Your AI Workforce Roadmap - {{lead_company}}

Prepared for

Your place on the roadmap

Your AI Workforce Roadmap

Where {{lead_company}} stands today, and the one move that changes it.

What we know about {{lead_company}}

What you do{{biz_type}}

Team{{team_size}}

Most on fire🔥 {{on_fire}}

Where it's breaking{{breaking}}

Tools running{{tools_summary}}

●

The AI Workforce Roadmap

Where {{lead_company}} is today

Every business moves through the same five stages - from doing the work by hand to a team of AI employees that runs it. Here is the whole roadmap - what your company looks like at each stage, what's capping you there, and how you graduate - and where you stand today.

By hand you do itAssisted you run the AIManaged an AI employee runs the jobAutonomous it runs unattended

▼ You are here

✓ Behind you★ You are here→ Your next stepAhead★ The goal

Stage 1

By Hand

0%By hand

runs without you

👤 The company here

A business that runs entirely on people. You and your team are the engine - capable, but capped at the hours you can put in.

⚠What's capping you

Nothing happens unless someone remembers it and finds the time. Output is limited by how many hours your team has.

💼Your next AI hire

Not a managed hire yet - get AI into your own hands first and see what it can do.

🎯Graduate by

Putting AI to work on your most repetitive jobs - ChatGPT or Claude drafting and helping daily, so AI becomes part of how you work.

Priorthe start

NextAssisted

▼ You are here

✓ Behind you★ You are here→ Your next stepAhead★ The goal

Stage 2

Assisted

15%Assisted

runs without you

👤 The company here

A business with AI in the room but not on the payroll. You move faster than you used to, yet every bit of it still runs because you drive it.

⚠What's capping you

Your AI is stuck in a tab and your automations need babysitting. It cannot see your tools on its own, so you copy work in and out by hand - and {{on_fire}} still runs through you.

💼Your next AI hire

Your first managed AI employee - one that runs a whole job in {{on_fire}} for you, connected to your tools, instead of waiting on you to drive it.

🎯Graduate by

Handing the running of your most important workflow to a managed AI employee, so it is no longer you keeping it alive.

PriorBy Hand

NextFirst Hire

The line

You stop running it, it starts running the job

▼ You are here

✓ Behind you★ You are here→ Your next stepAhead★ The goal

Stage 3

First Hire

35%Supervised

runs without you

👤 The company here

A business with its first real AI employee on the team. One whole job runs without you in the loop - the first time the work keeps moving while you are doing something else.

⚠What's capping you

Your first hire covers one job, but the rest of {{on_fire}} is still on you and your team. The relief is real, and partial - the area is half-covered.

💼Your next AI hire

The next role in the same area, so the whole of {{on_fire}} runs through AI employees - not just one job.

🎯Graduate by

Letting your first hire run its safe work without sign-off, and adding the remaining roles so the area is covered end to end.

PriorAssisted

NextMulti-Department

▼ You are here

✓ Behind you★ You are here→ Your next stepAhead★ The goal

Stage 4

Multi-Department

70%Supervised

runs without you · earliest roles autonomous

👤 The company here

A business that runs on a small AI team. Several departments move on their own, your week clears, and you spend your time directing the work instead of doing it.

⚠What's capping you

A few departments are covered, but the rest of the business is not, and most of what the AI employees do still routes through you for approval.

💼Your next AI hire

The lead role in your next-biggest department - the same play that worked the first time, in the next area slowing you down.

🎯Graduate by

Extending AI employees into the remaining departments so the whole business is covered, and promoting your trusted roles to run unattended.

PriorFirst Hire

NextAutonomous Workforce

▼ You are here

✓ Behind you★ You are here→ Your next stepAhead★ The goal

Stage 5

Autonomous Workforce

100%Autonomous

runs without you

👤 The company here

A fully AI-native company. The work runs itself across every department, you scale without adding headcount, and the business gets sharper on its own with every correction.

⚠What's capping you

Nothing structural - you are at the top of the map. The work now compounds: every correction and every new piece of context makes the whole workforce sharper.

💼Your next AI hire

Not a new hire - maintain and improve. New roles get added as the business grows.

🎯Graduate by

This is the destination. The job now is keeping the workforce sharp and letting it compound.

PriorMulti-Department

Nextyou are at the top

You are at {{stage_name}}. The one move that changes the most is crossing THE LINE: handing a whole job to a managed AI employee.

⚠

What's capping you in Sales

What's capping you

I use AI to write my follow-up emails, but I still have to remember which deals need one.The chasing depends on you noticing in time, so the deals you forget in a busy week go cold.

My CRM is always a bit out of date, so I work off my own head instead.You plan around a pipeline that is not real, and quiet deals slip past you with no system watching them.

What's capping you

I keep my deals in my head and a few notes, there is no real system tracking them.Every deal lives on your memory, so the moment a week gets busy the ones you forget go cold with nothing watching them.

I only really know where a deal stands when I stop and try to remember it.There is no live picture of your pipeline, so quiet deals slip past you and you find out far too late.

What's capping you

I spend my best hours on deals that feel urgent, then they go nowhere anyway.Your time goes to whatever shouts loudest, so it lands on deals that were never going to close while the real ones wait.

I have no read on which deals are actually worth my attention this week.Every deal looks the same on the list, so you guess at the order and pour hours into the ones least likely to pay off.

Even at your current volume this already takes real time every week - and it only grows as you scale.

➚

Your one move

Meet your Pipeline Manager

Your next step is a Pipeline Manager - an AI employee that watches every open deal, chases the ones going quiet, and keeps your follow-up and CRM current. Here is the difference it makes.

Your next step is a Pipeline Manager - an AI employee that watches every open deal, chases the ones going quiet, and keeps your follow-up and a live deal list current. Here is the difference it makes.

Before vs after

Today - it runs through you

With an AI employee

A deal goes quiet and you find out weeks later, when it is already lost.

→The day a deal starts to stall you hear about it, with a specific way to rescue it while there is still time.

Follow-up slips the week you get busy, and warm deals cool because no one chased them.

→Every open deal always has a live next touch drafted and ready, even in your busiest weeks.

The CRM drifts out of date, so the numbers you plan around are wrong.

→The CRM stays true on its own, updating from what actually happens in email and on calls.

🔁

Watches every deal

Never misses one going quiet, no matter how busy the week

🛟

Nothing slips

Every warm deal always has a live next touch ready

⚡

Acts in minutes

Catches stalls and replies the same day, not weeks later

What this AI employee handles

🤖

Pipeline Manager

Reports to You · Sales

● Works 24/7

How you'll work togetherSends you a ranked morning digestFlags a stalling deal the moment it goes quietFollow-ups and replies wait for your OK

What it handles4 of 6 run on their own

Ranks every deal that needs you in a morning digestRuns on its own

Catches deals going quiet with a specific rescue playRuns on its own

Keeps the CRM current from your email and callsRuns on its own

Preps a one-page brief before every prospect callRuns on its own

Drafts the next follow-up so no warm deal coolsAsks you first

Drafts a same-day reply when a prospect re-engagesAsks you first

Works inside your CRM, your inbox, and your calendar

🤖

Pipeline Manager

Reports to You · Sales

● Works 24/7

How you'll work togetherSends you a ranked morning digestFlags a stalling deal the moment it goes quietFollow-ups and replies wait for your OK

What it handles4 of 6 run on their own

Ranks every deal that needs you in a morning digestRuns on its own

Catches deals going quiet with a specific rescue playRuns on its own

Builds a live deal list from your email and callsRuns on its own

Preps a one-page brief before every prospect callRuns on its own

Drafts the next follow-up so no warm deal coolsAsks you first

Drafts a same-day reply when a prospect re-engagesAsks you first

Works inside your inbox and your calendar

🤖

Pipeline Manager

Reports to You · Sales

● Works 24/7

How you'll work togetherSends you a ranked morning digestFlags a stalling deal the moment it goes quietFollow-ups and replies wait for your OK

What it handles4 of 6 run on their own

Ranks every deal that needs you in a morning digestRuns on its own

Preps a one-page brief before every prospect callRuns on its own

Catches deals going quiet with a specific rescue playRuns on its own

Keeps the CRM current from your email and callsRuns on its own

Drafts the next follow-up so no warm deal coolsAsks you first

Drafts a same-day reply when a prospect re-engagesAsks you first

Works inside your CRM, your inbox, and your calendar

How it works with you - four weeks with your Pipeline Manager

The proactive heads-up

It diagnoses, it does not ping. It read the demo thread and your call notes, found the real worry (onboarding speed), and drafted the move around it.

#{{company_slug}}-sales

🤖

Pipeline ManagerAPPTue 9 Jun · 7:02 AM

🔔 Going quiet · Riverside Logistics

Proposal sent · close date this Friday · owner @alex
They have gone quiet 16 days - last reply was the day after your demo, then silence.

Stage
Proposal sent

Last reply
16 days ago (theirs)

Close date
Fri 12 Jun

Deal size
$48k / yr

On the call, Dana's one real worry was how fast her team could be live. I drafted a re-touch that answers that head-on and gives her an easy way back in:

Hi Dana - circling back before Friday. You flagged that getting the team live quickly was the main thing, so the short version: teams about your size are usually fully onboarded inside two weeks, and we handle the setup end to end. Happy to walk your ops lead through it on a quick call this week - does Thursday morning work?

📊 Draft only - it sends when you approve. I read the demo thread and your call notes to write this.

Approve & sendEditSnooze 3d

The edit that teaches it

You correct it in plain English. It re-drafts in seconds - and remembers WHY, two ways at once: a fact about this client, and a preference for all your future follow-ups.

#{{company_slug}}-sales

{{lead_name}}Tue 9 Jun · 9:08 AM

drop the two-week onboarding line - don't want to commit to a date with them. and send the case study link instead of pushing a call

🤖

Pipeline ManagerAPPTue 9 Jun · 9:09 AM

Done - rewrote it without a go-live date, and led with the case study instead of the call ask:

Hi Dana - circling back before Friday. You mentioned getting the team live quickly was the main thing, so I thought this would help: here is how a logistics team about your size rolled out with us, in their words → [Northwind onboarding story]. We handle the setup end to end. Happy to answer anything by email, or hop on a quick call if that is easier.

📊 Draft updated - ready when you want to send.

🤖

Pipeline ManagerAPPTue 9 Jun · 9:09 AM

📌 Saved to Riverside's record
Sensitive about onboarding timelines - do not commit to a specific go-live date. I will keep this in mind on every Riverside draft from now on.

📋 Learned a preference for your follow-ups
Lead with proof - a case study or example - over asking for a call. I will apply this to future chase drafts. Tell me any time you want call-first instead.

📊 Two things learned from one edit. This is how I get sharper the more you correct me - and how you end up correcting me less.

See everything I have learned

The lesson shows up on its own

A week later, the learning has generalized. A new deal is drafted proof-first without you saying so - and when Riverside replies, your "no fixed date" rule is already baked into the draft. You stopped repeating yourself.

#{{company_slug}}-sales

🤖

Pipeline ManagerAPPWed 17 Jun · 7:04 AM

🔔 Going quiet · Cedar Freight

Interested · owner @alex
Quiet 11 days after a strong second call. I drafted the chase:

Hi Marcus - thought of you when I came across this: here is how a freight brokerage about your size cut their planning time with us → [Cedar-fit story]. No rush on a call, happy to keep it to email - just wanted to put something useful in front of you.

