Its first job is the one that costs you the most when it slips: your inbox and your follow-ups. It sorts, drafts, chases unsigned proposals and unpaid invoices, and asks for your OK before anything goes out.
Every morning at 8:30, and every Monday in its report card.
Illustrative example.
Every follow-up waits for your OK. You approve, edit or refuse in one click, from your email or your phone.
Routine follow-ups go out on their own, during your hours, and you see them in the brief.
It handles follow-ups end to end. You read the report card. One mistake with a client, and it asks for your OK again.
In your email (Gmail or Outlook), your shared Drive folders, HubSpot and Stripe. It writes from your own mailbox, so clients see your address.
It writes in your tone, from your mailbox, within the limits you set. You decide during onboarding how follow-ups are signed.
It reads the reply, updates the brief and prepares an answer for your OK. Anything sensitive, like a dispute or a discount request, always comes back to you.
Not yet. It works from your email, Drive, HubSpot and Stripe. Accounting software like QuickBooks is not connected yet.
One session with the founder: job description, connections, and your first follow-ups go out the same day, once you approve them.
Free 20-minute call. Bring 5 overdue proposals or invoices: we'll draft their follow-ups together, live.