I build the system that pulls the numbers, writes the monthly report in your format with the commentary, and drops it in a review queue. Your account managers edit and send. Live in five business days from data access, or you don't pay.
No call required. I research your agency from what's public and send you the numbers, what I'd build, and what it costs. Two business days.
Something changed in 2026. Clients started asking agencies for "AI discounts," and churn stopped being about performance. In this year's agency surveys the top reasons clients leave are budget cuts and a vague sense that the value isn't visible anymore.
Your report is where that value gets made visible, twelve times a year. And at most agencies it's assembled in the last three days of the month by an account manager copying numbers out of GA4, Meta and the ad platforms into last month's deck, then writing the commentary at 6pm.
I don't think the fix is another dashboard. Clients don't read dashboards. They read the report you send them, with your reasoning in it. So that's what I automate: the pulling, the drafting, and the first pass at the commentary. Your team keeps the judgment.
Sources: AgencyAnalytics 2026 Agency Benchmarks; Digiday+ Research, 2026; Wunderland Media, 2026.
Move the sliders to match your agency. The loaded hourly cost is salary plus overhead for whoever actually builds the reports, not what you bill.
It's a small system wired into the tools you already use. On the first of the month it pulls the numbers, fills your report template, and drafts the commentary from those numbers plus whatever context your team has left in the client notes. The output is a file in your brand, sitting in a review queue, not a dashboard someone has to log into.
Your team reviews it the way they'd review a junior's draft, fixes the two sentences that need fixing, and sends it.
Works with GA4, Google Ads, Meta, LinkedIn Ads, HubSpot, Search Console, and most anything with an export. Output to Google Slides, Docs, PDF or your existing deck template. Built on n8n and the Claude API, and you own all of it.
Day 1 — ScopeYou send me three past reports and access to the data sources. We agree on exactly what the output looks like.
Days 1–2 — BuildData pulls, the template, the commentary logic. Nothing exotic, just wired properly.
Day 3 — Test against realityI run it on last month's real numbers and compare the output to the report your team sent.
Day 4 — Your reviewOne round of changes. This is where the commentary gets to sound like you.
Day 5 — Live + trainingA one-hour session with the people who'll review the drafts, and a two-page handoff doc. Not a manual.
If the system isn't live within five business days of getting data access, you don't pay.
That's a delivery guarantee, not an ROI guarantee. I won't promise you a number I can't control, but I can control whether the thing ships. The clock starts when I have access to your data sources and three past reports.
I'm Mitchell Margolin. Before this I ran an e-commerce apparel business and automated it end to end: order handling, fulfillment, the reporting I used to run it. Eventually it ran without me day to day. That's the experience I'm bringing to agencies, because the shape of the problem is the same: work that's 80% identical every cycle, done by hand because nobody had time to build the thing that does it.
I don't have agency case studies yet. I'm being upfront about that because you'd find out anyway, and because it's why the founding pilot exists. What I do have is a working build process, a delivery guarantee I'm willing to eat the cost of, and no interest in selling you an automation that the math says you shouldn't buy.
If your reporting isn't worth automating, the 2-page breakdown will say so. That's happened in my modeling more than once, usually under eight retainer clients or when every report is a bespoke analysis.
Intake form to branded proposal draft with scope, timeline and pricing pulled from your past wins.
Project intake to a structured brief in your format, built from your best previous briefs.
Time entries and tasks compared to the SOW each week, so unbilled work gets invoiced instead of absorbed.
Use them if a dashboard is what your clients want. They're good at it. What they don't do is write the report: the narrative, the "here's why CPL went up and what we're doing about it," in your deck, in your voice. That's the part your account managers spend the hours on, and it's the part I automate. Some agencies run both: the dashboard for clients who want to poke around, the drafted report for the monthly call.
Usually yes, up to a point. If each report shares a skeleton (same sections, same KPIs, client-specific numbers and commentary), automation handles it well. If every report is a from-scratch analysis, the math gets worse and I'll tell you so in the breakdown. The slider above is honest about this.
Three past reports for one or two clients, read access to the data sources those reports pull from, and about ninety minutes of one person's time across the five days. That's it. If getting data access takes your team a week, the five-day clock doesn't start until it's done.
You do. It runs on an n8n instance and API keys in your name, and I hand over the workflow files and the two-page doc that explains them. If you never talk to me again, it keeps running. The retainer exists for agencies that would rather I keep an eye on it.
Your agency's numbers as best I can estimate them from what's public (client count, team size, service mix), the monthly and annual reporting cost that implies, exactly what I'd build and connect, the price, and a plain verdict on whether it's worth it right now. It takes me about two business days. You're free to take it and do nothing.
I'll research your agency from your site and public footprint, run the math, and send you what I'd build and what it would cost. If it isn't worth doing, it'll say that.
I take on a handful of these a week so each one gets real research. Prefer to just talk? Email mitchell@offload-ai.co and we'll find fifteen minutes.
I'll look at your site and public footprint, run the numbers, and send the breakdown to the email you gave me. If anything about your setup makes the math not work, the document will say so plainly.