Performance Marketing Agency
30 clients. Zero manual reports. One system for everything.
SI Digital was running client reporting, project management, and sales follow-up manually across a fragmented stack. We audited the full operation and rebuilt it around one connected system.
By Nikita Zhylkin & Kira Gusak, Co-founders at DigX Agency
The challenge
SI Digital manages paid media and content for 30+ clients across Meta, Google, LinkedIn, and TikTok. Every week, account managers manually exported stats from each platform.
150 hours per month on reporting alone
Weekly exports, month-end compilation, and presentation prep, 5 hours per client, every month.
No single source of truth
Team members used Trello, ClickUp, and Notion interchangeably.
Every call created manual work
After every client call, someone had to write the summary, extract tasks, assign them, and update the CRM.
Strategy took a full month
Producing a single client strategy required weeks of research and compilation.
What we built
A connected system that automates reporting, systematises project management, and accelerates strategy delivery.
Automated reporting system
A unified reporting layer that pulls data from Meta, Google, LinkedIn, and TikTok into one dashboard per client.
- Meta, Google, LinkedIn, TikTok
- Data pulled on schedule
- Live dashboard per client
Unified project management
ClickUp configured as the single system for all clients. Automatic project creation per new client.
- New client
- Project auto-setup in ClickUp
- One system for every client
AI call agent
After every client call, the AI agent processes the transcript: generates a structured summary, extracts action items, assigns tasks in ClickUp.
- After every call
- Agent writes summary, proposes tasks
- Manager confirms
- Tasks assigned in ClickUp
Strategy accelerator
Purpose-built AI workflows that compress strategy production from one month to one week.
- Knowledge repository per client
- Custom skills for each client role
- Strategy in one week
The results
2,300 hours recovered per year. The team spends time on strategy and creative thinking instead of reports.
Hours saved per year on reporting
Weekly reporting, monthly compilation, and presentation prep fully automated across 30+ clients.
Hours of call admin recovered
Summaries, task creation, and CRM updates handled automatically after every call.
Faster client strategy delivery
From one month to one week.
Annual savings
Combined value of recovered time, eliminated manual overhead, and operational efficiency gains.
Clients without adding headcount
The operation scales without the team scaling with it.
Weekly reporting
Monthly presentations
Call follow-up
Project management
Client strategy
Team overhead
Your fractional technical team for operational change.
We cover the technical and strategic sides of AI transformation. We design solutions that actually work in the business, implement them end to end, and never overcomplicate where a simpler path will do.