AI Data-Safety Checklist for Agencies Handling Lead, Call and Client Data
Ten rules for agencies putting transcripts, CRM exports and ad data into AI tools: business tiers, per-client context, redaction, connectors, consent.
Ray Gillespie
9 min read
How a modern agency runs on AI: Claude workflows, analytics with Clarity, AI creative, and what autonomous agents can and can't do yet.
Ten rules for agencies putting transcripts, CRM exports and ad data into AI tools: business tiers, per-client context, redaction, connectors, consent.
Ray Gillespie
9 min read
One context per client, calls turned into phased plans, Claude Code brains wired to Fathom and ClickUp, and the edits we make to Claude's copy.
Ray Gillespie
9 min read
Claude wins long-context work and client documents. GPT-6 Astra gives the better first website draft. Five agency tasks, with inputs you can rerun.
Ray Gillespie
10 min read
Give every AI tool one job and score each lane on time saved, effort cut and who owns the judgment. Our lane map, with prices and a rule for cancelling.
Ray Gillespie
8 min read