Industries
Professional services
You sell judgment. The week still fills up with proposals that go quiet, client updates typed from scratch, and an inbox that is the real operating system.
Where the week goes
A proposal leaves, and the follow-up depends on who remembers. Status updates for clients are rewritten every Friday. The inbox holds the work the project tool was supposed to hold.
We work with owner-led firms that sell expertise. The agent drafts the follow-up and the update inside the mail and the files you already use. Your people still make the call that needs a professional.
Agents that fit
The Sales & Revenue Agent follows proposals and keeps the record current. The Customer Service Agent handles the repeat client questions. A weekly numbers draft often sits with the Finance & Back-Office Agent, or with a custom agent if the report is unique to the firm.
See which agent should go first.
Discover Your First Agent is a free 30-minute call. We map where your team loses time and pick the first agent to deploy.