For agencies

You bring the clients in. You're the last to know when one's unhappy.

Go pro on AI before you make another hire.

Give us just a few minutes a day for 14 days, and you'll have your Chief of Staff, Chief Revenue and Chief Operations agents running on one brain that knows your business. Then Matt and the team coach you every week so AI actually makes you money.

Get your game plan

Starts with a 27-minute call with our team.
We'll pick the first job your agents take off your plate.

Matt Verlaque at a whiteboard
The playbooks behind your agents3,000 companiesdoing $1.2B in combined revenue. Your agents start from what worked for them.

Hey, it's Matt.

How'd you find out about the last client who left?

For a lot of agency owners I talk to, it's the month-end report.

An account manager sends over the cancellations, and one of them is a client you thought was fine. Then you look back and the signs were all there. A new point of contact. Slower replies. A monthly meeting where they nodded along and kept maybe 10% of it.

Meanwhile you're still closing most of the new business, because nobody sells the agency like you do. So you're on sales calls while your account managers, each carrying a dozen-plus accounts, ping you with "what did we promise them?" because the answer is in your head and a kickoff call from March.

And the reporting. Pulled from three tools, merged by hand because Meta won't talk to anything, sent as a PDF the client skims.

Maybe you've built dashboards for it, or hired a developer to. They show the numbers. They don't tell you which client is drifting.

Your team does good work. The client just has to see it, and you have to see who's drifting before they cancel. That's what the agents take.

GMAILMarcus LeeRe: Q4 retainer - quick question on scope
SLACK · DMPriya (account manager)what did we promise Lumen on the kickoff?
CALENDARNew business call in 10 minBrightwell · no notes

The pattern:

Clients don't cancel out of nowhere. They drift.

A new contact on their side. Slower replies. A monthly meeting that gets pushed twice. The signs are there months before the cancellation email. They're just spread across five inboxes and an account manager's memory, so you find out at month end. Here's how a retainer usually slips, and where each agent steps in.

Month 1

Kickoff. A dozen things promised on one call.

Chief of Staff Agent

Every promise logged to the account in the brain, so nobody has to ask you later.

Month 3

The results report goes out. They skim it.

Chief of Staff Agent

Preps you for the monthly call: results since last time, what's open, what they asked for.

Month 5

New point of contact on their side.

Chief Revenue Agent

Flags the change and drafts your intro to the new person.

Month 7

Replies slow down. The monthly call gets pushed.

Chief Operations Agent

Puts the account on your morning brief as going quiet.

Month 10

Renewal's 60 days out. Nobody's raised it.

Chief Revenue Agent

Drafts the renewal conversation, with the results that make the case.

Your account managers still own the relationship. You just stop being the last to know.

The agents:

Three agents that keep accounts warm and new business moving.

Chief of Staff Agent

Your priorities, your inbox, every meeting.

Sorts your inbox by account, so the client who needs you today is on top. Logs every kickoff promise and every "we'll get back to you on that" to the account, so your account managers check the brain instead of checking with you. Before each client meeting: results since last time, what's open, who's new on their side.

Chief Revenue Agent

Every deal, follow-up and renewal.

Answers new-business enquiries while you're on client calls, and follows up on every proposal that's out. Sixty days before a retainer renews, it drafts the conversation with the results that make the case. And when a client's had a great quarter, it drafts the referral ask.

Chief Operations Agent

Your numbers, your bottleneck, your team.

Every morning: retainer revenue, renewals coming up, accounts per account manager and which clients have gone quiet. If you track time, ask it which account eats the most of your team's week.

Nothing goes to a client without a yes from you or the account lead.

Get your game plan
Chief Revenue Agent
Today 8:10 AM

Northpeak's retainer renews in 45 days

1.Nobody's raised the renewal with them yet.
2.Their last campaign came in 22% over target.
3.Two "quick adds" last month aren't in the SOW.
Gmail

Re: Northpeak Q1 plan

ToMarcus Lee

Hi Marcus, wanted to get ahead of Q1. The last campaign came in 22% over target, and I'd love to show you what we'd do next quarter.

Got 30 minutes next week?

Needs approval DiscardSend email
I also drafted a note on the two scope adds.
Message Chief Revenue Agent

"My team's slammed. I can't hand them another tool to learn."

Fair. The last thing you want is a make-work project where everybody spends a month learning a new platform.

They don't build it. They don't maintain it. The agents prep and draft, your people review and send, and the context they used to come ask you for is just there. My team builds it, wires it and fixes it when something breaks. That's in what you pay us. Each person gets their own Grok Bot reading the same brain, sees only what they're allowed to, and costs nothing extra from us beyond their own Premium plan.

And if someone's quietly wondering whether this is about them, it isn't. This is about the next person you were going to have to hire to keep up.

Bring the account you're most worried about.

We'll look at your accounts, your renewals and your new-business pipeline, and pick the first job for each agent. If what you really need is another account manager and not agents, I'll tell you that. We'll cover price too.

Get your game plan

- Matt

P.S. Quick test: name your next three renewals and how each client feels about you right now. If you had to open a spreadsheet, or guess, book the call.