Templates · Road: cash-flow
Professional services
Law firms, accountants, real estate, insurance and architecture practices that win clients on trust.
Law firmsAccountingReal estateInsuranceArchitecture
The goal it tracks
New clients and retainers
Clients and retainers. Your team plans every week toward it and reports in money.
Your team
AI CEOsets the goal, splits the work, reports to you
Salesclients and partners who fit
Contentanswers to the questions clients ask
SEOpages found in Google and AI answers
Outreachnotes to partners who refer clients
Your first week
- Pages that answer client questions
- A note to partners who refer clients
- A monthly report from your numbers
Every week after
- One answer page a week
- Referral partners kept warm
- A note on new clients and where they came from
Co-pilot: the team says what it does next and why; press Stop on anything you do not want.
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