Systems for Agencies
Advertising agencies generate revenue through creative fees, media markups, and monthly retainers for campaign management. The costliest gaps tend to show up during scope creep, unbilled rounds of revisions, and manual data collection for client performance reports.
Technology, SaaS & Agencies
How the business actually works
Inquiry
A prospect submits a request for proposal or a creative brief through the agency website.
Discovery
The account team assesses brand goals, target demographics, and historical ad spend performance.
Proposal
The agency presents media plans, creative concepts, and specific key performance indicator targets.
Onboarding
New clients provide asset access, billing details, and approval for the initial media buy.
Production
Copywriters, designers, and media buyers collaborate to build and launch active campaigns.
Optimization
Daily monitoring and adjustments are made to creative assets and bidding strategies based on engagement.
Reporting
Clients receive monthly performance summaries highlighting reach, impressions, and conversion metrics.
Retention
The agency conducts quarterly business reviews to align on evolving brand objectives and renewals.
Where it leaks
Unstructured client requests lead to additional creative work that is never billed or tracked correctly. Without a portal for formal requests, margins disappear into endless revision cycles.
Account managers spend hours every month manually aggregating data from various platforms into static slide decks. This labor intensive process delays insights and increases the risk of human error in data entry.
Creative files and branding guidelines are often scattered across different email threads and chat apps. Finding the correct high resolution logo or approved copy version slows down the production schedule.
Campaign launches are frequently postponed because creative drafts sit in a client inbox waiting for a sign off. Lack of automated reminders creates bottlenecks that impact the quarterly media spend.
Inquiries from high value brands are lost when the response time is slow or the initial intake is unprofessional. Agencies need a way to qualify leads instantly and schedule discovery calls without back and forth emails.
What LATTICE can build
A centralized hub where clients submit briefs and project requests with all required specifications attached from the start.
Sequential workflows that send creative proofs to stakeholders and collect digital signatures before moving to production.
Real time visual displays that aggregate data from multiple campaigns, giving owners a birds eye view of performance.
Immediate SMS responses to prospects who call the agency when the team is busy, ensuring no new account opportunity is missed.
Automated recurring payments for monthly retainers to improve cash flow and eliminate manual invoicing tasks.
Automated updates sent to clients keeping them informed of creative progress without requiring a manual check in from account managers.
A client facing portal containing brand guidelines, past campaign reports, and final approved creative assets for easy access.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
By centralizing all communication through a dedicated client portal and professional agency line, you create clear boundaries. The system tracks all messages, ensuring that the entire team has visibility into project updates without relying on private channels.
The platform is designed to organize and store documentation and files related to specific projects. This allows your team to keep branding kits and final deliverables organized by client, reducing the time spent searching for assets.
LATTICE provides the infrastructure for client communication, lead intake, and automated follow ups. It often works alongside your production tools to bridge the gap between your internal creative team and the external client experience.
Automated dashboards can pull in data to show progress over time, reducing the need for manual slide deck creation. This provides clients with transparency and allows your account managers to focus on strategy rather than data entry.
The AI receptionist and automated chat features can engage prospects immediately, answering common questions and qualifying their budget. This ensures that global brands or busy executives get an instant response regardless of your office hours.