Free guide · 12 min read
The AI Playbook for Marketing Agencies
Most agencies are stuck between two bad AI strategies: ignore it, or paste client data into a chat window and hope. This playbook is the third option: a practical adoption path across reporting, content, client communication, and automation, with concrete plays, guardrails for client data, and a section mapping each play to an automated agent workflow.
What's inside
- A maturity model: where your agency actually is on AI adoption, and the next step from each stage
- Four plays for reporting: data structuring, narrative drafting, anomaly explanation, and QA
- Content plays that survive client review, and the editing pass that makes AI drafts usable
- Client communication: where AI helps (drafts, summaries) and where it hurts (apologies, bad news)
- Guardrails: client data, disclosure, and the review rules that keep AI out of your postmortems
- A mapping table: each play matched to an agent workflow you can automate on a schedule
Frequently asked questions
Who is this playbook for?
Owners and leads at marketing agencies, typically 2 to 50 people, who want AI to reduce delivery hours without putting client relationships or data at risk. It assumes no technical background.
Is this just a pitch for Orbits?
No. The plays work with whatever tools you use, including a plain chat assistant. Orbits appears once, in a clearly marked section at the end, where we show how the plays map to automated workflows.
How do I get the PDF?
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