Agent Playbook

A worker for every role
your team can't fill.

Each agent is purpose-built for a specific business function. Browse what's possible β€” then tell us what your team actually needs.

πŸ“ˆ

Sales Agent

From prospecting to close β€” your always-on revenue engine.

6capabilities β†’
🎯

Marketing Agent

Content, campaigns, and competitive intel β€” without the headcount.

6capabilities β†’
βš™οΈ

Operations Agent

Process management, documentation, and the work that keeps things running.

6capabilities β†’
πŸ’°

Finance Agent

AR, AP, reporting, and reconciliation β€” without the spreadsheet marathon.

6capabilities β†’
πŸ‘₯

HR & Recruiting Agent

Hiring, onboarding, and people ops β€” from resume to first day.

6capabilities β†’
🀝

Customer Success Agent

Retention, expansion, and making sure no account goes dark.

6capabilities β†’
πŸ“ˆ
Sales Agent
From prospecting to close β€” your always-on revenue engine.
Prospect Research
●Company profiling
●Contact enrichment
●Tech stack analysis
Lead Qualification
●Scoring against ICP
●Intent signal detection
●Fit/timing assessment
Meeting Prep
●CRM history synthesis
●Stakeholder mapping
●Talking points draft
Outbound Drafting
●Personalized sequences
●Follow-up cadences
●Channel selection
Pipeline Reporting
●Deal stage tracking
●Forecast summaries
●Risk flagging
Proposal Assembly
●SOW templating
●Pricing from rate card
●Case study matching

These are starting points. Every agent is customized to your specific tools, data, and workflows.

What it looks like in practice.

8:00 AM
Sales Agent β†’ You

Morning Brief

Your Sales Agent reviews today’s calendar, pulls CRM context for each meeting, and delivers prep briefs to your inbox before you’ve finished coffee.

9:15 AM
Lead Qualifier β†’ Sales Team

Lead Scored

A form submission comes in. Your Lead Qualifier researches the company, scores it against your ICP, and routes it to the right rep with a 3-line summary and recommended next step.

11:30 AM
You β†’ Proposal Drafter β†’ You

Proposal Drafted

After your discovery call, you drop a voice note in Slack: β€˜Acme needs the mid-tier package, 6-month term, include the onboarding add-on.’ Your Proposal Drafter builds the SOW.

2:00 PM
Competitive Intel β†’ Leadership

Competitor Alert

Your Competitive Intel agent detects a pricing change from your main competitor. It summarizes the change, assesses impact, and posts to #strategy in Slack.

4:45 PM
Client Reporter β†’ You β†’ Clients

Client Reports Queued

Your Client Reporter has pulled metrics from 6 accounts, assembled branded reports, and queued them for your review. You scan, approve, and they send automatically.

Start with one. Build a team.

Most clients start with the role that hurts the most. Then they add a second. Then a third. Each new worker compounds the value of the ones already running.

Month 1
●Sales Agent
estimated time reclaimed
~20 hrs/wk
Month 3
●Sales Agent
●Operations Agent
equivalent to a full-time hire
~35 hrs/wk
Month 6
●Sales Agent
●Operations Agent
●Marketing Agent
●Finance Agent
across 4 business functions
~60 hrs/wk

Which role would you
fill first?

Tell us the task that's falling through the cracks. We'll scope the worker, show you what it looks like, and build it if it makes sense.

Book a Discovery Call
30 minutes. No commitment. We'll map your first worker live.