the time is now - see how to leverage ai in your agency

YOUR REPLAY IS HERE

How Agencies Are Using AI to Remove 10-30 Hours of Delivery Work Every Week

With Khushbu Doshi

Chief Operating Officer at E2M

You missed the live session, but you can find the replay and resources here.

We will add the replay & resources stack as soon as they're ready

Resource: Task Audit

The 4-Stage AI System Agencies Are Using

How agencies identify high-leverage automation opportunities inside delivery workflows and internal operations.

How Agencies Are Removing 10–30 Hours of Internal Work

The systems agencies use to eliminate repetitive tasks
without hurting delivery quality or team performance.

The Operations Tasks AI Should Actually Handle

AI should handle internal delivery tasks like reporting prep, QA reviews, SEO research, and project documentation.

Where AI Actually Breaks Agency Workflows

The common automation mistakes agencies make
when trying to automate everything too early.

AI Strategy Sessions for Scaling Agencies

Book an AI Strategy Session, and we’ll show you how agencies are using AI, automation, and scalable fulfillment to grow faster, without hiring more staff.

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AGENCY CASE STUDY SNAPSHOT

From 30 Hours Per Proposal to Minutes

Jennifer McPherson, founder of Chicken & Go Marketing Solutions, spent nearly three decades preparing proposals for engineering firms.

Each RFP could take 30+ hours just to analyze and begin drafting.

Working with E2M, she built a custom AI system that:

Instantly qualifies RFP opportunities
Automatically analyzes proposal documents
Flags requirements, deadlines, and conflicts
Identifies potential partners and competitors
Generates proposal outlines and drafts using company data

What used to take hours now happens in seconds, saving 5+ hours per day in analysis alone.

This system is now evolving into a full SaaS platform.

In this live training, you'll see how systems like this are built, and how you can apply similar AI workflows inside your own business.

See What AI Could Automate Inside Your Agency

The agencies in these snapshot case studies didn’t start with complex AI stacks.

They started by identifying one workflow worth automating.

And that happened in their AI Strategy Session.

AGENCY CASE STUDY SNAPSHOT

From 7.5 Hours of Manual Work to 6 Minutes

Adam Burrage realized the biggest bottleneck in his agency wasn’t technology.

It was him.

Every website proposal required multiple meetings, manual scope gathering, and hours of copy-pasting across tools like Google Slides, HighLevel, and ClickUp.

So he partnered with E2M to build an AI-powered sales workflow that:

Transcribes discovery calls automatically
Extracts scope directly from meeting transcripts
Generates full website proposals in Google Slides
Creates contracts and sends them for signature
Automatically builds project tasks inside ClickUp
Generates proposal outlines and drafts using company data

What used to take 7.5 hours per proposal now takes about 6 minutes when fully automated.

The system also builds a client intelligence record, capturing every meeting, preference, and decision so nothing gets lost between sales and delivery.

Adam used the same AI approach with a client to connect disconnected software tools and eliminate hours of manual work.

The result: 7-8 hours saved per week for the client - and a new AI service offering for his agency.

In this live training, you’ll see how workflows like this are built—and how agencies are turning AI automation into new revenue streams.

BUILT FOR AGENCY LEADERS

Leverage AI In Your Agency

Most agencies know AI is important, but they aren’t sure where it actually fits into their delivery or operations.

In this session we’ll help identify specific opportunities where AI can:

Reduce manual work
Improve service delivery
Create new revenue opportunities
Increase team efficiency

JOIN US IN AUSTIN, TEXAS

Vistara 2026

AI is reshaping how agencies operate, faster than most teams have time to pause, align, and make confident decisions.

Vistara is an in-person event for digital agencies ready to move beyond experimentation and use AI as a real, measurable growth lever. This is about clarity, adoption, and execution, not trends or theory.