I rebuilt our entire client reporting pipeline around AI. Killed it six weeks later.
Run a 12-person growth marketing agency in Bristol. We do paid social and email for DTC brands, average client retainer £8.4K per month, mostly multi-year accounts.
Last summer I got obsessed with automating the monthly reports. The team was spending the last week of every month assembling them, and our retention was great so I figured I could free up real hours by AI-ing the whole thing.
Built the pipeline. Connected to GA4, Meta API, Klaviyo, ran the numbers through a structured prompt, generated the narrative. The reports looked better than what the team was producing manually. Cleaner data viz. Better-written summaries. Tighter recommendations sections.
Six weeks later we lost two retainers in the same week.
The exit conversations were almost word for word the same. Both said they couldn't tell anymore if we were paying attention to their business or just generating output. The reports had stopped being a touchpoint and started being a delivery. One of them used the phrase "felt like you'd already moved on."
The reports themselves were better in every measurable way. They were also the entire reason those clients were paying us, and we'd hollowed them out from the inside.
We went back to the team writing them. Slower. More expensive. We still use the AI pipeline as the first draft but the account manager has to mark it up, add the conversation they had with the client last Tuesday, write the recommendations from their own head.
Retention has stabilised. I don't think the AI version was wrong. I think we just didn't understand what the report was actually for.
Curious if other agency owners ran the same experiment and what you concluded.