02  APPROACH · MEET THE TEAM

Every agent here was built to run a real business1 and refined into a template2. Then it is fitted to each partner3 and kept under a person’s eye4

Each one arrives with a résumé like any good hire

Helena Desk, the customer support replies agent
RÉSUMÉHelena Desk(customer support replies)
1EXPERIENCEBuilt in one of our businesses to draft a reply to every support ticket
2TRAININGA tested template so nothing starts from a blank page
3ONBOARDINGFitted to your help desk and to your tone and policies
4REPORTS TOYour head of support reviews every reply
Penny Ledger, the bookkeeping agent
RÉSUMÉPenny Ledger(bookkeeping)
1EXPERIENCEBuilt in one of our businesses to code every transaction and draft the month-end close
2TRAININGA tested close checklist so every month runs the same way
3ONBOARDINGFitted to your chart of accounts and your accounting system
4REPORTS TOYour controller approves every close
Pip Line, the CRM and pipeline agent
RÉSUMÉPip Line(CRM and pipeline)
1EXPERIENCEBuilt in one of our businesses to update the CRM after every sales call
2TRAININGA tested template that flags any deal going quiet
3ONBOARDINGFitted to your CRM and to your sales stages
4REPORTS TOYour head of sales sees every flag
Dash Riley, the dashboards agent
RÉSUMÉDash Riley(dashboards)
1EXPERIENCEBuilt in one of our businesses to turn plain-English questions into dashboards
2TRAININGTested templates for the numbers every owner asks about
3ONBOARDINGConnected to your own systems and your own definitions
4REPORTS TOYour finance lead checks every number before it goes out
Gantt Gary, the project management agent
RÉSUMÉGantt Gary(project management)
1EXPERIENCEBuilt in one of our businesses to track every project and chase the deadlines
2TRAININGA tested template so every project starts with a plan
3ONBOARDINGFitted to your project tools and to your team’s calendar
4REPORTS TOEach project owner signs off every update
Drag it anywhere on the page or press Enter to deal it aside · arrow keys nudge it · Escape sends it home

One team of agents for each part of the business

EXHIBIT A

Finance and accounting

Books and bills closed on time and forecasts kept current every month

THE TEAM
BUSINESS OUTCOMES
Penny Ledger, the bookkeeping agent
Penny Ledger(bookkeeping)Codes every transaction and drafts the month-end close

Books closed by business day 5 instead of day 20

Bill Collins, the payables and receivables agent
Bill Collins(payables and receivables)Pays approved bills and chases late invoices

A 13-week cash forecast updated every Monday

Forrest Cast, the forecasting agent
Forrest Cast(forecasting)Updates the cash forecast and budget every week

No late fees and no missed vendor payments

EXHIBIT B

People and payroll

Payroll and hiring plus the HR questions that fill an owner’s week

THE TEAM
BUSINESS OUTCOMES
Paige Roll, the payroll agent
Paige Roll(payroll)Prepares each payroll run for approval in Slack

Payroll approved in one Slack message

Hiram Fast, the recruiting agent
Hiram Fast(recruiting)Screens applicants and schedules interviews

Every applicant screened within 24 hours

Bennie Fitz, the HR admin agent
Bennie Fitz(HR admin)Handles onboarding and benefits and keeps policies current

New hires set up before their first day

EXHIBIT C

Data and analytics

Answers from your own numbers the moment you ask

THE TEAM
BUSINESS OUTCOMES
Dash Riley, the dashboards agent
Dash Riley(dashboards)Builds a custom dashboard from a plain-English question

Answers in minutes instead of a week of spreadsheet work

Kay Pierce, the KPI watch agent
Kay Pierce(KPI watch)Checks the numbers every morning and flags anything off trend

One dashboard the whole team trusts

Query Quinn, the analysis agent
Query Quinn(analysis)Answers one-off questions and shows the data behind each answer

A morning alert when a key number moves

EXHIBIT D

Customer support

Fast and consistent answers for every customer with a person in the loop

THE TEAM
BUSINESS OUTCOMES
Helena Desk, the support replies agent
Helena Desk(support replies)Drafts a reply to every ticket for a person to review

First replies in under an hour around the clock

Rhea View, the quality review agent
Rhea View(quality review)Scores every reply and spots trends

Twice the ticket volume with no new hires

Faye Q, the help center agent
Faye Q(help center)Keeps help articles current from real tickets

A help center that answers the common questions first

EXHIBIT E

Sales and marketing

A clean pipeline and steady outreach without a sales ops hire

THE TEAM
BUSINESS OUTCOMES
Pip Line, the CRM and pipeline agent
Pip Line(CRM and pipeline)Updates the CRM after every call and flags deals going quiet

A CRM that is current after every call

Lee Gen, the lead research agent
Lee Gen(lead research)Researches and enriches new leads before outreach

No deal goes quiet without someone knowing

Cam Payne, the campaigns agent
Cam Payne(campaigns)Drafts and schedules email campaigns for review

Campaigns out on schedule every month

EXHIBIT F

Chief of staff

Meetings · follow-ups · projects · company memory

THE TEAM
BUSINESS OUTCOMES
Minnie Utes, the meeting notes agent
Minnie Utes(meeting notes)Reads every call transcript and logs the follow-ups

Every follow-up from every meeting logged and done

Gantt Gary, the project management agent
Gantt Gary(project management)Tracks every project and chases the deadlines

Deadlines tracked without a weekly status meeting

Wiki Wanda, the company memory agent
Wiki Wanda(company memory)Adds what the team learns to the knowledge base

New hires get up to speed from the company’s own notes

EXHIBIT G

Corporate development

Sourcing and research plus diligence and decks to buy or sell a company or raise capital

THE TEAM
BUSINESS OUTCOMES
Scout Sterling, the sourcing agent
Scout Sterling(sourcing)Builds and scores target lists from an investment thesis

A scored list of targets that fit the thesis

Archie Vist, the research agent
Archie Vist(research)Writes an industry digest twice a week

A data room ready before the buyer asks

Dee Dee Reyes, the diligence and data room agent
Dee Dee Reyes(diligence and data room)Organizes the data room and tracks every request

Board and investor decks in hours instead of weeks

Deckard, the deck design agent
Deckard(deck design)Turns a storyboard into a finished presentation in your brand
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