Enhancing Agency Services with AI Efficiency

At Clear Digital, we like to stay at the forefront of tech. And we’re committed to delivering for our clients—not just in terms of digital performance but also by providing top-tier service. That’s why we’re embracing AI to power greater agency process efficiencies, without compromising on service quality.

Our approach to client services is highly collaborative, combining strategic expertise with tactical know-how. We use AI to augment, not replace, our account and project managers, ensuring the best possible outcomes for our clients. In this article, we’re sharing some of the ways we’re infusing AI into our client-focused processes to eliminate busy work, enhance project efficiencies, and strengthen client relationships.

AI’s role in agencies

The role of AI is a hot topic in the digital marketing industry right now, with leading digital agencies integrating the rapidly-evolving tech into key processes to unlock new levels of efficiency. The numbers don’t lie; according to McKinsey & Company, AI has the potential to drive $4.4 trillion in long-term productivity growth. And Ernst & Young found that 97% of senior business leaders whose organizations are investing in AI report positive ROI from those investments.

So, how are agencies leveraging AI in their everyday work? The first thing that springs to mind is probably using GenAI to create images or copy . While designers and copywriters are certainly making use of these tools to enhance creativity and boost productivity, at Clear Digital we’re also taking advantage of AI on the service side of our agency work. To understand how AI can help us better serve you, let’s look at some of the ways our client services teams are using it to enable more efficient and effective project and account management.

AI enhances, not replaces, account & project managers

First, let’s clarify what AI doesn’t do—which is replace your best people. Instead, it actually helps them be even better at their jobs. AI is a powerful tool that enhances the role of both account managers and project managers. By automating time-consuming tasks, AI acts as an extremely efficient assistant, freeing up client services teams to focus on what they do best.

For account managers, automating things like scheduling, reporting, and data-entry gives them more time to work on building strong client relationships and providing strategic insights. Project managers can also use AI to take tasks off their plates—capturing key details while on a call, for example, which allows them to be more present in daily or weekly client meetings.

By capturing key questions that need to be addressed early on, AI can also help to eliminate the back-and-forth that often follows client meetings. Some AI-powered note-taking tools, such as Fireflies.ai, Zoom’s Meeting Summary, or Otter.ai can even capture action items to follow up on and flag areas or items that require urgent attention.

While automating such tedious and time-consuming tasks can help to expedite processes and increase efficiency, it’s important to note that AI summary and other tools sometimes miss the mark. Human oversight is always essential to ensure accuracy, which is why we never take out hands off the steering wheel. We use these AI tools to augment our client services teams—never to replace them.

With client requests often coming in fast and furious, anything we can do on our side to get things done faster is good for our clients, and AI excels at speeding things up. By pairing smart, strategic implementation with hands-on human oversight, AI can streamline workflows, improve responsiveness, and enable data-driven decisions, freeing our teams up to focus on delivering the strategic value that helps our clients succeed in both the short- and long-term.

AI enables more personalized, proactive client engagement

While many marketing communication (MarCom) leaders worry that AI reduces personalization, AI actually makes it easier to enhance human connection. By combining AI-driven analysis with predictive insights, agencies can accurately anticipate client needs—and tailor approaches on the fly for a more personal, customized experience.

Agencies can use AI to track client behaviors, flag engagement patterns, and recommend personalized content. This means account teams are able to proactively offer solutions—sometimes before clients even realize they need them. Enhanced personalization makes clients feel understood and valued, strengthening trust and facilitating deeper relationships.

On the project management side, AI algorithms can analyze past project data to identify potential risks and delays, allowing teams to get out ahead of those things and mitigate risks. AI-powered insights also provide a more accurate, up-to-date view of hours burned, enabling more precise resource allocation and helping to prevent budget overruns.

With AI-powered tools at our disposal, agencies are no longer limited to looking at past interactions. Client services teams can identify opportunities to add value and optimize existing services based on real-time data. By tapping into predictive AI analytics, agencies can provide more relevant recommendations, better-timed outreach, and a partnership that feels truly customized to your business objectives. In other words, more personalized, proactive engagement.

AI drives efficiency without sacrificing quality

Efficiency is vital to the success of projects and partnerships, and AI helps client-focused teams work faster without cutting corners. This leaves more hours available for the project or, for clients with a subscription plan, for whatever work is currently needed.

Intelligent chatbots can handle repetitive inquiries, for instance, freeing up account managers to focus on strategic discussions and creative problem-solving. Automated sentiment analysis also saves significant time while helping agencies strengthen client relationships.

For example, we use Delighted to gather client feedback, automate sentiment analysis, and determine the best action based on that insight. Delighted not only automates survey distribution and personalization, it figures out the best time and channel to send surveys based on a client’s engagement history. Because we really want to know what you think, and how we can do better.

By identifying feedback patterns over time, AI uncovers trends and predicts which clients are at risk of churn so we can take steps to mitigate potential problems. Feedback analysis also helps to identify themes, pain points, and opportunities, as well as prioritizing urgent issues and escalating them to the right team or person for rapid response. This is one of the top tools we use to successfully lead a 90% client retention rate.

Automated reporting and AI-driven dashboards give client services teams instant insight into things like campaign performance and budget allocation, reducing the amount of time spent manually compiling data. The efficiency AI unlocks translates directly into cost savings and improved resource allocation, benefiting both the agency and the client.

Bottom line benefits: measurable impact

By incorporating AI into workflows, client services teams can deliver high-quality service at scale, ensuring clients receive timely support and data-backed recommendations that drive measurable real-world results. Key benefits include:

• Reducing time-consuming work for our team, impacting client hours and time
• Increasing project efficiency—a big bonus when working with an agency partner
• Boosting client satisfaction and reducing churn (because we’re in it for the long haul)
• Improving client communications with accurate note-taking + proactive engagement
• Enhancing data-driven strategies for a more tailored, personalized approach
• Delivering on business goals with deeper insights to power smarter decision-making

Find out what AI agency efficiency can do for you

We pride ourselves on taking a collaborative approach to client relationships, working closely to achieve your goals and always going the extra mile. By empowering our client services teams with best-in-class AI tools, we’re able to increase agency-side efficiencies and offer more personalized service. Whether you’re looking to outsource your B2B marketing or need a partner for a website refresh, our team of experts is here to help. Let’s talk about how we can help you achieve next-level results by unleashing the power of AI.