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            Now onboarding agencies
          

The AI OS for
marketing.

Bring your clients, brands, teams, and AI agents into one intelligent workspace. From strategy and creation to execution, reporting, and growth.

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Good morning, Maya 👋Here’s what’s happening across your clients

Last 30 days

Total Clients

24 + 2 this month

Active Campaigns

18 ↑ 28%

Revenue Influence

$284K ↑ 32%

Tasks Automated

1,420 ↑ 5x

Active workflows

Generate weekly client reportNorthstar Labs

Running 2 min ago

Create & schedule LinkedIn postsStudio Bloom

Queued 12 min ago

Analyze campaign performanceOrbit Finance

Completed 1 hour ago

Follow up with warm leadsNova Brands

Running 3 min ago

AI agents• 4 active

Content AgentCreate, optimize, schedule content

Growth AgentFind opportunities & suggest actions

Client AnalystAnalyze performance & insights

Outreach AgentDraft and send personalized outreach

GmailClient communication

NotionDocs & knowledge

HubSpotCRM & deals

SlackTeam collaboration

Client knowledgeUnified across all tools

WorkflowsAutomate end-to-end tasks

AnalyticsTurn data into growth

Start with your company. Revsmith reads how you work and builds your Company Brain.

Question 1 of 6+18%

What kind of company are you?

PerformanceCreativeSEOSocial

Question 2 of 6+16%

What do you sell?

Meta AdsGoogle AdsContentWeb

Question 3 of 6+17%

Who owns each client?

Account managersFounderPods

Question 4 of 6+16%

Who approves client work?

Team leadsAnyoneFounder only

Question 5 of 6+17%

How should we sound?

PlainWarmFormalPlayful

Question 6 of 6+16%

How do you charge?

Monthly retainerPer projectHourly

BrightlineCompany Brain

sbStudio BloomClient Brain

✓Google Ads

✓Meta Ads

✓TikTok Ads

✓LinkedIn Ads

✓Analytics

✓Shopify

Goal+30% online sales

64%

TargetsKeep growth efficient

CAC < $14ROAS 3.5×

AsksWhat they keep asking for

Weekly numbersMore video

Budget$40K / month

ContactAna Ruiz

ARMarketing lead · approves

Handled byYour team on it

MALESAAM · Media · Design

Scope20 creatives a month

ReportingEvery Friday

MTWTF

Client Brain · readyStudio Bloom, tracked live

Tracking from 6 accounts

Goal

0% of +30%

Online sales this year

CAC$12.40

Below $14 target

ROAS3.9×

Goal 3.5×

Budget pacing$0Kof $40K this monthOn pace

Scroll ↓

Fifteen tools. No memory.

This is what one client’s week looks like today.

Now it works as one.

One workspace that knows every client, and does the work with you.

Inbox7,180

Leo · Re: Re: Fwd: Northstar logins? Studio Bloom · banner feedback (3) Northstar · quick question Finance · invoice overdue

Kickoff notes — Northstar

• revisions: 2? 3? (check w/ Maya) • Q4 budget options — someone • logins: Leo chasing

#northstar

Priya which banner did they approve?? Sam v3 I think Priya the one in Drive or the email one

PDFSOW_Northstar_signed.pdf

Revisions: 2 per creative

Northstar — Search

Cost per lead · 6 weeks

Deliverables_tracker_FINAL.xlsx

CreativeOwnerStatus Spring heroSamv3?? Landing pagePriyawaiting Q4 options——

Northstar / Final

Banner_v3_FINAL.png Banner_v3_FINAL_2.png Banner_v4_USE_THIS.png logins_old.txt

Thursday

10:00Northstar reviewBloom check-in 17:00Weekly report due (who?)

MMaya · AccountsDid we promise 2 or 3 revisions?

LLeo · MediaWhere are Northstar’s ad logins?

PPriya · ContentWhich banner did they approve?

SSam · DesignIs this in scope?

AAlex · FounderWhich client needs me today?