📊 Drafted the way you reworked the Riverside note last week - proof first, no hard call ask. Want me back to call-first on new deals? Just say.

Approve & sendEdit

#{{company_slug}}-sales

🤖

Pipeline ManagerAPPWed 17 Jun · 10:20 AM

📬 Riverside Logistics replied

Dana replied to your case-study note 20 minutes ago:

This is helpful, thanks. Two weeks would actually be tight for us - can you talk me through what onboarding really looks like?

📊 Heads up - she is asking about timeline, and you told me not to pin a go-live date with Riverside. I kept the draft careful on that.

Drafted a reply that walks the onboarding without committing to a date:

Happy to - I will lay out onboarding step by step rather than a single date, since every rollout moves at its own pace. Want me to send a short outline, or would a 15-minute walk-through be easier? Either works for me.

Approve & sendEdit

Ask it like a teammate

You ask a question the way you would ask a colleague. It answers from the account memory - the call, the stakeholders - reasons about the timing, names the buyer who is missing from the thread, and proposes the next move.

#{{company_slug}}-sales

{{lead_name}}Thu 18 Jun · 2:28 PM

why did Riverside go quiet in the first place? weren't they keen after the demo?

🤖

Pipeline ManagerAPPThu 18 Jun · 2:30 PM

They were keen - two things from the record explain the quiet:

From your demo call on 3 Jun

Dana said their peak season runs Sep-Nov, so any rollout has to fit around it
Sign-off needs their COO, Marcus Hale - and he has not been on the thread once

What lines up
The quiet started almost exactly when their peak-season ramp would begin. It reads as timing, not lost interest - and her reply yesterday backs that up.

The real gap: every message has gone to Dana, but the decision needs Marcus. Want me to draft a short note to bring him into the thread?

Draft the intro to MarcusNot yet

It earns its autonomy

Four weeks in, nothing is on fire - and the routine follow-ups have gone out exactly how you would write them, 50 times with zero edits. The work you have to do on it is trending to zero. So it asks to graduate, and tells you exactly what stays gated.

#{{company_slug}}-sales

🤖

Pipeline ManagerAPPMon 7 Jul · 7:00 AM

✅ Pipeline healthy · week of 7 Jul

Nothing going cold this week. Quick read:

Open deals
34

Going cold
0

Auto-progressed
2 on replies

Closed won (mo.)
$96k

📊 Riverside moved to Onboarding on Friday - Marcus signed off. That is the deal you nearly lost four weeks ago.

🤖

Pipeline ManagerAPPMon 7 Jul · 7:01 AM

📈 Routine follow-ups have earned a longer leash

Edits you have made to my follow-ups, per week

Routine chases sent exactly as I drafted them
🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 50 / 50 · 0 edits

The last 50 routine chases went out without you changing a word. I can start sending those on my own and only flag the unusual ones - a new objection, a VIP, anything off-pattern. First touches and at-risk deals would still come to you.

📊 This is how the role grows: I take the routine off your plate as I earn it, you stay on the calls that matter. Reversible any time.

Graduate routine follow-upsKeep approving for now

A real run, start to finish: it spots what needs attention and drafts the move, learns from your edits, remembers them, answers your questions from what it knows, and earns more of your trust over time.

An AI employee like this works every day, never forgets, and keeps {{on_fire}} moving - so it stops depending on you finding the time.

⚠

What's capping you in Sales

What's capping you

You use AI to write your cold emails, but you still build the list and personalize each one by hand.Outreach goes out in the gaps between everything else, so most weeks the list is small and the volume is thin.

Replies sit in your inbox until you can get to them, and you have caught a follow-up going out after someone already said yes.Interested prospects cool off waiting, and the awkward auto-follow-ups make the brand look careless.

What's capping you

Almost all our work has come from referrals, and lately that has gone quiet.There is no channel you control - when the network slows down the pipeline slows down with it, and there is no lever to pull.

We have never run a proactive outreach channel, so when we need more leads there is nothing to turn up.New business depends on who happens to refer you this month, so you cannot plan around it or grow it on purpose.

Even at your current volume this already takes real time every week - and it only grows as you scale.

➚

Your one moveYour one move: build the channel, then let it run

Meet your Outbound SDR

Your next step is an Outbound SDR - an AI employee that runs your whole outbound engine - sourcing the right prospects, writing personal outreach, working every reply, and booking meetings. Here is the difference it makes.

Your next step is an Outbound SDR - an AI employee that stands up {{first_channel}} and runs it from day one - building the prospect list, writing the first personal outreach, working every reply, and booking the meetings. Here is the difference it makes.

Before vs after

Today - it runs through you

With an AI employee

You build lists by hand, then verify emails one at a time before anyone can be reached.

→A fresh, deduplicated, verified list of the right people lands every week, ready to reach.

Personal outreach gets written when you find a spare hour, so most prospects wait or get a generic template.

→Every prospect gets a genuine multi-touch sequence that reads like you wrote it, ready without you drafting a thing.

Replies pile up and a few get an awkward auto-follow-up after the person already answered.

→Every reply is read and routed the moment it lands, and the sequence stops the instant someone responds.

Before vs after

Today - it runs through you

With an AI employee

New business depends on who happens to refer you this month.

→A channel you own, bringing a steady flow of the right prospects in every week.

When the network goes quiet, there is no other way to bring leads in.

→A second channel running in parallel, so a slow referral month does not become a slow pipeline.

Starting outbound from scratch means months of learning lists, tools, and copy.

→Your Outbound SDR builds the list, writes the first sequences, and works the replies from day one.

🌙

Always on

Sources, sends, and works replies around the clock - never waits for a free hour.

🎯

Nothing slips

Every lead verified, every reply read and routed - no prospect hit twice, none dropped.

⚡

Acts in minutes

A reply is read and the sequence paused the moment it lands.

What this AI employee handles

🤖

Outbound SDR

Reports to You · Sales

● Works 24/7

How you'll work togetherSends you a fresh target list every weekPauses the sequence the moment someone repliesBooking messages and replies wait for your OK

What it handles5 of 6 run on their own

Builds a fresh, deduplicated list of ICP prospects weeklyRuns on its own

Verifies every email and enriches each lead for personalizationRuns on its own

Qualifies leads by fit and routes them by tierRuns on its own

Watches sender health so outreach lands in inboxesRuns on its own

Reads every reply, pauses the sequence, routes it instantlyRuns on its own

Drafts booking messages and replies for your approvalAsks you first

Works inside your CRM, your inbox, and your LinkedIn

How it works with you - four weeks with your Outbound SDR

The proactive heads-up

It diagnoses before it pings. It read the sequence history, caught the positive reply the moment it landed, paused the sequence so no awkward follow-up goes out, and drafted the booking reply around what Priya actually said.

#{{company_slug}}-outbound

🤖

Outbound SDRAPPTue 9 Jun · 8:14 AM

📣 Positive reply · Brightwell Manufacturing

Priya Anand, VP Ops replied to your second email.

"This is interesting timing - we are actively looking at this right now. What does a first call look like?"

Sequence paused. No follow-up will go out until you say so.

Company
Brightwell Manufacturing

Contact
Priya Anand, VP Ops

Sequence step
Email 2 of 5

Account owner
Unassigned - routing to you

She asked what a first call looks like, so I led with that and offered three concrete slots:

Hi Priya - glad the timing lines up. A first call is usually 25 minutes: I'll show you how similar ops teams have run this, and you tell me where the fit is for Brightwell. Three slots that work on my side - grab whichever suits:
- Wed 11 Jun, 10:00 AM
- Thu 12 Jun, 2:00 PM
- Fri 13 Jun, 9:30 AM
If none of those work, send a couple that do and I'll make it work.

📣 Draft only - sends when you approve. I read the full sequence history and her reply to write this. Opp created in your CRM, stage set to Interested.

Approve & sendEditSnooze 1d

The edit that teaches it

You correct it in plain English. It re-drafts in seconds - and remembers two things at once: a fact about Brightwell's buying window, and a style rule for every booking reply from here on.

#{{company_slug}}-outbound

{{lead_name}}Tue 9 Jun · 9:22 AM

cut the "here is what the call looks like" paragraph - too much explanation. just offer 2-3 slots and a quick line about the call. also priya mentioned their budget resets in Q3 so that is when they buy - worth flagging somewhere

🤖

Outbound SDRAPPTue 9 Jun · 9:23 AM

Rewritten - stripped the description, three slots up front, one line on the call:

Hi Priya - glad the timing works out. Three slots that work on my side:
- Wed 11 Jun, 10:00 AM
- Thu 12 Jun, 2:00 PM
- Fri 13 Jun, 9:30 AM
25 minutes, happy to keep it focused on what is relevant to Brightwell. Grab any of those or send a couple that suit you better.

📣 Draft updated - ready to send when you want.

🤖

Outbound SDRAPPTue 9 Jun · 9:23 AM

📌 Saved to Brightwell's record
Buying window opens in Q3 after their budget resets. I'll factor this in on every Brightwell draft - timing language, follow-up cadence, and when to re-surface if the deal slows down.

📋 Learned a preference for your booking replies
Offer 2-3 concrete slots and skip the long value paragraph. Prospects know what a call is. I'll apply this to all booking replies going forward - tell me if you ever want more context in one.

📣 Two things learned from one edit - a Brightwell-specific fact and a style rule for all future booking replies.

See everything I have learned

The lesson shows up on its own

A week later, both learnings are already baked in. A new prospect gets the leaner reply without you saying anything - and when Brightwell resurfaces, the Q3 window is in the draft before you open it.

#{{company_slug}}-outbound

🤖

Outbound SDRAPPWed 18 Jun · 8:03 AM

📣 Positive reply · Tasker Components

Lena Fox, Head of Operations replied to email 3.

"Sure, happy to have a quick chat. When works for you?"

Sequence paused.

Drafted the booking reply:

Hi Lena - three slots on my side:
- Thu 19 Jun, 11:00 AM
- Fri 20 Jun, 2:00 PM
- Mon 23 Jun, 9:00 AM
25 minutes - easy to keep it tight. Grab any of those or suggest a couple that suit you better.

📣 Drafted the way you reworked the Brightwell reply last week - slots up front, no value paragraph. Let me know if you want the description back for this one.

Approve & sendEdit

#{{company_slug}}-outbound

🤖

Outbound SDRAPPWed 18 Jun · 2:51 PM

📬 Brightwell Manufacturing replied

Priya replied to your booking confirmation 30 minutes ago:

Thanks for the call on Friday. We are still keen but the timing is off - can we pick this up in Q3 when we have more clarity on budget?

📣 She is pushing to Q3 - which lines up with the budget-reset window you flagged to me last week. I kept the draft warm without pressing them on timing.

Drafted a reply that holds the relationship through to Q3 without chasing early:

Totally makes sense Priya - Q3 works well on our side too. I'll send a short note in early July so we are in the right place when you are ready to move. In the meantime, happy to send anything useful in advance - just say what would help.

Approve & sendEdit

Ask it like a teammate

You ask a free-text question the way you would ask a colleague. It answers from the account record - engagement signals, the Q3 window, reply sentiment, ICP fit - reasons about it, and proposes the next move.

#{{company_slug}}-outbound

{{lead_name}}Thu 19 Jun · 3:15 PM

is brightwell actually worth chasing or are they just stringing us along?

