AI audit · CherryTree Agency
The agency that ran on its owner's memory
CherryTree's creative pipeline was already strong, and the audit said so up front. The real find was operational: every client rule, exception, and sign-off lived in the owner's head, so every request ended up on his desk.
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The problem
CherryTree's content output was in good shape, so we did not invent a creative problem to sell against. The leak was operational. Client rules, exceptions, pricing calls, and approval limits were all undocumented, living only in the owner's memory.
That made him the bottleneck for every single request. The new coordinator either guessed (one co-hosted flyer got made for nothing) or stopped to ask, and either way the work waited on one person's attention.
What we proposed
The number one recommendation cost nothing and needed no tool: get what is in the owner's head onto paper. A documented client playbook of who handles what, what the coordinator can approve, and which decisions genuinely need the owner, so routine requests move without him.
Around that sat three easy extras: Wave for quotes, invoices, and payment tracking, AI-drafted proposal copy, and a saved prompt that turns messy revision requests into standardized briefs. Everything scored on impact, confidence, and ease, measured in time rather than invented dollars.
The result
The fix was not a tool. It was a playbook.
$0
cost of the top recommendation
4
fixes, ranked by impact and ease
77
minutes of call behind every finding
What the client said
“Adam and Noah really took the time to really understand how CherryTree operates and gave me recommendations that were specific, practical, and easy to act on. The audit helped me see where I was still acting as the bottleneck and gave me a clear path forward.”