Resources
Guides agencies actually use
Practical playbooks and checklists from the team building Orbits — written for agency owners and account leads, not for the algorithm. Free, in exchange for an email. Each one downloads as a clean PDF.
Free guide · 12 min readThe AI Playbook for Marketing AgenciesA practical, hype-free playbook for adopting AI across agency reporting, content, client communication, and automation — with plays you can run this month and a map to agent workflows.Get the guide →Free checklist · 10 min readThe Monthly Client Report ChecklistA step-by-step monthly client reporting checklist for agencies — data pulls, QA, narrative, delivery — plus copy-paste email scripts for sending reports, chasing feedback, and delivering bad news.Get the guide →Free guide · 14 min read10 Agency Automation RecipesTen concrete automation recipes for marketing agencies — competitor watching, metrics digests, lead triage, content repurposing — each broken into steps you can build in any workflow tool.Get the guide →Free playbook · 12 min readThe Client Retention Playbook for AgenciesHow agencies keep clients past month six: reporting cadence, honest updates when results dip, quarterly business reviews, and the early-warning signals that a client is about to churn.Get the guide →
The guides are the theory. Orbits is the practice.
AI-written client reports, project memory, and agent workflows in one agency workspace — with a free tier to prove it on a real client.