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Monthly Bookkeeping Agent
A deployable AI agent that runs your monthly close, BAS prep, and cash flow updates — AU-tax compliant. Configure once, run every month.
Quote follow-up sequence (3 touches over 10 days)
Three follow-up messages for the quote that went silent: a friendly nudge, a useful re-frame, a final "should I close this off" check. Stops you ghosting your own pipeline.
Coach intro video under 30 seconds for a course landing page
A 25-second coach intro video for a course landing page in Higgsfield. Window-lit, locked-off medium close-up, with a tight 5-beat script that ends in a soft CTA. Two lighting variations for A/B testing.
Cold pitch sequence agent (3 emails over 3 weeks)
A 3-email cold sequence that opens with a specific observation about their work, follows with proof, and closes the loop gracefully - useful over persistent.
Win-back agent for clients gone 3+ months
A 5-piece win-back pack: the main message, a short version, a "yes" reply, a graceful "no" reply, and the internal update - so the loop closes cleanly either way.
Standing weekly order email to a new supplier
A reusable standing weekly order template for a new supplier — items, quantities, delivery window, substitution rule, payment terms, and a single-name contact for issues. Reply 'confirmed' closes the loop.
Repeat no-show — deposit-going-forward conversation
A firm-but-warm follow-up to a repeat no-show that sets a deposit-going-forward rule without lecturing. Tone shifts at the close depending on whether you actually want to keep them.
Pre-debt-collector final notice with prompt-pay discount
A pre-debt-collector final notice that offers a prompt-pay discount as the rational off-ramp before referral. Calm, commercial, names the alternative without threatening. The "I'd rather we close this than hand it off" line is the unlock.
Suburb market update newsletter agent
Writes the monthly suburb market update for your database — numbers, narrative, hero listings, and the soft call-to-list close.
Owner pitch agent (PM)
Builds the property management pitch for a new investor lead — fee structure, services, and the gentle close.
Build a Sunday system reset
Plans a 60-minute Sunday reset that closes the week and sets up the next.
Run a card sort study
Designs an open or closed card sort study for IA decisions.
Run an end-of-month bookkeeping close
Full month-end close checklist for an AU small business: reconciliations, accruals, anomaly hunt, and a clean handoff pack for the accountant.
Build an 'end of quarter' ritual
Drafts an end-of-quarter ritual to close out, learn, and reset.
Campaign launch plan agent
Maps a 6-week launch — pre-launch hype, open, push, close — across email, social, and paid, with the exact assets needed.
Build a 'voice of customer' Slack channel
Sets up a recurring 'voice of customer' Slack channel that keeps the team close to users.
Workflow: bookkeeping prep for monthly close
Runs the monthly bookkeeping prep — categorisation, reconciliation, exception flagging.
Workflow: sales-to-CSM handoff coordinator
Generates the handoff doc + kickoff plan when a deal closes from sales to customer success.
Discovery call agent
Runs through a discovery call structure with you — qualifying questions, listening cues, the soft close, and the follow-up email.
Build an evening shutdown ritual
Designs an evening shutdown ritual that closes the workday and protects sleep.
Quote chase sequence agent
Sent a quote, no reply. This agent runs the 4-touch follow-up sequence over 21 days — friendly nudge, value-add, soft urgency, graceful close.
Email list nurture agent (coach)
Plans a month of weekly emails for a coach's list — themes, hooks, and the soft close that keeps the offer alive.
Build a financial close checklist
Drafts a month-end financial close checklist for a small finance team.
Run a Xero year-end close (AU FY)
Full 30 June Xero year-end workflow — finalise STP, lock the books, prepare for tax agent, generate the FY pack.
Workflow: 'why we lost' deal review
Conducts a structured 'why we lost' debrief after a closed-lost deal to extract real learnings.