Clients
Diagnosis, proposal, and risk alerts.
- Diagnosis before the meeting
- Proposal with scope and price
- At-risk client alert
- Your methodology applied to every client
The agent
300+ autonomous actions.
Zero operational work.
It's not an assistant you operate. It's an agent that operates for you — with long-term memory, human approval on critical decisions, and native integration with the tools you already use.
What the agent does
300+ actions. 4 domains. Zero intervention.
Workflows
Automatic onboarding, follow-up, and renewal.
- Onboarding set up once, automatic from then on
- Weekly follow-up at the right pace
- Renewal triggered on the right date
- WhatsApp reminder when it matters
Meetings
Transcript, decisions, and minutes in the CRM.
- Meet transcribed and organized
- Decisions saved to the CRM
- Google Calendar event in plain language
- Minutes ready before you close your laptop
Knowledge
Living base, Drive indexed, always current.
- Knowledge base that grows with every project
- Drive indexed in real time
- Periodic report generated on schedule
- Proposal generated with AI and sent as a PDF
Memory
Three layers. An intelligence that never forgets.
Every interaction, in detail
Episodic
The agent remembers what the client said three months ago before you do. Every session, every decision, every nuance — recorded with context.
Patterns that evolve over time
Narrative
The agent builds a strategic read on each client: what works, what stalls, how the relationship has evolved. The intelligence compounds alongside it.
The essentials, always on hand
Facts
Name, company, industry, goals, constraints. The structural facts about each client, kept clean — no digging through history.
HITL — Human-in-the-Loop
Nothing critical goes out without your OK.
For high-impact actions — sending a proposal, closing a diagnosis, running a sensitive workflow — the agent stops. It shows you what it's about to do. It waits for your approval.
In practice: you write “put together the proposal for the client with this scope and timeline” and the agent hands back an approval card with price, scope, and timeline ready to go. Edit anything you want — it only goes out to the client after you confirm.
Judgment is what you sell. The agent handles the rest so you can focus on what matters.
You always decide
- Commercial proposalAgent drafts it. You approve it.
- Client diagnosisAgent researches it. You validate it.
- High-impact workflowAgent proposes it. You decide.
- Critical communicationAgent drafts it. You send it.
Compounding advantage
The more you use it, the stronger it gets.
Every project adds up. Every client enriches the base. Every approved decision calibrates the agent to your consulting style.
After six months, the agent knows your methodology better than any new hire. After a year, what you've built is impossible to replicate — because it's made of you.
Sharper diagnoses
The agent learns which questions matter for your niche.
Faster proposals
Every approved proposal becomes a reference for the next one.
A base that keeps growing
Frameworks, benchmarks, decisions — all indexed and accessible.
Hard to replicate
It's not software. It's your method, coded and running.