Outbound and email content
- Sequences in each client's voice
- Reply drafts for every inbound answer
- Lead research before each send
Write first touches for these 40 leads in our voice.
One brain for every team.
Every team works from the same knowledge base, and each person sees only their part. Here are some of the jobs agents take on. On the call we pick the ones that matter for you.
Sales
- Call prep from every past touchpoint
- Follow-ups drafted after each call
- CRM kept up to date
Prep me for my 2pm with Northwind.
Account managers and CSM
- Weekly client updates and reports
- Renewal and churn risk flags
- Meeting notes filed to the right client
Draft Acme's weekly update.
Go-to-market
- ICP and positioning drafts
- Launch plans from past launches
- Win and loss patterns
Which segment replied best last quarter?
Marketing
- Weekly campaign reviews
- Ad and landing page copy
- Budget pacing alerts
Propose next week's ad tests.
Engineering
- Specs from tickets and past decisions
- Context for every code review
- Release notes from merged work
Why did we build the export this way?
Admin and operations
- Onboarding checklists
- Contracts from templates
- Scheduling across the team
Set up onboarding for the new client.
Bookkeeping and finance
- Invoice follow-ups
- Expense categories
- Month-end close notes
Which invoices are overdue this month?
Content and social
- Posts and newsletters in your voice
- Case studies from client wins
- A content calendar that remembers
Turn this client call into a LinkedIn post.
Customer support
- Reply drafts with the right context
- Known issues and fixes in one place
- Escalations routed to the owner
Draft replies for today's tickets.
Reporting and analytics
- Monthly client reports
- Numbers explained in plain words
- Trends across all clients
Build the monthly report for every client.
Product
- Feedback grouped by theme
- Roadmap notes with their reasons
- Specs that know past decisions
Summarize feedback on the new onboarding.
Recruiting and HR
- Candidate screening against the role
- Interview notes and scorecards
- New hire onboarding docs
Screen these 30 applicants against the role.
Legal and contracts
- Contract review against your terms
- Renewal dates tracked
- Clause library from past deals
Flag anything unusual in this contract.
Payments and billing
- Failed payment follow-ups
- Billing questions answered
- Revenue summaries
Who has a failed payment this week?
Founders and leadership
- A weekly digest across every team
- Decisions with their sources
- Answers without chasing anyone
What changed across all clients this week?
Centralize your knowledge. Speed up every workflow.
In a strategy session, Cristian shows you every system we run and how it works. Copy it and build it yourself if you like. Building this is what we love doing, so we’ll even help you for free.
- See every system we run
- Copy it, build it yourself
- Free help along the way
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