Find & win the right clients
Research suitable businesses, prepare outreach and follow up on replies. Carry qualification, scope and promises into the client relationship.
Explore the sales systemBuilt for agencies
Find clients.
Deliver the work.
Connect new business, client management and internal delivery in an AI-native workspace. Give your team AI agents that move work forward, with reporting on client results and your agency’s performance.
Start with one workflow or connect several. Built in your agency’s accounts, around the tools you use.
Your businessOne shared workspace.Context · work · decisions
Explore a connection. Your build follows your scope.
01 / Across your agency
From the first lead to the next renewal.
Your sales, account and delivery teams work on the same client relationship. We can connect the recurring work and the information each team needs.
Onboard & coordinate
Turn an agreed project into a brief, access checklist and next steps. Keep client requests, approvals and outstanding decisions with the account.
Explore client coordinationPlan & deliver the work
Connect briefs, capacity and deadlines. Prepare research or static-ad concepts, flag dependencies and route work to the right reviewer.
Explore static-ad productionReport on client performance
Bring campaign or service results together, explain what changed and prepare the next recommendation. Build reports around what each client is paying you to achieve.
Explore client reportingManage agency performance
Compare planned work with time, budgets and capacity. Surface scope pressure, prepare billing checks and bring delivery context into retainer and renewal decisions.
See a delivery example02 / Keep delivery on course
More work ahead.
Less budget left.
A retainer’s remaining budget no longer covers the planned work. Your team needs the reason and a practical next step before the next client update.
Illustrative custom-build example, not an agency-client result.
Bring the facts together
Compare planned tasks, recorded time and remaining budget. Include revision requests and outstanding client decisions.
Prepare the options
Summarize the pressure on delivery. Suggest a revised plan, a scope clarification or a conversation with the client.
Follow the chosen plan
Your account lead decides. Update permitted tasks and reminders, then track whether effort and delivery follow the new plan.
The first handoff matters too
Start delivery with the agreed scope.
An onboarding workflow can turn sales notes into a draft brief, identify missing access or materials and prepare next actions. Your account lead confirms the commitments before work begins.
03 / Your agency’s operating view
One place to see it.
A team to act on it.
A custom dashboard connects your CRM, project tools, email and authorized client data. AI agents handle the recurring work around those records.
Know the client context
Keep the relevant brief, conversations, approvals and next actions together. Scope client separation and access around your agency.
See delivery and capacity
Bring workload, deadlines, dependencies and budget pressure into the planning view. Give leads the context to adjust the work.
Track both kinds of performance
Client campaign results and agency profitability answer different questions. Give each its own metrics, sources and follow-through.
04 / Before you start
A few practical questions.
Do we need to replace our CRM or project tool?
Useful tools can stay. We first check what they handle well and where work gets lost between them. Your agency may need one focused automation, several connected agents or a central dashboard. We agree the scope together.
What is already built, and what would be custom?
We run lead discovery, outreach, replies and booking tracking internally at limited scale. Our broader experience includes commerce reporting and static-ad production. Agency-specific onboarding, resource planning and commercial reporting are custom scopes; the examples here are not completed agency projects.
How much control do our account leads keep?
You choose the actions agents may take and what needs review. Changes to client promises, scope and budget have agreed boundaries. Connections to client accounts require authorized access, with client information and permissions scoped for the build.
Who owns the system and runs it after handover?
Your agency owns the completed build in its accounts and can operate it independently. We agree deliverables and a custom quote before starting. Optional Vulc support covers maintenance, fixes and small updates; hosting, model and connected-tool costs remain.