Stop Losing Time Chasing New Clients
Let an AI agent handle the busywork of recruiting and maintaining your client base.
Building and nurturing your client base eats up hours you could spend advising. Manual outreach, tracking, and follow-ups drain your energy and slow your growth.
The hidden cost
What this is really costing you
Recruiting and maintaining a strong client base means endless prospect research, follow-up emails, and updating contact records. Every week, you spend valuable time on repetitive admin tasks instead of client strategy. The constant juggling makes it hard to scale your business or focus on high-value relationships.
Time wasted
1.6 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,320/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Sticking to manual processes means missed opportunities, slower growth, and less time for personalized client service. You risk falling behind competitors who automate routine tasks.
Return on investment
The math speaks for itself
Today — without agent
1.6 hrs/week
of manual work
With your AI agent
0.3 hrs/week
agent-handled
You save
$1,885/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Researching a New Lead
You ask your agent to summarize a new prospect’s background and recent activity before your first call.
Drafting Personalized Follow-Ups
You ask your agent to write a follow-up email for a client you met last week, referencing your meeting notes.
Updating Client Information
You ask your agent to log new details after a client meeting, ensuring your records stay current.
Reviewing Outreach Gaps
You ask your agent to show which clients haven’t been contacted in the past month, so you never miss a touchpoint.
How to hire your agent
Connect your tools
Link your client acquisition, financial planning, and document management tools to centralize your workflow.
Tell your agent what you need
Type: 'Summarize my last five client meetings and draft follow-up emails for each.'
Agent gets it done
The agent delivers meeting summaries and ready-to-send follow-up drafts, all organized by client.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Prospect Research Summaries
The agent quickly compiles background info and key details on potential clients so you’re always prepared.
Automated Follow-Up Drafts
It generates personalized follow-up messages based on your notes and client history.
Contact Record Updates
It organizes and updates client records after every interaction, keeping your database accurate.
Client Segmentation Suggestions
The agent analyzes your client list and suggests segments for targeted outreach.
Outreach Tracking Reports
It summarizes your outreach activity so you can see who needs attention at a glance.
AI Agent FAQ
Hire your AI agent
Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.
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