Client BrainNorthstar Labs

25%

Brand voice Goals

Email Gmail 142 threads · matched to clients

Synced

Team chat Slack #northstar · #bloom

Synced

Files Drive · Notion Brand files · signed SOWs

Synced

Ad platforms Google Ads · Meta 5 accounts mapped

Synced

Analytics Google Analytics 2 properties · goals linked

Synced

CRM HubSpot Pipeline · 2 renewals

Synced

Calendar Calendar Meetings and deadlines

Synced

Tasks Asana · ClickUp 2 projects · 18 tasks

Synced

Account DirectorBRIGHTLINE

Account Operations Chief of Staff

Ready⌃

Ask Account Director…+

Workflow builder

If you do it twice,
make it a workflow.

Describe the task in plain English. Revsmith picks the apps and AI models, uses each client’s brain, and waits for your yes.

Brightline

Workflows

Runs for every client

Ad generationStudio Bloom · from the Client BrainRunning

Make 3 spring ads for Studio Bloom from their brand, turn them into a 15s video, get Ana’s approval, then launch on Meta.Generated ✓

Read Client BrainContext

Working…

Running

Write 3 ad scriptsAI · Claude

Waiting

Generate visualsAI · Image

Waiting

Animate 15s cutAI · Video

Waiting

Ana approvesApproval

Waiting

Launch ad setAction · Meta

Waiting

Revsmith built 6 steps from your descriptionApproved ✓ · turned on

Run #284 · Studio Bloom · 4 min · AI cost $0.42Client-facing steps wait for a person

AI teammates

A sharp specialist on every account.
Every morning.

Each teammate has a role, a client, the right brain and clear permissions. They find the cause, draft the work, and ask before anything leaves.

Performance AnalystPaid Media pack

Checks every paid media account at 06:00, explains what changed, and drafts the work.

Acts asMedia Buyer

Working onNorthstar Labs

Watches

Cost per leadSpend paceAd fatigue

Skills

Google Ads & Meta reportsRead

Client Brain & resultsRead

Notes, tasks, briefsDraft

✓Asks before anything reaches a client or spends money✓Only this client’s brain, never another’s✓Every number has its dates and record

Performance AnalystWorking on Northstar Labs · Media Buyer

Only Northstar Labs’s brain

Rahul · Media buyer

Why did Northstar’s cost per lead go up last week?

Reading Northstar’s records…

Ask the Performance Analyst…

Pages

Build a screen once. Use it on every client.

Every month, Sarah opens Google Ads, Meta and a spreadsheet for each of her 12 clients to build their reports. With Pages, she builds one reporting screen. It appears on all 12, each with its own live numbers and a button that drafts the report.

01Build it oncePick the blocks you need: numbers against target, open alerts, a report button. No code.

02It’s on every clientEach client gets the page with its own live numbers. Nothing to copy or update.

03Work right from itDraft the report, ask the analyst or start the checklist, without leaving the page.

10 blocksTextContextFormChecklistRecordsButtonScheduleAgentFilesMetric and chart

Monthly reportingClient page

MetricCost per lead$58.50Target under $50

MetricSpend this month$11,900

ChartLeads vs target

RecordsCost per lead above target, 5 days

ButtonDraft monthly reportWaits for Sarah’s approval.

AgentAsk about NorthstarWorks only on Northstar

Shown on each client

Also built with Pages:Monthly reportingClient kickoffFounder dashboardLaunch checklist

Integrations

Plug into 1,000+ apps.

Every tool your team already uses, connected once and matched to the right client.

Drag to spin · click an app to connect

Now onboarding agencies

Make your marketing company AI-native.

Your competitors are already moving to AI. Get your agency on RevSmith before they do.

The AI OS formarketing.

Fifteen tools. No memory.

Now it works as one.

If you do it twice,make it a workflow.

A sharp specialist on every account.Every morning.

Build a screen once. Use it on every client.

Plug into 1,000+ apps.

Make your marketing company AI-native.

The AI OS for
marketing.

If you do it twice,
make it a workflow.

A sharp specialist on every account.
Every morning.