How agencies stop losing client knowledge and start automating their work.

Examples of how modern marketing teams turned chaos into continuity.

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The Challenge: Six Problems, One Solution...

Internal Operations

Knowledge walks out the door with team changes Repetitive tasks consume valuable creative time Technical barriers to creating sophisticated solutions

Client Facing

Inconsistent onboarding creates rocky relationships Hours spent recreating reports and presentations Clients ignore documentation but need support

Knowledge walks out the door with team changes

"Every time someone leaves, it's like watching months of client knowledge walk out the door. We're constantly rebuilding the wheel because nobody documented anything!"

How ChatterKB Solves It

Shared Knowledge Access

Keep your client knowledge in one central KB so it stays accessible even after people move on.

Save, Edit, Grow Process

Team members can save valuable insights they’ve discovered with AI assistance, edit them into clearer formats, and contribute to a growing knowledge repository that benefits everyone.

Repetitive tasks consume valuable creative time

"We're spending a fortune on senior strategists who waste their days on admin busywork. I'm paying creative directors to manage spreadsheets instead of creating campaigns that win awards!"

How ChatterKB Solves It

Team Resource Allocation

Visualize workloads instantly and balance your team’s capacity without endless spreadsheet updates.

Market Research Automation

Automate market research using repeatable AI workflows so insights stay fresh and accessible for every strategist.

Team Collaboration

Collaborate in real time, refine AI responses together, and capture the best ideas as reusable knowledge.

Technical barriers to creating sophisticated solutions

"We just lost another $5,000 project because we had to tell the client 'we'll need to hire a developer for that.' Our competitors are eating our lunch while we wait for IT."

How ChatterKB Solves It

Workflow Automation

Automate daily workflows with no code so your operations keep moving, even when technical staff are tied up.

Custom Integration Connection

Connect tools directly with ChatterKB integrations. No custom code, no downtime. Compatible with the MCP standard for linking apps and models.

Inconsistent onboarding creates rocky relationships

"Our onboarding is so inconsistent that by week three, new clients are already asking 'so who's actually managing my account?' It's embarrassing."

How ChatterKB Solves It

Client Onboarding Automation

Deliver consistent onboarding every time. Automatically track tasks, share key docs, and make clients feel supported from day one.

Brand Voice Preservation

Give your AI and your team a single source of truth for every client’s tone and voice so consistency never depends on who’s doing the work.

Hours spent recreating reports and presentations

"I spend more time making reports look pretty than actually analyzing what the data means. The client doesn't even read half of what we send them!"

How ChatterKB Solves It

Dynamic Reporting Dashboards

Stop rebuilding the same reports. Pin your KPIs once and refresh them automatically so every dashboard stays live and ready.

Clients ignore documentation but need support

"We created this beautiful 30-page brand guide that the client paid $10,000 for, and I guarantee no one has opened it since the presentation. It's like our work just disappears into a void."

How ChatterKB Solves It

Branded Knowledge Hubs

Turn your deliverables into interactive knowledge hubs that clients actually use instead of PDFs they forget.

Client Attraction Lead Magnet

Convert your expertise into interactive tools that prospects can try before signing, creating real value that attracts better clients.

The Results

Teams using ChatterKB see measurable results within their first quarter.

40%

faster onboarding for new clients

70%

reduction in manual reporting time

15+

hours saved a week across the team


Ready to write your own success story?

Your team already has the answers. ChatterKB turns them into automated workflows that save hours every week.

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