Terso AI
Industries
Commercial real estateMarketing agenciesInsurance agenciesSales teamsStaffing and recruitingAccounting firmsHome servicesBusiness brokers and M&AExecutive assistantsWealth management and RIAsNursing homes and senior carePrivate equityLaw firmsHealth careManufacturing acquisitionsDistressed and foreclosure real estateCommodity trading and logisticsFranchise and multi-locationCommercial mortgage brokers Another industry
Products
Command CenterOne screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.Deal EngineA sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.Deep BrainEverything the company knows, held in one private place the whole team can ask in plain language.Front DeskEvery call, form, and message answered day and night, with the appointment booked.Document DeskPaperwork in, finished packets out, on deadline, with the trail intact.
Free AI audit How we do it Team
Marketing agencies

Client reporting that writes itself, and an account that outlives the account manager.

Every call your agency runs gets recorded, summarized, and attached to the account, with one clear next step. Every monthly report assembles itself from the platforms into your format. Every brand rule, campaign result, and past decision stays askable by anyone on the team.

See how we do it

Where the margin goes.

Reporting

The monthly deck eats account-manager days

Numbers get pulled out of six platforms into a template, every month, for every client, and the client opens with a question the deck does not answer.

Notes

The call is the work, and nobody captures it

Discovery calls, status calls, and creative reviews all carry the decisions. The summary gets written by hand afterwards, or not at all.

Scope

Scope creep leaves in small pieces

One extra request at a time, unlogged and unbilled, until the account's margin is gone and nobody can point to where.

Key person

The account lives in one person's head

Brand rules, client preferences, past campaigns, and logins leave when they do, and onboarding a replacement takes months.

What we build for an agency.

Every client call captured and summarized

Video calls record, transcribe, and summarize themselves, and the decisions and the facts learned about that account land on the client record within the hour, with one editable next step attached. Nobody takes notes.

Reporting that assembles itself

Every platform, analytics tool, and spreadsheet flows into your report format on schedule. The account manager adds the judgment.

An account brain per client

History, brand rules, campaign results, and the reasons behind past decisions, askable in plain language with the source attached. A handover takes hours.

Scope tracked against the agreement

Incoming requests get logged against what the signed agreement covers as they arrive, so out-of-scope work becomes a conversation and then an invoice.

Build anything

We build whatever your operation needs.

Every system on this site started as one sentence from an operator describing the part of the job that eats the week. Write yours in the box below. Jake reads it himself and replies within one business day with what it would take to build.

Describe it in your words.

Plain language is enough. The more detail in the box, the more specific the reply.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

The systems

What we would run in a marketing agencies operation.

Deep Brain

Everything the company knows, held in one private place the whole team can ask in plain language.

For an agency this is the account brain: brand rules, campaign results, client preferences, and the reasoning behind past decisions, so a handover takes hours and the account stops living in one person's head.

Command Center

One screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.

Every client's live work, reporting status, and out-of-scope requests sit on one screen, which is also the screen an agency can put in front of its own clients.

Deal Engine

A sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.

Inside an agency this is the agency system. New business and dormant accounts get worked on a schedule, and every client call is recorded, summarized, and filed against the right account with the next step attached.

Three kinds of shop, three different bottlenecks.

A public relations team and a performance team spend their hours in different places, so each one gets a different first build.

Marketing and performance

The problem
  • Campaign approval cycles stall while someone chases a client for sign-off, and the monthly report gets rebuilt from six platforms every time.
What we build
  • Multi-platform reporting assembled into your format on schedule, plus approval chasing that runs itself until the client responds.

Public relations and communications

The problem
  • Media pitches go out and follow-up depends on whoever remembers, and tracking which pitch turned into coverage is a manual sweep.
What we build
  • Pitch follow-up on a schedule until a journalist answers, coverage tracked back to the pitch that earned it, and the client report built from both.

Creative and digital

The problem
  • Small extra requests arrive between milestones, go unlogged, and eat the margin.
  • Production handoffs lose the context from the last call.
What we build
  • Every incoming request logged against the signed agreement as it lands, and call capture that carries the decisions from the review straight onto the account record.
Get started

Interested in making your marketing or creative agency AI-native?

First name, last name, and a work email is all it takes. Jake reads every one of these himself and replies within one business day with what to automate first.

Send the details

First name, last name, and a work email. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Before you call

Three things you can check on us.

Risk

Seven-day money-back guarantee

Ask for your money back inside the first seven days of the build and you get it. After day seven the standard terms in your agreement resume.

Team

Engineering from Fortune 500 companies

The team includes former Fortune 500 developers, with prior experience at Microsoft, Morgan Stanley, NASA, T. Rowe Price, Perplexity, and Cognizant, and is drawn from Dartmouth, Brown, and Case Western Reserve. Read the roster.

Proof

We run Terso on the systems we sell

Our sales, research, and operations run on Deal Engine, Deep Brain, and Command Center every day. Ask on the call and we will show you ours running.

Where to start

See what this costs you before committing to anything.

Send the details of your marketing agencies operation and the reply comes back with the hours and the revenue currently going to the problems above, and which one to solve first.

  • A reply within one business day, written by Jake
  • The first build named, with the return it targets
  • No obligation to go further

Send the details

Name, email, and company. Jake reads these himself and replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Where it starts.

It starts with a free discovery call, then an audit that maps where the hours and the leads are going. The build starts with the highest-value piece, and we host, monitor, and keep improving the system from there.

Read how we work

Deep BrainEverything the company knows, held in one private place the whole team can ask in plain language.Command CenterOne screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.Staffing and recruitingA new requirement matched against your whole placement history.

Common questions.

Can we resell this to our own clients?

Some agencies do exactly that. Reporting and dashboard systems become part of their offer, built once and deployed per client.

Does the call capture need anyone to press record?

No. It works off the calendar, joins the video call, and files the transcript, the summary, and the next step against the right account on its own.

We already use a project tool. Does this replace it?

No. Your project tool keeps the tasks. This carries the knowledge, the reporting, and the follow-up, and reads across whatever you already run.

Get the account-manager days back.

A free consultation walks through your reporting and client-service load, and names the first thing worth building.

Or send the details and we come to you.

Send the details instead

Name, email, and company. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.