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Studio B AI Case Study
By ZeremAI

Social Media Agency specializing in creative and data-driven content production with a client social audience of over 23 million followers and more than 16 billion content views.

  • Client Success Marketing Operations Sales

Why ZeremAI

ZeremAI has extensive experience in digital transformation for content agencies and the expertise in the Studio B tech stack.

Departments of Focus

Sales

Operations and Project Management

Human Resources

Studio B

Challenges

No Centralized Sales Source of Truth

Prospect Data is scattered across spreadsheets, CRMs, and communication tools, making it difficult to access a single, reliable view of performance and deal progress.

Lack of Real-Time Clarity on Revenue Forecasts vs. Actuals

Revenue projections are often outdated or manually compiled, making it difficult for leadership to assess progress toward monthly or quarterly goals with confidence.

Inaccurate Resource Planning

Poor visibility into deal stages and close probabilities hinders effective resource allocation — risking under- or over-staffing for upcoming projects.

Missed Customer Follow-Ups and Inconsistent Communication

Without integrated tracking and automated reminders, follow-ups are easily missed, leading to inconsistent client experiences and lost opportunities.

Operational Blind Spots

There was no centralized view of the production pipeline, leading to bottlenecks and uncertainty regarding project status with clients like Netflix and Virgin Media O2.

AI Automation for Sales Process and CRM

Results Achieved

31

New Sales Opportunities Added in First 90 days

£1.61M

in New Revenue Created due to clearer pipeline visibility and follow-up automation

£1.2M

closed-won revenue, accurately tracked and allocated

$1.35M

new USD revenue, tracked separately for global deals

Tech Stack

AI Powered Lead Management Board

  • Centralized Pipeline Visibility & Organization: Clearly see where every lead sits in the funnel (New → Qualified → Discovery → Deals → Nurturing → Recycled).
  • Streamlined Collaboration Across Teams: Faster Sales to Production Team handovers with all communication, documents, and updates are logged in one place.
  • Status-Based Workflows: AI and automations based on Deal Status create efficiency for sales people

AI Automations for Sales Pipeline Efficiency

  • Sales Process Automations: Connected to Gmail, Webhooks & Monday AI automation added to minimize manual tasks, reducing errors, and freeing up time for teams to focus on higher-value work.
  • Data Collection Automation: Automatically connecting boards, creating items from emails, these recipes eliminate repetitive data entry. This ensures the CRM remains up-to-date without the user needing to manually manage every small detail.
  • Ensures Timely Follow-ups and Engagement: The system notifies the team immediately when a lead opens an email, allowing for perfectly timed sales responses. Additionally, automations that set "Last Status Change" dates help track exactly how long leads have been sitting in a specific stage.

Automated Sales Dashboards

  • End-to-End Sales Pipeline Tracking: Centralizes high-level lead acquisition (e.g., 141 new leads) with granular deal progression, offering a single source of truth from lead entry to Won status.
  • Data-Driven Funnel Optimization: Visualizes conversion rates (e.g., a 48.4% drop from Prospective to Proposal) to identify revenue leaks, enabling managers to pinpoint whether to improve outreach, presentation, or closing techniques.
  • Efficiency and ROI Monitoring: Tracks critical health metrics like Average Sales Cycle Length (18.4 days) and Cost Per Sale to measure sales engine speed and marketing cost-effectiveness, ensuring profitability and agility.

AI Automation for Operations, Project Management and Human Resources

73%

Increase in Production SOP Adherence and Documentation Compliance.

100%

Capture and Closure Rate for Meeting Action Items and Project Milestones.

100%

Uniformity in Performance Benchmarking and Quality Control Loops.

100%

Real-Time Transparency in Resource Utilization and Asset Allocation.

Tech Stack

In Production Board

  • Production Workflow Visibility: The board tracks projects through every stage—from Pre-Production to Wrapped and Invoiced—ensuring teams can identify bottlenecks in real-time.
  • Visual Client Resource Planning: The Content Upload Calendar provides a high-level view of upcoming deadlines for major clients like Netflix and Adobe, preventing scheduling conflicts and ensuring steady content output.
  • Detailed Project Attribution: By categorizing projects by Client, Producer, and Studio (e.g., Studio B vs. Brandon B), the organization can accurately track performance and resource allocation across different business segments.

Social Media Performance Tracker

  • Centralized Performance Tracking: Consolidates video links, upload dates, and view counts into one view to easily monitor content reach and growth.
  • Strategic Content Analysis: Categorizes videos by POV?, Branded, and Length to identify which content styles or partnerships drive the highest engagement.
  • Visual Asset Management: Includes thumbnail images and titles to provide a searchable, visual history of all social media output for team alignment.

Fireflies.ai Advanced Task Coordinator

  • Centralized Knowledge Hub: Replaces scattered notes with a single source of truth. The Summary gist and Fireflies Link columns allow anyone to catch up on meeting outcomes in seconds without digging through emails.
  • Clear Accountability: By pairing a Responsible column with specific meeting summaries, the board ensures action items are owned and tracked rather than forgotten.
  • High-Level Visibility: It provides a bird’s-eye view of all active projects (e.g., Disney, Google, McCann). This helps leadership quickly identify progress, blockers, or budget issues across the entire studio.

Employee Wellness and Goals Tracking

  • Holistic Employee Insights: By combining qualitative feedback like What's going well? with quantitative metrics such as the Enjoyment Scale, leadership can monitor both performance and team sentiment in one place.
  • Data-Driven Wellbeing Tracking: The Engagement & Wellbeing Indicators dashboard visualizes trends in support needs and enjoyment scores over time, allowing managers to proactively address burnout or morale issues.
  • Streamlined Feedback Loops: Using a standardized 1:1 Growth Tracker form ensures that every meeting consistently captures critical information—such as blockers, challenges, and upcoming priorities—for better accountability.

Studio B Meeting Rhythms and Agendas

Intentionality, Consistency and Structure

  • 1. Repeating Meetings and Agendas
  • 2. Intentional agendas that link to working operational systems
  • 3. KPI Dashboard Focused Meetings
  • 4. Agreement on Key Actions

Agenda

  1. How are you feeling today, on a scale of 1-10? Please indicate in the chat
  2. Good News and Acknowledgment in regards to Company Values
  3. OKR Reporting Review
    a. Department OKRs Dashboard
    b. Department OKRs
  4. KPI Reporting Review
    a. Department Dashboard
    b. Department Pipeline
  5. Department Operational Board
  6. Next Steps / Action Items Recap

Studio B Stamp of Approval

In just 90 days, we saw measurable improvements across our pipeline visibility, forecasting accuracy, and close rates. ZeremAI delivered exactly what we needed and more, their automations have become essential to our daily operations.
Dean Joffe
Sales Manager
The level of transparency for performance provided by this system is incredible. During projects, we can see exactly where our content was in the Pre-Production or Production stages in real-time.
Sarah Pearn
Head of Production

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