Run an agency with AI doing most of the work — leads and deals, client delivery, billing, campaigns, brand and research — with a person deciding every commitment.
What this project installs
Each workspace is installed once and reused if you already have it.
Strategy
The strategic DNA — mission, audience, positioning, and principles — that every workspace inherits.
CRM
Sales pipeline and contact management from first contact to handoff.
Operations
Deliver client work end to end — the engagements you're running, the deliverables due inside them, and the contracts that govern them.
Finance
The company's money model — accounts, receivables, spend, revenue streams, budgets, and runway.
Marketing Campaigns
Track leads, manage campaigns, and let AI help run your outreach.
Brand Library
Reusable source of truth for brand identity, colors, typography, assets, tokens, templates, and generation rules.
Content OS
Your editorial operating system — pillars, posts, platforms, and newsletters.
Outreach & Comms
Personalized LinkedIn and email outreach — sequenced touches against real people and companies, drafted and sent by an agent.
Research
A research substrate — turn a question into a fully-recorded investigation.
Decision Analysis
Turn an open question into a decision — options weighed with evidence, and the roads-not-taken preserved with the reasons they lost.
Playbooks
Repeatable runs your agent can start for this project.
- Clarify a captureTurn one thing you captured into what it really is — a task, a lead, a deal, a question, or a note to keep — and file it where it belongs.
- Weekly reviewOn scheduleOnce a week, empty the inbox, check every open deal, engagement and invoice, and choose next week's priorities with a person.