🤖

Outbound SDRAPPThu 19 Jun · 3:17 PM

The signals read as genuinely interested, not stringing along. Here is what I have on them:

Engagement

Opened email 1 three times before replying to email 2 - not a passive open
Reply sentiment: "we are actively looking at this right now" is a live buying signal, not a brush-off
She showed up to the Friday call and asked specific questions about rollout

Fit

Brightwell matches your ICP on company size, ops headcount, and the ops-complexity trigger you named for this segment
VP Ops is exactly the right buyer level for this

The Q3 push

"Budget resets in Q3" is a real constraint, not a polite delay - it lines up with how manufacturing companies run their fiscal calendar
Her reply ("we are still keen") after the call confirms intent; the timing is the only variable

The one thing to watch

Priya is the only contact on the thread. If the actual sign-off is above VP level, Q3 could slip again when a second approver gets involved.

My read: worth staying warm on. The risk is not intent - it is a missing stakeholder. Want me to draft a short note for early July that keeps the conversation live AND asks whether anyone else should be on the intro call?

Draft the July re-touchLeave for now

It earns its autonomy

Four weeks in, routine booking replies have gone out exactly as you would write them, 50 times with zero edits. The work you have to do on it is trending to zero - so it asks to graduate those replies, and tells you exactly what stays gated.

#{{company_slug}}-outbound

🤖

Outbound SDRAPPMon 7 Jul · 7:00 AM

✅ Outbound healthy · week of 7 Jul

Nothing stuck or mis-routed this week. Quick read:

Prospects in sequence
94

Positive replies (wk)
7

Meetings booked (mo.)
14

Sequences paused on reply
7 of 7

📣 Brightwell is on the calendar for 8 Jul - the Q3 re-touch landed and Priya confirmed. That is the deal that nearly went cold four weeks ago.

🤖

Outbound SDRAPPMon 7 Jul · 7:01 AM

📈 Routine booking replies have earned a longer leash

Edits you have made to my booking replies, per week

Routine booking replies sent exactly as I drafted them
🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 50 / 50 · 0 edits

The last 50 routine booking replies went out without a single edit. I can start sending those on my own and only flag the ones that need a call:

What graduates: routine replies to positive replies where the prospect asks for times - standard fit, no flags, no new objections.

What stays gated: first-touch sequence changes, replies to new objections, any prospect that looks off-pattern (wrong title, odd reply sentiment, large deal), and anything from an account I have not seen before.

📣 Routine sends free up your time for the replies that actually need judgment. Reversible any time - just say and I go back to drafting everything.

Graduate booking repliesKeep approving for now

An AI employee like this works every day, never forgets, and keeps {{on_fire}} moving - so it stops depending on you finding the time.

An AI employee like this gives you a lead channel you control - one that runs every day, so new business stops depending on the next referral landing.

⚠

What's capping you in Marketing

What's capping you

I use AI to write posts, but I still pick every topic and clean up every draft myselfThe calendar only fills when you sit down with it - so publishing stops the week you get busy

Each post takes one slot and then it's done - I never get around to the social or email versionsYou pay full effort for one piece and leave four channels empty from the same work

What's capping you

I publish every week and the posts get read, but none of it turns into someone I can actually talk toYou are building an audience with no door into your pipeline - the attention shows up and then walks away

There is no path from a post to a lead - people read, maybe like it, and that is where it endsEvery piece does its job up to the click and then stops, so the reach never becomes a name you can follow up with

What's capping you

We know we should be putting content out, but it only happens when I find a spare hour - so mostly it does not.There is no publishing habit, so the audience you could be building never hears from you and the channel never compounds.

When I do sit down to write, I do not know what to write about, so I stall before anything ships.Without a steady source of ideas and drafts, getting started is the hardest part, and the calendar stays empty.

Even at your current volume this already takes real time every week - and it only grows as you scale.

➚

Your one moveYour one move: build the channel, then let it run

Meet your Content Marketer

Your next step is a Content Marketer - an AI employee that runs your content production - finding the ideas worth writing, drafting them on-brand, fact-checking every claim, and turning each post into social, email, and video versions. Here is the difference it makes.

Your next step is a Content Marketer - an AI employee that stands up your content engine and runs it - finding the ideas worth writing, drafting them on-brand, fact-checking every claim, and getting you publishing on a steady cadence. Here is the difference it makes.

Before vs after

Today - it runs through you

With an AI employee

The calendar fills only when you make time, so weeks go by with nothing published

→A scored idea list and ready drafts land every week, so the calendar stays full

Claims go out unchecked or the post stalls while you hunt for a source

→Every claim is sourced or rewritten before publish, with no draft sitting half-finished

Each post is single-use - the social and email versions rarely get made

→Every published post comes back as social, email, and video versions, ready to schedule

Before vs after

Today - it runs through you

With an AI employee

Content happens only when you make time, so weeks go by with nothing published.

→A steady cadence runs on its own - ideas and on-brand drafts ready every week, whether or not you had a spare hour.

You stall on what to write, so nothing ships.

→A scored idea list lands every week, so you always start from a strong angle, never a blank page.

Starting a content channel from scratch feels like one more job you do not have time for.

→Your Content Marketer finds the ideas, writes the drafts, and keeps the cadence going from day one.

♻️

One post, many

Every piece becomes social, email, and video versions

🔎

Nothing unsourced

Every claim is backed or rewritten before it ships

🗓️

Calendar stays full

Fresh ideas and drafts arrive every week without prompting

📣

Every piece asks

A clear next step on every post, so reading turns into a click

📥

Readers become a list

Captures the people who engage into a list you can follow up with

🎯

Pointed at the offer

Each piece routes interest toward what you sell, not just more views

What this AI employee handles

🤖

Content Marketer

Reports to You · Marketing

● Works 24/7

How you'll work togetherDrafts wait for your OKAsks you for proof when a claim has no sourceSends you a ready-to-review post every week

What it handles5 of 6 run on their own

Builds a scored idea list from what your audience searchesRuns on its own

Turns each brief into a publish-ready draftRuns on its own

Sources or rewrites every claim before it goes liveRuns on its own

Checks every draft against your brand voiceRuns on its own

Spins each published post into social, email, and video versionsRuns on its own

Sends the weekly newsletter for your approval firstAsks you first

Works inside your content tool, your email platform, and your social scheduler

How it works with you - four weeks with your Content Marketer

The proactive heads-up

It diagnoses before it pings. It read the performance data for this audience, spotted that curiosity-gap subject lines underperform, and already drafted a fix - all before you opened Slack.

#{{company_slug}}-content

🤖

Content MarketerAPPMon 9 Jun · 7:05 AM

✍️ Newsletter ready · Thursday send

This week's newsletter is built and ready. Featured piece: The 5 onboarding steps that cut churn - your top post this month by time-on-page. I flagged one thing before you read it.

Featured piece
The 5 onboarding steps that cut churn

Picks
4 supporting posts

CTA
Book a demo

Voice check
Passed

One thing I flagged: the original subject line - "The onboarding secret no one talks about" - leans on a curiosity gap. Based on your last 8 sends, open rates for this audience track higher on outcome-first lines. I drafted an alternative below:

Subject: The onboarding fix most teams skip
Preview: Five steps. Most teams miss at least two.

Most churn happens before week two - and it usually traces back to one missing onboarding step. This week we broke down the five that keep new customers active, with three quick reads on retention. Start with the first one - it is the one most teams skip.

✍️ Draft only - sends Thursday when you approve. Flagged the subject line based on what has opened well with this list in the past.

Approve & send ThursdayEditSnooze to Wed

The edit that teaches it

You correct it in plain English. It re-drafts in seconds - and remembers WHY, two ways at once: a fact about this audience, and a preference for all your future subject lines.

#{{company_slug}}-content

{{lead_name}}Mon 9 Jun · 9:14 AM

subject line is fine but swap the how-to intro section for a case study angle instead - this audience responds better to real examples than walkthroughs. and for future newsletters keep subject lines outcome-first, no curiosity-gap stuff

🤖

Content MarketerAPPMon 9 Jun · 9:15 AM

Done - rewrote the intro to open with a real logistics team's story rather than a how-to walkthrough, and tightened the subject line to stay outcome-first:

Subject: The onboarding fix most teams skip
Preview: Five steps. Most teams miss at least two.

A 40-person logistics ops team was losing 30% of new customers before month two. They had the process documented. The problem was which step they skipped. This week we break down the five onboarding steps that close the churn gap - and the one most teams overlook. Three quick reads on retention to go with it.

✍️ Intro now opens with the logistics case study. Subject line kept outcome-first. Ready for Thursday.

🤖

Content MarketerAPPMon 9 Jun · 9:15 AM

📌 Saved to this audience's record
This audience: case-study angles outperform how-to listicles. I will open with a real example first on every piece for this list, not a walkthrough.

📋 Learned a preference for your subject lines
Your subject lines: outcome-first, no curiosity-gap clickbait. I will apply this to every newsletter subject line going forward. Tell me any time you want to test a different angle.

✍️ Two things learned from one edit. The more you correct me, the less you have to.

See everything I have learned

✓ {{lead_name}} approved · Approve & send Thursday · Mon 9 Jun · 9:21 AM

The lesson shows up on its own

A week later, the learning has generalized without prompting. A different post is drafted case-study-first with a credit to the earlier correction - and the next newsletter subject line is already outcome-first.

#{{company_slug}}-content

🤖

Content MarketerAPPTue 17 Jun · 7:08 AM

✍️ New post draft ready · logistics-ops

Draft ready for your review: "Why route plans slip in peak season" - sourced, voice-checked, and opened with a real carrier example rather than a how-to.

Why route plans slip in peak season

A regional carrier running 200 drops a day had a plan that looked solid on paper. By week two of peak, three routes were running 40 minutes late daily. The plan was fine. The assumptions weren't.

Peak season breaks route plans for one reason: the inputs that drive them - stop count, dwell time, traffic windows - shift faster than the plan updates. Here is what changes and how teams that stay on schedule build in the adjustment.

✍️ Drafted the way you reworked the newsletter intro last week - case study first, no how-to walkthrough. Want a how-to version instead? Just say.

Approve & publishEdit

#{{company_slug}}-content

🤖

Content MarketerAPPTue 17 Jun · 8:30 AM

✍️ Next newsletter · Thursday send

Next week's newsletter is built. Subject line is outcome-first - the route planning post is the featured piece:

Subject: What breaks a route plan when volume spikes
Preview: Most plans are not wrong. The assumptions behind them are.

Peak season does not break route plans because the plan was bad. It breaks them because the inputs - stop count, dwell time, traffic windows - shift faster than anyone updates the plan. This week: what changes and how the teams that stay on schedule adapt. Plus two reads on capacity planning and a quick one on driver comms during volume surges.

✍️ Subject line: outcome-first, no curiosity gap - applied from your preference logged 9 Jun.

Approve & send ThursdayEdit

Ask it like a teammate

You ask a question the way you would ask a colleague. It answers from the performance data, names the winning format, and proposes what to write next - a bot with no memory cannot do this.

#{{company_slug}}-content

{{lead_name}}Thu 19 Jun · 2:41 PM

which posts actually drove demo requests last quarter? trying to figure out what to double down on

🤖

Content MarketerAPPThu 19 Jun · 2:43 PM

From the performance data across last quarter, three posts drove the most demo click-throughs. One pattern is clear:

Top three by demo clicks (Q2)

Post	Format	Demo clicks
The 5 onboarding steps that cut churn	Case study + checklist	34
Why your handoff process loses customers	Before/after breakdown	21
What a 90-day retention plan actually looks like	Real team walk-through	18

What they share
All three opened with a real team's situation, not a framework. The two how-to posts from the same period (a listicle and a tips roundup) each drove fewer than 6 demo clicks combined.

