Professional Services
AI agents for consulting firms, marketing agencies, and professional service providers. Handle proposals, project management, content calendars, client success, and meeting prep.
5 specialists available
Proposal Writer
Sales
Drafts proposals from discovery notes, tracks sent proposals, and follows up — close more deals faster.
Project Manager
Delivery
Tracks deliverables, sends status updates, and flags at-risk items — projects stay on track automatically.
Content Calendar Manager
Marketing
Plans content, drafts briefs, assigns to team, and tracks publishing — your editorial calendar runs itself.
Client Success
Retention
Onboarding sequences, check-ins, renewal management, and upsell identification — retain and grow every client.
Meeting Prep & Follow-Up
Productivity
Pre-meeting briefs 1 hour before, post-meeting summaries same day, and action item tracking — every meeting is productive.
Related Team Packs
Deploy multiple professional services agents as a pre-wired team.
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