Case study
LM Marketing, a paid-ads agency
Client reporting that runs itself.
LM Marketing is good at the ads. The agency around the ads ran on spreadsheets and a report built by hand for every client, every month. Forma built the system that now holds the client book and writes the reports.
- Before
- Spreadsheets standing in for a CRM, and reports built by hand
- Built
- A CRM, automatic reporting and AI consulting
- Result
- Reports that assemble themselves, per client
- Status
- Live and in daily use
The problem
Good at the ads. Buried in everything around them.
A growing ad agency has two jobs: run the campaigns, and run the agency. LM Marketing was good at the first one. The second was all by hand.
The client book lived in spreadsheets standing in for a CRM. And every month, for every client, someone built a report from scratch.
Every month, for every client
- Open the ad platforms
- Copy the numbers out
- Paste them somewhere presentable
- Send it, then start again next month
What Forma built
One system, in LM Marketing's own accounts.
A system fitted to an agency, with the manual work moved onto the machine. Three pieces, live today.
- CRMThe client book in one place: clients, campaigns, status and history
- ReportingAd performance pulled in automatically, one clean report per client, on schedule
- ConsultingAI consulting alongside the build, applied to how the agency runs
Everything is built inside LM Marketing's own accounts, so the system and its data are theirs to keep.
How a report gets made now
- Ad performance is pulled in automatically
- One clean report is built per client
- It goes out on schedule
The result
The client book in one place, and reports that write themselves.
- Client reportingAssembled automatically, not by hand.
- Client bookOne CRM, not spreadsheets standing in for one.
- Hours backEvery week, moved from reporting to campaigns.
- InsightThe AI consulting surfaced data insights across the agency that were not available before.
How we measured it
This is a real, delivered build, not a projection. TemakHouse's numbers were measured on its own books before they were published, and we hold LM Marketing to the same rule.
No figure yet. We will add an hours-back figure once it is measured and confirmed with LM Marketing. No projections, no borrowed numbers.
See the measured numbers from TemakHouse