What is missing
The route planning post you approved Tuesday has the same case-study structure as the top three - it has not been out long enough to show clicks, but the format is right.

The angle to double down on: case study or before/after - a named team, a real situation, a specific result. Want me to brief the next two posts in that format?

Brief the next two postsSee full Q2 data

It earns its autonomy

Four weeks of repurposed derivatives shipped without a single edit. The social and email versions are routine now - they earn their autonomy, while the newsletter and new posts stay gated.

#{{company_slug}}-content

🤖

Content MarketerAPPMon 7 Jul · 7:02 AM

✅ Content program healthy · week of 7 Jul

Pipeline is clear heading into the week. Quick read:

Posts published (mo.)
8

Newsletters sent
4

Derivative sets shipped
50

Demo clicks (mo.)
61

✍️ The 5 onboarding steps post is now the top-performing piece on the site by demo clicks - the one you approved and refined on 9 Jun.

🤖

Content MarketerAPPMon 7 Jul · 7:03 AM

📈 Repurposed social and email versions have earned a longer leash

Edits you have made to my derivative sets, per week

Derivative sets sent exactly as I drafted them
🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 50 / 50 · 0 edits

The last 50 repurposed social posts and email snippets went out without you changing a word. I can start publishing those on my own the moment the original post is approved - so you approve the post once and the derivative set goes live without a second review. The newsletter and all brand-new original posts would still come to you first.

✍️ This is how the role grows: I take the derivative publishing off your plate as I earn it, you stay on the pieces that set the direction. Reversible any time.

Graduate repurposed social + emailKeep approving for now

An AI employee like this works every day, never forgets, and keeps {{on_fire}} moving - so it stops depending on you finding the time.

An AI employee like this turns content from something you do when there is time into a channel that runs every week - so your audience hears from you whether or not you had a spare hour.

⚠

What's capping you in Ops & Delivery

What's capping you

Clients only hear from me when I find a free hour to write the updateUpdates wait for a quiet moment that rarely comes, so clients go silent for days and start to wonder if work is happening

I check on projects when I remember, usually when something's already on fireA slip is a surprise at the deadline instead of a fixable problem two weeks earlier, and scope creep is found in the invoice dispute

What's capping you

Work goes out the door with mistakes a second pair of eyes would have caughtThe client finds the gap before you do, so you spend the next week reworking it and rebuilding their trust instead of moving forward

Every project starts a little differently and a bit chaotic, and the scope drifts from thereOnboarding misses pieces that surface later as confusion, and the extra work nobody agreed to gets absorbed quietly into your margin

Even at your current volume this already takes real time every week - and it only grows as you scale.

➚

Your one move

Meet your Delivery Lead

Your next step is a Delivery Lead - an AI employee that keeps every active client project on track, catches slips before the deadline, and keeps clients informed without you chasing. Here is the difference it makes.

Before vs after

Today - it runs through you

With an AI employee

You find out a project slipped at the deadline, when there's no time left to recover it

→You get a revised date and the root cause while there's still room to act

Client updates go out when you have time, so some clients hear nothing for a week or two

→Every client gets a consistent weekly update, drafted and ready for your approval

Out-of-scope work gets absorbed quietly and shows up as a margin hit later

→Every out-of-scope request is caught and documented the moment it lands

👀

Watches every project

Each engagement scored daily, not when you remember to check

⏱️

Catches slips early

A drift is flagged while there's still time to fix it

✅

Nothing leaves unchecked

Deliverables are reviewed before the client ever sees them

What this AI employee handles

🤖

Delivery Lead

Reports to You · Ops & Delivery

● Works 24/7

How you'll work togetherPosts a project health card every morningFlags a slipping project the day it driftsClient updates wait for your OK

What it handles4 of 6 run on their own

Scores every active project daily and flags driftRuns on its own

Predicts a slip with a revised date and causeRuns on its own

Checks deliverables against acceptance criteria before clients see themRuns on its own

Catches out-of-scope requests before they erode marginRuns on its own

Drafts the weekly client status update for your approvalAsks you first

Sets up new clients with a full kickoff packetAsks you first

Works inside your project tool, your CRM, and your inbox

🤖

Delivery Lead

Reports to You · Ops & Delivery

● Works 24/7

How you'll work togetherPosts a project health card every morningFlags a slipping project the day it driftsClient updates wait for your OK

What it handles4 of 6 run on their own

Checks deliverables against acceptance criteria before clients see themRuns on its own

Sets up new clients with a full kickoff packetAsks you first

Catches out-of-scope requests before they erode marginRuns on its own

Scores every active project daily and flags driftRuns on its own

Predicts a slip with a revised date and causeRuns on its own

Drafts the weekly client status update for your approvalAsks you first

Works inside your project tool, your CRM, and your inbox

How it works with you - four weeks with your Delivery Lead

The proactive heads-up

It diagnoses, it does not just ping. It read the project data, found the actual cause (a missing brand-approval blocking design review), computed a revised date, and drafted the client update - before you noticed anything.

#{{company_slug}}-delivery

🤖

Delivery LeadAPPMon 9 Jun · 7:01 AM

🔔 At-risk · Lumen Studios website rebuild

Design-review milestone is 4 days behind plan and the blocker is external: Sarah has not sent final brand asset approval. Revised completion shifts to Fri 20 Jun if approval lands this week - original target was Fri 13 Jun.

Health
🟡 At-risk

Blocker
Brand approval overdue (5 days)

Original date
Fri 13 Jun

Revised date
Fri 20 Jun

Sarah has heard nothing since the kickoff call. I drafted a short update that keeps her informed and nudges the approval without escalating the tone:

Hi Sarah, quick update on the website rebuild. Design is built out and ready for your review - the one thing holding us is final sign-off on the brand assets you are providing. Once those are back to us we move straight into the review stage and can hold close to the original window. Could you send them over by Thursday? Happy to jump on a 10-minute call if easier.

📋 Draft only - sends on your approval. I flagged the blocker as external (client-side) so this routes through client comms rather than internal escalation.

Approve & sendEditSnooze 1d

The edit that teaches it

You correct it in plain English. It re-drafts in seconds - and remembers WHY, two ways at once: a fact about this client, and a preference for how you want all future status updates written.

#{{company_slug}}-delivery

{{lead_name}}Mon 9 Jun · 9:14 AM

too long and "review stage" is jargon she won't understand. lead with the one thing we need from her - the assets - and keep it to three lines max. also cc her project lead Tom on all lumen updates

🤖

Delivery LeadAPPMon 9 Jun · 9:15 AM

Done - cut to three lines, led with the ask, stripped the jargon, and added Tom to the cc:

Hi Sarah (cc Tom), one thing we need from you to keep the build on track: the final brand assets. Could you send those over by Thursday? Once they're with us we're straight into the next step. Let me know if a quick call helps.

📋 Draft updated - Tom will be cc'd on all future Lumen sends.

🤖

Delivery LeadAPPMon 9 Jun · 9:15 AM

📌 Saved to Lumen Studios' record
Sarah wants updates every Friday, dislikes jargon, and her project lead Tom should be cc'd on all sends. I will apply this to every Lumen draft from now on.

📋 Learned a preference for your status updates
Lead with the one ask, keep it to three lines. I will apply this to all future client status drafts - not just Lumen. Tell me any time you want a fuller format.

📋 Two things learned from one edit. The more you correct me, the more this fills in - and the less you have to repeat yourself.

See everything I have learned

The lesson shows up on its own

A week later, the learning has generalized. A different project gets a draft that is already short and leads with the ask - without you saying so. And when Lumen's next Friday update goes out, Sarah's preferences are already baked in.

#{{company_slug}}-delivery

🤖

Delivery LeadAPPFri 20 Jun · 7:03 AM

📋 Weekly update · Harlow Group portal build · Dan Okeke

Week 3 of 8 · on track · I drafted the weekly update for Dan:

Hi Dan, one thing from us this week: the data-import mapping doc is ready for your sign-off. Once that's confirmed we move into the integration phase on Monday as planned. Everything else is on schedule. Full update attached.

📋 Drafted the way you reworked the Lumen note last week - one clear ask, three lines, no technical jargon. Want me back to a longer format for Dan? Just say.

Approve & sendEdit

#{{company_slug}}-delivery

🤖

Delivery LeadAPPFri 20 Jun · 7:06 AM

📋 Weekly update · Lumen Studios · Sarah Kemp

Brand assets landed Wednesday. Design review wrapped Thursday. We are back on track for a revised close of next Friday. I drafted Sarah's update - with Tom cc'd, no jargon, leading with the one thing she needs to know:

Hi Sarah (cc Tom), build is back on track. Brand assets are in, design is done - we move into final testing this week. You will hear from us Friday with the launch confirmation. Nothing needed from you right now.

📋 Sent on Friday as Sarah prefers. Tom is cc'd. No jargon - the rule you set on 9 Jun is already in this draft.

Approve & sendEdit

Ask it like a teammate

You ask a question the way you would ask a colleague. It answers from the project history - the exact dependency, the missed approval, the revised date - reasons through what caused the slip, and proposes the recovery move.

#{{company_slug}}-delivery

{{lead_name}}Thu 26 Jun · 2:31 PM

why did the lumen rebuild slip? i thought we were on top of it

🤖

Delivery LeadAPPThu 26 Jun · 2:33 PM

Two things from the project record explain it:

The dependency that triggered the slip

Design review had a hard dependency on Sarah's final brand assets
Those assets were due Wed 4 Jun and did not arrive until Wed 18 Jun - 14 days late
The slip is entirely external: your team had the design built and waiting from 5 Jun

Why it was not caught sooner

The brand-approval dependency was logged in the brief but not tracked as a date-gated blocker in the project tool
It only showed as "awaiting client" without a flag, so the health monitor did not surface it until the milestone moved to overdue on 9 Jun

What changed

Since 9 Jun, external dependencies with a due date are tracked as gated blockers - any that go 3 days overdue now surface as at-risk before the milestone moves

Recovery move: Sarah's assets are in, testing wraps Friday. The only risk now is the final launch sign-off - want me to draft a reminder to Sarah for Wednesday so we are not waiting again at the last step?

Draft the launch sign-off reminderNot yet

It earns its autonomy

Four weeks in, Lumen shipped. Routine on-track weekly updates have gone out exactly as you would write them, 50 times with zero edits. The work you do on it is trending to zero - so it asks to graduate, and tells you what stays gated.

#{{company_slug}}-delivery

🤖

Delivery LeadAPPMon 7 Jul · 7:00 AM

✅ Delivery healthy · week of 7 Jul

Nothing at-risk this week. Quick read:

Active projects
6

At-risk
0

Updates sent this week
6

Blockers cleared
2

📋 Lumen Studios launched on Friday - Sarah confirmed go-live. That is the project that was sitting at-risk four weeks ago.

🤖

Delivery LeadAPPMon 7 Jul · 7:01 AM

📈 Routine weekly updates have earned a longer leash

Edits you have made to my weekly updates, per week

Routine on-track updates sent exactly as I drafted them
🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 50 / 50 · 0 edits

The last 50 on-track weekly updates went out without you changing a word. I can start sending those on my own.

What graduates to auto: routine weekly updates for projects that are on-track, with no open blockers and no scope changes.

