Agency Intelligence: 9 Post Outlines (Luke)
Source: Brief Generator demo | Client Prep demo | Reports & Insights demo
Cadence: 3 posts/week × 3 weeks = 9 posts
Framework: Pain → Impact → Solution
Created: 2026-02-20
Context: Positions Luke as agency AI implementation expert. These demos solve expensive pain points ($5K+/month in strategist time).
Week 1 — The Problem (Intro posts)
Post 1 — Brief Generator Intro
Hook:
5+ hours per brand. That’s what most agencies spend building creative briefs and email calendars—and that’s before any designer sees it.
Problem detail:
Strategists get pulled off high-value work to manually draft monthly calendars, write briefs for each campaign, and hand them off to designers. When you manage dozens of DTC brands—email, SMS, paid—it adds up fast. Human cost: burnout, context-switching, late nights before deadlines.
Solution walkthrough:
(2–3 key steps — Week 1 = brief tease)
- Select the brand—platform pulls historical campaign data from connected tools.
- Generate calendar + brief—AI infers segments (new, returning, engaged) and suggests dates, subject lines, themes.
- Refine and send—edit in place, reprompt sections as needed, one-click designer handoff.
Outcome:
Minutes instead of hours. Strategists focus on the 20% that needs judgment instead of the 80% that used to be manual drafting.
CTA:
Interested in agency intelligence platforms that cut brief time by 80%? DM me.
Post 2 — Client Intelligence Intro
Hook:
How many tabs do you have open before a client call? Slack, spreadsheets, old reports, last quarter’s deck. Still scrambling to answer: “What did we discuss last time?”
Problem detail:
Managing 60, 70, or 100+ brands means context lives everywhere. Each client has their own data, history, preferences. Prep time adds up fast—and the worst part isn’t the hours, it’s the anxiety of walking into a call underprepared.
Solution walkthrough:
(2–3 key steps — Week 1 = brief tease)
- Switch into the brand workspace—AI chat is scoped to that client’s data and context.
- Ask anything—e.g. “What were last month’s top campaigns?” or “Summarize performance over 30 days.”
- Get cited answers—live data from Meta, Google, Klaviyo, Shopify, with references you can double-check.
Outcome:
Prep in minutes, not hours. Walk into every call ready for a strategic conversation, not a data hunt.
CTA:
Interested in agency intelligence that preps you for every client? DM me.
Post 3 — Reports & Insights Intro
Hook:
Copy-paste from Meta. Copy-paste from Google. Copy-paste from Klaviyo. Copy-paste from Shopify. Then format. Then send. Every. Single. Week.
Problem detail:
When half your business is email and the rest is paid media, reporting can consume hours every week. It’s repetitive, error-prone, and nobody loves it—but stakeholders still expect the numbers. The real cost: your team spends time assembling reports instead of acting on them.
Solution walkthrough:
(2–3 key steps — Week 1 = brief tease)
- Connect data sources—Meta Ads, Google Ads, Klaviyo, Shopify. Data flows in daily.
- Choose report type + schedule—weekly summaries, monthly rollups, custom formats. Deliver to Slack on a schedule.
- Get AI-generated insights—not just numbers. Narrative summaries: “Revenue up 12% vs last month, driven by new-customer segment.”
Outcome:
Reports on autopilot. Team stays informed without the manual lift. Spend time acting on data, not assembling it.
CTA:
Interested in agency intelligence that automates reporting and delivers insights to Slack? DM me.
Week 2 — The Workflow (Deep dives)
Post 4 — Brief Generator Deep Dive
Hook:
From calendar to brief to designer handoff in one workflow. Here’s how we do it.
Problem detail:
Most agencies jump between tools: build a calendar in a sheet, draft a brief in a doc, export for designers. Version control breaks. Edits get lost. Handoffs are messy.
Solution walkthrough:
- Calendar first — AI generates a monthly campaign schedule from campaign history. Infers audience segments (new, returning, engaged), suggests dates, subject lines, themes. Edit in place with Excel-style fields.
- Generate the brief — One prompt. System uses brand tone and past campaigns. Select the right AI skill (e.g. Email Copywriter) if you have custom prompts.
- Reprompt sections — Don’t regenerate the whole brief. Highlight “Take quiz” or any section, hit Reprompt, get a new version for just that part.
- Send to designer — One click. Shareable link with full brief, ready for handoff. Platform learns from your brand over time.
Outcome:
75% done on first generation. Strategists refine the 20%, not draft the 80%. Calendar → brief → handoff in one flow.
CTA:
Interested in agency intelligence for brief generation? DM me.
Post 5 — Client Intelligence Deep Dive
Hook:
Ask questions. Get cited answers. Prep in minutes. No more opening 5 tools before a call.
Problem detail:
When you manage dozens of brands, prep = digging through spreadsheets, Slack threads, old reports. The knowledge base (prompts, preferences, report formats) lives in people’s heads or scattered docs.
