Lakewise AI Playbook for Creative and Marketing Agencies
Get time back on client briefs, proposals and monthly reports, with fewer mistakes and your agency's voice intact, using a written AI Playbook made for your studio.
Tell us about your business with a short set of questions. Within 5 business days from when your answers are complete, you get a plain-language Playbook by email showing which brief, proposal and reporting tasks can take less of your team's time, how to keep mistakes out of client work, where AI tools fit your agency's work, where they don't, and exactly how to start.
Get my PlaybookWho it is for
- Owner-run creative, design, content and marketing agencies across Canada with 1 to 20 people
- Owners who still write proposals, briefs and reports themselves
- Teams already trying AI tools who want a sensible, shared way of working
Problems it solves
- Proposals and briefs take hours. Turn your past work and notes into faster first drafts you edit.
- Monthly client reports are a slog. Use AI to write plain summaries from numbers you already have.
- Everyone uses AI differently. Agree on tools, prompts and limits, with the AI Use Policy included in The Playbook and the Team Playbook.
- Client work sounds generic. Get prompts that keep each client's brand voice consistent.
- Client confidentiality and ownership. Clear notes on what client material stays out of AI tools.
What's inside
- A short summary of where AI can help your agency, and where it can't
- Step-by-step instructions for each suggestion
- Copy-and-paste prompts for briefs, proposals, reports and brand voice
- Tool suggestions, with free options where they exist
- Privacy notes for client files, unreleased work and contracts
- A simple order to try things in
Sample excerpt
Example only. Fictional business: "Spruce & Signal Studio," a 9-person agency.
1. A brand voice sheet for each client
You said copy for some clients needs heavy rewriting. For each client, write a one-page voice sheet: 5 words that describe the voice, 5 words to avoid, and two short samples of approved copy. Paste the sheet at the top of every AI request for that client. Keep the sheets in a shared folder so the whole team uses the same ones.
2. Faster monthly reports
You said reports take about two hours per client. Export the numbers you already track, remove the client name, and ask a free AI chat tool: "Write a 200-word plain-language summary of these results for a busy business owner. Name the two biggest changes and one thing to try next month." Check every number against the source before sending.
3. What to keep out
Don't paste unreleased campaigns, contracts, client customer lists or anything under an NDA into an AI tool unless the client has agreed in writing.
4. What to skip for now
Building custom AI tools or automated content pipelines is more than you need right now. Get the two steps above working first.
Pricing
All prices in Canadian dollars, plus applicable tax. Business customers only. Payment is taken first, by secure link sent by email.
Quick Start
$149 one time
For teams of 1 to 5
Take two everyday tasks, like client briefs or monthly reports, off your plate first, then decide if AI is worth more of your time.
- 2 written AI workflows for your everyday tasks
- Delivered by email within 5 business days
- Full $149 credit toward The Playbook within 30 days
What you get back: two brief, proposal or report tasks that take less of your time, with clear steps to follow.
Get my Quick StartSee what's included
2 written AI workflows for teams of 1 to 5, by email within 5 business days from when your answers are complete. The full $149 counts toward The Playbook if you upgrade within 30 days of getting your Quick Start.
The Playbook
$399 one time
Founding price $299 for the first 10 clients
For 1 to 10 people
Spend less time on client briefs, proposals and reports, make fewer mistakes in client work, and give your team clear rules for using AI safely with client material.
- Your Playbook
- Staff rollout email and week 1 practice session agenda
- AI Use Policy
- 3 months of Help Desk
- Bonuses: prompt library and day-30 check-in
What you get back: less time on routine briefs, reports and client email, and a team that knows what client material is safe to put into AI.
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed.
Get my PlaybookSee what's included
For 1 to 10 people: your Playbook, a ready-to-send staff rollout email, a week 1 practice session agenda, an AI Use Policy and 3 months of Help Desk, plus two bonuses: a prompt library and a written day-30 check-in. Delivered by email within 5 business days from when your answers are complete.
Team Playbook
$799 one time
For 11 to 20 people, or owners who want a deeper Playbook
Get every role in your agency spending less time on briefs, reports and client admin, with the same safe AI rules and brand voice approach for the whole team.
- A Playbook covering several roles, or a deeper Playbook
- AI Use Policy
- Staff rollout email and week 1 practice session agenda
- Both bonuses and 3 months of Help Desk
- Delivered by email within 10 business days
What you get back: less admin time across several roles, fewer mistakes in client work, and one set of AI rules everyone follows.
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed.
Get my Team PlaybookSee what's included
For 11 to 20 people, or owners who want a deeper Playbook: a Playbook covering several roles or a deeper Playbook, an AI Use Policy, the staff rollout email, the week 1 practice session agenda, both bonuses, and 3 months of Help Desk. Delivered by email within 10 business days from when your answers are complete.
Bigger needs? From $1,200, by quote. Email info@lakewiseai.com.
Spots are limited each week.
The Worth-It Guarantee
The Worth-It Guarantee: if it isn't worth it to you within 30 days, full refund. No reason needed. It covers The Playbook and Team Playbook. The 30 days start on the date we email you your Playbook. Quick Start is not covered, but its full $149 counts toward The Playbook if you upgrade within 30 days of getting your Quick Start. To ask for a refund, email info@lakewiseai.com.
FAQ
Will this replace our writers or designers?** No. The Playbook uses AI for first drafts and admin so your people spend more time on the work clients pay for.
We already use AI. Is this still useful? Yes. Most agencies get value from agreeing on shared tools, prompts and limits, which the Playbook sets out.
Which option fits a team of 11 to 20?** Team Playbook, which includes a Playbook covering several roles. It arrives within 10 business days from when your answers are complete.
Is it all by email? Every package is written and by email. No calls, ever.
What do you need from us?** Only your answers to a short set of questions. We never ask for passwords. Client data may be stored in the US or Europe with trusted providers. Please don't send your clients' files.
Do prices include tax? No. Prices are in CAD and tax is added at checkout.
Order your Playbook
Email info@lakewiseai.com with your name, business name and team size. We reply with a secure payment link and a short set of questions, and your Playbook arrives within 5 business days from when your answers are complete (10 for Team Playbook). Spots are limited each week.
Get my Playbook