Serve more clients without adding account managers.
We install AI agents that take reporting, CRM updates, and onboarding off your account team - with you approving before anything reaches a client. The admin comes off; the strategy stays with your team.
You sell strategy. Your account team spends the week on the admin around it.
Reporting, CRM housekeeping, onboarding emails - they take as much time as the billable work, and none of it needs an account manager's judgment. Marketers get about 6 hours a week back when an agent handles that layer. On a five-person team, that's a part-time hire's worth of capacity, without the hire.
Two ways to run agents.
One service, two shapes - depending on whether you're starting fresh or already run agents.
An agent we set up for you
An agent - OpenClaw, Hermes, or custom - on a server. Your team messages it, it does the work, and it asks before anything that matters. For teams starting from scratch.
We extend what you already use
Your team already uses Claude Code or Codex. We make it more capable - connect it to your tools, build the endpoints and skills it's missing. For teams already working with agents.
What an agent can take. What stays with you.
The repeatable work comes off your account team's plate. Strategy and client relationships stay with them. Roughly where the line falls:
| Task | Agent | Team |
|---|---|---|
| Drafting client reports | ||
| Updating the CRM after calls | ||
| Onboarding sequences and follow-up | ||
| Chasing unpaid invoices | ||
| Campaign strategy and channels | ||
| Creative direction | ||
| Client relationships | ||
| Final sign-off on everything |
It runs inside the tools you already use.
We connect it to your CRM, analytics, and inbox - it pulls the numbers, drafts the report, and updates records after calls. Most firms run one of these:
On something else? No problem - we connect to what you've got.
Live in one to two weeks, starting with a single output.
Scope
One call. We map your reporting and your stack, agree what's automated and what waits for your approval, and set the price up front.
Build
We connect your CRM, analytics, and inbox, set what needs your sign-off, and start from your own report format.
Launch
One output, one client to start. Your account manager approves every draft; the agent learns from the edits until they stop.
Support
We stay on for upkeep and new workflows as your client roster grows.
Who this is for - and who it isn't.
A fit
- A team drowning in client reporting
- On HubSpot, Pipedrive, or Salesforce with analytics
- Onboarding new clients on a repeatable sequence
- Want capacity without another hire
Not a fit
- One or two clients, no repeatable reporting yet
- No CRM or analytics to connect to
- Anyone wanting to hand off strategy, not the admin around it - that's yours
$1,000–$5,000
Setup
< $200/mo
Running cost
1–2 months
Typical payback
Common questions.
No deck. Just an honest look at your reporting.
One call. We'll show you where your account team's hours go, and whether an agent's worth it.
Get a free consultation