Marketing agencies, IT and managed services, B2B service firms
AI systems for agencies & B2B service firms
Where the leaks usually are
- Slow replies to inbound leads
- Proposals with no follow-up
- Manual weekly reporting
Tools we plug into
- HubSpot
- Pipedrive
- Salesforce
- ClickUp
- QuickBooks
- Slack
Not on the list? If it has an API, an inbox or a spreadsheet export, we can usually connect it.
What fits
Systems that fit agencies & b2b
Peak season: Quarter-end, budget season.
B1
Never-Miss Lead Desk
60-second reply and booking for inbound leads.
Example: An inbound demo request gets a reply in 60 seconds and a booked call, instead of waiting for Monday.
B2
Quote & Proposal Revival
Timed follow-up on every proposal.
Example: Proposals that went quiet get a timed follow-up and a rep recap.
B6
Owner's Command Brief
Pipeline, utilization and late invoices in one weekly brief.
Example: Pipeline, utilization and late invoices in one weekly page.
Get a free Leak Report for your agencies & b2b business
We call your business line, submit your web form and check your Google reviews, then send you a ~90-second video of what happened. Free, within 2 business days. Test calls are recorded with your permission.
Not sure which system comes first?
Take the 2-minute AI & Revenue Leak Score, or book the AI Opportunity Audit and we'll measure it in dollars.