Updates, already written
Client updates and meeting recaps drafted before a person sends them, so they stay consistent, on time, and on brand.
For operations
Updates and briefs, ready before Monday.
Operations is really two agents. The Client Agent drafts your updates, recaps, and handoffs. The Report Agent keeps a KPI ledger, so every number you send has a source you can trust.
About 6 weeks from kickoff to live.
What it does
Real work, done for real.
Everything is prepared by the agent and looked over by a person before anyone outside your team sees it.
A calm weekly brief
What moved, what is waiting, and what needs a decision, on your desk before the week begins.
A KPI ledger
Numbers come from a ledger, not a guess. Nothing gets invented, and everything can be traced.
Clean handoffs
Nothing slips between people or teams, because the context travels along with the work.
How it runs
One workflow at a time.
Meetings and delivery notes go in. Client updates, recaps, and handoffs come out, drafted in your voice and waiting for a person to read and send.
It keeps a KPI ledger that every number is pulled from, so reports stay consistent week to week and any figure can be traced back to where it came from.
By Sunday night there is one brief on your desk: what moved, what is waiting, and what needs a decision from you. Monday starts with the answers, not the digging.
What’s included
Runs on Conversion Skills
A tidy vault, a lasting memory, a daily routine, and review gates. It is the toolkit the operations build is made from.
Works with your tools
- HubSpot
- Salesforce
- GoHighLevel
- Klaviyo
- Mailchimp
- Twilio
- ElevenLabs
- Intercom
- Resend
Do not see your tool here? We build custom integrations for each client, so if it has an API, we can usually wire it in.
Keep going
Add the next agent when you are ready.
For sales
Sales Agent
So no good lead ever slips away.
For marketing
Marketing Agent
Content that ships, and shows its work.
Whenever you are ready
Let us take the busywork off your plate.
Start with the free plan. We will look at the work that keeps repeating and tell you which agent is worth building first.