Agents help public relations firms follow emerging issues and keep client communications timely.
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.
Draft replies to introductions from clients and trusted contacts.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Prepare source-linked findings for client reports and note gaps.
Your research findings arrive in a source-linked table, with missing facts and unreadable pages clearly marked.
Turn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Tell 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.
Send approved absence replies and pass pressing client work to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
Welcome 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.
Send 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.
Research client questions and cite findings for project decisions.
Get a sourced answer in your team's question thread, with links to the pages read and a clear note where evidence conflicts.
Send approved engagement agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Draft client engagement scopes for review before sending.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Draft engagement proposals from discovery notes and approved fees.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.