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For small SEO and marketing agencies

Every service your agency sells. Patricia delivers it.

Search and AI visibility, Reddit, Google Ads, Meta ads, client reporting and finance, run per client from Slack or Microsoft Teams. She does the work, your team approves it, the client sees your agency's name.

  • One channel per client
  • Approval before anything goes out
  • SOC 2 Type II
What she runs

Six service lines, one AI coworker.

Each one is a page of its own, with the weekly routine, the approvals and a real thread from our own company. Pick the one your agency sells first.

Search & AI visibility

The GEO retainer. Patricia measures each client's ChatGPT and Google AI visibility, fixes the pages, wins the roundups and reports every month.

  • Monthly AI visibility report per client
  • Tuesday page fixes as developer tickets
  • Roundups, links and the technical check
See the page

Reddit marketing

Find the threads that rank on Google and feed AI answers, draft replies that pass the subreddit's rules, post after a yes.

  • Daily thread scan per client
  • Replies with the rule check and disclosure
  • Approval in the client's channel
See the page

Ad creative & Meta campaigns

One reference ad in, every placement out. The campaign built and launched after one approval, creative fatigue watched daily, spend reported.

  • Ads from a reference, a brief or a meme
  • One ad resized for every placement, safe zones measured
  • From brief to live campaign
See the page

Google Ads

The Monday report with one action per campaign, an anomaly watch every morning, and budget and bid steps that follow your rules and, by default, wait for a yes.

  • Weekly report on real purchases
  • Morning anomaly watch with guardrails
  • Budget scaler, approved step by step
See the page

Client reporting

The weekly and monthly client report from their own accounts, in your voice, as an HTML page, PDF, PowerPoint or Google Slides. A person approves it first.

  • Scheduled weekly and monthly, per client
  • Every figure names its source and period
  • Your template, your tone, your name on it
See the page

Finance & P&L

The revenue digest every Monday, the monthly report on the 1st, and a P&L on settled cash per client or business unit, with the scenarios spelled out.

  • Weekly Stripe digest with the takeaway line
  • Monthly report with one root cause
  • P&L that flags what the model gets wrong
See the page
All jobs

The work around the client work

Meeting recaps, client onboarding, weekly updates, status reports, proposals, invoice chasing and the rest of the back office.

  • One skill per job, with its own page
  • The next jobs on the roadmap, marked Soon
  • Search and filter by category
All jobs
Watch it work

Ask in the channel. Get the outcome back.

Five threads from our own channels, one per service line.

# northwind-brightsidesharedToday
Thibaut
@Patricia scan the Northwind subreddits and bring me one thread worth a reply.
Patricia APP
One thread today. r/smallbusiness, "Which AI headshot tool do you actually use?", 41 comments, ranks 3rd on Google for "ai headshot generator reddit" and is cited in ChatGPT answers.
Rules readNo link in a first replyAffiliation disclosed
Reply draft · u/northwind_teamDisclosure: I work at Northwind. For one person, upload 10 to 15 photos in daylight and skip the studio prompts. For a team, pick one tool and one background and stop there.
Post this reply?
ApproveEditSkip
Thibaut
Approved. Post it.

Replies that survive the moderators.

Every draft passes the subreddit's rules before it reaches the channel. The client approves in the shared channel and only sees their own space.

  • Threads picked for Google rank and AI citations
  • Disclosure and no links in first replies
  • Follow-ups on Friday from the same thread
Reddit marketing
# patricia-marketing17 Aug
G
Goke
@Patricia copy these 5 ads for the Patricia brand. First 3 as 3:4, the other 2 as 1:1, different vibes, reference our latest accomplishments. Last two in French and Spanish.
Reference ad
Reference ad
Reference ad
Reference ad
Patricia APP
Done. Five drafts, one per reference, real logo and palette, proof copy from the sprint recap: 344 PRs merged.
Draft 1
3:4
Draft 2
3:4
Draft 3
3:4
Draft 4, French
1:1 FR
Draft 5, Spanish
1:1 ES
G
Goke
Take the Spanish one and make it 2:3, 16:9, 9:16 and 3:4. The keys should read "Ctrl" and "Win".
Patricia APP
Done. Four Spanish drafts, branding and copy kept, keys changed.
2:3
2:3
16:9
16:9
9:16
9:16
3:4
3:4
Thibaut
Pretty solid. @Ricardo here's your demo test.

Nine drafts, one thread, 25 minutes.

Reference ads in, brand versions out, then every placement. Each resize is a scoped edit that keeps the layout, the logo and the proof line intact.

  • Brand kit: logo, palette, fonts, per workspace or per client
  • Reels, Stories, Display and LinkedIn safe zones measured
  • Then the campaign, live on Meta after your yes
Ad creative & Meta campaigns
# betterpic-seo9 Sep
Thibaut
@Patricia make an SEO report for BetterPic: current status, opportunities, wins and losses of the past 3 months. Schedule it monthly in this channel, nice enough to show external people.
Patricia APP
Done. The report is a browser page: status, three-month trend, wins and losses, the opportunity pool, technical signals and the 60-day plan. Latest 30 days: 5,948 clicks, up 3.8%. The next run is scheduled monthly and posts here.
HTMLOpen the BetterPic SEO reportPDFClient versionGoogle Slides
Thibaut
Nice. To be honest this beats any PDF report we were trying to make.

Ask once, get it every month.

The same report ships as an HTML page, a PDF, a PowerPoint or a Google Slides deck. Every figure names its source and period, and a person approves before the client sees it.