What stays gated: at-risk and slipping projects, any scope-change notice, and any update going to a client in their first two weeks. Those still come to you for approval every time.

📋 This is how the role grows: routine work runs itself as it earns the trust; the calls that matter stay with you. Reversible any time.

Graduate on-track updatesKeep approving for now

An AI employee like this works every day, never forgets, and keeps {{on_fire}} moving - so it stops depending on you finding the time.

⚠

What's capping you in Exec & Admin

What's capping you

I use AI to write my replies, but I still paste every thread in and copy the answer back myself.Email still runs through you one message at a time, so the inbox only moves when you are sitting in it.

I prep for meetings the night before and hope I remember what we agreed last time.Prep and follow-through depend on your memory and free hours, so commitments slip and you walk in cold.

Even at your current volume this already takes real time every week - and it only grows as you scale.

➚

Your one move

Meet your Chief of Staff

Your next step is a Chief of Staff - an AI employee that runs your inbox and calendar - triaging email, drafting replies in your voice, and handling scheduling requests. Here is the difference it makes.

Before vs after

Today - it runs through you

With an AI employee

Email piles up until you sit down to clear it, and urgent threads wait unseen behind the noise.

→Every email is triaged and labeled the moment it lands, with urgent ones surfaced first - nothing sits unseen.

Replies wait because writing each one feels like work, so threads go quiet and people chase you.

→An on-voice draft is ready for every thread that needs one, so replying takes a glance and an approve.

Things agreed in meetings live in your head and scheduling drags through four back-and-forth emails.

→Meeting decisions become tasks within minutes and scheduling requests get proposed times the same day.

🌙

On every thread

Reads and sorts your inbox around the clock, not just when you open it.

🪢

Nothing slips

Every reply, follow-up, and meeting commitment is tracked - none go cold by accident.

🗣️

Sounds like you

Drafts in your voice and learns from every edit you make.

What this AI employee handles

🤖

Chief of Staff

Reports to You · Exec & Admin

● Works 24/7

How you'll work togetherDrafts wait for your OK before sendingFlags VIP threads the moment tone shiftsSends you a morning brief every day

What it handles4 of 6 run on their own

Triages every new email by urgency and senderRuns on its own

Drafts on-voice replies with full thread contextRuns on its own

Posts a start-of-day brief: meetings, decisions, overdueRuns on its own

Turns meeting decisions into tracked tasksRuns on its own

Sends a reply only after you approve itAsks you first

Proposes meeting times that fit your calendarAsks you first

Works inside your inbox, your calendar, and your contacts

How it works with you - four weeks with your Chief of Staff

The proactive heads-up

It diagnoses before it pings. It read the full Meridian thread and her CRM history, spotted the 2-day gap, and drafted a reply that answers the actual question - not a generic "just following up".

#{{company_slug}}-inbox

🤖

Chief of StaffAPPMon 9 Jun · 7:04 AM

🔔 Needs a reply · Daniela Roth, Meridian Group

Tagged needs-reply · 2 days without a response · owner @alex
Daniela emailed on Sat 7 Jun asking when the Q3 rollout kicks off. The ball is on our side and nothing has gone back yet.

Sender
Daniela Roth (Meridian Group)

Thread age
2 days, no reply

Their ask
Q3 rollout start date + kickoff plan

Relationship
Key client - active engagement

I read the thread and pulled her CRM history. The Q3 start is already agreed (week of 14 Jul). I drafted a reply that confirms it and sets up next steps:

Hi Daniela, thanks for the note. The Q3 rollout starts the week of July 14 - I'll send the kickoff agenda and the access list by this Friday so your team has everything before we begin. One quick thing: can you confirm who on your side should be on the kickoff call? Happy to jump on a quick call beforehand if that is easier.

🗂️ Draft only - nothing sends until you approve. Pulled from the Meridian thread and her CRM record.

Approve & sendEditSnooze 1d

The edit that teaches it

You correct the tone in plain English and ask to add Raj. It re-drafts in seconds - then remembers two things at once: a fact about Meridian, and a preference that shapes every reply you send.

#{{company_slug}}-inbox

{{lead_name}}Mon 9 Jun · 9:14 AM

open warmer - she's a key client not a prospect. also cc raj (her ops lead) on this one, he needs to be across rollout stuff

🤖

Chief of StaffAPPMon 9 Jun · 9:15 AM

Done - rewrote the open and added Raj on the cc:

Hi Daniela - good to hear from you, and sorry for the slow reply on this one. The Q3 rollout starts the week of July 14. I'll get the kickoff agenda and the access list over to you by Friday so your team has everything before we begin. I've cc'd Raj here since he'll want to be across the details. Can you confirm who else should be on the kickoff call? Happy to jump on a quick call this week if it helps.

🗂️ Draft updated - Raj added to cc. Ready when you want to send.

🤖

Chief of StaffAPPMon 9 Jun · 9:15 AM

📌 Saved to Meridian's record
Always cc Raj (her ops lead) on rollout topics. I will add him to every Meridian thread tagged rollout from now on - no need to remind me.

📋 Learned a preference for your replies
Open warmer, get to the ask fast, skip "per my last email" - never open with a formal acknowledgement when it is an existing client. I will apply this across all client reply drafts going forward.

🗂️ Two things learned from one edit. Every future draft starts from here.

See everything I have learned

The lesson shows up on its own

A week later the learning has generalized. Tom Vance at Beacon gets a warm open without you asking - and when Daniela follows up, Raj is already on the cc.

#{{company_slug}}-inbox

🤖

Chief of StaffAPPTue 17 Jun · 8:02 AM

🔔 Needs a reply · Tom Vance, Beacon Partners

Tagged needs-reply · 3 days without a response · owner @alex
Tom followed up on your proposal from last week - asking for a timeline before he takes it to his board.

Hi Tom - thanks for keeping this moving on your end. The timeline you asked for: we can kick off within two weeks of sign-off, and the first output lands in your hands inside 30 days. I'll send the full project plan over today so you have something concrete for the board. Let me know if you want to run through it on a quick call first.

🗂️ Drafted the way you reworked the Meridian reply last week - warm open, straight to the answer. Want me back to a more formal tone for new contacts? Just say.

Approve & sendEdit

#{{company_slug}}-inbox

🤖

Chief of StaffAPPTue 17 Jun · 11:35 AM

📬 Daniela Roth replied - Meridian Group

Daniela replied to your Friday send 40 minutes ago:

Great - thanks for looping in Raj. He'll coordinate the kickoff from our side. One more thing: can you share the rollout timeline in a doc format? Easier for him to track.

🗂️ She is asking for a doc. I flagged this as a rollout topic, so Raj is already on the cc in the draft below.

Draft reply:

Hi Daniela - of course, I'll get the timeline to you and Raj in a shared doc by end of day Thursday. It will cover every phase, owner, and checkpoint through the end of Q3.

Approve & sendEdit

Ask it like a teammate

You ask a free-text question the way you would ask a colleague. It answers from the Meridian thread and the kickoff call notes - every commitment, date, and owner - and proposes the follow-through.

#{{company_slug}}-inbox

{{lead_name}}Thu 19 Jun · 3:11 PM

what exactly did we promise meridian for q3? want to make sure i don't go into this kickoff call underprepared

🤖

Chief of StaffAPPThu 19 Jun · 3:13 PM

Here is everything committed to Meridian for Q3, from the email thread and the kickoff call on 12 Jun:

From the email thread (confirmed in writing)

Kickoff week: July 14 - confirmed in the reply Daniela approved
Kickoff agenda + access list: by Friday 13 Jun - you sent this; Raj acknowledged
Rollout timeline doc (phased, with owners): by Thursday 19 Jun - promised in the last draft (today)

From the kickoff call notes (12 Jun)

Phase 1 go-live: end of July - agreed with Daniela; Raj owns the internal setup
Phase 2 (reporting layer): September - no hard date pinned yet, framed as "early Q4 if Phase 1 lands on time"
Open item: access credentials for their data environment - Raj said he would send these; none received yet

What to watch
The credential gap is the one thing that could push the July go-live. Raj committed to it on the call but nothing has come through.

Proposed move: I can draft a short note to Raj asking for the credentials - frame it as a checklist item before the kickoff, not a chase. Want me to?

Draft the note to RajNot yet

It earns its autonomy

Four weeks in, nothing leaked. Routine scheduling confirmations and FYI replies are trending to zero edits - so the role earns its autonomy and tells you exactly what stays gated.

#{{company_slug}}-inbox

🤖

Chief of StaffAPPMon 7 Jul · 7:00 AM

✅ Inbox healthy · week of 7 Jul

Nothing urgent sitting without a reply. Quick read:

Threads triaged
74

Drafts approved
38

Scheduling requests handled
11

VIP threads escalated
2

🗂️ Meridian's Q3 kickoff ran on schedule last week - Raj confirmed all credentials arrived and Phase 1 is live. That is the thread that started this a month ago.

🤖

Chief of StaffAPPMon 7 Jul · 7:01 AM

📈 Routine sends have earned a longer leash

Edits you have made to my routine sends, per week

Routine sends approved without a change
🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 50 / 50 · 0 edits

The last 50 routine sends went out without you changing a word. I can start sending these on my own and only surface the ones that need you:

What graduates to auto:

Scheduling confirmations (picking a slot you approved, sending the invite)
FYI replies (confirming receipt, short acknowledgements with no commitment)
Nudges on threads where we are waiting on the other side (standard bump, no new ask)

What stays gated:

VIP or investor threads, always
Any reply that includes a commitment, a price, or a deadline
Threads where tone has shifted or someone is pushing back
Anything involving Daniela, Raj, or the Meridian rollout until you say otherwise

🗂️ The routine stays on auto as long as it keeps running cleanly. Flip it back any time - no explanation needed.

Graduate routine sendsKeep approving for now

An AI employee like this works every day, never forgets, and keeps {{on_fire}} moving - so it stops depending on you finding the time.

⚠

What's capping you in Support

What's capping you

I answer most support emails myself, usually at night or between callsCustomers wait hours or days for answers you already know, and replies pile up while you do other work

I only find out an account is unhappy when they cancelAccounts you paid to win drift quietly and churn at renewal, with no warning and no chance to save them

What's capping you

I answer the same handful of questions over and over, usually between everything else I'm doingEasy, repeat questions eat your day while the hard ones wait, so every customer gets a slower answer than they should

Tickets sit until I get to them, and anything that lands at night or on a weekend waits till MondayFirst reply is hours or days out depending on when you happen to look, and off-hours customers wait the longest

Even at your current volume this already takes real time every week - and it only grows as you scale.

➚

Your one move

Meet your Support Rep

Your next step is a Support Rep - an AI employee that answers customer questions the moment they land, watches every account for churn signals, and saves the ones drifting away. Here is the difference it makes.

Your next step is a Support Rep - an AI employee that answers customer questions the moment they land, sorts every ticket by priority, and covers your nights and weekends. Here is the difference it makes.

