30 clients. Zero manual reports. One system for everything.
SI Digital was running client reporting, project management, and sales follow-up manually across a fragmented stack. We audited the full operation and rebuilt it around one connected system.
By Nikita Zhylkin & Kira Gusak, Co-founders at DigX Agency
The Challenge
SI Digital manages paid media and content for 30+ clients across Meta, Google, LinkedIn, and TikTok. Every week, account managers manually exported stats from each platform.
150 hours per month on reporting alone
Weekly exports, month-end compilation, and presentation prep — 5 hours per client, every month.
No single source of truth
Team members used Trello, ClickUp, and Notion interchangeably.
Every call created manual work
After every client call, someone had to write the summary, extract tasks, assign them, and update the CRM.
Strategy took a full month
Producing a single client strategy required weeks of research and compilation.
What We Built
A connected system that automates reporting, systematises project management, and accelerates strategy delivery.
Automated Reporting System
A unified reporting layer that pulls data from Meta, Google, LinkedIn, and TikTok into one dashboard per client.
Unified Project Management
ClickUp configured as the single system for all clients. Automatic project creation per new client.
AI Call Agent
After every client call, the AI agent processes the transcript: generates a structured summary, extracts action items, assigns tasks in ClickUp.
Strategy Accelerator
Purpose-built AI workflows that compress strategy production from one month to one week.
The Results
2,300 hours recovered per year. The team spends time on strategy and creative thinking instead of reports.
Weekly reporting, monthly compilation, and presentation prep fully automated across 30+ clients.
Summaries, task creation, and CRM updates handled automatically after every call.
From one month to one week.
Combined value of recovered time, eliminated manual overhead, and operational efficiency gains.
The operation scales without the team scaling with it.
Before & After
Your fractional technical team for operational change.
The technical partner most growing companies don’t have internally. We bring the judgment to tell you what’s worth building, the experience to build it, and the honesty to say when a simpler fix is enough.