What it does · Follow-ups
Your second brain to follow up with everyone.
Every lead, quote, invoice, and quiet client chased on schedule, in your voice, so nothing dies because following up felt like pestering. Built on your second brain.
Built with you, live, one-on-one. Starts with a conversation.
01 / The problem
Not following up is a pay cut.
You already know the quote you sent Tuesday needs a nudge. You also feel like a pest sending it, so it waits, and waiting is expensive.
Most quotes get one email and then silence. The job usually goes to whoever chased on day 3, 7, and 14, because persistence reads as competence.
The sticky-note system fails about once a month, and it’s never the small one. It’s the $2,000 callback that slipped behind the visor.
Half a pipeline can leak through plain post-call admin: the follow-up you meant to send, the ‘call me in March’ nobody wrote down.
Drip tools don’t fix it. Sequences keep firing after circumstances change, and the $600–900/mo engagement platform locks you into an annual contract to send emails that sound like a platform.
The fix has to do the emotional labor for you: drafts in your voice, on schedule, behind your approval, so persistence stops requiring willpower.
02 / How it works
From your brain to done.
Not another standalone tool with its own login and its own amnesia: this is a capability wired into the brain that already knows your business.
Step 1
It knows who’s waiting
Outstanding quotes, unpaid invoices, leads gone quiet, files nobody’s touched, pulled from the systems you already use.
Step 2
It drafts the nudge in your voice
Not a template blast. The day-7 note about the kitchen remodel references the kitchen remodel, and sounds like you, because it learned from what you’ve written.
Step 3
You approve (or set standing rules)
One tap to send, or rules for the routine chases (invoices at 30, 45, 60 days). Nothing outside your rules ever goes out alone.
Step 4
It remembers the answer
Replies update the file. It knows who said “call me in March,” and it brings them back in March.
03 / In your business
Same capability. Your world.
Sales
The day-3/7/14 cadence runs itself, so the pipeline stops leaking through follow-up guilt.
For founders and small sales teams →
Contractors
Estimates chased while you’re on the roof; the stale-quote list is in your 5:30 AM brief.
For contractors and home-service businesses →
Bookkeeping
Missing-statement reminders in the tone that works per client, and the one who needs a phone call is flagged.
For bookkeepers and small accounting firms →
Insurance
Renewal follow-ups stop falling through the cracks when someone’s on vacation.
For independent insurance agents and small agencies →
Real estate
Every open-house sign-in gets a personal follow-up the same evening.
For real estate agents →
Law
The matter nobody’s touched in sixty days surfaces itself, with the nudge email already drafted.
For solo and small-firm attorneys →
04 / What you get
What you walk away with.
Your foundation goes live in your build session; this capability gets built on top of it after, with your own brain and our help, or done for you. Once it’s on, this is what runs every day:
- A chase list that runs itself: quotes, invoices, quiet clients, and ‘call me in March’ all tracked.
- Every nudge drafted in your voice with real context, never a template blast.
- Standing rules where you want them (invoices at 30, 45, 60 days), approval taps everywhere else.
- A pipeline that stops leaking while you do the actual work.
05 / Permissions
It does what you tell it to do.
Give it as many permissions or as few as you want. You decide what it handles on its own, what waits for your tap, and what it never touches. Start with everything passing through you, hand over the routine as it earns trust, and tighten or loosen any of it anytime. This is how we set it up on day one, and every line of it is yours to change:
- Approval gates by default: nothing goes out alone until you create a standing rule.
- Your voice, learned from your writing, never the “I hope this email finds you well” bot.
- You set the persistence: how often, for how long, and it stops the moment someone asks.
- Every touch is logged, so the whole history lives in one place.
06 / The offer
Two ways to get one.
Build it with us, one-on-one, or hand us the keys. Either way you end up with a second brain that knows your business.
Done with you
The Build
$2,000one time · then $100/mo
$2,000 today starts your build. Your first month of membership comes with it, so the $100/mo starts 30 days later and you can cancel anytime.
How it happens
A private working session
One-on-one, live, scheduled around your calendar
It starts with a conversation: tell our assistant about your business, grab a quick call with the team, and we get your session on the books.
You leave with
- Your second brain, running: the memory loaded with your business, your voice, and the working basics, built with you live
- Every tool and template we use, yours to keep
- The exact system we use ourselves, and the map of what to add next
The $100/mo keeps it growing
- Help when you’re stuck: bring the question, leave with it working
- We keep building with you: the next capabilities (email, content, posting, research) added one at a time
- Build sessions and walkthroughs, recorded and documented, a library that grows
- Month to month, cancel anytime
Done for you
The Custom Build
Customquoted after an audit of your business
Want it done for you? That’s its own engagement, quoted after an audit. We look at your business, quote the work, then design and build the system around how your operation actually runs, integrated with the tools you already use.
- Starts with an audit: your business, your systems, what actually needs building
- Quoted up front, one capability or the entire system
- Built by the team that runs on it themselves, every day
- Delivered running, with you and your team trained on it
- Ongoing support if you want it
The build sets the foundation. Every capability after that (email management, content creation, posting, document work) you add one of three ways: build it with your own brain, build it with our help, or have us build it for you, quoted separately.
Questions
Will it sound like AI?
It drafts from your sent mail and your rules, not from the internet’s average sentence. If a note doesn’t sound like you, you fix it once, and it stays fixed.
Can it send without me?
Only where you’ve set standing rules (routine invoice reminders, say). Everything else waits for your tap.
Does it replace my CRM?
No, it feeds it. Your CRM stays the system of record, finally up to date, and every chase is logged there.
What’s the right follow-up schedule?
Day 3, 7, and 14 is the classic starting cadence, but the real answer is whatever you’d do with infinite attention. The brain’s job is making your judgment scale, with back-off rules so persistence never becomes spam.
Your first brain got you here.
The second one takes the busywork, holds the memory, and never clocks out. Done with you, or done for you.
Want it done for you instead? We audit, quote, and build. Talk to us.