For Agencies

Scale Without More Headcount.

Every new client means more complexity. AI agent teams handle onboarding, reporting, and ops — so growth means freedom, not burnout.

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The problem

Every new client means more SOPs, more onboarding, more context switching.

8+ hrs/client

Onboarding new clients with SOPs and kickoffs

6+ hrs/wk

Generating weekly client reports and status updates

10+ hrs/wk

Managing cross-client task tracking and follow-ups

The solution

Your AI Agent Team

Each agent works autonomously, 24/7 — handling a specific part of your operations.

Multi-Agent Team

A supervisor agent delegates across specialized sub-agents — research, writing, outreach — coordinating like a project manager.

  • Supervisor delegates to specialist agents
  • Research, write, and outreach in parallel
  • Share context across agent team
  • Escalate edge cases to your team

Workflow Engine

Automates client onboarding checklists, task tracking, status updates, and internal handoffs.

  • Trigger onboarding flows per client
  • Track deliverables and deadlines
  • Send automated status updates
  • Route tasks to the right team member

Client Reporting Agent

Generates branded reports on schedule — pulling data from your tools and formatting for each client.

  • Pull metrics from analytics tools
  • Generate branded PDF reports
  • Customize per-client dashboards
  • Auto-send on weekly schedule

How it works

Automated Workflows in Action

1

New client → onboarding checklist → kickoff → tracking

Win a client on Monday, have them fully onboarded by Wednesday — automatically.

2

Data collected → report generated → client notified

Weekly client reports compile themselves from your tools and land in the client's inbox on time.

3

Task assigned → tracked → followed up → completed

Deliverables move through your pipeline without manual check-ins or status meetings.

Expected outcome

Scale to 2x clients without 2x headcount

2x capacity

"We onboarded 5 new clients in a month without hiring. The agents handle the operational overhead."

Jordan T.

Agency Owner

5 clients/mo

Get started

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