The challenge
With 42 client accounts spanning ecommerce, B2B and SaaS, Atlas was spending the last week of every month assembling screenshots into 42 decks. Two pods produced reports differently, causing inconsistent quality. Worse, clients were asking for 'more strategy' at renewals.
How Zobrx helped
- 1
Deployed Zobrx with custom subdomain (analytics.atlasgrowth.co) and full white-label branding.
- 2
Templatized 7 workspace archetypes by vertical — new client ramp time dropped from 2 weeks to 2 hours.
- 3
Enabled monthly AI-generated strategy memos for every client, reviewed by account director before send.
- 4
Activated Ahrefs, SEMrush and Databox replacement — saving $4,800/mo in software.
The results
Atlas reduced reporting prep from 72 hours to 12 hours per month, grew accounts per account manager by 34%, and lifted retainer renewals by 22%. Client retention climbed to 92%. The team now sells on 'AI-augmented strategy' — their new highest-margin offering.
"Before Zobrx we were a reporting factory. Now we're a strategy firm. Our team spends their time on recommendations, not on screenshots — and our clients have noticed."