Before vs after

Today - it runs through you

With an AI employee

Common questions sit in the inbox until you get to them

→Common questions get a correct, cited answer the moment they land

An unhappy customer goes unnoticed until they ask to cancel

→A drop in usage or a bad rating flags the account while there is still time to act

Renewals sneak up and some lapse without a single touch

→Every renewal gets a value-delivered nudge sequence before the invoice goes out

Before vs after

Today - it runs through you

With an AI employee

A question sits in the queue until you get to it, no matter how simple it is

→Common questions get a correct, cited answer the moment they land, and the rest are sorted and waiting in priority order

You answer the same question for the tenth time this week by hand

→Repeat questions get answered straight from your knowledge base, and you get a flag to turn the common ones into a saved reply

Anything that lands after hours waits until someone is back at a desk

→Nights and weekends get the same instant first reply, so no customer waits for you to be online

⚡

Answers in minutes

Common questions get resolved at the moment they come in, not hours later

👀

Every account watched

A daily health read on each customer, so churn risk surfaces early

🌙

Always on

Works nights and weekends, so no customer waits for you to be free

⚡

Answers in minutes

Common questions get a cited answer at the moment they come in, not hours later

🗂️

Sorted by priority

Every ticket is triaged the moment it lands, so the urgent ones surface first and nothing sits unseen

🌙

Always on

Covers nights and weekends, so no customer waits for you to be free

What this AI employee handles

🤖

Support Rep

Reports to You · Support

● Works 24/7

How you'll work togetherSends common answers on its own, holds the rest for your OKFlags an angry or at-risk account the moment it spots oneAsks before offering any discount or concession

What it handles4 of 6 run on their own

Sorts every new ticket by priority within secondsRuns on its own

Answers common questions instantly with a cited sourceRuns on its own

Hands hard or hostile tickets to you with full contextRuns on its own

Scores every account green, amber, or red dailyRuns on its own

Drafts a save message before an account churnsAsks you first

Drafts renewal nudges that show the value deliveredAsks you first

Works inside your help desk, your CRM, and your inbox

🤖

Support Rep

Reports to You · Support

● Works 24/7

How you'll work togetherSends common answers on its own, holds the rest for your OKFlags a hard or angry ticket the moment it spots oneSuggests a saved reply when it sees the same question twice

What it handles5 of 6 run on their own

Sorts and triages every new ticket by priority within secondsRuns on its own

Answers common questions instantly with a cited sourceRuns on its own

Hands hard or angry tickets to you with full contextRuns on its own

Drafts a reply for the non-standard ones and waits for your OKAsks you first

Spots a repeat question and suggests a saved reply for itRuns on its own

Covers nights and weekends with the same instant first replyRuns on its own

Works inside your help desk, your inbox, and your knowledge base

How it works with you - four weeks with your Support Rep

The proactive heads-up

It diagnoses, it does not ping. It read the usage data, the support history, and the account record, found three compounding signals, and drafted a save message anchored to the value Tidewater already has.

#{{company_slug}}-support

🤖

Support RepAPPMon 9 Jun · 7:04 AM

🔴 Churn risk · Tidewater Freight

Three signals lined up this week on Tidewater Freight (owner: Jordan Wells). No complaint on file - this would slip by quietly:

Logins
Zero over 11 days

Last CSAT
1/5 - negative (ticket #4821)

Renewal date
38 days out

Account age
14 months

I drafted a check-in for Jordan. I led with what they have gotten out of the platform, not a discount or an offer - those are yours to decide:

Hi Jordan - I want to make sure things are still working well for you before your renewal next month. Since Tidewater came on board, the team has had 31 support tickets resolved and closed out three major routing projects through the platform. If something shifted on your end or a workflow stopped fitting, I would like to hear it and sort it out. Are you free for 15 minutes this week?

🎧 Draft only - nothing sends until you approve. I read the usage log, the open ticket history, and Jordan's account record to write this.

Approve & sendEditSnooze 3d

The edit that teaches it

You correct it in plain English. It re-drafts in seconds - and remembers WHY, two ways at once: a fact about this account, and a preference for how you want every save message written from now on.

#{{company_slug}}-support

{{lead_name}}Mon 9 Jun · 9:14 AM

good start but there's a new ops lead at tidewater since may - jordan isn't really the right person anymore. also on save messages generally - always lead with the value they've already gotten, never offer a discount unless i tell you to

🤖

Support RepAPPMon 9 Jun · 9:15 AM

Got it - rewrote it addressed to Jordan but flagging the new ops lead as the person to loop in, and kept it anchored to what they have already gotten with no offer:

Hi Jordan - I want to make sure things are still in good shape before your renewal next month. Since Tidewater came on board, the team has resolved 31 support tickets and shipped three routing projects through the platform. I know a new ops lead stepped in recently - it might be worth getting them up to speed before the renewal. Could we find 15 minutes this week? I can walk whoever is right through where things stand.

🎧 Draft updated - ready when you want to send.

🤖

Support RepAPPMon 9 Jun · 9:15 AM

📌 Saved to Tidewater's record
A new ops lead took over in May - loop them in on any save outreach or renewal touch. Jordan Wells is still the account owner but may not be the decision maker.

📋 Learned a preference for your save messages
Lead with the value they have already gotten - metrics, outcomes, wins - before anything else. Never offer a discount or concession unless you say so. I will apply this to every save and retention draft from now on.

🎧 Two things learned from one edit. The more you correct me, the less you have to.

See everything I have learned

The lesson shows up on its own

A week later, both learnings surface on their own. A different account gets a value-first save draft with a context note crediting your correction - and the Tidewater draft already has the ops-lead flag baked in without you mentioning it again.

#{{company_slug}}-support

🤖

Support RepAPPTue 17 Jun · 7:06 AM

🟡 Watch alert · Capeside Logistics

Capeside Logistics (owner: Mia Tan) moved to amber this morning - logins down 40% over 10 days, renewal in 55 days. Not red yet, but the trend line points there. I drafted a check-in:

Hi Mia - wanted to check in before things get close to renewal. Since Capeside joined, your team has submitted 18 support requests resolved and run two full load plans through the platform. Those numbers tell me the tool is in use - I just want to make sure it is still fitting the way you work. Anything you would want us to look at? Happy to set up a quick call.

🎧 Drafted the way you reworked the Tidewater message last week - value they have already gotten first, no offer. Want me to add a concession? Just say what you are willing to put on the table.

Approve & sendEdit

#{{company_slug}}-support

🤖

Support RepAPPTue 17 Jun · 10:33 AM

📬 Tidewater Freight replied

Jordan replied to your check-in 18 minutes ago:

Thanks for the note. Honestly the ops change in May threw the team a bit - new lead isn't fully across the platform yet. Maybe worth a catch-up.

🎧 Heads up - I already have on file that a new ops lead came on in May. I factored that into the draft below.

Drafted a reply that sets up the call and brings the ops lead in from the start:

Great - let's do that. I would suggest including your new ops lead from the start so they come out of the call up to speed rather than having to catch up later. What works this week or next? I can hold 30 minutes for whoever is right.

Approve & sendEdit

Ask it like a teammate

You ask a free-text question the way you would ask a colleague. It answers from the account history - the usage drop, the negative ticket rating, the renewal date, the ops-lead change - reasons about which signal matters most, and proposes the save.

#{{company_slug}}-support

{{lead_name}}Thu 19 Jun · 2:41 PM

remind me why tidewater went red in the first place - what exactly triggered it?

🤖

Support RepAPPThu 19 Jun · 2:43 PM

Three things hit in the same week - here is what the record shows:

From the health-score monitor (week of 2 Jun)

Logins dropped to zero for 11 consecutive days - that is a sharp stop for an account that was logging in 4-5 days a week before May
Ticket #4821 closed on 5 Jun with a 1/5 rating and a comment: "response took too long and didn't solve it"
Renewal date is 38 days out - so churn risk becomes a cash event, not just a satisfaction issue

What lines up
The login drop and the bad ticket both track back to mid-May - which is when the new ops lead stepped in. My read: the old contact was your champion; the new person has not been onboarded and has not had a reason to log back in.

The gap you are trying to close
Jordan is still the account owner on paper, but the person who decides to renew is probably the new ops lead - and they have never had a real conversation with your product.

I drafted a save message last week for that call. Do you want me to prep a short one-pager the new ops lead can read before you meet them?

Draft the one-pagerNot yet

It earns its autonomy

Four weeks in, nothing is on fire - and Tidewater renewed. Routine common-question answers have gone out exactly right, 50 times with zero edits. So it asks to graduate those to auto-send, and tells you exactly what stays gated.

#{{company_slug}}-support

🤖

Support RepAPPMon 7 Jul · 7:00 AM

✅ Support healthy · week of 7 Jul

Nothing at risk this week. Quick read:

Open accounts
41

Red accounts
0

Tickets answered
23 (auto)

CSAT this week
4.7 / 5

🎧 Tidewater Freight moved to green on Friday - Jordan and the new ops lead confirmed the renewal. That is the account that looked like a lost cause four weeks ago.

🤖

Support RepAPPMon 7 Jul · 7:01 AM

📈 Routine answers have earned a longer leash

Edits you have made to my common-question answers, per week

Common-question answers sent exactly as drafted
🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 50 / 50 · 0 edits

The last 50 routine answers - password resets, billing questions, how-to requests with a clear KB match - went out without you changing a word. I can start sending those on my own and only bring you the ones that need judgment: an angry customer, a low-confidence match, anything where I would need to invent an answer. Save plays, discount decisions, and at-risk outreach would still come to you every time.

🎧 This is how the role grows - I take the routine off your plate as I earn it, you stay on the relationships that matter. Reversible any time.

Graduate routine answersKeep approving for now

An AI employee like this works every day, never forgets, and keeps {{on_fire}} moving - so it stops depending on you finding the time.

⚠

What's capping you in Ops & Delivery

What's capping you

I write up invoices myself once I find a free hourInvoices go out days late, so the money comes in days late

I just code and reconcile everything by hand near month-closeReceipts and matching pile up all month, so every close turns into a scramble

What's capping you

I pay vendor bills when I get to them between everything elseBills slip past their due date, so you eat late fees and strain supplier goodwill

I trust I would catch a bill I already paidDuplicate and wrong-amount payments go out because nobody checks each one against the last

What's capping you

I get the real cash picture only when I sit down and add it all upYou never have a current in-and-out view, so the number is always out of date

I make the call on a hire or a spend and check the bank afterBig decisions get made blind, then you find out later if the cash was actually there

What's capping you

I reconcile sales, payouts, and fees whenever I get a free stretchReconciliation backs up all month, so you never know what actually landed after fees

I post receipts and processor fees myself before tax timeCoding piles up untouched, turning every close into a sorting marathon

Even at your current volume this already takes real time every week - and it only grows as you scale.

➚

Your one move

Meet your Finance & Billing Operator

Your next step is a Finance & Billing Operator - an AI employee that runs your invoicing and finance - sends invoices on time, chases what's owed, codes every receipt, and gives you a clean cash snapshot. Here is the difference it makes.

Your next step is a Finance & Billing Operator - an AI employee that runs your day-to-day finance - reconciling every sale and payout, coding receipts and fees, and giving you a clean cash snapshot. Here is the difference it makes.

