In one focused effort, we get your team’s AI environment live and usable from day one. What’s included:

• A working session with Claire and Nate to capture how Cedar Studios talks and works — identity, vocabulary, tone, and team structure — written up as standing instructions that teach the system your business, not AI in general.
• The workspace your team logs into, organized with a dedicated project for each active client account.
• The private, secure cloud environment that runs behind it.
• A decision on where finished work gets published, plus time to get the team comfortable using it day to day.

Two capabilities that sit on top of your foundation and feed into everything else:

• Ready-to-use tools for building branded slide decks, long-form pages, and quick interactive pieces — published with a click.
• Your Cedar Studios brand kit — colors, fonts, logo, and design system — captured once so everything these tools produce comes out on brand without extra effort.

These are the shared engine that the per-client work draws on. Reporting, campaign recaps, and client materials all plug in here rather than starting from scratch.

Each client gets a single living hub that holds everything your team knows about them. It does three things:

• Instant recall — ask “what did we decide about this client in March?” and get a clear, sourced answer instead of digging through folders.
• One shared picture — the team works from one complete, current view of each account instead of scattered fragments across inboxes and shared drives.
• Knowledge that stays — what the agency knows about a client doesn’t walk out the door when someone’s away or moves on.

Connecting to SharePoint and Teams is new work — once in place, all three sources run continuously so the hub stays current as each client’s history grows.

Today your financial reality is split across Workamajig, Dana’s billing workbook, and individual account manager trackers — so it’s hard to fully trust any one view. This pulls it together:

• We connect the two sources that hold the real numbers and sit down with Nate and Dana to capture the logic: how project codes work, when contractor costs land, what counts as an overage.
• A regular plain-language snapshot shows where each account stands against budget and flags anything running hot while there’s still time to act.
• Anyone can ask a financial question on the spot — “how’s this client tracking right now?” — and get a fresh answer from live data.

Right now your pipeline lives in a spreadsheet that falls out of date. This turns it into something you can actually manage from:

• Reads your pipeline spreadsheet and flags what needs attention — opportunities missing key details, entries never properly qualified, deals sitting in the same stage too long.
• Advises rather than writes — a single owner stays the only one who updates the sheet, keeping data under control while trust builds.
• Surfaces what’s stalled or aging on a regular cadence, and answers on the spot: “what’s in the hunt, what’s stuck, what’s our win rate?”

Where the financial picture reports the numbers and the pipeline tracks new business, this does a different job: it watches the health of your existing client relationships.

• Looks for the softer signals that usually surface too late — a client who’s gone quiet, scope creeping past what was agreed, an account gone flat when it looks ripe for more.
• Gives leadership a short, plain digest on a regular cadence: which accounts are at-risk, which look like upsell opportunities, which have stalled — each item naming the specific signal that triggered it.
• Can extend to team health — spotting workload or capacity strain — once you decide which signals matter.

The way Cedar Studios does its best work mostly lives in a few people’s heads today. From a shared working track with Claire and Nate over two or three sessions, we build three connected guides:

• Strategic-planning companion — walks the team through your framework, asking the right questions in the right order and producing a draft in the shape leadership wants.
• Campaign-scoping guide — codifies the scoping judgment Nate uses to land the right engagement size by default: not so lean it creates problems, not so padded you get priced out.
• Status-report shaper — turns an agreed scope into a clean, consistent campaign update, ending the three-versions-in-three-formats problem.

Two capabilities in one build, proven first with Cascade Coast Tourism Board:

• A writing system — first drafts that already sound like the client instead of generic AI, built from their brand book and real samples, with rules that strip out AI tells. Includes brand-compliant language for partner co-op programs and destination marketing standards.
• A brand kit — the client’s colors, fonts, logo, and layout patterns captured once, so the team produces on-brand materials as a fill-in-the-details exercise rather than starting from scratch.

Where this could grow: with a brand kit in place, more of your simpler creative work — social graphics, on-brand ad variations, destination guides — could come in-house over time.

Three recurring deliverables, each built first for the client where the pain is sharpest:

• Performance scorecard (Cascade Coast Tourism Board) — automates the manual tracking Claire handles each quarter: campaign deliverables, channel performance against KPIs, and reach figures.
• Weekly performance digest (Solera Hotels) — takes the weekly campaign data pull, surfaces what’s outperforming and what needs attention, and drafts the Thursday update for the client.
• Quarterly client deck composer (Cascade Coast Tourism Board) — builds the data-heavy sections of the quarterly presentation automatically, dressed in the client’s brand kit, so you start from a strong draft and spend your time on narrative.