✎ Vertical · Ad firm / Creative agency

For ad firms. More making · less chasing.

Creative agencies · brand studios · freelance strategists · content houses. Multi-brand voice kernel (one AI, N distinct client voices). Deliverable chasing, milestone invoicing, campaign timelines. Ships with FallReach for outbound.

Deploy ad firm template Book Pro setup See agency modules
The vertical config

The kernel · multi-client, multi-voice.

Ad firm kernel structure is different: instead of one business voice, it holds N brand voices — one per client. Each voice is learned from past deliverables and feedback. When the AI drafts a reply or asset for Client Foo, it uses Foo's voice. For Client Bar, Bar's voice.

Kernel also encodes: campaign pipelines, deliverable schedules, feedback loop patterns, milestone terms, contract-specific rates, priority clients.

// ad firm kernel · abridged
{
  "agency": {
    "name": "Threadline Studio",
    "disciplines": [
      "brand", "copy",
      "social", "video"
    ]
  },
  "clients": [
    {
      "id": "clientfoo",
      "name": "Foo Cosmetics",
      "voice": {
        "tone": "playful",
        "banned": ["empowered"]
      },
      "retainer_gbp": 4500,
      "contract_end": "2027-03-01"
    }
  ]
}
The tools

Verbs registered in the ad firm template.

draft_copy

Draft body copy / headlines / social in a specific client's voice.

Auto-low

chase_approval

Follow up client on outstanding approval. Configurable tone.

Auto-low

book_photoshoot

Coordinate photographer, location, model, wardrobe. Multi-party.

Auto-med

schedule_deliverable

Post to social calendar or brand's CMS via API.

Auto-med

invoice_milestone

Fire milestone invoice when deliverable ships + client approves.

Auto-low

brief_intake

Structured brief capture from new client inquiry. Kernel-populated.

Always auto

competitor_watch

Weekly digest of what client's competitors published. Cassie Oracle.

Always auto

respond_lead

Reply to inbound new-business inquiries.

Confidence gate

flag_for_human

Escalate high-stakes moments (pitch response, contract nego).

Always available
The personas

Ten archetypes · agency client life.

Personas

  • Nervous new client · needs constant reassurance
  • Unresponsive agency-side · never approves anything on time
  • Penny-pinching startup · every line item questioned
  • Demanding old-hand · has strong opinions, changes brief mid-project
  • Ghost client · goes silent for weeks then wants urgent work
  • Great client · sees value, pays on time, referrable
  • Ex-in-house marketer · knows the industry, needs to be respected
  • PE-backed founder · scaling fast, changes priorities weekly
  • Non-marketer founder · trusts you, needs education
  • Warring stakeholders · CMO wants A, CEO wants B, you're piggy-in-middle

Scenarios (weighted)

  • Brief feedback / revision · 25%
  • Approval overdue · 15%
  • New brief inbound · 12%
  • Deliverable ready to ship · 10%
  • Invoice question · 8%
  • Scope creep attempt · 8%
  • Competitor did-you-see-X · 5%
  • Contract renewal window · 5%
  • Cold outbound response · 5%
  • Pitch invitation · 4%
  • Referral thank-you · 3%
A day in the life

What the agency autopilot does for you.

08:00 · Open FallHub. 3 client feedback threads arrived overnight. AI drafted responses in each client's brand voice (learned from past emails). Two ready for you to send. One flagged for human — the client questioned the direction and it needs a strategic reply, not a tactical one.

09:30 · Two clients are overdue on approval from last Friday. AI auto-chased with the tone the kernel says works best for each (nudging vs. formal reminder).

11:00 · New business inquiry via LinkedIn (FallReach picked it up). AI drafted a warm-response with a brief-intake link. You approve, it sends. Prospect fills the brief, AI slots it into your CRM as a warm lead.

13:00 · Photoshoot for Client Foo booked. AI coordinated photographer, model agency, and studio, all confirmed. Wardrobe brief sent to stylist. You review the outputs, no changes needed.

15:00 · Milestone invoice for the campaign that shipped Friday auto-generated and sent to Client Bar's accounts email. Chase configured for 30-day terms.

17:00 · Weekly competitor digest across all your clients ready in your inbox. Three items worth surfacing to specific clients — AI drafted the "did you see this" emails.

Modules commonly installed on agencies

The agency stack.

FallReach

MIT
Multichannel outbound. LinkedIn + email + WhatsApp + IG.

FallCRM Elite

MIT
Client pipeline, deals, signals timeline.

FallAccount

MIT
Retainer + milestone billing. VAT. Late-fee automation.

Cassie Oracle

MIT
Competitor watch across all your clients. Weekly digest.

Botler

MIT
In-browser Llama for private-brief drafting.

FallBrief

MIT
Contract clauses, IP transfer, scope-creep dispute wording.
Deploy free · setup guide Book Pro setup Browse modules