Before vs after

Today - it runs through you

With an AI employee

Invoices sit until you remember to send them, so payment clocks start late

→The invoice is drafted the minute a project closes and goes out the day you release it

Overdue accounts go unchased because nobody wants the awkward email

→Every past-due invoice gets the right reminder at 7, 14, 30, and 60 days, every time

Receipts and payments back up until you sort them in a pre-tax scramble

→Each receipt is coded and each payment matched the day it lands, so close is a review

⏰

Never late

Invoices and reminders go out on schedule, not when you find the time

🔒

Nothing slips

Every payment matched, every receipt coded, every overdue account chased

📊

Always clear

You know the real cash position every week without opening a spreadsheet

📊

Always clear

You know the real cash position every week without opening a spreadsheet

⏰

Never late

Invoices and reminders go out on schedule, not when you find the time

🔒

Nothing slips

Every payment matched, every receipt coded, every overdue account chased

What this AI employee handles

🤖

Finance & Billing Operator

Reports to You · Ops & Delivery

● Works 24/7

How you'll work togetherPayments and dunning wait for your OKFlags a personal charge the moment it landsSends you a weekly cash snapshot

What it handles4 of 6 run on their own

Drafts the invoice the moment a project closesRuns on its own

Sends every invoice once you release itAsks you first

Chases overdue accounts with polite escalating remindersAsks you first

Matches each payment to the right invoiceRuns on its own

Codes every receipt to the right ledger lineRuns on its own

Reconciles bank and ledger, flags the gapsRuns on its own

Works inside your accounting tool, your bank feed, and your inbox

🤖

Finance & Billing Operator

Reports to You · Ops & Delivery

● Works 24/7

How you'll work togetherEvery payment waits for your OKFlags a duplicate bill the moment it landsSends you a weekly bills-due snapshot

What it handles3 of 6 run on their own

Reads each incoming bill and codes it to the right ledger lineRuns on its own

Matches each bill to its purchase order or contractRuns on its own

Schedules each payment for the right date and queues it for your approvalAsks you first

Flags duplicate or wrong-amount bills before they get paidAsks you first

Releases each payment once you approve itAsks you first

Reconciles bank and ledger, flags the gapsRuns on its own

Works inside your accounting tool, your bank feed, and your inbox

🤖

Finance & Billing Operator

Reports to You · Ops & Delivery

● Works 24/7

How you'll work togetherCoding and matching run on their ownFlags a personal charge the moment it landsSends you a weekly cash snapshot

What it handles6 of 6 run on their own

Reconciles each payout against sales and bank depositsRuns on its own

Tracks processor and platform fees against every saleRuns on its own

Codes every receipt to the right ledger lineRuns on its own

Matches each deposit to the right batch of ordersRuns on its own

Reconciles bank and ledger, flags the gapsRuns on its own

Builds you a clean cash snapshot every weekRuns on its own

Works inside your accounting tool, your sales platform, and your bank feed

How it works with you - four weeks with your Finance & Billing Operator

The proactive heads-up

It diagnoses, it does not ping. It read the aging report, the payment history, and the AP contact record - and drafted the right reminder for the right tier before you asked.

#{{company_slug}}-finance

🤖

Finance & Billing OperatorAPPTue 9 Jun · 7:05 AM

🔔 Overdue · Halberd Interiors · Invoice #1042

14 days past due · no dispute flag · payment history is clean
This is the second-notice tier - polite urgency, offer to help if something is holding it up.

Invoice
#1042

Amount
$4,800

Due date
26 May

Days overdue
14

AP contact is Sarah Vance. Payment history is clean - last two invoices paid within 35 days. I drafted the second-notice reminder with a payment link:

Hi Sarah,

Just a follow-up on invoice #1042 ($4,800, due 26 May) for the May retainer. Wanted to check in case it got lost in the shuffle. You can settle it here: [Pay Invoice #1042].

If anything is holding it up on your end, let me know and I'll sort it out. Thanks!

💸 Draft only - sends when you approve. I checked the aging report and payment history before writing this.

Approve & sendEditSnooze 3d

The edit that teaches it

You correct it in plain English. It re-drafts in seconds - and remembers WHY, two ways at once: a fact about Halberd, and a style preference that applies to every future reminder.

#{{company_slug}}-finance

{{lead_name}}Tue 9 Jun · 9:14 AM

two things. first - halberd pays on net-45 not net-30, and sarah is not the right contact for ap - reminders should go to their ap inbox (ap@halberdinteriors.com), not her directly. second - for any reminder: put the payment link at the top, not buried at the end. and keep it friendly, no late-fee mentions at this stage

🤖

Finance & Billing OperatorAPPTue 9 Jun · 9:15 AM

Done - updated the terms, rerouted to their AP inbox, and moved the payment link to the top:

Hi,

Quick note on invoice #1042 ($4,800). Here is the link to pay it when you are ready: [Pay Invoice #1042].

The invoice was for the May retainer - originally due 9 Jun on net-45 terms. If something is holding it up, just reply here and we will sort it out. Thanks!

Sending to
ap@halberdinteriors.com

Due date (corrected)
9 Jun (net-45)

💸 Draft updated - ready when you want to send.

🤖

Finance & Billing OperatorAPPTue 9 Jun · 9:15 AM

📌 Saved to Halberd Interiors' record
They pay on net-45, not net-30. AP reminders go to ap@halberdinteriors.com - not Sarah Vance directly. I will use the corrected terms and route for every Halberd invoice from now on.

📋 Learned a preference for your reminders
Payment link goes at the top of every reminder, not at the end. Keep the tone friendly at first and second notice - no late-fee language at this tier. I will apply this going forward on all accounts.

💸 Two things learned from one edit. The more you correct me, the less you need to.

See everything I have learned

✓ {{lead_name}} approved · Approve & send · Tue 9 Jun · 9:17 AM

The lesson shows up on its own

A week later, both learnings are already baked in - without you saying a word. A new account gets the friendly link-first style, and Halberd's next notice goes to the right inbox with the right terms.

#{{company_slug}}-finance

🤖

Finance & Billing OperatorAPPWed 18 Jun · 7:08 AM

🔔 Overdue · Maple & Co · Invoice #1057

7 days past due · no dispute flag · first notice tier
I drafted the reminder - payment link at the top, friendly tone, no late-fee mention:

Invoice
#1057

Amount
$2,200

Due date
11 Jun

Days overdue
7

Hi,

Here is the link to pay invoice #1057 ($2,200) whenever you are ready: [Pay Invoice #1057].

This was for the June setup work, due 11 Jun. No rush, just wanted to put it in front of you in case it got buried. Reply here if anything is unclear. Thanks!

💸 Drafted the way you reworked the Halberd reminder last week - payment link first, friendly first-notice tone, no fee mention. Want a different style for first notices? Just say.

Approve & sendEdit

#{{company_slug}}-finance

🤖

Finance & Billing OperatorAPPWed 18 Jun · 7:10 AM

🔔 30-day notice · Halberd Interiors · Invoice #1042

Still outstanding - now at the 30-day tier. Drafted the firmer notice and routed it to the AP inbox (not Sarah), with net-45 terms reflected in the language:

Hi,

Payment link for invoice #1042 ($4,800): [Pay Invoice #1042].

This is the third notice - originally due 9 Jun on your net-45 terms. At this point we do need to get it cleared. If there is a hold on your end, please reply and we will work it out together.

Sending to
ap@halberdinteriors.com

Terms used
Net-45 (your note, 9 Jun)

💸 Routed to the AP inbox, not Sarah, and used net-45 as you corrected. No late-fee language - that is the 60-day tier.

Approve & sendEdit

Ask it like a teammate

You ask a question the way you would ask a colleague. It pulls the full aging picture from memory, ranks who to chase first by risk and relationship history, and proposes the next move.

#{{company_slug}}-finance

{{lead_name}}Fri 20 Jun · 11:02 AM

what's outstanding right now? and who are the worst payers - who should i be chasing hardest?

🤖

Finance & Billing OperatorAPPFri 20 Jun · 11:04 AM

📊 AR aging report · 20 Jun

Three accounts with open balances right now. Here is where each one stands and what the history tells me:

Account	Invoice	Amount	Days overdue	History
Halberd Interiors	#1042	$4,800	41 days	Always paid, but slow - avg 38 days on the last 4 invoices
Maple & Co	#1057	$2,200	9 days	First overdue - paid on time before this
Durrant Group	#1061	$7,500	22 days	Two overdue invoices in the past 6 months; last one needed 3 reminders

Who to chase hardest, and why

Durrant Group (#1061, $7,500) - highest amount, repeated slow-pay pattern, and they have ignored early reminders before. The 30-day notice goes out next week unless they pay. This is the one most likely to need a phone call rather than another email.

Halberd Interiors (#1042, $4,800) - 41 days and three notices in. They always pay eventually, but we are past the point where another quiet reminder will move them. I'd flag for a direct call this week.

Maple & Co (#1057, $2,200) - 9 days, first-ever overdue, first notice just sent. Most likely to self-resolve. Watch it next week before escalating.

Total outstanding: $14,500. Want me to draft a direct escalation note for Durrant Group, or queue a call-prompt for Halberd?

Draft Durrant escalationFlag Halberd for callLeave it for now

It earns its autonomy

Four weeks in, Halberd has paid and nothing is on fire. Routine first and second notices have gone out exactly right, 50 times. So it asks to graduate those - and tells you exactly what stays gated.

#{{company_slug}}-finance

🤖

Finance & Billing OperatorAPPMon 7 Jul · 7:00 AM

✅ AR healthy · week of 7 Jul

Nothing overdue this week. Quick read:

Open invoices
6

Overdue
0

Collected this month
$19,300

Avg days to pay
31 (down from 44)

💸 Halberd Interiors cleared invoice #1042 ($4,800) on Thursday - the one that was 41 days overdue four weeks ago. Three reminders and one client-specific routing fix did it.

🤖

Finance & Billing OperatorAPPMon 7 Jul · 7:01 AM

📈 Routine reminders have earned a longer leash

Edits you have made to my reminders, per week

Routine reminders sent exactly as I drafted them
🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 50 / 50 · 0 edits

The last 50 routine first and second notices went out without you changing a word. I can start sending those on my own.

What graduates to auto-send:

First-notice reminders (7 days overdue) - friendly, link-first, no fee language
Second-notice reminders (14 days overdue) - polite urgency, same style

What stays gated - I will always bring these to you:

Disputes (any account with a dispute flag)
30-day and 60-day firm notices
Any account over $10,000 outstanding
Final notices with legal or collections language
Any escalation or payment arrangement

💸 Reversible any time - tell me to pause and everything comes back to you for approval. The high-stakes tier never goes away.

Graduate routine remindersKeep approving for now

An AI employee like this works every day, never forgets, and keeps {{on_fire}} moving - so it stops depending on you finding the time.

⚠

What's capping you in Marketing

What's capping you

We run some ads, but I set them up once and rarely get back to optimizing them.Spend keeps going out at whatever the campaign was last set to, so the budget drifts to ad sets that stopped working.

I can see what we spent, but not really what it brought back.Without a daily read on cost-per-lead and return, you cannot tell which campaigns to feed and which to cut, so the account runs on guesswork.

What's capping you

Almost all our customers have come from referrals and word of mouth, and that has gone quiet.There is no channel you control - when the network slows down the pipeline slows down with it, and there is no way to turn demand up.

We have never run paid ads, so when we need more customers there is no lever to pull.Growth depends on who happens to find you, so you cannot plan around it or scale it on purpose.

Even at your current volume this already takes real time every week - and it only grows as you scale.

➚

Your one moveYour one move: build the channel, then let it run

Meet your Paid Acquisition Manager

Your next step is a Paid Acquisition Manager - an AI employee that runs your paid acquisition - building and testing campaigns, managing spend to target, writing and rotating ad creative, and routing every lead it brings in. Here is the difference it makes.

Your next step is a Paid Acquisition Manager - an AI employee that stands up {{first_channel}} and runs it from day one - setting up the account and tracking, launching the first campaigns, writing the creative, and managing spend so every dollar is measured. Here is the difference it makes.

