Case studyAutomotive marketing agencyAirtable + operations automation

Drowning in their own success. Every new client a fire drill.

The client

An automotive digital marketing agency scaling fast.

Managing SEO, paid search, paid social, and programmatic campaigns for dealerships nationwide.

The challenge

Explosive growth that was slowly killing them.

Every process that worked at fifty clients became a daily emergency at several hundred.

  • Client onboarding: a multi-day marathon across 20+ platforms
  • Content operations run on spreadsheets, with daily “who’s doing what?” panic
  • Zero visibility into team capacity — everyone was drowning
  • Manual task assignment creating feast-or-famine workloads
  • Department handoffs that felt like playing telephone

They were running 746 clients on systems built for maybe fifty.

The solution

Two systems that scale.

One handles everything that happens when a client arrives; the other handles everything that happens every day after.

System one

The Onboarding Orchestra

One form submission becomes a choreographed multi-department setup: a centralized client database, task templates that spawn by service, automated emails, platform setup auto-created across Google, Meta, Bing and Analytics, and smart routing by expertise and workload.

System two

The Content Machine

An intelligent task distribution engine: writers matched to clients by expertise, a two-stage content-to-SEO flow with automatic handoffs, real-time load balancing, and per-service project templates.

The results

Q1 2023 to Q2 2025.

  • Tasks completed: 3,383 → 5,849 per quarter (73% increase)
  • Clients managed: 317 → 746 (135% increase)
  • Projects delivered: 10,158 → 16,911 (66% increase)
  • Team size: 39 → 65 (only 67% increase)

What that means

More than doubled clients with less than double the team. Onboarding now happens in hours, not days; content assignments take zero manual intervention.

Start here

Show us how the work moves today.

Thirty minutes. You walk us through how the work moves today; we tell you where it's breaking and what a system would take.

Pick a time and we’ll be there.