Workflow Library.
State-machine workflows that run end-to-end across systems. Each workflow is a sequence of states an agent moves through to take a real operational outcome over the line.
90-Day Customer Onboarding
customer-success
A structured 90-day onboarding sequence — from contract signed to first business outcome — that keeps the customer engaged, surfaces friction early, and books the 90-day check-in before the relationship cools.
Missed Call Response
customer-recovery
Inbound call gets missed → agent calls back (or texts) within minutes, qualifies the caller, books the right next action, and logs the entire sequence to the CRM. Designed for small businesses that lose money to voicemail.
Morning Brief
operations
Every weekday morning, the agent prepares a one-screen briefing: what happened overnight, what's on today, what needs the owner's attention, what's deferred. Replaces three apps and an hour of meetings.
Quote and Follow-Up
sales
From quote sent to deal closed (or formally dropped) — the agent runs the follow-up cadence, answers mid-cycle questions, surfaces the right next-step, and never lets a quote die in someone's inbox.