May 8, 2025

Case Study

How We Helped ELTS Digital Overcome a Growth Bottleneck

When ELTS Digital, a fast-growing marketing agency, approached us, they were running into a growth bottleneck: more clients meant more work - but not more time. Their team was spending hours each week on repetitive tasks that, while necessary, weren’t revenue-generating.

“Our strategists and account managers are spending more time on admin than strategy. We’re growing, but we’re burning out doing it.”

We stepped in to automate the backend work that was eating up their time-freeing up their team to focus on creative strategy and client growth. The results were game-changing.

Challenges Faced:

  • Client reporting was time-consuming, manual, and often delayed

  • Proposal writing and onboarding took too long, slowing down the sales pipeline

  • Campaign performance data was scattered across platforms with no central visibility

  • Lead qualification was done manually, often leading to wasted sales calls

  • Internal communications and task management were inefficient and inconsistent

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AI Automation Solutions We Delivered

1. Automated Client Reporting Engine

We built an AI system that pulled data from platforms like Meta Ads, Google Ads, GA4, and HubSpot to generate weekly and monthly client reports automatically - complete with performance insights, highlights, and alerts.

  • Reporting Time Saved: Over 80 hours/month

  • Client Report Accuracy & Timeliness: Improved to 100% on-time delivery

  • Client Retention: Improved by 22%, with clients citing better transparency

2. Proposal & Onboarding Automation

We automated the creation of custom proposals and onboarding documentation using a dynamic template system that adapted based on project size, service type, and client goals.

  • Proposal Turnaround Time: Reduced from 3 days to < 3 hours

  • Onboarding Completion Time: Cut by 50%

  • Sales Pipeline Velocity: Increased by 31%

3. Smart Campaign Insights Dashboard

We implemented an AI dashboard that monitored performance across all active campaigns and proactively flagged underperforming ad sets, high-ROI creatives, and budget anomalies.

  • Response Time to Campaign Issues: Decreased by 70%

  • ROAS Improvements: Contributed to an 18% average increase in campaign performance

  • Ad Budget Efficiency: Optimized spending by reallocating ~12% of budget in real-time

4. AI Lead Qualification

An AI system was trained to qualify inbound leads via chat and form responses, scoring them based on budget, industry, urgency, and potential fit. It integrated directly with their CRM and sales calendar.

  • Unqualified Lead Calls Avoided: ~65% reduction

  • Sales Team Time Freed Up: ~20 hours/month

  • Lead-to-Client Conversion Rate: Improved by 38%


  1. Internal Workflow Automation

We connected Slack, ClickUp, and Google Workspace with AI to automate task assignments, weekly status updates, and client meeting prep.

  • Internal Task Lag Time: Reduced by 44%

  • Project Completion Rates: Improved due to better accountability and fewer delays

  • Team Morale: Higher satisfaction reported in internal surveys

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Results Summary


Metric

Before Automation

After Automation

Time Spent on Client Reporting

20+ hours/week

< 4 hours/week

Proposal Creation Time

3 days

< 3 hours

Lead Qualification Manual Calls

80% of inquiries

Only 28% now require calls

Campaign Adjustment Speed

Weekly

Real-time

Employee Burnout Risk

High

Significantly reduced

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Final Thoughts

What ELTS Digital was experiencing wasn’t a strategy problem-it was an operational drag. Too many manual systems were eating away at the time their team should have been spending on results, relationships, and growth.

Once we automated the admin-heavy tasks and empowered their team with real-time campaign insights, they didn’t just save time - they scaled without breaking.

If your agency is still relying on spreadsheets, copy-paste reports, and overloaded account managers to keep things running… it’s not sustainable. Automation isn’t a luxury anymore - it’s a multiplier.