Daily Operations
Client Management
The Onboarder
New client signed → welcome email, kickoff agenda, 30-day plan.
Health Checker
Score every client 1–25. Risk flags and upsell signals.
Scope Guard
Client request + SOW → in/out/gray verdict + email to send.
Report Accelerator
Raw platform data → complete monthly report in 5 tabs.
KPI Builder
Client + vertical + channels → full KPI framework with targets and tracking.
Monthly Closer
Renewal coming → brief, talking points, upsell pitch, renewal email.
Sales & Business Development
The Closer
Discovery notes → personalized proposal with deliverables and investment.
Intake Screener
Paste any inquiry → ICP score, flags, recommended response, package rec.
Objection Handler
Any objection → 3 scripted responses ranked by situation.
Follow-Up Machine
Any client situation → right tone email + internal strategy notes.
Pitch Deck Briefer
Prospect + discovery notes → slide outline, headlines, talking points.
Case Study Builder
Results + story → long-form, one-pager, social card, quote prompts.
Content & Marketing
Paid Media & Analytics
Finance & Admin
Automotive Haus
Legal Haus