Workflows
Hand over one job first. Each workflow has an owner bot, and anything that goes out waits for you. Pricing: talk to us.
Brief
Pre-discovery brief
A sourced one-page brief on the account and the people before a booked discovery call. Every claim is sourced or marked unknown, and a person approves it first.
Owner: research_leadMeetings
Meeting intelligence
Each client call becomes one meeting record: summary, decisions, next steps with owners, and follow-ups held for approval.
Owner: chief_of_staffICP
Reverse ICP audit
Work backwards from who bought, stalled or churned to test your stated ICP before more spend goes into it.
Owner: product_leadPipeline
Pipeline hygiene
Stage rules and required fields, then a scheduled scan that proposes fixes in small batches. Bots never merge or delete.
Owner: revops_deskAlso as Markdown for AI agents.
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