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Agencies and consultants

Spend your time on clients, not admin

Onboarding, follow-ups and reports, done automatically, so your team can do the work that matters.

Your AI helperWelcome new clients
Signed proposal

New client: Bay Dental

Running your new-client checklist
Done for you
  • Welcome email sent
  • Client folder created
  • Added to Xero
  • Kick-off call booked
All finished in 38 seconds
Example only · made-up details

Jobs we'd take off your plate

Where we'd start

01

New clients

Onboarded automatically, from welcome email to kick-off call.

02

Proposals

Followed up so nothing slips through.

03

Client reports

Written and ready for you to check.

Ready when you are

Let's get your time back.

A free 30-minute chat. No pressure, no jargon. Just a straight answer on what AI can do for you.