Clients onboarded the moment they sign
For example: "When a deal is won in HighLevel, start client onboarding."
Welcome email draft, an invite request for their tools, kickoff call, folders, a project board and a checklist.
Agencies
An AI coworker for every role at your agency
Client onboarding, weekly client reports and ad accounts, handled in the tools you already use.
Client reports every week
For example: "Every Monday, send each client a report with a chart."
Reports in the client's own brand colors, from their ad and analytics accounts.
Ad accounts watched
For example: "Which client campaigns are over budget?"
Spend against budget, with changes proposed for your yes.
Decks and proposals
For example: "Make a pitch deck for a dental clinic group."
Designed slides in your agency's brand, checked before you get them.
Give your team an AI coworker
Your first month is on us: 2,500 credits per role. Connect your apps and ask for the first piece of work in a few minutes.