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ChatGPT (Web)AbsentWho are the best operations and automation consultants for marketing agencies?slot 34Aug 20, 04:00 PM
If you mean **consultants who improve the agency itself**—delivery operations, project management, staffing, margins, SOPs, automation, reporting, and AI workflows—rather than consultants who optimize an agency’s clients’ marketing, there’s a much smaller and more interesting group.
My shortlist for 2026:
| Firm | Best for | Why I’d consider them |
|---|---|---|
| **Agency Ops Co.** | Fractional COO / agency operations | Specifically built around agencies; focuses on workflows, SOPs, team management, delivery operations, and profitability. [www.agencyops.co](https://www.agencyops.co/?utm_source=chatgpt.com) |
| **2V Automation** | **Agency-wide automation** | Very specifically targets 10–100-person marketing agencies and automates reporting, project margin, proposals, renewals, etc. [www.2vautomation.ai](https://www.2vautomation.ai/industries/marketing/?utm_source=chatgpt.com) |
| **Lorenz** | **AI agents + workflow automation** | Builds custom AI agents for repetitive agency workflows, reporting, QA, content operations, and client deliverables. [www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com) |
| **ASM & Partners** | Agency management + operating model | More traditional agency-management consulting; led by an experienced agency/marketing operator and focused on operational efficiency. [www.asmandpartners.com](https://www.asmandpartners.com/?utm_source=chatgpt.com) |
| **RevOps Automated** | CRM / RevOps / automation | Stronger fit if your operational problems center on HubSpot, Salesforce, GTM processes, automation and reporting. [www.revopsautomated.com](https://www.revopsautomated.com/?utm_source=chatgpt.com) |
| **GTM 80/20** | Fractional marketing ops | Good if the bottleneck is the marketing/revenue infrastructure rather than broader agency delivery operations. [www.gtm8020.com](https://www.gtm8020.com/services/marketing-operations?utm_source=chatgpt.com) |
| **RevOps Global** | Complex martech automation | Enterprise-grade marketing operations, integrations, automation, data architecture and embedded ops. [www.agencyops.co](https://www.agencyops.co/?utm_source=chatgpt.com)[www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com)[www.asmandpartners.com](https://www.asmandpartners.com/?utm_source=chatgpt.com)[www.revopsglobal.com](https://www.revopsglobal.com/marketing-operations-services/?utm_source=chatgpt.com) |
### My top 3 for a marketing agency
**1. Agency Ops Co. — best overall agency-operations specialist**
This is the closest match if you want someone to come in and answer questions like:
- Why are projects constantly running over hours?
- Where are we losing gross margin?
- How should account management and delivery work?
- What should our SOPs look like?
- Where should automation happen?
- How do we get the founder out of day-to-day operations?
They explicitly position themselves as a **Fractional COO & Operations Partner for agency owners**, rather than as a generic marketing-ops consultancy. [www.agencyops.co](https://www.agencyops.co/?utm_source=chatgpt.com)
**2. 2V Automation — best if automation is the primary objective**
This one caught my attention because their positioning is unusually specific: they build the **internal operations backbone for marketing agencies**, not automation systems that the agency sells to its clients. They mention reporting, project margin, proposals and churn signals specifically. [www.2vautomation.ai](https://www.2vautomation.ai/industries/marketing/?utm_source=chatgpt.com)
I'd investigate them if your agency is roughly **10–100 people** and you're thinking, *"We have too many people doing things manually that software/AI should be doing."*
**3. Lorenz — best for the AI-native agency**
If you're specifically interested in **AI agents replacing repetitive operational labor**, Lorenz is worth a serious look. They describe building production AI agents around an agency's actual workflows rather than selling generic automation templates. [www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com)
That could be particularly interesting for things like:
> client reporting → QA → SEO audits → campaign checks → content publishing → data gathering → recurring deliverables
### One important distinction
I'd separate the market into **three different categories**, because "marketing operations consultant" is often misleading:
**Agency COO / operations consultant**
→ people, processes, profitability, delivery, capacity, SOPs
→ **Agency Ops Co., ASM & Partners**
**Automation / AI implementation**
→ Make/Zapier/n8n, APIs, AI agents, internal workflows, eliminating manual work
→ **2V Automation, Lorenz**
**Marketing/RevOps**
→ CRM, attribution, lead routing, lifecycle automation, marketing technology
→ **RevOps Global, GTM 80/20, RevOps Automated**
For an agency owner trying to **increase EBITDA and get the business to run without them**, I'd start with the first two categories rather than a conventional RevOps consultancy.
