- The job
- Answers any question about the business in plain language, from every system at once.
- Watches
- Your questions, in Slack
- Does on its own
- Pulls from your CRM, transaction system and documents, and hands tasks to the other agents
- Checks with you first
- Anything that changes data. Asking is always safe.
- Works in
- Slack, or wherever you ask
- Moves this number
- Hours a week leadership spends pulling numbers
Ask your business anything.
You shouldn't need three logins and a spreadsheet to know where the month stands. These agents answer your questions from every system at once, send you the day's read before coffee, and build the Monday deck on Sunday night.
The desk, on duty
- 6:30am pulse sent
Events handled: 6:30am pulse sent, Monday deck ready, Question answered in 4 seconds.
Where the time goes
Every question means logging into three systems and doing the math by hand.
The owners who know their numbers best are the ones typing them into a spreadsheet every morning.
Someone gives up part of every weekend building the Monday deck.
When each agent works
Follow one week of running the business.
Step 1
Sunday 9pm
Monday deck built and posted: 5 slides, 3 things to fix.
Step 2
Monday 6:30am
Pulse sent: 11 new leads, 1 closing missing a date.
Step 3
Monday 9am
Your teamYou run the sales meeting with this week's numbers.
Step 4
Tuesday 2pm
Asked who's behind pace. Answered in 4 seconds.
Step 5
Every morning
Same short brief, every day, before coffee.
Step 6
Friday
Asked for next month's projected GCI. Answered with sources.
Monday 6:30am
Monday 9am
Your teamTuesday 2pm
Every morning
Friday
Meeting Deck Builder: Monday deck built and posted: 5 slides, 3 things to fix.
Chief of Staff
One question. One answer. Every system behind it.
Chief of Staff
Sample data
#leadershipExample
Ask a question
What changes for your team
- One answer instead of three logins.
- Questions answered in seconds, including the ones you never had time to ask.
- The numbers agree, because they come from the same place.
Connects to
- Wakes up
- Reads
- Decides
- Shows up
Morning Pulse
The daily read on your business, delivered before coffee.
Morning Pulse
Sample data
Ready to go 0
Press the trigger. The agent drafts everything and waits for your approval.
What changes for your team
- The daily read without the daily typing.
- Exceptions surface before they become problems.
- It tracks what you already care about, not a stock format.
Connects to
- Wakes up
- Reads
- Decides
- Shows up
Meeting Deck Builder
The Monday deck is done before anyone opens a laptop.
Meeting Deck Builder
Sample data
Ready to go 0
Press the trigger. The agent drafts everything and waits for your approval.
What changes for your team
- The deck is done before anyone opens a laptop on Monday.
- The meeting talks about this week, not last month.
- Wins get called out, not just problems.
- Wakes up
- Reads
- Decides
- Shows up
Example numbers. Change them to yours.
Size it yourself
110
120
20%95%
$20$150
- 312 hrs
- $15,600
People pulling reports, times their weekly hours, times 52 weeks, times the share the agents take, times their hourly cost.
Size it with usMore agents for this department
Built on your systems
- Follow Up Boss
- Sisu
- SkySlope
- Dotloop
- QuickBooks
- Slack
Frequently asked questions
Is this a dashboard?
No. Dashboards wait for you to open them. These answer when you ask and show up when there's something worth knowing.
Can it see all our systems at once?
That's the point. We connect the systems first so the answer comes from all of them.
Can it be wrong?
It shows you where each number came from, so you can check it. If the data underneath is messy, we fix that first.
What's the question you'd ask your business right now?
Bring it to a 30-minute call. We'll tell you if an agent is the right fit and what discovery would look like for your team. If a simple automation does the job, we'll tell you that too.
Book a consult