  • Google Ads, Meta, GA4, Search Console, Stripe
  • Your agency's voice, learned from your corrections
  • Never sent by Patricia herself
Client reporting
# betterpic1 Sep
Thibaut
@Patricia build a BetterPic-only P&L on settled bank cash, June to August, and tell me where the finance model disagrees.
Patricia APP
BetterPic P&L: what the business actually earns
USDJun '26Jul '26Aug '26
Revenue37,30840,19938,834
COGS (GPU)04,5854,000
SG&A15,67215,33519,300
EBITDA21,63720,27915,534
margin58.0%50.4%40.0%

BetterPic makes money: roughly $15k to $22k of real cash profit every month. The model says August EBITDA is $27,444. It runs on a revenue line frozen at $45,876 since April; real net revenue was $41,109. I am adding this view to the monthly report so it updates itself.

PPTbetterpic-pl-jun-aug.pptx · 6 slidesGoogle Slides copy
Ricardo
This one is actually very nice.

A P&L that argues with the model.

Settled cash, not forecasts. She states the basis, lists the scenarios, and turns the thread into a six-slide branded deck when asked.

  • Stripe, PayPal and the bank export, per unit or per client
  • Weekly digest on Monday, monthly report on the 1st
  • Deck or PDF in the client's brand
Finance & P&L
How it works

Connect, set the routine once, approve.

Setting Patricia up is a working session with us, not a form. After that, each client's routine runs from its own channel.

1

Connect the client's accounts

One channel per client, shared with your agency. Access is scoped per person, so a guest sees only that client's space.

2

Set the routine once

Say it in the channel. She writes the schedule back, runs it once for your check, and keeps it running.

Every Monday at 07:00, post the Northwind revenue digest here. On the 1st, the full report as a PDF and a Google Slides deck.
Scheduled · first run posted for review
3

Approve, then it ships

Drafts wait in the channel. No draft is posted or sent without a named yes from your team or the client, and by default nothing spends without one either.

Approval needed
Send the September report to Northwind?
ApproveEditApproved by Thibaut

Connects to the platforms you run for clients, and 1,000+ more

Patricia against the alternatives

A coworker in the channel, not another tab.

PatriciaA chat seat per personA reporting dashboard
Built forSmall agencies, per clientOne person at a timeOne data source at a time
Runs on a scheduleYes, per client channelNo, you start every chatRefreshes the dashboard
Reads the client's accountsGoogle Ads, Meta, GA4, Search Console, Stripe and 1,000+ moreOnly what you paste inAd and analytics data
Produces the deliverablePage, PDF, deck, Google Slides, ad in every placementTextCharts
Waits for approvalAlways, in the channel, per actionNothing to approveNothing to approve
Where it livesSlack or Microsoft TeamsIts own tabIts own tab
PriceFrom $45 a month, every seat includedPer seatPer seat or per data source
All jobs

Find the job you need done.

Grouped the way an agency sells: search, Reddit, ads, reporting and finance first, then the work around the client and your own back office. Cards marked Soon are next on the roadmap.

Reddit marketing

Threads that rank on Google and feed AI answers, with replies that pass the rule check.

Reddit marketing page →
Service pageReddit marketingDaily thread scan per client, drafts scored by the quality check, ready to post once approved, reported monthly.Open the page →
SoonCommunity repliesComments and DMs triaged and drafted in the client's brand voice, so nothing sits unanswered.

Finance & P&L

Revenue digest, monthly report and a P&L on settled cash, per client or per unit.

Finance & P&L page →
Service pageFinance & P&LThe Monday revenue digest, the monthly report on the 1st and a P&L that says where the model is wrong.Open the page →Invoice chasingOverdue client invoices chased in your voice, on a schedule, so the retainers get paid.See how she runs it →
SoonBudget vs actualsClient budgets watched against real spend and flagged before they slip.
SoonExpense trackingReceipts captured, categorised and reconciled, so month-end stays calm.

Agency back office

Your own team: status, approvals and the rituals that keep a small agency together.

Status reportsTeam updates and client task status in one digest, posted on a schedule, no status meeting.See how she runs it →
SoonApprovals & sign-offsSign-offs routed to the right person and tracked, so nothing stalls in a DM.
SoonTask triageIncoming requests sorted, owned and prioritised on the board.
SoonTeam onboardingA new account manager walked through week one, with nothing forgotten.
Coffee chatsRandom pairing across teams, intros posted, follow-up until people meet.See how she runs it →Team celebrationsBirthdays and work anniversaries posted on the day, dates collected for you.See how she runs it →
SoonTeam polls & pulse checksQuick polls run in the channel and summarised.
Questions agencies ask

Before you book the call.

Which agencies fit best? +

Small performance and SEO agencies on Slack or Microsoft Teams. Google Ads, Meta, GA4 and Search Console are the accounts she reads best today. Web and development agencies are a worse fit.

Can she work across many client accounts? +

Yes. Each client gets its own channel and its own connections. Connect Google Ads or Meta once and pick every client account. A guest in a shared channel only sees that client's space.

Does client work go out without review? +

Drafts never do. Replies, emails and reports wait for a named yes in the channel, and by default so do ad and budget changes. New campaigns start paused, and a post always waits for a yes. The meeting recap email is the one exception: by default it goes to everyone on the invite, and you can narrow that to your team or switch it off.

Can she use our templates and our tone? +

Yes. The brand kit holds the logo, colours and fonts per workspace, and a brand profile per client sits in the file library. She learns your tone from real examples and from your corrections, and keeps the rules.

What does it cost? +

The founding plan is $45 a month with 20,000 credits included, every seat included, and a spend cap on by default. Work is metered, so a monthly AI visibility report is about 800 credits. Book a call and we size it per client with you.

Sell the service. Patricia runs it.

Bring one client and one service line to the call. You leave with the routine scheduled in that client's channel.

No credit card.