From Blank Pages to Automated Workflows:
How AI Transformed Content & Client Reporting
18-person marketing agency in Boise, Idaho achieves 12 ready-to-review drafts monthly, saves 4 hours per week per Account Manager, and improves on-time delivery from 65% to 85% in 6 weeks.*
Executive Summary
The Challenge
Content Creation Bottleneck
Creative team spending 6+ hours on first drafts, missing delivery deadlines
Manual Reporting Overhead
AMs spending 6+ hours weekly on client status updates and KPI reports
Inconsistent Client Communication
Ad-hoc updates leading to client dissatisfaction and relationship strain
Business Impact
- • 35% of projects delivered late
- • AMs overwhelmed with admin work
- • Client retention at risk
- • Creative capacity underutilized
Our Solution
Accelerate Content Creation
AI-powered first draft generation with brand voice training via Jasper
Streamline Client Reporting
Weekly client email reports with content metrics and project status updates
Optimize Client Communication
Front for client support management + Reclaim.ai for seamless meeting coordination
Measured Results
From 65% to 85% on-time delivery tracked via project management system, with weekly performance reports
Implementation Timeline
From setup to full automation in 4 weeks
Discovery & Brand Analysis
- Brand voice & style documentation
- Content audit & strategy review
- Creative workflow assessment
Content System Development
- Jasper AI template creation
- Brand voice training & calibration
- Content workflow optimization
Analytics & Reporting Setup
- Performance tracking spreadsheet setup
- Content metrics configuration
- Weekly reporting workflows
Communication Automation
- Client status email automation
- Project notification systems
- Update scheduling & workflows
Testing & Calibration
- End-to-end system testing
- Brand voice fine-tuning
- Content template optimization
Go-Live & Ongoing Management
- System activation
- Persevera takes over content management
- Performance monitoring & optimization
Results After 6 Weeks
Measurable improvements across content and client satisfaction*
Content Production
AM Time Savings
On-Time Delivery
Client Satisfaction
Creative Capacity
Campaign Performance
Technology Stack
Client-owned tools, fully managed by Persevera
Jasper AI
RequiredBrand-trained content generation
AdCreative.ai
OptionalVisual asset creation
Google Sheets
RequiredPerformance tracking & metrics
Gmail + Zapier
RequiredAutomated weekly email reports
Front
RequiredClient communication management
Reclaim.ai
RequiredSmart meeting coordination
Fully Managed Content Operations
Client owns the tools, Persevera manages content creation and client reporting workflows
Key Learnings
Brand Voice Training Critical
AI content quality dramatically improved with proper brand voice training and style guides
Automated Reporting ROI
Clients preferred consistent automated reports over ad-hoc manual updates
Creative Team Buy-In
Positioning AI as first-draft assistance (not replacement) ensured team adoption
Planned Expansions
Social Media Automation
Automated social posting and engagement tracking
Performance Optimization
AI-powered campaign performance analysis and recommendations
Client Portal Integration
Self-service client dashboards and real-time campaign insights
* Results measured over first 6 weeks post-implementation.
Sources: Content output via Jasper analytics | Time savings via team time-tracking | Delivery rates via project management system | Weekly email summaries
Ready to Let AI Automate Your Content & Reporting?
Let Persevera's AI agents eliminate your content bottlenecks and automate client reporting — fully managed from day one.
Book Your 30-Min Discovery Call