CASE STUDY — PATIENT ZERO

We rewired shortlist.io before we asked anyone else to.

A full-service SEO and marketing agency, run through the loop end to end: brain installed, processes automated, team retrained. This page is the honest record.

11
standing instructions that run without being asked
10
connected systems, reachable from one memory
337
notes — standards, runbooks, client files, finished runs
BEFORE

Client context lived in fifteen heads and forty Slack channels. Reports ate the first week of every month. "Where are we on this?" was the most-typed sentence in the company. Sound familiar?

THE REWIRE

An agency brain went live on shortlist's own server — bootstrapped from the website, then fed by every meeting, email thread and doc. One agent grew around it: support triage, client health scoring, reporting, onboarding.

Each process moved only when the team trusted the output. Some never moved — judgment calls stayed human. That's the point.

AFTER

Reports draft themselves and get reviewed, not written. New clients are onboarded from a single intake call. Client health is scored continuously instead of discovered at renewal. And the team that lived it now sells it — through rewire.agency.

"It changed the way we work on a daily basis. What was said once stays known — nobody repeats themselves, and the week starts before we do."

— Martin · shortlist.io
THE FULL DECK

How we rewired ourselves — the showcase

Thirteen slides on the whole build: the architecture, the ten connected systems, the agent in Slack, and what changed seat by seat. Eleven weeks, one memory.

OPEN THE PDF ↗

Your agency is patient one_

Same loop, run on your processes, your tools, your clients.