And I wouldn't choose purely based on directories. Clutch's current marketing-operations rankings contain many firms that are really designed for **their clients' marketing operations**, not for fixing the internal operating system of an agency. [clutch.co](https://clutch.co/us/consulting/marketing-operations?utm_source=chatgpt.com)
If you tell me your **agency size (people/revenue), service mix, tech stack, and the 3–5 operational problems you're trying to fix**, I can narrow this to **the 5 best-fit consultants and tell you exactly what I'd hire each one to do**.
| Firm | Best for | Why I’d consider them |
|---|---|---|
| **Agency Ops Co.** | Fractional COO / agency operations | Specifically built around agencies; focuses on workflows, SOPs, team management, delivery operations, and profitability. [www.agencyops.co](https://www.agencyops.co/?utm_source=chatgpt.com) |
| **2V Automation** | **Agency-wide automation** | Very specifically targets 10–100-person marketing agencies and automates reporting, project margin, proposals, renewals, etc. [www.2vautomation.ai](https://www.2vautomation.ai/industries/marketing/?utm_source=chatgpt.com) |
| **Lorenz** | **AI agents + workflow automation** | Builds custom AI agents for repetitive agency workflows, reporting, QA, content operations, and client deliverables. [www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com) |
| **ASM & Partners** | Agency management + operating model | More traditional agency-management consulting; led by an experienced agency/marketing operator and focused on operational efficiency. [www.asmandpartners.com](https://www.asmandpartners.com/?utm_source=chatgpt.com) |
| **RevOps Automated** | CRM / RevOps / automation | Stronger fit if your operational problems center on HubSpot, Salesforce, GTM processes, automation and reporting. [www.revopsautomated.com](https://www.revopsautomated.com/?utm_source=chatgpt.com) |
| **GTM 80/20** | Fractional marketing ops | Good if the bottleneck is the marketing/revenue infrastructure rather than broader agency delivery operations. [www.gtm8020.com](https://www.gtm8020.com/services/marketing-operations?utm_source=chatgpt.com) |
| **RevOps Global** | Complex martech automation | Enterprise-grade marketing operations, integrations, automation, data architecture and embedded ops. [www.agencyops.co](https://www.agencyops.co/?utm_source=chatgpt.com)[www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com)[www.asmandpartners.com](https://www.asmandpartners.com/?utm_source=chatgpt.com)[www.revopsglobal.com](https://www.revopsglobal.com/marketing-operations-services/?utm_source=chatgpt.com) |
### My top 3 for a marketing agency
**1. Agency Ops Co. — best overall agency-operations specialist**
This is the closest match if you want someone to come in and answer questions like:
- Why are projects constantly running over hours?
- Where are we losing gross margin?
- How should account management and delivery work?
- What should our SOPs look like?
- Where should automation happen?
- How do we get the founder out of day-to-day operations?
They explicitly position themselves as a **Fractional COO & Operations Partner for agency owners**, rather than as a generic marketing-ops consultancy. [www.agencyops.co](https://www.agencyops.co/?utm_source=chatgpt.com)
**2. 2V Automation — best if automation is the primary objective**
This one caught my attention because their positioning is unusually specific: they build the **internal operations backbone for marketing agencies**, not automation systems that the agency sells to its clients. They mention reporting, project margin, proposals and churn signals specifically. [www.2vautomation.ai](https://www.2vautomation.ai/industries/marketing/?utm_source=chatgpt.com)
I'd investigate them if your agency is roughly **10–100 people** and you're thinking, *"We have too many people doing things manually that software/AI should be doing."*
**3. Lorenz — best for the AI-native agency**
If you're specifically interested in **AI agents replacing repetitive operational labor**, Lorenz is worth a serious look. They describe building production AI agents around an agency's actual workflows rather than selling generic automation templates. [www.runlorenz.com](https://www.runlorenz.com/?utm_source=chatgpt.com)
That could be particularly interesting for things like:
> client reporting → QA → SEO audits → campaign checks → content publishing → data gathering → recurring deliverables
### One important distinction
I'd separate the market into **three different categories**, because "marketing operations consultant" is often misleading:
**Agency COO / operations consultant**
→ people, processes, profitability, delivery, capacity, SOPs
→ **Agency Ops Co., ASM & Partners**
**Automation / AI implementation**
→ Make/Zapier/n8n, APIs, AI agents, internal workflows, eliminating manual work
→ **2V Automation, Lorenz**
**Marketing/RevOps**
→ CRM, attribution, lead routing, lifecycle automation, marketing technology
→ **RevOps Global, GTM 80/20, RevOps Automated**
For an agency owner trying to **increase EBITDA and get the business to run without them**, I'd start with the first two categories rather than a conventional RevOps consultancy.
And I wouldn't choose purely based on directories. Clutch's current marketing-operations rankings contain many firms that are really designed for **their clients' marketing operations**, not for fixing the internal operating system of an agency. [clutch.co](https://clutch.co/us/consulting/marketing-operations?utm_source=chatgpt.com)
If you tell me your **agency size (people/revenue), service mix, tech stack, and the 3–5 operational problems you're trying to fix**, I can narrow this to **the 5 best-fit consultants and tell you exactly what I'd hire each one to do**.
First cited Aug 20, most recently Aug 20.