Your client, your proposal
Bring one client workflow. We check the tools and permissions, define acceptance tests, and quote your agency. You decide what to charge your client.
THE IMPLEMENTATION PARTNER FOR SMALL AGENCIES
Your brand.
Your clients.
Our implementation.
Sell lead-handling automation to your clients without taking on every integration yourself. We build, test and document the workflow behind your agency’s service, with optional ongoing maintenance.
You set your resale price. You keep the client relationship. We agree the delivery scope.
ONE INQUIRY. AN ACCOUNTABLE NEXT STEP.
↓
01 / CapturePreserve the original
02 / OrganizeClassify & summarize
03 / Hand offDraft ready for review ↗
Illustration, not customer performance data.
TECHNICAL DELIVERY UNDER YOUR AGENCY’S BRAND
You sell the service.
We deliver the system.
For small marketing and web agencies with a client automation project to deliver, or implementation work they would rather outsource.
A working installation
We configure the agreed connections, test normal and failure paths, and document the setup in client-owned accounts.
A clear delivery boundary
Receive test evidence, operating instructions and a rollback plan. Add scoped maintenance when you need continued implementation support.
A SMALL WORKFLOW, COMPLETELY ACCOUNTED FOR
The space between
“new lead” and “next step.”
You own the client relationship. We implement a defined workflow in their existing tools, with failure handling and a documented handover.
Capture
One website form feeds one tracker. Keep the original message and prevent repeated submissions from creating repeated work.
Prepare
AI-assisted categorization and summaries help the team review inquiries. Approved information guides reply drafts.
Follow through
Give the owner a clear next step, remind them about unanswered inquiries, and surface failures for manual handling.
INTERACTIVE / SYNTHETIC DATA ONLY
Test the handoff.
This browser-only demonstration uses rules and approved text to simulate enrichment. It does not call an AI model, email anyone, or connect to a customer account.
WORKFLOW OUTPUTReady to test
- Choose a scenario and run the demonstration.
Reply draft
No draft yet.
CLEAR SCOPE. CLEAR HANDOVER.
Start with one workflow.
$750 per client installation
One inquiry source. One tracker. Categorization, summaries, draft preparation, notifications, reminders, and acceptance testing.
- 50% after scope agreement
- 50% after acceptance
- Client owns software and accounts
$1,500
The same defined implementation after the pilot stage. Extra sources, systems, or custom features require a separate scope.
OPTIONAL MAINTENANCE
$199 / month
Failure review, a monthly report, and one minor configuration change. No unlimited development or emergency coverage.
Prices shown are charged to your agency; your resale price is your decision. Software, model usage, and applicable taxes are separate. Availability and timing are confirmed in writing. No booking or revenue guarantee.
START WITH ONE CLIENT PROJECT
Have the client.
Need the implementation?
Tell us what your client needs to happen after a new inquiry arrives. A few sentences are enough to start. We’ll review the fit and scope before any payment.
Let’s discuss the workflow.
No technical brief or file download required. Start with your agency name and a short description of the client project.
Email us about a project ↗Opens your email app. You review and send the message. Please leave out passwords and customer records.
BEFORE WE START
Does the AI send messages or make promises?
Personalized messages remain drafts for human review. Any automatic acknowledgment uses client-approved text. The workflow does not decide prices, scheduling availability, refunds, or technical advice.
What happens if an integration fails?
The original inquiry is retained and an alert is queued for the responsible person. Each installation is tested for failures before launch, with a rollback procedure and manual fallback.
Will our agency keep the customer relationship?
Yes. Delivery can use your branding. The written agreement defines access, responsibilities, and the client’s authorization. We do not claim to be your employee or a certified platform partner.
Where does the workflow run?
In the client’s hosted software accounts. Initial projects are scoped around Make, Google Sheets and Gmail; other platforms require a compatibility review. This demonstration is a browser simulation, not a live client installation.