Resources Framework

The Keep Line

Your clients expect AI to lower their bills. Before they do that math on your retainer, do it yourself. Go task by task, and decide what AI can handle and what your people should keep doing.

Try it ↓

Why this matters now

Your hours are what you sell.

01

Clients are looking for the savings

Marketing chiefs looking at what they pay agencies are "still not seeing the cost savings in terms of fee" from AI. That's Gartner's Jay Wilson, speaking to Glossy in April 2026.

02

Billed by the hour, saved hours cost you

Every hour AI saves is an hour you can't bill. If you do nothing, the savings slowly go to the client, one renewal at a time.

03

The fix is a list with numbers on it

Name the work clients pay you most for. Count the hours that go into it. Then decide, in writing, what to do with the time you get back.

The method

Four moves. In order.

Try it on one team or one client first. Each step gives you something you can show your partners.

Move one

List

Write down two weeks of real work as a list of tasks. Everyone wants to skip this part. It's also the part only you can do.

Be specific

An action plus what it produces

"Account management" is a department. "Draft the weekly status note for the client" is a task. You can time it, and you can make a decision about it.

Aim for 25 to 40 tasks per role. Fewer than 20 usually means you're still listing departments.

The one column that matters

Hours per month. Every line.

That number drives every step after this one. It's also the proof your partners will trust at the end.

Include the hidden work too: formatting, chasing approvals, hunting for the deck you already made. That's where unbilled hours hide.

Move two

Line

Ask three questions about each task. If any answer is yes, a person may need to keep it. Click a task to see where it lands.

Try it: pick a task

Question 1 · Judgment

Does it mean deciding what the story should be? Just writing it up doesn't count.

Deciding versus drafting.

Question 2 · Relationship

Does it only work because a client or reporter trusts you personally?

Would it be worth less coming from someone else?

Question 3 · Accountability

Do you make the call yourself, on the spot? Signing off on someone else's work doesn't count.

Your call, or your sign-off?

Rank them. Keep the top five.

Senior people tend to say yes to almost everything. So for each role, rank the yes answers by how much they matter to the client, and keep the top five. Everything else, plus the prep behind those five, is fair game for AI.

The one idea to remember

Keep the moment. Hand off the prep.

Almost every task you keep has hours of prep behind it. Clients pay for the hour you spend in front of them. The prep is where your profit leaks.

A person keeps this
Present the quarterly review to the client
2 hrs / month
Prep hours18
The meeting itself2
Hours saved0

The client meeting is yours. The prep behind it doesn't have to be.

This keeps the whole thing honest. Without it, "keep" becomes an excuse to change nothing. With it, the work you keep becomes the best place to start, because it has the most prep behind it.

Move three

Ladder

There are three kinds of help you can set up. The right one depends on how often the task happens. Drag the slider to see.

Runs once a week

52 times a year

Turn this on when a step can't be written as simple instructions. For example: "decide which of these 40 articles matter" instead of "copy this into that."

The rule

Match the tool to how often the task happens. If it happens a lot, set up autopilot, because the setup pays for itself. If it's rare, just ask AI each time, because setting something up would cost more than the task ever will.

Best fit
1 · Autopilot-

Step-by-step instructions a computer follows, with no AI. When an email lands in this inbox, copy these details and post them in the team chat. Takes time to set up, costs almost nothing to run, works the same every time.

Best fit
2 · AI helper-

Autopilot with AI added to one step that needs reading. Summarize this. Flag which of these matter. Medium cost to set up and to run.

Best fit
3 · Ask AI-

You tell AI the goal and it figures out the steps. Nothing to set up. But you pay every time you use it.

Bars show the total cost over a year, setup plus running. They're rough comparisons, not real prices. The shortest bar wins.

A real example

A team set up an AI assistant to watch the news for their clients. It read every alert and sent the important ones to the team chat. It worked, but the AI bill ran far higher than planned. The fix was simple autopilot reading one inbox. Same job, more reliable, a fraction of the cost.

They paid AI to think through a job that ran a thousand times a day.

You'll want to hand off the task that annoys you. Start with the one that repeats.

Move four

Launch

Set up one thing, not three. Teams that try three at once usually finish none. Then count honestly, including the two costs people forget: checking the AI's work and setting it up.

Count it honestly

Real hours saved / month
10.0
Value of that time / year
$11,400

Hours saved = hours now − (hours after + checking + setup ÷ months). Value = hours saved × 12 × cost per hour.

Want this for every task on your list?

Before you set anything up

Name where the hours go

Write it down, with a number. An agency has three honest choices.

A

Keep it as profit

Change how you charge so clients pay for results instead of hours. Then the savings stay with you.

B

Sell it as new work

Use the time for senior advice, measuring results, or the service clients keep asking for that you keep turning down.

C

Give it to your team

Give your people real time away from billing to learn this. They can only build the skill on real client work, and a full billing target leaves no room for it.

Hours you don't claim get claimed for you.

Usually at renewal, by the client's purchasing team.

For whoever owns the budget

Your keep list makes the case for your price.

Ask the three questions across a team and you get a clear list. It shows which work is routine and which is the advice clients pay top dollar for. That's exactly what you need when you sit down to talk about price.

Agencies that skip this step tend to find their answer in the client's cost-cutting slides. Agencies that do it get to set the terms: here's what our people still do, here's what AI now handles, and here's what that's worth to you.

For whoever runs the agency

Where your agency is at risk

One more question for whoever runs the place: where are people stuck, and what can't you afford to get wrong? Use this chart to spot risk. Use the hours from step one to decide what to tackle first.

Cost if it goes wrong →

High stakes · Many can do it

A named person signs off

AI helps, and one named person approves it. A real name, instead of "the team checked it."

High stakes · Only one person can do it

Your biggest risk

Only one person can make these calls, and one bad call could cost you the client. You need a backup before you need AI, because this risk walks out the door when your best people leave.

Low stakes · Many can do it

Hand it off

Low risk, and lots of people can do it. Set it up once and stop debating it.

Low stakes · One person can do it

Hand off to free someone up

A senior person is stuck on routine work because only they know the steps. Freeing them up is your fastest win, and usually the easiest to get approved.

Spread across the teamWho can do it →One head

This builds on two old ideas. Economists have been breaking jobs into tasks for years, and AI companies have long said to use the simplest tool that works. What's new is applying both to a real agency week.

The question that's coming

When a client asks where the AI savings went, what's your answer?

Someone is going to run these numbers on your retainer. The leader who shows up with the list sorted, the hours counted and a plan for the saved time is the one who sets the terms.

Run it with your leadership team

The guide includes the full worksheet, a chart for deciding what to set up first, and notes for running it with your team. Back to all resources

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