For BMG, prepared by Peter Utekal

Running a 30+ client Meta agency with AI pods

A working model: small human-led pods, each supported by Grok Bot assistants and Cursor cloud agents, with people approving anything that touches money, brand or the client.

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The problem and the opportunity

At 30+ clients, most of the team's week goes into the same repeat work for every account. That work can be handled by assistants, so people spend their time on judgment and client relationships.

Daily watching

Every ad account needs spend, pacing and CPA checked each morning. With 30+ accounts this is hours of looking before any decision is made.

Constant creative

Meta's delivery rewards a steady supply of distinct creative (Meta on creative diversification). Briefs, variants and QA have to keep up for every client.

Repeated reporting

Weekly reports and monthly reviews follow the same structure each time. Learnings from one client rarely reach the others.

The idea: assistants do the pulling, drafting, checking and tagging. People keep four decisions: what we say, what goes live, what we spend, and what we tell the client.

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Agency structure

Three pods of about 10 clients each, coordinated by an agency COO bot that reports to BMG leadership. Shared bots and Cursor cloud agents serve every pod.

Swipe sideways to see the full diagram.

Pods

Each pod is a Pod Lead (human) and seven bots that cover the full client cycle. The pod is the unit we copy when the agency grows.

Shared bots

Work that is the same for every client sits outside the pods: selling and onboarding, finance, and team operations.

Cursor cloud agents

Build and maintain the code: scripts against the Meta API, the dashboard across all accounts, and the client portal.

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Inside one pod

Work moves left to right from brief to live ads, then the Analyst feeds results back to the Strategist. Black circles are human gates.

Swipe sideways to see the full diagram.

Bots do

Pull data, write briefs and scripts, produce variants, check policy and brand, prepare launches and budget changes, tag results, draft reports.

The Pod Lead does

Approves at the four gates, talks to clients, and decides when something looks wrong. One Lead covers about 10 clients.

Memory

Each client has a memory file: offer, audience, brand rules, past winners, feedback. Every bot reads it before working on that client.

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The loops that run the pod

Five recurring routines. Each one is a scheduled bot routine with a clear hand-off to the Pod Lead.

Daily pacing

Each morning the Analyst pulls spend and CPA for all 10 accounts. The Media Buyer proposes budget changes and pauses. The Lead approves anything over the limits (G3).

Weekly creative

Fatigued ads are flagged. The Strategist writes new angles (G1), Production makes variants, QA checks them (G2), and the Media Buyer launches a test.

Weekly learning

Winners are tagged by hook, format and audience and added to the Strategist's library. The library is shared across all pods, so a win for one client informs the others.

Client loop

Bots draft the weekly report and the monthly review. The Lead sends them (G4). Client feedback is logged into that client's memory.

Onboarding, days 1 to 14

First, ad account, page and business access is granted and checked, and the pixel, Conversions API and key events are verified. Next, the Pod bot writes the client's brand memory from their site, past ads and the kickoff call. The first test batch is live by day 7. The rest of the two weeks goes into reading first results with the client and confirming targets.

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KPIs per role

Suggested starting targets, tune to the agency's benchmarks.

RoleWhat we measure
Pod botClient requests answered the same day. 100% of briefs complete before production.
Creative Strategist3 to 5 new angles per client per week. Test win rate of 20% or more.
Creative Production10+ variants per client per week. Turnaround of 48 hours or less.
Policy & Brand QAUnder 5% of ads rejected by Meta. Zero account warnings.
Media BuyerSpend within 10% of plan. CPA or ROAS at or better than the client target.
AnalystFatigue flagged within 24 hours. 80% or more of alerts lead to an action.
Reporting100% of weekly reports sent by Monday.
Pod overall8 of 10 clients on target. Churn under 5% a month. Revenue per head.

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Human gates

Bots prepare, people decide. These four points always need a person.

G1

Brief sign-off

Any new angle or offer is approved before production starts.

G2

Creative approval

Anything that goes live with the client's brand. Client sign-off as well, for clients who want it.

G3

Money

New campaigns, budget changes over about 20% or a fixed amount, and turning off a top spender. Above a higher limit, it goes to BMG leadership.

G4

Client contact

Every client message and report. Bots only draft, the Lead sends.

Escalate straight to BMG leadership

An account warning or ban. A client off target for 2 or more weeks. Any sign of churn risk.

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Skills and connectors behind each stage

Existing tools we would plug in, plus the skills we would write for the agency. Everything listed below exists today.

StageBest picksWe write
Pod bot
  • Kelpi brand-reader skill: turns a client's site and ads into a brand profile ready-made
  • Anthropic brand-guidelines skill: pattern for a per-client brand file template
  • Grok Bot memory, Slack and Gmail connectors for daily triage built in
Client memory format and brief template
Creative Strategist Hook and angle framework, fed by our winners library
Creative Production Variant spec: sizes, safe zones, naming
Policy & Brand QA Agency QA checklist plus each client's brand rules
Media Buyer Budget rules that match gate G3
Analyst Tagging taxonomy: hook, format, audience
Reporting Weekly report and monthly review templates
Onboarding 14-day onboarding checklist

Alternatives worth a trial: Adspirer, Madgicx MCP, Ryze AI (account management), Atria MCP (ad library), Higgsfield MCP (video). Third-party skills should be read and tested on one account before use.

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Rollout

Start with one pod. Copy it only once it works.

  1. Pick a pilot pod

    One Pod Lead and about 10 clients. Connect ad accounts read-only first, write each client's memory file.

  2. Run the loops with every gate on

    Daily pacing, weekly creative, weekly learning and the client loop. The Lead approves everything at first, then loosens limits where the bots prove reliable.

  3. Measure against the KPIs

    Compare the pilot pod to the rest of the agency on the targets in section 6. Fix what does not work.

  4. Copy the template

    Roll the same bots, skills, memory format and gates out to the other pods. The shared learning library connects them.

Prepared by Peter Utekal.