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Productized agency (delivery + reporting on autopilot)

Best AI Stack for an Agency

Premium delivery, branded portals, automated reporting — without the headcount that used to require.

Supporting reference

The full playbook for this business model lives at How To Build A Client Portal.

Read the playbook →

Why this stack wins

Modern agencies don't win by adding people. They win by wrapping delivery in software clients can see. This stack puts a branded portal in front of every account and automates the work that used to eat senior strategist time.

The stack, layer by layer

Five tools. One founder. Real business.

  1. 01

    Branded client portal

    Lovable

    Per-client login with files, status, deliverables — the wedge that lets you charge premium rates.

  2. 02

    Reporting & data pipelines

    Make

    Pull metrics from every ad and analytics account into a single nightly run.

  3. 03

    Narrative & deliverables

    Claude Agents

    Drafts the strategist's narrative on every weekly report — clients can't tell it's AI.

  4. 04

    Internal project tracking

    Linear

    Fast, opinionated, and built for shipping — the operating system of every modern agency.

  5. 05

    Pipeline & retention CRM

    Attio

    Modern CRM that finally fits how a small agency actually runs.

Want the full playbook?

How To Productize a Service Business (and the Stack to Run It)

Read the playbook →

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Best AI Stack for an Agency FAQ

The questions founders (and ChatGPT, Perplexity, and Google AI Overviews) ask about this stack.

What is the Best AI Stack for an Agency?+

Premium delivery, branded portals, automated reporting — without the headcount that used to require. Modern agencies don't win by adding people. They win by wrapping delivery in software clients can see. This stack puts a branded portal in front of every account and automates the work that used to eat senior strategist time.

What tools are in this stack?+

Lovable, Make, Claude Agents, Linear, Attio

Who is this stack for?+

Founders running a productized agency (delivery + reporting on autopilot) business who want an opinionated, proven tool combination instead of evaluating dozens of options.

How much does this stack cost to run?+

Most layers start on free or entry tiers — typical combined cost is $0 to ~$150/mo to launch. You scale spend as the business earns revenue.

Can I swap one of these tools later?+

Yes. The stack is opinionated, not locked in. Each layer notes 'also worth considering' alternatives if you outgrow the default pick.

Last updated January 1970