each influencer post before and after it goes live for a clear ad label.

Claude in ChromeSkillBrowserSpreadsheet

By hand20 min

With Claude3 min

Claude in ChromeSkillBrowserSpreadsheet

You give itThe posts and the brief.

You get backEach post marked as compliant or not with the fix, and a record of what was paid or gifted.

You stillChase the creator yourself.

The quarterly lobbying return

Prepares the quarterly return to the Registrar of Consultant Lobbyists from your client list.

Scheduled taskSkillOnline portalSpreadsheet

By hand1 hr

With Claude8 min

Scheduled taskSkillOnline portalSpreadsheet

You give itThe quarter's public affairs clients.

You get backThe return ready to file within 14 days of the quarter ending, and the clients whose status needs checking.

You stillFile it.

The agency's own marketing

Case studies, award entries, the newsletter and LinkedIn.

4 use cases

Writing case studies while the work is fresh

Writes the case study when a job finishes, from the brief, the results and the team's notes.

ProjectSkillFile storage

By hand2 hrs

With Claude20 min

ProjectSkillFile storage

You give itThe brief, the results and the client's permission.

You get backA case study in your format with the problem, the work and the results with their source, and a shorter version for the credentials deck.

You stillGet the client's sign-off.

Writing award entries

Drafts an award entry from the case study and the results, against the category criteria and the word limits.

ProjectSkillFile storage

By hand8 hrs

With Claude1 hr 30

ProjectSkillFile storage

You give itThe criteria and the case study.

You get backA draft for each question within the word limit, the evidence the judges will expect to see, and the gaps.

You stillWrite the part that makes it stand out.

The founder's LinkedIn posts

Drafts posts in your voice from things you have said, work you have shipped and opinions you hold.

ProjectSkillCall recordingFile storage

By hand45 min

With Claude8 min

ProjectSkillCall recordingFile storage

You give itYour notes, recordings and recent work.

You get backA week of draft posts, each built on something specific rather than a general observation.

You stillDecide what you think. Only post what you would say out loud.

The agency newsletter

Drafts the newsletter to clients and prospects from the month's work and news.

SkillEmail

By hand2 hrs

With Claude20 min

SkillEmail

You give itThe month's news and recent work.

You get backA draft newsletter with the stories ordered by interest to clients, and subject line options.

You stillAdd your view.

The use case for AI in agencies.

Where the time goes

Reporting to every client in the same week

Running the accounts

Keeping clients and winning new ones

Knowing whether the agency makes money

Rounds, amends and approvals

Production and the studio

Pitching and proposals

Knowing whether the job made money

The press office

Showing the client what it achieved

Pitching for new clients

Running the agency

Status and governance

Scope and change

Releases and support

Running the studio

What a marketing agency does brilliantly, and what sits around it

What a creative agency does brilliantly, and what sits around it

What a PR agency does brilliantly, and what sits around it

What a web studio does brilliantly, and what sits around it

113 things you could hand over, by function.

The founder's day

Your morning brief

Briefing you before every client or prospect call

Sorting your inbox before you open it

Planning the week on Monday

Leading the agency

The monthly management pack

A live dashboard of the agency's numbers

Reading utilisation by person and team

The quarterly board or shareholder pack

Checking your numbers against the industry

Reviewing the rate card

Where the revenue comes from

Working out which channels bring the best clients

Tracking which projects turn into retainers

Seeing which services make money

Client lifetime value and churn

Checking how much rides on your biggest client

Finding the next thing to offer each client

Forecasting and the financial model

The rolling revenue forecast

The thirteen week cash forecast

Modelling a hire, a lost client or a price rise

Matching the pipeline to the team you have

Building next year's budget

New business

Researching a prospect before you call

Building a target list

Replying to an enquiry the same day

Following up prospects who went quiet

Keeping the pipeline up to date

Scanning for tenders worth bidding

Pitches, RFIs and credentials

Answering an RFI or supplier questionnaire

Building the credentials deck

Decoding a pitch brief

Running the pitch timetable

Building the pitch budget

Learning from pitches won and lost

Answering a public sector tender

Proposals, estimates and scope

Writing the proposal

Building an estimate from past jobs

Writing the statement of work

Setting out a retainer

Raising a change request

Checking a client's contract

Onboarding and briefs

Running the kick-off

Handing a new client from new business to the team

Chasing access and assets

Building the messaging and spokesperson pack

Writing the brief back to the client

Writing the creative brief

Writing up discovery

The starting audit

Account management