Agencies sell time and spend a third of it on proposals, onboarding, reporting and chasing. That third is the margin.
Sound familiar?
- Proposals written from the last proposal
- Onboarding that starts with a forgotten email
- Monday spent assembling client reports from four tools
- Scope creep nobody notices until the invoice
- Utilisation and cash visible only at month end
What we build for agencies and consultancies
Lead research and proposal agent
Researches the prospect, drafts the proposal from your case material and rate card, and queues it for a partner’s edit — within a fixed cost per proposal.
Client onboarding on rails
‘Won’ triggers the checklist, folders, kickoff booking, invoice and welcome sequence — with owners and due dates.
Reporting without the Monday
Client dashboards and monthly reports assembled from analytics, ads, project and time data, with an AI-written summary you approve.
Agency operating brief
Utilisation, WIP, receivables and pipeline in one weekly page with the decisions that need a director.
An example workflow
Monthly client reporting
An account manager exports four reports, pastes charts into a deck and writes commentary for each client.
Data consolidates overnight; the deck and commentary are generated per client in your template and queued for a ten-minute review.
Typical result: reporting day becomes reporting hour.
What it costs
One process — usually proposals or reporting — mapped with the hours it consumes and a fixed price.
A proposal agent, onboarding flow or reporting pipeline, live in two to five weeks.
Monitoring, tool changes handled, monthly improvements.
All prices in USD. Every engagement starts with a free audit and a written, fixed-price scope; the first stage ships a working slice on your data in week one, and anything that does not run as scoped is fixed free for 30 days after launch.
Questions
Which tools do you connect?
HubSpot, Pipedrive, Zoho; Asana, ClickUp, Monday, Notion; Harvest, Toggl, Float; Xero, QuickBooks; Google Analytics, Meta and Google Ads; Google Workspace and Microsoft 365.
Will the AI write in our voice?
It drafts from your past proposals and guidelines; you edit. The voice improves as you correct it, and nothing goes out without a person.
Can you white-label automation for our clients?
Yes — several agencies resell our automation and assistant builds under their own brand. Ask about partner terms.
How do you charge for proposals generated by an agent?
The agent runs in your accounts, so model costs are yours and visible; we set a per-proposal budget and cap it.
Do you need access to our systems?
Only what the workflow touches, granted by you, documented, and removable at any time. Credentials stay in your accounts; we never keep copies.
What if AI is not the right answer for us?
Then we say so in the audit. Many problems are solved better by a form, a rule or a direct integration than by a model — and those cost less.
Where is data processed?
In your own accounts and the tools you already use. AI models are called through business-tier APIs that do not train on your data; personal data is minimised or redacted before it leaves your systems. See our security and data page.
Next step
Send a short description of the process that takes the most time, or map it in the Process X-ray and attach the result. You will hear back within one business day with questions, a workflow sketch and an honest view on whether it is worth automating.