Agencies & professional services: the follow-up that runs itself
What the operator
takes on.
Putting together recurring client reports and following up on proposals and outreach — done for you and handed to the team ready to use.
Reporting eats senior billable hours every month.
Proposals go without follow-up and quietly die.
Admin grows faster than the team.
Every hour a senior person spends assembling a report is an hour not billed — and every proposal left without a follow-up is a decision made by default.
What it knows. What it can do.
Everything is agreed before it starts. You sign off on what it remembers, what it is allowed to do, and when it must stop and hand the case to a person.
Short answers to the long worries about agencies & professional services.
Does it write final client work?
No. It assembles and follows up; your people own the judgment and the relationship.
Does it fit our tools?
It works with the tools you already use. We map every connection before it goes live.
How do we start?
With one workflow. We set it up, prove it on your real data, and you decide whether to go ahead.