Solution walkthrough:
- Select the brand — Switch into the client workspace. Chat is scoped to that brand’s data and context.
- Ask anything — “Top campaigns last month?” “Summarize 30-day performance?” “What did we discuss last time?” System uses MCP integrations to pull live data from Meta, Google, Klaviyo, Shopify.
- Get cited answers — Responses reference specific data and time ranges. Traceable. Double-checkable. Trust built in.
- Prompt library — Save and reuse prompts for common prep tasks. “Friday report” for one client, “meeting prep” for another. Assign skills per brand so outputs match how each client likes their data.
Outcome:
Prep in minutes. Knowledge base grows with use. New team members onboard a brand by asking questions instead of reading docs.
CTA:
Interested in agency intelligence for meeting prep? DM me.
Post 6 — Reports & Insights Deep Dive
Hook:
Connect data → schedule reports → AI insights to Slack. Here’s the workflow.
Problem detail:
Manual reporting means opening 5 platforms, copy-pasting, formatting, then distributing. When you scale to dozens of brands, it doesn’t scale—it breaks.
Solution walkthrough:
- Connect data sources — Meta Ads, Google Ads, Klaviyo, Shopify via secure integrations. Data flows in daily.
- Choose report type + schedule — Weekly summaries, monthly rollups, custom formats. Per brand or aggregated across portfolio. Set delivery to Slack (e.g. every Friday).
- AI-generated insights — Not just number dumps. The system analyzes trends, flags anomalies, calls out what matters. Example: “Revenue up 12% vs last month, driven by strong new-customer segment.”
- On-demand pull — Need a report now? Trigger from the platform. Same MCP tools, latest data, summary in seconds. Every insight ties back to source data.
Outcome:
70%+ quality on first generation. Reports on schedule. Team acts on data instead of assembling it.
CTA:
Interested in agency intelligence for automated reporting? DM me.
Week 3 — The Results (Testimonial / outcome angles)
Post 7 — Brief Generator Results
Hook:
75% done on first generation. Strategists focus on the 20%, not the 80%. That’s the shift.
Problem detail:
Before: 5+ hours per brand on calendars and briefs. Strategists drafted from scratch, tweaked formatting, chased context. After: AI does the heavy lifting from historical campaigns and brand tone. Humans refine.
Solution walkthrough:
(Recap for results framing)
- Select brand → AI generates calendar from campaign history.
- Expand, edit, refine. Prompt for full brief. Reprompt sections as needed.
- Send to designer—one click. Shareable link.
Outcome:
75% done on first generation. Strategists focus on the 20% that needs judgment. Time saved: hours per brand per month. Quality: better consistency, less fatigue.
CTA:
Interested in agency intelligence for brief generation? DM me.
Post 8 — Client Intelligence Results
Hook:
Onboard a new team member to a brand by having them ask questions—instead of making them read the docs. That’s when you know the knowledge base works.
Problem detail:
Before: New hires spent days digging through Slack, sheets, and old reports to learn a client. After: They ask “What were this brand’s top campaigns?” or “Summarize Q3 performance” and get cited answers in seconds.
Solution walkthrough:
(Recap for results framing)
- Brand workspace → scoped chat.
- Ask questions → get cited answers from Meta, Google, Klaviyo, Shopify.
- Prompt library + skills per brand → outputs match how each client likes their data.
Outcome:
Onboarding in questions, not docs. Prep in minutes for every call. Strategic conversations instead of data hunts.
CTA:
Interested in agency intelligence for meeting prep and onboarding? DM me.
Post 9 — Reports & Insights Results
Hook:
70%+ quality on first run. Your team spends time acting on the data—not assembling it.
Problem detail:
Before: Hours every week copy-pasting from 5 platforms into spreadsheets, formatting, sending. After: AI pulls live data, synthesizes narrative insights, delivers to Slack on schedule. Reports run; humans review and act.
Solution walkthrough:
(Recap for results framing)
- Connect sources → daily data sync.
- Schedule reports → weekly, monthly, custom. Per brand or portfolio.
- AI insight synthesis → trends, anomalies, what matters. Cited and traceable.
Outcome:
70%+ quality on first generation. Hours back every week. Team stays informed; stakeholders get consistent, narrative reports. Room to tune prompts and improve further.
CTA:
Interested in agency intelligence for automated reporting? DM me.
Handoff Notes
- Voice: Luke’s account. Agency AI implementation expert. Direct, pain-first, solution-focused.
- Framework: Pain → Impact → Solution (retro-style framing).
- CTA: Keep consistent: “Interested in agency intelligence [for X]? DM me.”
- Stats: Use only from transcripts: 5+ hours per brand (briefs), 75% on first gen (briefs), 70%+ quality (reports). No invented numbers.