Templates · Road: cash-flow
Agencies & services
Marketing agencies, studios, consultants and recruiters who sell their time and need a steady pipeline.
Marketing agenciesDev studiosDesign studiosConsultingRecruitingPR agencies
The goal it tracks
New signed clients a month
Signed clients and margin. Your team plans every week toward it and reports in money.
Your team
AI CEOsets the goal, splits the work, reports to you
Salesbuyers who fit your services and size
Outreachtwo-line letters and follow-ups for your OK
Case pagespages from the work you already did
Contentposts that show how you think
Your first week
- A list of buyers who fit, with why
- Letters and follow-ups ready for your OK
- Two case pages from your past work
Every week after
- New buyers added and written to
- Replies answered the same day
- One case page or post a week
Co-pilot: the team says what it does next and why; press Stop on anything you do not want.
Other templates: Startups & SaaS · Info business & creators · E-commerce · Local & offline · Professional services · Just an idea