Daily Operations
Client Management
The Onboarder
New client signed โ welcome email, kickoff agenda, 30-day plan.
Health Checker
Score every client 1โ25. Risk flags and upsell signals.
Scope Guard
Client request + SOW โ in/out/gray verdict + email to send.
Report Accelerator
Raw platform data โ complete monthly report in 5 tabs.
KPI Builder
Client + vertical + channels โ full KPI framework with targets and tracking.
Monthly Closer
Renewal coming โ brief, talking points, upsell pitch, renewal email.
Sales & Business Development
The Closer
Discovery notes โ personalized proposal with deliverables and investment.
Intake Screener
Paste any inquiry โ ICP score, flags, recommended response, package rec.
Objection Handler
Any objection โ 3 scripted responses ranked by situation.
Follow-Up Machine
Any client situation โ right tone email + internal strategy notes.
Pitch Deck Briefer
Prospect + discovery notes โ slide outline, headlines, talking points.
Case Study Builder
Results + story โ long-form, one-pager, social card, quote prompts.
Content & Marketing
Paid Media & Analytics
Finance & Admin
Automotive Haus
Dealer Intel v2
Dealer + OEM + Louisiana DMA โ co-op, incentives, SEO, social, competitive intel.
Conquest Brief
Dealer + OEM + target brand โ full conquest strategy, audience, copy, channel plan.
BDC Script Builder
Lead source + campaign โ phone, text, email scripts and objection handlers.
Legal Haus