The brief, the follow-up, the invoice.
Design, marketing and development studios. The work is billable; everything around it is not. The agent takes the everything-around-it.
01 — Why
Admin is the tax on billable work
Proposals go quiet, invoices age, and meeting notes never make it into the CRM. None of it needs a senior person, and all of it costs one.
Leads answered the same hour
An enquiry gets a real reply with the questions you would have asked, so the first call starts from something.
Nothing goes quiet by accident
Proposals and invoices are followed up on a schedule, in your tone, until there is an answer either way.
The CRM stays true
Calls and meetings become notes, next steps and stages without anyone remembering to do it on Friday.
What it takes off the studio
Lead qualification pays for itself first. Invoice chasing is the one people are most relieved to hand over.
- Lead qualification
Scope, timeline, budget range and who decides — asked politely, captured in the CRM, and flagged when a lead is worth your morning.
- Proposal follow-up
Two nudges on your schedule, then an honest note in the CRM that the deal has gone cold. No pestering.
- Client updates
The weekly status note drafted from what actually moved, ready for you to correct and send.
- Invoice chasing
Overdue reminders that keep the relationship intact, escalating on the terms you set and stopping the second it clears.
- Meeting notes into the CRM
Decisions, owners and dates pulled out of the call and written to the right record and the right deal stage.
Quote #1042 · $1,860
sent 9:20
Invoice #0987 · $640
cleared
Reminder · Fri 9:00
queued
03 — How it runs
From enquiry to paid, with the gaps closed
The pipeline breaks in the same three places at every studio. The agent sits in those three places.
- step 01Qualifies before you spend an hour
The questions you always ask, asked immediately, with the answers on the record.
- step 02Chases quotes and invoices
On a cadence you approve, in a tone you approve, and it stops when the money arrives.
- step 03Leaves the relationship to you
Scope disputes, unhappy clients and anything about price get handed over, not smoothed over.
Simple to set up
One week to learn the workflow, two to three to build, then it is yours.
One week in the pipeline
We look at where deals stall and where the admin actually lands, then pick the one job worth automating first.
Two to three weeks building
We build against your CRM, your accounting and your inbox, and test on deals that have already closed.
Live, with your name on it
Everything it sends reads like your studio wrote it, because you approved every line before it shipped.
Frequently asked questions
4 questions
Does it write proposals?
Which CRM does it need?
How pushy is the invoice chasing?
Can it join client calls?
We build the agent. You keep running the business.
Tell us what eats your week. We’ll tell you what an agent can take off it.