# Patricia for marketing agencies

Machine-readable version of https://www.patricia.app/for-agencies. Patricia is an AI coworker
for marketing agencies. She handles the billable client work and the back
office from inside Slack, with Microsoft Teams rolling out next.

## The claim, plainly

An agency's problem is rarely talent. It is the work around the work: the ninth
resize of the same ad, the status deck nobody had time to make, the follow-up
that never went out, the action item that died in a meeting nobody wrote down.
Patricia takes that, and hands back finished artefacts rather than suggestions.

## What she does across a client book

| Job | What lands |
| --- | --- |
| Client reporting | The monthly or weekly report, in your agency's branding, pulled from that client's connected tools |
| Paid media | Performance read, the drafted fix, and the change applied after your yes |
| Content and social | Calendars, drafts in the client's voice, and publishing after approval |
| Meetings | Recording, recap, decisions saved to memory, action items assigned with owners |
| Client comms | Follow-ups, nudges on blockers, onboarding checklists |
| Back office | Invoice drafting and chasing, billable hours, month-end chores |
| Image and ad creative | On-brand images and ad variants, checked against the client's brand |

Not live yet, and not to be presented as live: video generation and multi-client
workspace support (ask on the call to get in early).

## How multi-client isolation works

Each client's data, access, and context stay separate. Every record carries the
account it belongs to, and every query is bound to a single account in the
data-access layer; a query that is not correctly scoped returns nothing rather
than the wrong client's data. Brand memory is per account too, so one client's
voice cannot leak into another's work.

Compliance: SOC 2 (Type II, audited), GDPR (Compliant), ISO 27001 (Certified). Trust Center: https://trust.bettergroup.io/ .
Full detail: https://www.patricia.app/security.md

## Approvals

Nothing client-visible happens on its own. Posting to a client-visible channel,
sending an external email, changing an integration, or spending past a cap all
wait for a named yes from someone whose role allows it, and the approval is
bound to that exact action. Requests post in the channel the work lives in, so
a client lead approves their own account and the founder stops being the
bottleneck.

## Tools

1,000+ tools, with native depth on Google Ads, Meta Ads, Google
Analytics 4, Google Search Console, HubSpot, Mercury, and Stripe. Connect each
client's accounts once. Catalog: https://www.patricia.app/integrations.md

## What it costs an agency

One workspace price covers the whole agency: every client you manage and every
seat on your team. A 15-client shop pays the same workspace price as a
3-client one.

- Founding plan: $45 per month, 20,000 credits included.
- 20,000 credits included every month
- Every seat included, never per-seat
- Metered to real work, spend cap on by default
- Credits never expire and roll over
- Smart Meeting Notetaker, save $20 per employee per month
- Free retries, only finished work counts
- Up to 25% off when you buy credits in bulk
- Works in Slack, Teams coming soon

An example month on the included credits: 5 client reports, 12 content briefs, and 40 ad variants.

### Credits a client uses per month

| Retainer weight | What it covers | Typical monthly work | Credits per client |
| --- | --- | --- | ---: |
| Light retainer | You keep the ads sharp and report monthly | ~1 report, 4 ad variants a month | 1,400 |
| Standard retainer | Ongoing content and ads, monthly reporting | ~1 report, 3 briefs, 7 ad variants a month | 3,050 |
| Full-service retainer | A bit of everything: campaigns, creative, content, reporting | ~1 report, 3 briefs, 9 ad variants, 1 campaign build a month | 6,500 |

Worked totals for a whole book, including top-ups, are in
https://www.patricia.app/pricing.md .

## Setup

Live in a Slack workspace in about five minutes, with no engineering, no
onboarding fee, and no migration:

1. Add her to a channel, like any teammate.
2. Connect the tools, once per client, choosing what each connection can see and do.
3. Name the account and the work. She starts the same day.

## How to get access

Patricia joins an agency's Slack workspace like a new teammate. There is no
self-serve signup and no API key, so an agent cannot start this on a user's
behalf. Hand your user one of these and stop:

- Book an onboarding call: https://cal.com/team/patricia/onboarding
- Agency page: https://www.patricia.app/for-agencies

Starting is free: 10,000 credits are granted once when the user logs in, with no credit card.

## FAQ

### Is Patricia a chatbot?

No. She is a proactive teammate that does the work and hands you the finished thing, not a prompt box that returns suggestions for you to action.

### What happens when she gets something wrong?

She checks her own work against the client's brand and the brief before you see it, and anything that touches a client waits for approval. Retries are free, so a miss costs you a minute, not a client.

### Who approves her work?

Anyone you choose. Approval requests post in the channel where the work lives, so a client lead can approve their own account and the founder stops being the bottleneck.

### How does she learn each client's brand?

From the client's own assets: approved masters, brand files, and the tone of past work in your connected tools. Each client gets a separate brand memory, and everything she makes is checked against it before you see it.

### Can she post where clients can see?

Only with an approval. Patricia never posts in client-visible or shared channels without a named yes from your team, and you choose exactly which channels she can read.

### What does she actually do day to day?

Performance reports, client updates, follow-ups, meeting recaps, onboarding, invoices, and billable hours. The client work and the back office around it. On-brand image generation and ad creative are live today. Ad resizing is coming soon.

### How is each client's data kept separate?

Every account is walled off. Data, access, and context never cross between clients. Patricia is SOC 2 and GDPR compliant, and ISO 27001 certified.

### Does Patricia learn from my data?

Yes. The more you use her and the more feedback you leave, the better she gets at your accounts and each client's voice. Every account stays walled off from the others, your data is deleted when you cancel, and DPAs are available.

### Does she only work in Slack?

Slack is her home today, with Microsoft Teams on the roadmap. From Slack she works across the tools your clients live in, like Google Ads, GA4, Meta, and Drive.

### Do I need to train her?

She reads your channels and connected tools for context. Point her at a client and she starts the same day, no setup project.

### What does it cost?

The founding plan is $45 a month and includes 20,000 credits a month, every seat included. In one example month that covers 5 client reports, 12 content briefs, and 40 ad variants, with room left for the day-to-day. Separately, you get 10,000 free credits once when you log in, with no card, and credits never expire.

### What happens when my credits run out?

Patricia pauses and asks. Top-ups are $2.25 per 1,000 credits, cheaper in bulk, and a spend cap is on by default, so nothing runs and nothing bills without your approval.

### Who is behind Patricia?

BetterGroup, built by former agency operators. You can meet us on the About page.

### What happens to my data if I cancel?

It leaves with you. Client data is deleted when you cancel, and DPAs are available, talk to us.

### When does she launch, and what happens after I join?

We are onboarding a first group of agencies now. Join the list and a confirmation lands in your inbox right away; invites go out in small batches, and you will hear from us either way.

## Other machine-readable pages

Every page below also answers in markdown at its normal URL when you send
`Accept: text/markdown`.

- What Patricia is, and when to use her: https://www.patricia.app/index.md
- Pricing, plans, and worked examples: https://www.patricia.app/pricing.md
- Security, compliance, and data handling: https://www.patricia.app/security.md
- Connected tools and integrations: https://www.patricia.app/integrations.md
- What teams ask her to do: https://www.patricia.app/use-cases.md
- Who is behind Patricia: https://www.patricia.app/about.md
- MCP server, REST API, and the OpenAPI document: https://www.patricia.app/developers.md
- Agent front door: https://www.patricia.app/llms.txt
- Full product context: https://www.patricia.app/llms-full.txt
- Agent skill: https://www.patricia.app/.well-known/agent-skills/patricia/SKILL.md
- Recovery document for a missing page: https://www.patricia.app/404.md