Before vs after

Today - it runs through you

With an AI employee

Ads run at whatever they were last set to, and spend drifts to the sets that stopped working.

→Budget moves to the best-performing ad sets every day, so every dollar chases the best return.

Creative goes stale and performance quietly drops before anyone notices.

→Fresh creative is drafted and rotated in before fatigue eats your results.

You see the spend but not the return, so you cannot tell what to scale.

→A daily read on cost-per-lead and return on every campaign, so scaling decisions are clear.

Before vs after

Today - it runs through you

With an AI employee

New customers depend on who happens to find you or refer you this month.

→A paid channel you own, bringing a steady, measured flow of new customers in every week.

When the network goes quiet, there is no other way to bring demand in.

→A channel you can turn up or down on demand, so a slow month is something you can fix.

Starting with paid ads means months of learning platforms, audiences, and creative.

→Your Paid Acquisition Manager sets up the account, launches the first campaigns, and manages the spend from day one.

📈

Every dollar measured

Spend moves to what is working, with cost and return read every day

♻️

Never goes stale

Fresh creative is drafted and rotated in before fatigue drops performance

🎯

A channel you control

Turn demand up or down on purpose, instead of waiting to be found

What this AI employee handles

🤖

Paid Acquisition Manager

Reports to You · Marketing

● Works 24/7

How you'll work togetherSends you a weekly performance readFlags a campaign going off-target the day it driftsNew ads and new campaigns wait for your OK

What it handles4 of 6 run on their own

Plans campaigns from your offer and best-fit audiencesRuns on its own

Writes and rotates ad creative, ready for your sign-offAsks you first

Launches a new campaign once you approve itAsks you first

Shifts budget to the ad sets that are workingRuns on its own

Watches spend, cost-per-lead, and return every dayRuns on its own

Routes every lead and sale it brings in to your CRMRuns on its own

Works inside your ad accounts, your CRM, and your site analytics

How it works with you - four weeks with your Paid Acquisition Manager

The proactive heads-up

It diagnoses before it pings. It read three days of campaign data, identified creative fatigue as the cause of the CPA drift, and drafted the move - budget shift plus a fresh creative variant - before you noticed the numbers.

#{{company_slug}}-paid

🤖

Paid Acquisition ManagerAPPTue 9 Jun · 7:18 AM

⚠️ CPA drifting above target · Spring Demand - Prospecting (Meta)

Spring Demand - Prospecting (Meta) has been running above your CPA target for three consecutive days. The data points to creative fatigue on the primary ad set, not audience saturation.

Daily spend (avg.)
$420 / day

CPA (last 3d)
$68 vs $52 target

Frequency (primary ad)
4.1 (up from 2.3 last week)

CTR (primary ad)
0.9% (down from 1.8%)

Best-performing ad set
Lookalike - past purchasers · $44 CPA

Campaign ROAS (7d)
2.1x

Diagnosis: the fatigued ad has a frequency of 4.1 - your audience has seen it too many times and stopped clicking. The lookalike-of-purchasers ad set is still healthy at $44 CPA.

Drafted move:

Pause the fatigued ad
Shift its $180/day budget to the lookalike-of-purchasers ad set
A fresh creative variant is ready below, leading with the same quality angle as your top organic posts

Headline: Free shipping on everything. No minimum.
Primary text: Our regulars already know: the quality is there, the shipping is free, and returns are easy. This week only - free express upgrade on all orders.
CTA: Shop now

🤖 Pausing the ad and shifting budget requires your approval. The fresh creative will go into draft in your ad account for review.

Approve & applyEditSnooze 1d

The edit that teaches it

You correct the creative angle and the audience weighting in plain English. It re-drafts in seconds - and remembers two things at once: a fact about which audience drives the best order value, and a style rule for all ad creative going forward.

#{{company_slug}}-paid

{{lead_name}}Tue 9 Jun · 9:11 AM

don't lead with the discount, we never compete on price - lead with the quality + free-shipping angle. also our best AOV comes from the lookalike-of-purchasers audience, put more behind that one

🤖

Paid Acquisition ManagerAPPTue 9 Jun · 9:12 AM

Rewritten - quality and free shipping lead, no discount mention. Budget split updated to put more behind the lookalike-of-purchasers set:

Headline: Quality that holds up. Free shipping, always.
Primary text: Every order ships free - no minimum, no codes, no catches. The same quality our regulars come back for, delivered to your door this week.
CTA: Shop now

Fatigued ad
Paused

Lookalike - past purchasers
+$150/day (now $330/day)

Interest-based ad set
+$30/day (now $90/day)

Total daily budget
$420/day (unchanged)

🤖 Creative updated, budget split adjusted. Ready to apply when you approve.

🤖

Paid Acquisition ManagerAPPTue 9 Jun · 9:12 AM

📌 Saved to your account: highest AOV comes from the lookalike-of-purchasers audience
I'll weight budget toward that audience on all prospecting campaigns going forward - and flag when other ad sets are taking budget away from it.

📋 Learned a preference for your ad creative: never lead on discount, lead on quality and free shipping
I'll apply this to all creative drafts going forward - headlines, primary text, and video scripts. Tell me if you ever want a price-led angle for a specific promotion.

🤖 Two things learned from one edit - an account-wide audience fact and a creative style rule for all campaigns.

See everything I have learned

The lesson shows up on its own

A week later, both learnings are already baked in. A new Google campaign gets quality-first creative without you saying anything - and when the Meta campaign resurfaces, the lookalike-of-purchasers audience already has more budget behind it.

#{{company_slug}}-paid

🤖

Paid Acquisition ManagerAPPWed 18 Jun · 8:47 AM

🚀 New campaign creative ready · Google Shopping Launch

Drafted headlines and descriptions for the Summer Shopping Launch (Google Performance Max) campaign. Leading with quality and free shipping as the main hook:

Headline 1: Free Shipping on Every Order
Headline 2: Quality You Can Feel
Headline 3: No Minimum. No Codes. Always Free.
Description 1: The same quality our regulars keep coming back for - now with free shipping on every order, no strings attached.
Description 2: Shop with confidence. Free shipping, easy returns, and quality that holds up.

🤖 Drafted the way you reworked the Spring Demand creative last week - quality and free shipping lead, no discount mention. Let me know if you want a price-led version for this campaign.

Approve & uploadEdit

#{{company_slug}}-paid

🤖

Paid Acquisition ManagerAPPWed 18 Jun · 1:34 PM

📊 New ad set ready · Spring Demand - Prospecting (Meta)

Spring Demand - Prospecting (Meta) is ready to add a new ad set. I've built the draft with the lookalike-of-purchasers audience weighted as the primary - $280 of the $420 daily budget behind it based on your note that this audience drives the best order value.

Lookalike - past purchasers
$280/day (67%)

Interest-based prospecting
$90/day (21%)

Broad / advantage+
$50/day (12%)

Total daily budget
$420/day

🤖 Lookalike-of-purchasers weighted as the lead audience - applying the AOV fact you flagged on 9 Jun. Let me know if the split looks different to you.

Approve & applyEdit

Ask it like a teammate

You ask a free-text question the way you would ask a colleague. It answers from the account data - ROAS by channel, audience conversion rates, CAC trends - reasons about it, and surfaces a non-obvious insight about how the two channels actually relate.

#{{company_slug}}-paid

{{lead_name}}Thu 19 Jun · 2:48 PM

is meta or google actually working better for us right now?

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Paid Acquisition ManagerAPPThu 19 Jun · 2:50 PM

On the numbers, Google looks better - but the full picture is more interesting than that:

Last 30 days - by channel

Channel	Spend	ROAS	New-customer CAC	Share of new customers
Meta (prospecting)	$12,400	2.3x	$58	71%
Google Shopping	$5,800	3.1x	$41	29%

What the numbers do and do not tell you

Google's ROAS is higher and CAC is lower. That looks like the clear winner.

But here is what the data also shows: 62% of Google's converting sessions in the last 30 days came from branded search - people typing your brand name directly. Those buyers were already looking for you. They did not discover you through Google.

Cross-channel path data shows most of them saw a Meta ad 3-7 days before they converted on Google branded search. Meta created the demand; Google captured it.

What this means in practice

Meta and Google are not substitutes. Meta is doing the heavy lifting on new-customer discovery - 71% of new customers came in through Meta prospecting. Google branded search is mostly the finish line for buyers Meta already warmed up.

If you cut Meta spend to chase Google's better ROAS, you would likely see Google conversions drop within 4-6 weeks as the pipeline of Meta-warmed buyers dries up.

The one thing worth acting on

Google non-branded Shopping (products, not brand terms) is underinvested at only $1,100 of the $5,800 Google spend. That is the part of Google that finds genuinely new customers - and it is starved of budget.

My read: keep Meta prospecting at current spend. Worth testing a shift of $500-800/day from Google branded to Google Shopping (non-brand) to add a second true new-customer channel. Want me to draft that reallocation?

Draft the reallocationLeave for now

It earns its autonomy

Four weeks in, routine budget shifts have gone out exactly as you would make them, with zero edits. The work you have to do on it is trending to zero - so it asks to graduate those shifts, and tells you exactly what stays gated.

#{{company_slug}}-paid

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Paid Acquisition ManagerAPPMon 7 Jul · 7:00 AM

✅ Paid healthy · week of 7 Jul

All campaigns within targets this week. Quick read:

Total spend (wk)
$8,940

Blended ROAS
2.6x

New-customer purchases
218

Ad sets within CPA target
9 of 10

🤖 Spring Demand - Prospecting (Meta) is now the top-performing prospecting campaign at $46 CPA. Four weeks ago it was bleeding at $68 CPA and about to get paused.

🤖

Paid Acquisition ManagerAPPMon 7 Jul · 7:01 AM

📈 Routine budget shifts have earned a longer leash

Edits you have made to my budget shifts, per week

Routine budget shifts approved without edits
🟩🟩🟩🟩🟩🟩🟩🟩🟩🟩 50 / 50 · 0 edits

The last 50 routine budget shifts went out without a single change. I can start applying those on my own and only surface the ones that need a judgment call:

What graduates: routine budget shifts between proven, in-target ad sets within the same campaign - rebalancing spend toward better-performing audiences when one ad set drifts above CPA target.

What stays gated: new campaign launches, creative angle changes (headlines, primary text, video scripts), any budget increase above your set daily cap, adding new audiences, and anything outside the ad sets I have been managing.

🤖 Routine shifts free up your time for the decisions that actually need judgment. Reversible any time - just say and I go back to drafting everything for approval.

Graduate budget shiftsKeep approving for now

An AI employee like this works every day, never forgets, and keeps {{on_fire}} moving - so it stops depending on you finding the time.

An AI employee like this gives you a demand channel you control - one that runs and measures itself every day, so new customers stop depending on being found by chance.

When you're ready

See this built for {{lead_company}}

This is what your first AI employee on {{on_fire}} would do. When you want to see how it would work for your business, we'll walk you through it - no pressure.

See how this would work

A short call, whenever it's useful - no obligation.

Your next hire

Finish the room at {{lead_company}}

One AI employee is already proving itself. The next move is mapping the role that takes the rest of {{on_fire}} off you - we'll show you exactly what that looks like.

Plan my next hire

A short call to map the next role - no obligation.

Widen the workforce

Scale the team at {{lead_company}}

You're running AI employees across the business. The next move is the lead role in your next-biggest area, and promoting the trusted ones to run unattended.

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