Win more briefs. Run them lighter.
New leads sorted in seconds. A client brief turns into a proposal in minutes. Clients see how the work is going without you typing an update. Renewals come up at the right week, every time.
Same day, different feel.
| Who | Today | With flow |
|---|---|---|
| Lead intake | A lead fills the website form at 11pm. Someone sees it Monday. By then they've signed with the agency that replied first. cold by Monday | The lead lands. The AI qualifies it, books a call if they want one, and pings the right person on the team — all before midnight. reply in 60 seconds |
| Brief → proposal | A two-hour kickoff. Notes scattered across a doc. Someone drafts the proposal over two evenings. Half the scope gets missed. two evenings, half scope | Notes from the call become a clean proposal in minutes — your tone, your prices, your past work baked in. You edit, send, done. ready before tomorrow |
| Retainer status | Clients ask 'any update?' on Thursday. Someone scrolls through Slack, the project board, and ten files. A paragraph gets typed at 6pm. every Thursday gone | Clients see what shipped, what's next, and what's stuck — without anyone writing it. Slacks for 'any update?' stop coming. they stop asking |
| Renewals & invoicing | A retainer expires before anyone notices. The renewal conversation starts when the relationship is already cold. missed renewals | The right week, the right person on your team gets a nudge. The invoice goes out and gets paid without a chase. renewals stay warm |
Eight jobs that used to eat the day.
- Lead intake & qualifyingAds, forms, calls — sorted in seconds.
- Brief → proposalNotes to scoped doc in minutes.
- Retainer status updatesClients see progress, you don't write it.
- Invoice chaseSent, nudged, paid — quietly.
- Asset & approval handoffDrafts, sign-off, versioned.
- Timesheet & utilisationLogged from chat, rolled up live.
- Renewal & upsell nudgesConversations started at the right week.
- Case study captureWins logged the day they happen.
You don't change a thing.
We don't ask you to switch tools. The AI works with what you already use — your project board, your inbox, your CRM — and keeps the team on the same page.
- WhatsApp & emailOne inbox for new leads and client chats. The AI replies in seconds, sorts the hot ones, and only pulls a person in when needed.
- Your project boardNotion, ClickUp, Asana, a spreadsheet — whatever you use. The AI reads it, writes to it, and keeps clients in the loop.
- CalendarCalls booked, reminders sent, follow-ups scheduled. No more back-and-forth to find a slot.
- InvoicingPlugs into whatever you raise invoices on. Sent on time, chased politely, paid faster.
Common worries, answered.
Is our client data safe?
Yes. Client briefs, work, and communications stay in your account. Only your team sees them. Nothing is shared with anyone else — no ads, no training, no leaks.
Will it sound like us?
Yes. We train the AI on your past proposals, emails, and case studies. The tone matches your team's — not a generic robot.
How long does it take to set up?
Most agencies are live in two weeks. The first week we learn your services, prices, and tone. The next week we wire it in.
Do we have to change our tools?
No. The AI sits on top of what you already use. Notion, ClickUp, a spreadsheet, your CRM — it talks to all of them.
What if the AI sends a bad proposal?
Every proposal passes a person before it goes to the client. You can edit anything, any time. The AI never sends without sign-off.
What does it cost?
Flat monthly fee, by agency size. No per-lead or per-proposal charges. The first 20-minute call tells you exactly what it will be.
Show us your agency. We'll show you the swap.
Twenty minutes on a call. Walk us through how a normal day runs. We'll point at what the AI takes first, what it takes next, and what stays with your team.