Run the client follow-up queue after meetings.
Turn each supported Zoom meeting into a write-up, a draft for review, and a dated next step that the whole team can see.
Get the admin moving, without adding headcount.
A handful of people, everyone wearing three hats, and no ops or admin layer to lean on. AI employees across the team help work move faster and give every client a more consistent experience.
Company size · 2 to 10 people
Get the admin moving, without adding headcount.
A few people, everyone wearing three hats, no admin layer. AI employees across the team move work faster and make client service more consistent.
Sound familiar?
- 1Everyone's a generalist
There's no one whose job is the admin, so it gets squeezed in between the work that actually pays.
- 2Context lives in people's heads
If someone's out, the client's history is out with them. Handoffs mean re-explaining everything.
- 3The owner is still the glue
Every approval and every dropped thread still lands back on the founder. The team scales; the founder doesn't.
Sound familiar?
- 1Everyone's a generalistNo one owns the admin, so it gets squeezed between the work that pays.
- 2Context lives in people's headsIf someone's out, the client's history is out with them.
- 3The owner is still the glueEvery approval and dropped thread still lands back on the founder.
What changes across the team
Each person gets their own AI employee, and they all draw on one shared memory of your clients.
One shared memory
Every client's history is in one place, so anyone can pick up a thread and a handoff stops meaning a re-brief.
Consistent client handling
Meetings captured, follow-ups drafted, replies in a steady voice, so clients get the same standard from everyone.
The admin, off everyone's plate
Recurring and multi-step work runs on its own, so your billable people spend their hours on billable work.
What changes across the team
The owner steps off the critical path
Delegate the drag to the team's AI employees, keep the judgment for the people.
Anything client-facing can wait for a human's yes, and you decide who approves what, so clients get consistent answers without the owner routing every admin task.
Owner off the critical path
Delegate the drag, keep the judgment.
Anything client-facing can wait for a human's yes, and you decide who approves what, so the work moves without losing control.
Where teams like yours start
Hand over one job, roll it out to the team.
Give the workflow a clear owner
Start with one shared job before adding more seats.
Put one team lead in charge of the rules.
The lead chooses the workflow and reviewers. Each teammate keeps control over the client-facing work assigned to them.
Add seats when a second role needs the same trail.
Expand after the first workflow is reliable and another person needs the client context, permissions, or recurring queue without a handoff meeting.
2 to 10 people
Get the admin moving.
Start free with the email drafter, or book a walkthrough for a small team.
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