Business process

How the agency plans, sells, serves and measures itself every day. Figures are illustrative demo values.

All processes

Today's agency

Disconnected tools

Owner checks 6 reports

Excel + AMS + CRM

Numbers disagree

Weekly huddle sets priorities

Whiteboard

Stale by Tuesday

Producers chase own lists

Personal notes

Month-end surprise

Accountant

Leakage found late

With Greyline

One connected flow

Morning brief ranks the day

Priority queue by customer value

AI drafts next actions

Live P&L and attribution

The result on your dashboard

Before vs after, and where each gain shows up

100%better on “Reports reconciled by hand” (6 → 0)

Today's agencyWith Greyline100% better · Reports reconciled by hand96% better · Time to know today's priorities68% better · Decisions with data behind them

Where you see it

TodayWritten premium · month to date6 reports → 0Open screen →TodayPriority queue45 min → 2 min to plan the dayOpen screen →TodayAI recommendationsRecommendations waiting for approval.Open screen →financeRevenue by acquisition channel · 90dRevenue tied to every source.Open screen →

Reports reconciled by hand

Time to know today's priorities

45 min2 min

Decisions with data behind them

~30%95%

Who is involved

Owner

Sets goals, approves money moves

Human approval

AI agents

Rank work, draft actions

National scaling process Technology process