Wysera playbook · wysera.ai/for/agencies
Marketing and dev agencies: where the revenue leaks, and what to fix first
The typical 12-person agency runs HubSpot for client CRM, Asana or ClickUp for projects, Harvest for time, Jasper for content drafts, and a shared Notion for client brand briefs. Five tools for one motion. Wysera collapses the stack: client CRM, dev sprint sync, project tracking, and content drafting per client brand brief in one flat bundle.
1. The four leaks
- 01Five-tool stack: HubSpot for CRM, Asana for projects, Harvest for time, Jasper for content, Notion for briefs. $1,200+/month and three contracts before you hire the first AE.
- 02Content drafted for Client A drifts in brand voice because the writer is also drafting for Clients B, C, and D in the same week and nothing enforces the brief.
- 03Retainer renewals slip because nobody is watching the contract end date, and the renewal email gets written from scratch 60 days late.
- 04Dev sprints, marketing deliverables, and ops checklists live in three separate places with no shared agent surfacing what changed.
2. What to fix, in order
Step 1. Client CRM (OpsWyse)
22+ agentic surfaces including pipeline, retainer renewal radar, client health score, contract drafter, and lead capture. Wyse drafts the renewal email when the contract is 90 days out, with the client's specific deliverables and history loaded.
Step 2. Project + sprint tracking (OpsWyse dev sprint sync)
Bi-directional sync with Jira or standalone sprint management inside OpsWyse. Wyse drafts daily standups from real commits and ticket movement. Sprint retros write themselves from activity logs.
Step 3. Per-client brand brief + content drafting (PostWyse)
PostWyse stores one brand kit per client (palette, voice archetype, tone descriptors). Content for Client A drafts in Client A's voice, not the writer's default. Calendar fill, repurpose-on-publish, and SEO scoring run per client.
Step 4. Confluence sync for client knowledge
Each client gets a knowledge base Wyse reads for context (deliverable history, brand guidelines, past campaign learnings). The new account manager onboards in days instead of weeks.
3. Your ROI worksheet
Fill these in with the people who know the numbers. The live version at wysera.ai/for/agencies#roi does the arithmetic.
| Input | Your number |
|---|---|
| Active clients | |
| Average monthly retainer | |
| Hours a week on reporting and status | |
| Same, with drafted reports(your estimate) | |
| Billable rate an hour | |
| Pitches a month | |
| Pitches won today | |
| Same, with faster turnaround(your estimate) | |
| Clients lost a year | |
| Same, with health tracked weekly(your estimate) |
4. Questions to ask any vendor
- Does Wysera work for marketing-only agencies, dev-only agencies, or both?
- Can Wysera handle multiple client brand voices?
- Does Wysera replace Harvest, Toggl, or other time tracking?
- How does Wysera handle retainer renewals?
- What does Wysera cost for a 12-person agency?
- Can Wysera replace ClickUp or Asana for project work?
Wysera answers all six at wysera.ai/for/agencies. Ask every vendor on your list the same ones and compare the answers side by side.
5. The honest fit test
Good fit: Marketing, content, and dev agencies with 5 to 50 people serving 10 to 100 active clients. Especially agencies tired of running brand voice across 8 client Slack channels.
Poor fit: 100+ person agencies with mature Workamajig, Mavenlink, or Kantata billing systems already running. The switching cost typically exceeds the savings at that scale.
Wysera · wysera.ai · Every number in the worksheet is yours to supply. Nothing in this playbook is a promise about results.