AI and job security: 10 ways AI enhances your agency's expertise without replacing your role

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CallRail
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The rapid and broad adoption of artificial intelligence (AI) across multiple marketing use cases has stirred worry amongst agency marketers, creating fear that AI could replace their roles. However, even though 73% of marketing professionals say they’re already using generative AI, the role agencies play in the marketing world remains essential.

AI is a powerful technology that can make many tasks more efficient, but its highest value is to elevate, not eliminate you and your agency’s capabilities. As an agency marketer – you remain the visionary, the strategist, and the expert who brings creativity and insight to the table. 

So, don’t worry. Marketing tools like CallRail – and its powerful AI features – won’t take your job, but they will make your job a lot easier and can help your agency become even more effective in delivering a strong ROI to your clients. 

Here are 10 ways AI helps enhance your role as an agency marketer:

1. Optimize your clients' marketing and campaign strategies

One of the most important ways an agency helps its clients is by determining their marketing and campaign strategies. But to do this effectively, you need data. This is where Call Tracking comes into play. You can use Call Tracking to understand where your clients’ current inbound leads originate so you can help them focus their budget on the marketing that works. This will reduce cost per lead and boost ROI.

Using CallRail Call Tracking, our customer Intrepid realized:

  • An 8.9% decrease in cost per lead in first 3 months
  • An 11.7% decrease in marketing spend in first 3 months

2. Understand your clients’ marketing spend and prove ROI

It’s crucial that you help your clients optimize their marketing spend, but to do this you need to know what campaigns and lead sources are most effective. Call Tracking not only tracks lead attribution by source but also allows you to create a lead source attribution report. This report provides a combined view of all sources and interactions you’re tracking so you can identify what channels and campaigns are driving leads. 

“We use Call Tracking to determine if the cost per lead is better on one platform or another, and then we will shift our marketing spend.” –Michael Palmer, Director of Digital Marketing and Strategic Growth, Brand Ranch Media

3. Refine keyword and bidding strategy

CallRail’s keyword spotting and call highlights give you and your clients an at-a-glance visualization of the keywords being used on their calls. This allows you to quickly navigate through a call and understand what their customers are searching for help with. In addition, it can help you spot emerging trends, such as getting an influx of calls requesting “roof repair” after a big storm in a specific area. You can then quickly identify new keyword opportunities for ad campaigns so you can make the best (and highest ROI) recommendations to your clients on their keyword bidding strategy. 

“CallRail gives us visibility to spend budgets more efficiently without having to guess.” –Chris Pham, Assistant Account Manager, Logical Position

4. Improve your clients’ lead follow-through

The combination of Call Tracking and call recording ensures no call gets missed. With CallRail, you can link campaign data like conversions, enabling you to share valuable insights with clients and ensure they follow up promptly with leads. This approach guarantees a seamless end-to-end customer experience and prevents missed opportunities.

“Call recordings are helpful, especially if an online sales consultant is on the road and can’t write down all the details of the call or follow-up instructions.”
–Jessie Suggs, Online Sales Coach, Do You Convert 

5. Be more efficient at all your tasks

With Premium Conversation Intelligence, you’ll perform your tasks faster. Automated call summaries eliminate the need to read transcripts – a few sentences provide quick call insights, uncovering new business opportunities. Call sentiment reports instantly identify positive or negative sentiment for quicker issue resolution or staff training. Plus, Premium Conversation Intelligence automates other tasks, like lead scoring and tagging, and generates detailed reports with ease, streamlining your workflow and helping you get a lot more done in a lot less time. 

