From Scattered Spend Inquiries to Structured Performance Briefs
The moment a new performance marketing inquiry is transformed into a Media-Ready Brief — including platform mix, spend range, tracking state, creative assets, and offer maturity — before a media buyer or strategist ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
Ad agencies don't lose clients because of bad media buying — they lose them in the 'Discovery Gap.' Prospects reach out with vague requests ('I want to scale my ads'), incomplete context (no tracking, no creative, no offer clarity), or unrealistic expectations. Account managers spend hours chasing platform access, pixel status, and creative inventories. By the time a strategist engages, half the context is missing or buried in Slack threads. Without a system to capture Ad Account DNA at the point of entry, agencies scale confusion instead of campaigns.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Ad Agencies Start
Most ad agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client ad accounts, spend data, and proprietary strategies remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of performance marketing inquiries 24/7
- Capture Ad Account DNA: platform mix (Meta, Google, TikTok, etc.), monthly spend range, tracking state (pixel, CAPI, offline events), creative volume, offer maturity
- Route Media-Ready Briefs to the appropriate internal owner (sales, media team, or leadership)
What it intentionally does NOT include: Ad platform access or management. Media buying execution or optimization. Performance guarantees or ROAS predictions. Creative production or ad copy generation. Budget allocation decisions. The Foundation Package establishes intake clarity — it doesn't replace media buying expertise.
Capability Expansion Path
HQ Pro applies specialized logic for ad agency flows: differentiating scaling inquiries vs new account setups, identifying high-spend vs emerging brands, and routing complex multi-platform requests to senior strategists.
High-value opportunities reach senior media buyers immediately. Standard requests flow to account executives.
The Core Stack shares a unified memory layer:
Context persists across sales, onboarding, and ongoing optimization requests. Leadership gains visibility into client health signals.
Custom Operator is designed for scaled performance agencies, holding companies, or multi-brand media groups requiring advanced capabilities.
Internal SOP RAG (media buying playbooks). Multi-brand isolation. Spend tier awareness. Audit-ready intake logs for client QBRs.
Every tier reduces discovery friction — higher tiers add performance-aware logic, platform memory, and ultimately unified media operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from reactive discovery to structured performance operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not access ad platforms, make media buying decisions, predict performance outcomes, or execute campaigns. It strictly supports intake, routing, and coordination — it does not replace media buying expertise or platform management.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
Ready to Deploy?
See how OperatorHQ can work for your specific needs.