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Marketing agency · Owner-led · 60 people · 2 offices

What leaves with our account director?

The senior account director, who runs the three largest clients, leaves in four weeks, and a replacement is two to three months out. Korravo interviewed about 52 people, including the account director.

Illustrative

The answer

More than three clients. Over the years, the account director also became the one who approves every estimate and the only one who knows each client's approval chain.

Where AI helps first

Weekly client status reportsAI Fit8.2Need to Solve7.6

  1. The problem

    Status reports are rebuilt by hand from project notes and email every week.

  2. Why it ranks first

    AI Fit: the report is assembled from material that already exists.Need to Solve: the covering team inherits it the week the account director leaves.

  3. What AI could do

    AI drafts each client's weekly status report from project notes and email. The account manager reviews and sends.

What could come back

Korravo's estimate
About 360 hours a year on status reports, nine work weeks the covering team won't spend rebuilding them.How we got there: 16 clients at about an hour each to rebuild the report every week, with AI drafting it for review.
From the team
11 of 14 on the account team said estimates and client sign-offs wait for one person.
Next step
The account director confirms their map before their last day.

What else Korravo found

Key Person Risk · Departments

Serious

The account team carries the agency's Serious rating.

A second approver for estimates removes the bottleneck before the account director leaves.

Also found

The Monday status meeting, which links both offices, and the Wednesday traffic meeting cover the same project list.

Questions about marketing agencies

An AI readiness assessment shows where AI can help a business and what needs to change first. Korravo's AI readiness assessment interviews employees with an AI interviewer, maps how their work really runs, and ranks every process by AI Fit and Need to Solve, so leaders know where AI will help first.

Korravo asks about the work, not personal matters or performance. What people share is used to map how work gets done, and leaders see process maps and reports, not individual conversations.

A Korravo assessment delivers confirmed process maps, a ranked list of every process by AI Fit and Need to Solve, and reports on team pain points, hours that could come back, key-person risk, meetings and the tools the company uses.

Korravo shows an agency where AI will help first, such as weekly client reports, and which work depends on one person. It interviews the team and ranks each process by AI Fit and Need to Solve.

No. Korravo works for midsize companies and for teams within larger organizations, and in a smaller company it can focus on one decision.

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A team talking through results around a laptop