“Call Summaries have been a massive time saver and money saver for our team. Historically, we've had to listen to every phone call to identify lead quality to ensure proper reporting to clients. Now we can achieve this goal in a fraction of the time by reading the Call Summaries, which have proven extremely accurate in providing an overview of the call. This is going to be a game changer for our agency and our clients.”
–Lane Rizzardini, Owner, Marion Relationship Marketing and Sleep Apnea Leads

6. Have a bird’s eye view of all your clients’ incoming leads

Manual classification and qualification of leads are error-prone and inefficient. Premium Conversation Intelligence’s automation rules eliminate these issues, providing a streamlined process with call scoring. This feature automatically classifies, qualifies, scores, and assigns a dollar value to inbound calls and ties them back to the initial lead source – whether that’s a web form or a Google Ad. 

Intrepid experience a 38% increase in click-to-call rate (leads) in first 3 months of using CallRail.

“With CallRail we know which audience has a higher propensity to make a call and can target the ads to that better audience.” –Brandie Kish, Sr. Director Performance Marketing, Intrepid

7. Better understand the needs of your multilingual customer base

If you have clients with a multilingual customer base (or want to), you can help them stay current with the needs of their customer bases more easily. Premium Conversation Intelligence can transcribe summaries into the language you need them in, helping your clients overcome language barriers and understand customer needs regardless of their native tongue. 

"Premium Conversation Intelligence has significantly sped up our process through the implementation of tag automation rules and by providing summaries for each call. Given the high volume of incoming calls, this has markedly improved our workflow and the quality of insight reports we can offer our clients." –Nick McKenzie, Z&M Consulting

8. Provide a stellar customer experience from start to finish

Unless you listen in real-time – to every inbound call, it's difficult to know when customer service issues occur until it's too late. Premium Conversation Intelligence's automatic transcription, keyword tagging, and automation rules leverage each other so you can quickly and effectively identify and address potential customer service issues and constantly improve your customer satisfaction. 

In addition, call flows provide customizable call routing, ensuring customers have a seamless experience. You can tailor what callers hear and who answers based on your settings. This eliminates customer frustration of being bounced around and allows your clients to connect callers with the right person instantly, which enhances the customer experience.

9. Stay on the cutting edge of emerging technology

To remain competitive as an agency marketer, it’s crucial to stay up to date on the latest marketing trends and technology. Now you have an opportunity to embrace cutting-edge, emerging technology through CallRail Labs Alphas, where you can access the latest marketing and tech innovations before everyone else. It’s a space for visionaries to experiment with AI and share the future of CallRail’s most advanced products and how they work. You’ll not only keep your agency on top of emerging tech trends but also act as an SME for your clients around emerging marketing technology.


"One of the most recent Alphas used AI to let me know whether a call was a first-time caller or a repeat customer at the click of a button. Being able to separate these two audiences gives me and my client a much clearer understanding of how the leads I generate turn into sales." –Nick Smith, Senior Digital Strategist, REISTER

10. Build the perfect tech stack

Gain comprehensive visibility into your clients’ incoming leads and conversions by seamlessly integrating all of your marketing tools. With CallRail’s extensive list of 50+ integrations, including Google Ads, Google My Business, HubSpot, Clio, and Looker Studio, streamlining your workflow has never been easier. Not to mention, presenting results to clients is a breeze through user-friendly reporting and efficient follow-up across multiple applications. 

Intrepid saw a 3.4% increase in revenue due to MarTech integration with CallRail:

“Without the CallRail API, we would not be able to create reporting that gives us visibility to the revenue numbers. Because CallRail can match with the source (Google ad, organic, etc.) and with the CRM, we can see which ad brought in which revenue.” –Brandie Kish, Sr. Director Performance Marketing, Intrepid

Do more with AI and show clients your real value as an agency partner

AI-powered technologies like CallRail serve as a powerful tool to enhance your job and your agency’s capabilities rather than replace them. Instead of threatening your job security, CallRail empowers your agency to deliver a stronger return on investment (ROI) for your clients.

Try CallRail for free

Meet the author

CallRail
Serving more than 200,000 companies worldwide, CallRail is the AI-powered lead intelligence platform that makes it easy for businesses of all sizes to market with confidence.