Summary
Welcome back to The Agency Hour, where we help web design and digital agency owners create abundance for themselves, their teams, and their communities.
In this episode, Troy Dean sits down with Simon Chin, CEO of Flowstate Agency, for an eye-opening discussion about how AI is revolutionizing agency operations. They explore how Simon's team built a custom AI platform that integrates project management tools, analytics, and client performance data into one powerful system. Learn how this innovation has eliminated 150+ hours of weekly administrative work, allowed for more proactive client management, and freed up customer success managers to focus on strategy rather than spreadsheets.
If you're struggling with scattered data across multiple platforms or spending too much time manually updating client reports, this conversation reveals a smarter approach to managing client relationships in the AI era.
What You'll Learn:
- Why Scattered Client Data Costs You Money – The hidden time drain of managing information across multiple platforms
- How AI Can Eliminate 150+ Hours of Weekly Admin Work – Turn manual reporting into automated insights
- Why Your Project Management Tool Isn't Enough – The critical limitations of Asana, ClickUp, and other PM systems
- Creating a Unified Client Health Score – How to blend project progress and performance metrics for better client management
- Proactive vs. Reactive Client Management – Spot issues before clients do and become a more strategic partner
- Training AI to Think Like Your Best Team Members – Replicate expertise without replacing humans
- How to Free Your Team for Strategic Work – Shift from data compilation to creative problem-solving
- The Right Way to Approach AI Implementation – Start with the problem, not the technology
If you’re ready to scale your agency and reclaim your time, join our new community for just $1. Every week, Troy goes live with actionable strategies to help you build a business that works – for you.
Handy Links:
- Flowstate Agency – https://www.flowstate.agency/
- WP Remote – https://wpremote.com
- E2M Solutions – https://www.e2msolutions.com/agency-mavericks
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