Cleanline Systems finds the repetitive work eating your agency's week — reporting, onboarding, follow-up, proposals — and builds the automations that remove it. Nothing new for your team to learn.
Built by an operator, not a consultant. I ran ecommerce stores for two years — Meta, Google Ads, Shopify, Klaviyo — before building systems for the agencies on the other side of them.
Agencies scale by adding people to work that shouldn't need people. Here's where the hours actually go in a 5–40 person shop.
Someone opens six tabs, exports six CSVs, pastes them into a template, writes the same commentary, and rebuilds the deck. Then does it nine more times.
Access requests, pixel checks, folder structures, intake forms, kickoff docs, contract, invoice setup. The same sequence every time, tracked in someone's head.
Pre-sale audits and proposals rewritten from scratch for each prospect, when 80% of the content is identical and the numbers could be pulled automatically.
Nobody notices a campaign broke, a feed disapproved, or spend spiked until the client emails. Checks happen when someone remembers to look.
Move the sliders to your numbers. Most agencies have never added this up.
That's not just money. It's the capacity you'd need to take on more clients without hiring — and the strategic work your team isn't doing because they're in a spreadsheet.
Find out what's automatable →No new platform, no migration, no seat licences, no training programme. The work simply stops arriving on someone's desk.
Data pulled from every ad and store platform on a schedule, formatted into your template, with a first-draft commentary written for your account manager to review and send.
Typically 60–80% of reporting hoursOne form triggers the whole sequence: folders, access checklists, intake docs, kickoff tasks, welcome email, internal notifications. Nothing depends on memory.
Same setup, every client, every timeProspect data pulled automatically, dropped into your proposal structure, with the repeatable sections pre-written so your pitch prep starts at 80% instead of zero.
Hours per pitch, backSpend anomalies, ROAS drops, disapproved feeds, broken tracking — surfaced in Slack the hour they happen, so you tell the client before the client tells you.
Fewer awkward emailsIncoming client requests classified, summarised, routed to the right person and logged as a task, so nothing sits unread in a shared inbox for three days.
Response time, not headcountOne view of retainers, hours, delivery status, spend under management and what's stuck — assembled from the systems you already use rather than another manual sheet.
Visibility without the Friday scrambleDeliberately sequenced so you never spend real money before you've seen real work. Each step is useful on its own.
A 30-minute call about how your week actually runs, then a written document naming the three processes costing you the most hours, what a system would do to each, and the hours and dollars it would return. You keep it either way.
I build a working prototype of the highest-value automation, plus the full build plan: what connects to what, where AI is used and where it isn't, edge cases, and what your team's day looks like afterwards. Credited in full against the build.
The system built, connected to your live tools, tested against real edge cases, documented, and handed over with a walkthrough for the people who'll use it. Fixed price agreed before anything starts — no hourly billing, no scope drift.
Platforms change their APIs, you add clients, workflows evolve. Ongoing support covers monitoring, fixes and small extensions so the system stays reliable instead of quietly breaking in month four. Optional, and cancellable monthly.
I'd rather tell you now than three weeks into a build.
You're responsible for other people's ad accounts, revenue figures and customer data. Any sensible agency owner is cautious here. So am I.
Most of what saves you time is plain automation — moving data, formatting, triggering, notifying. AI is added only where it genuinely helps: summarising, drafting, classifying, flagging.
Where a model is used, it receives the specific fields needed for that task — not your client list, not your contracts, not your inbox.
Nothing customer-facing sends itself. Reports, commentary and replies are drafted for review. Your account manager stays the last step.
Systems are built in your accounts, on your subscriptions, documented in plain language. If we stop working together, nothing switches off and nothing is hostage.
I spent two years on the other side of these reports — running the ads, watching the margin, chasing the refunds at eleven at night.
I ran ecommerce stores across Meta and Google before moving into finance and controlling. I know what a client report looks like when it's assembled by hand at the end of the month, and I know which numbers in it actually matter.
Cleanline is deliberately small. You work with me directly — no account manager, no junior doing the build, no agency layer between the problem and the person solving it. That's the whole point.
— Patrick, founder · Cleanline Systems
Cleanline is taking on a small number of first builds at reduced rates in exchange for a documented case study. If you'd rather be an early client than a late one, the economics are better now.
Hours returned per month
case study slot
Reporting time reduced
case study slot
Days from kickoff to live
case study slot
Reporting tools give you a dashboard. They don't know your template, your commentary style, your client's naming conventions, or the three things you check manually because the tool gets them wrong. A build fits the process you already run instead of asking your team to adopt someone else's.
Things break — that's the honest answer, and it's why ongoing support exists. Systems are monitored, breakages get fixed, and you're told before a client notices. Anyone promising a build that never needs maintenance is selling you something.
Roughly two to three hours total, spread across two weeks: a walkthrough of the current process, access setup, and a review session before launch. Most of the work happens without you.
No. Cleanline builds automation and AI workflows inside the tools you already use. If you need a custom client portal or a full application, you need a software studio, and I'll say so rather than take the project.
Because I need to see a real process before I can tell you whether a build is worth it, and you shouldn't pay to find out that it isn't. Roughly half of these conversations end with "this isn't worth automating yet," which is a useful answer too.
Cleanline works US business hours — my day starts as the US East Coast comes online. Everything is remote and asynchronous, invoiced in USD, with calls scheduled inside your working day.
Everything is built in your accounts under your subscriptions and documented in plain language. Nothing is locked to me. You can hand it to anyone technical and they'll be able to read it.
Thirty minutes on a call, then a written breakdown you keep whether or not we work together.