AI-Agents for Consultants in Client Services in Advertising and Marketing working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Shape prospect needs into engagement drafts with clear scope questions.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsTurn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsTell clients who covers an engagement and flag urgent project emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsFlag client meeting invitations that overlap engagement work.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
7 toolsWelcome each new engagement with its agreed scope and kickoff steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSend completed reports to client stakeholders and flag missed deliveries.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 toolsSave client discussion and agreed next steps after each call.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
4 tools
