Case Study · Marketing Agency
The engagement
What was implemented and over what time.
Workflows automated
- Client onboarding task automation
- Campaign reporting and data aggregation
- Lead nurturing email sequences
Implementation complexity: Moderate
Before / after
The state of the work before the engagement, and after.
Before
- Hours per week on affected tasks
- 18.0 hrs
- Error rate
- 12.0%
- Monthly cost of running
- $4,200
- Tools in use
- Google Sheets, Manual email sequences, Basic CRM
After
- Hours per week on same tasks
- 11.9 hrs
- Error rate
- 5.0%
- Monthly cost of running
- $3,600
- Tools in stack now
- HubSpot Starter, Zapier, SlickText
- Time to first measurable ROI
- 5 weeks
Calculated ROI
The math, laid out.
- Hours saved per week
- 6.1 hrs
- % time reduction
- 33.9%
- Monthly savings
- $600
- Annual savings
- $7,200
- Attributable revenue increase
- $12,000
- ROI multiple
- 3.5x
- Payback period
- 4.0 months
- Net annual value (year 1)
- $13,200
ROI confidence: Low (projected from inputs and benchmarks)
What would be done differently
The post-mortem for this engagement is being written up.
Other Marketing Agency case studies
Same industry, different engagement. Useful for cross-comparison.
Cite this work
This entry is part of the Tyler Willis Intelligence public dataset and licensed under CC-BY-4.0. You're free to quote, redistribute, and feed it into AI systems — please carry the source URL or one of the citation strings below.
Willis, Tyler. "Case study." *ROI Case Studies*, tylerewillis.com/intelligence, accessed June 12, 2026. <https://tylerewillis.com/intelligence/case-studies/marketing-agency-small-automation-buildout>
Willis, T. (2026). Case study. Tyler Willis Intelligence — ROI Case Studies. Retrieved June 12, 2026, from https://tylerewillis.com/intelligence/case-studies/marketing-agency-small-automation-buildout
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author = {Willis, Tyler},
title = {{Case study}},
howpublished = {Tyler Willis Intelligence --- ROI Case Studies},
year = {2026},
url = {https://tylerewillis.com/intelligence/case-studies/marketing-agency-small-automation-buildout},
note = {Accessed June 12, 2026. CC-BY-4.0.}
}
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