Agencies & consultancies
AI Business OS for agencies and consultancies
Billable hours are the product, so admin work is pure margin loss. Hand the reporting, follow-up and pipeline hygiene to AI employees and keep your people on client work.
What this usually looks like
- Account managers spend evenings writing status updates nobody reads.
- Pipeline data lives in someone's head until the month-end scramble.
- Scope creep only becomes visible once the project is already unprofitable.
What the platform handles
Client pipeline kept current without chasing
Opportunities, stages and next actions live in one place, with the next best action suggested per account.
Sales & Relationships
Prospect lists built while you sleep
Describe the type of client you want and run a discovery job; results arrive scored and de-duplicated.
Leads
Project profitability in the open
Per-project margin, unit economics and drivers so an unprofitable retainer surfaces in week two, not month six.
Finance → Projects & Profitability
Outreach that actually goes out
Sequenced email campaigns with templates, queue and reply inbox in one view.
Outreach
Your first week
- 1Load your services, pricing and ideal client profile into the Business Brain.
- 2Create a Growth and an Operations AI employee with approval limits you are comfortable with.
- 3Run one lead discovery job for your best-fit client type.
- 4Review everything in Approvals before anything leaves your workspace.