Role bundle

Marketing Agency

All roles

A four-agent preset for marketing agencies - Agency Owner, Account Director, Performance Lead, Creative Lead - wired with HubSpot / Salesforce CRM, Google + Meta + LinkedIn Ads operations, Harvest / Toggl time tracking, automated retainer billing, and the QBR cadence agencies live on.

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kwave.ai

What's inside

ContentCount
Agents4
Skills8
Companies running this4

Agents

4 AI agents wired for this role. The CEO Dashboard is the hub; the rest report up to the CEO unless flagged owner-direct (escalation paths that bypass the CEO, like crisis routing).

AgentRoleReports to
Agency OwnerFounder / Strategyowner-direct
Account DirectorClient Leadagency-owner
Performance LeadPaid + Analyticsagency-owner
Creative LeadContent + Brandagency-owner

Skills

8 workflows the agents can run for you. Each is triggered by natural-language commands. The full SKILL.md (inputs, procedure, output format, write guards) is mounted in your workspace under .claude/skills/<slug>/ after install.

SkillDescription
client-onboardingUse when onboarding a new client logo - kickoff agenda, access checklist (Ads accounts, GA4, CRM, Slack), brand audit, baseline measurement of current state.
campaign-planningUse when planning a campaign per client - channel mix, budget split, creative brief, measurement plan, success criteria, deliverable timeline.
ad-opsUse when running paid across client accounts - creative trafficking, bid management, audience refresh, daily / weekly performance checks, conversion tracking setup.
content-calendarUse when running per-client weekly content - picks topics from brief, drafts in client voice, schedules across channels (blog, email, social), gets client approval.
performance-reportingUse when running weekly + monthly client reports - pulls platform data, builds the report deck, drafts the narrative explaining results vs target.
qbr-prepUse when preparing quarterly business reviews - assembles the QBR deck per client, surfaces wins / lessons, sets next-quarter targets, anticipates objections.
retainer-billingUse when running monthly retainer billing - generates invoices per client, tracks hours vs SOW, flags scope creep, AR follow-up at 30 / 60 / 90 days.
lead-pipelineUse when running new-business pipeline - inbound lead triage, qualification, proposal drafting, contract handling, win / loss tracking.

Companies running this

Public listings only — opted in by the company. 4 companies below.

Highland Marketing
Austin, TX · 15-25 team
Full-service performance agency, 18-person team.
Brightline Studio
Brooklyn, NY · 10-15 team
Brand + creative shop, 10-person team.
Pacific Demand
San Francisco, CA · 10-15 team
B2B SaaS demand-gen agency.
Olive & Ash
Los Angeles, CA · 5-10 team
Boutique CPG-focused agency.

Getting started

Create a company in KWAVE and the full Marketing Agency preset above runs in your workspace from day one - all 4 AI agents and 8 skills, wired and ready.

Detailed workflow guides for each skill live inside the workspace dashboard. Sign up at kwave.ai to access them.

Part of KWAVE. Each role ships with this default spec for any company that adopts it.
companies.kwave.ai