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 covering data pulls, QA, narrative, and 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 covering competitor watching, metrics digests, lead triage, and 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.