AGENT CAIO
An AI marketing operations console that coordinates ad performance, consultation funnels, content calendars, competitor pricing, and medical-ad-law gates across a clinic group's branches.
This screen carries client operating data, so the case study shows architecture and representative screens instead of a public link.
Overview
An AI marketing OS I built to run a multi-branch clinic group's marketing operations from a single console.
The home view leads with consultation intake, blended ROAS, CAC, medical-ad-law gates, competitor alerts, and department-agent status. Operators issue requests through a Telegram channel, and the console carries the work from content generation through approval queues, Notion draft storage, competitor-price monitoring, branch KPI entry, and weekly reporting.
The rule I held hardest while building it: nothing the AI produces goes out on its own. Content and campaigns have to clear the ad-law gate and the approval pipeline first, and pricing and budget calls are made with competitor prices, our own fee tables, and branch performance all on one screen.
Between January and September 2026 the console carried 36,076 consultations, 24,085 confirmed bookings, and 28,412 leads in from advertising. The 20.7% booking cancellation rate is not a number to be proud of, it is the one my job is to drive down, so it sits here with the rest. Revenue and ad spend are the client's, so they are not here.
Core skills
Implementation
- 1Rebuilt the product around a sidebar console covering home status, work board, campaigns, media analytics, branch comparison, content calendar, and approval pipelines.
- 2Placed the medical-ad-law gate and approval queue before content generation output so generated work remains reviewable instead of auto-publishing.
- 3Connected competitor-price alerts, cross-branch price comparison, KPI entry, monthly goals, and weekly operating reports through a Supabase-backed workflow.
Strengths
- Surfaces consultations, ROAS, CAC, gate blocks, and competitor alerts on the first screen so operators can spot the day's bottlenecks quickly.
- Content generation flows into Notion drafts and approval states, improving marketing speed while preserving medical-ad review boundaries.
- Combines competitor prices, internal fee tables, and branch KPIs so pricing strategy and budget reallocation can be handled in one console.
Metrics
Tech stack
Screenshots
