Case Study: Agency CI at Scale
A B2B marketing agency needed to provide competitive intelligence for 12 clients without hiring a CI team.
The Challenge
Situation
25-person marketing agency
12 B2B SaaS clients
Limited CI expertise in-houseProblems
Each client expected competitive insights
Manual research didn't scale
No consistent frameworkThe Solution
Setup
One 3RA workspace per client
Standardized monitoring templates
Weekly automated digestsWorkflow
Onboard client's competitor list
Set up automated monitoring
Deliver weekly insights report
Quarterly deep-dive analysisThe Results
Scale
12 clients managed by 1 strategist
60+ competitors tracked total
480+ pages monitoredRevenue
Created new "CI retainer" offering
$2,500/month per client
$30K monthly recurring revenueEfficiency
4 hours/week per client (down from 12)
Automated 70% of data collectionService Offering
What They Deliver
Weekly competitor digest
Quarterly battlecard update
On-demand competitive briefs
Strategic recommendationsClient Satisfaction
11/12 clients renewed
3 clients upgraded to larger packages---
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