Proposal follow-up rep
Follows up on every proposal you sent until the client signs or says no, and keeps HubSpot current.
Agencies
AI employees for marketing and creative agencies.
Marketing, creative and digital agencies. 9 Jameses to pick from, each set up in your own tools by our engineers, with you.
Works in the tools you use
Client request triager
Turns client requests from email and Slack into ClickUp tasks and tells the client it is in hand.
Retainer invoice sender
Makes each client's monthly retainer invoice in QuickBooks and sends it once you say yes.
Review request rep
Asks every client for a Google or Clutch review when a project wraps, with nothing offered in return.
Client check-in scheduler
Books each client's monthly check-in, sends the agenda the day before and handles reschedules.
Ad budget watcher
Checks client ads on Meta and Google every morning against the budgets you set and flags what is off.
Hiring coordinator
Logs applicants and portfolios for your open roles and books calls with the designers and writers you pick.
Client report builder
Builds each client's monthly report from Meta and Google Ads in your template and drafts the email.
New client onboarder
When a deal is won, sends the contract, sets up ClickUp and a Slack channel and sends a kickoff link.
Don't see your job?
Describe the job in your own words. Our engineers work out how he would do it, and you see the price before you hire him.
Also in professional services:Accounting firmsLaw firmsRecruiting and staffingInsurance agenciesIT servicesFinancial advisers
Every kind of business
Every flow is a starting point
Each card is how he starts. On your call, our engineers shape every step around how you work: your tools, your rules, your words. Then he is yours.
Beyond the job, text him like a colleague
He keeps a memory of your business: your customers, your prices, your tone. Ask him anything on iMessage or the web, and he handles the small things in between.