Multi-step quoting workflow: customer brief → site checklist → labour & materials breakdown → quote email + signed acceptance link. One agent, one job won.

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SMS promo to your customer list that doesn't feel like spam

One text to your past customers that books work without burning goodwill - includes the compliance bits.

Answer customer questions on your Google Business Profile

Drafts clear answers to the questions customers ask in the GBP Q&A section, so the answer sells for you while you're on the tools.

Win-back email to past customers (seasonal reminder)

Emails your old customer list with a seasonal reason to book you again - the cheapest leads you'll ever get.

Referral program message for happy customers

The message you send after a good job that turns one happy customer into two or three - with the incentive framed right.

Quarterly customer newsletter from three recent jobs

Turns three recent jobs into a short email newsletter that keeps you top of mind between callouts.

Annual pricing review check

Walks you through an annual pricing review without spiralling: are you charging your worth, what to raise, what to leave, how to tell customers without losing them.

Quote reply to a customer enquiry

Drafts a friendly reply to "how much does it cost?" with the quote, what's included, what isn't, and a clear next step. So you stop disappearing for two days then sending a wall of text.

Rate increase letter to existing customers

Drafts the rate increase email that doesn't apologise to death. Explains why, gives notice, offers a small loyalty option for the long-timers.

Real-time X listening on what AU customers are saying

Live X social listening through Grok. Surfaces recent posts, themes, reply opportunities, and one contrarian signal so you know what your market is actually saying today.

Build a customer knowledge base FAQ from saved comms

A Notion AI agent that reads your saved customer comms and produces a frequency-ranked public FAQ with tags, plus three product / onboarding improvements that would prevent the same questions in future.

Restore and upscale a low-res customer photo for a testimonial graphic

Restore + upscale a small grainy customer photo for a testimonial graphic without inventing a different face. Covers upscaler choice, the safe denoising range, face-fix weights, and a 3-point integrity check.

Refund approval reply that keeps the customer

A refund approval that confirms in line 1, acknowledges the specific issue, lays out the process, and (optionally) keeps the door open for next time. Doesn't use the "we apologise for any inconvenience" line.

Carrier delay update — proactive group email

A proactive batch email when a carrier delay hits — tells customers before they ask, explains in plain English, gives a revised ETA + tracking link + apology offer. Beats the inbox flood.

Single-customer shipping apology with a revised ETA

A one-customer shipping reply that gives the real location, the real reason, and a revised ETA they can plan around. Includes a workaround if the order was time-sensitive.

Write a sales-to-CSM handoff

Drafts a structured sales-to-CSM handoff document so customers don't repeat themselves.

Customer research interview agent

Builds the interview script, runs the playback analysis from your notes, and pulls out the messaging gold.

Workflow: customer success daily briefing

Generates a daily briefing for CSMs covering at-risk accounts, expansion signals, and tasks.

Workflow: customer interview scheduling automator

Automates the recruit + schedule + reminder workflow for customer interviews.

Workflow: customer interview research → product backlog

Translates customer interview themes into prioritised product backlog items.

Customer testimonial agent

Turns a raw customer interview or survey response into a polished testimonial across formats — quote card, long-form story, video script.

Build a 'customer interview to insight' workflow

Streamlines the workflow from raw interview to shippable insight.

Shipping delay heads-up message

A 3-line email that gets ahead of the angry-customer email. Apologises specifically, gives a clear new ETA, offers something small.

Workflow: customer onboarding video kit generator

Generates a customer onboarding video kit — record once, watch many times.

Lapsed customer interview script

Build the questions that get a churned customer to tell you the actual reason they left, not the polite one.

Run a longitudinal customer study

Designs a longitudinal study tracking the same customers over time.

Run a customer journey mapping workshop

Designs a customer journey mapping workshop with stakeholders.

Workflow: changelog generator from git history

Generates customer-facing changelog entries from a week of git commits.

Workflow: customer interview transcription + tagging

Processes customer interview recordings into searchable, tagged repository entries.

Workflow: weekly customer interview synthesis

Synthesises the week's customer interviews into a single team-facing insights post.

Write a 'we're raising prices' email

Drafts a transparent price-increase email to existing customers that retains trust.

Run a customer discovery interview

Conducts a 30-minute jobs-to-be-done customer discovery interview with structured probes.

Write a customer success email

Drafts a customer success email that drives adoption and surfaces expansion or risk.

Post-purchase magic-moment map

Find the exact moment customers fall in love with the product, so the whole campaign can chase that feeling.

Customer enquiry triage agent

Customer enquiry comes in via SMS/email/FB. This agent classifies it, drafts the right reply, and either books a quote visit or kills it gracefully.

Write a customer interview script

Drafts a 30-minute customer interview guide that surfaces real insights, not validation.

Write 'what's new' release notes for marketing

Drafts customer-facing release notes that highlight value, not just features.

Workflow: pricing change rollout coordinator

Plans + executes a pricing change with customer comms, sales enablement, and ops updates.

End-of-financial-year customer thank-you with referral ask

Sent to past customers around June/July. Thanks them, mentions you're booking the next financial year, asks for referrals.

Workflow: customer interview → product positioning

Translates customer interviews into refined product positioning.

Customer reactivation agent

Pulls past customers who haven't been seen in 12+ months, segments them by job type, drafts personalised reactivation messages tailored to each segment.

Customer thank-you + review request agent

End-of-job sequence: thank-you SMS day-of, follow-up day 3 with review request, gentle re-ask day 14 if no review yet. Calibrated to not be pushy.

End-of-week admin agent

Friday afternoon catch-up: drafts the customer follow-ups, pulls together the week's invoices, books in next week's jobs, lists what to chase on Monday.

Insurance claim cover letter for a repair job

Professional cover letter to attach to a quote when the customer is making an insurance claim. Helps the claim get approved.

Customer interview synthesis

Compress raw interview transcripts into the patterns, contradictions, and one insight worth briefing a campaign on.

Pricing review agent (annual)

Once-a-year deep dive on whether your pricing is keeping up. Compares your rates to market, models a price-rise scenario, drafts the announcement to existing customers.

Faulty product apology + replacement reply

A specific apology for a genuinely faulty product. Names the fault back, offers a clear next step, and keeps the customer.

Competitor customer poaching map

Find where unhappy customers of your competitors vent, then build a switching message that meets them there.

Workflow: 'first 100 customers' founder-led GTM

Founder-led playbook for getting from 0 to first 100 customers without paid ads.

Brand manifesto draft

Draft a brand manifesto that customers could read aloud without cringing - no false poetry, no purpose theatre.

Workflow: customer renewal campaign

Runs the renewal campaign for a cohort of customers approaching contract end.

Workflow: customer-facing FAQ generator

Generates a customer-facing FAQ from real support tickets + sales objections.

Workflow: 'before I press send' email check

Pre-send checklist for any high-stakes email — board, customer, investor, internal.

Build an LTV prediction model

Designs a customer LTV prediction model with features and validation.

Write 5 'social proof' caption variations

Generates five caption variations spotlighting customer wins for social posts.

Workflow: ABN + tax invoice compliance check

Checks every customer + vendor invoice for AU ABN + GST compliance.

Win-back email for lapsed customers (90+ days)

Klaviyo / Shopify-Email-ready win-back for customers who haven't bought in 90+ days. Subject options + preview text + body + PS — paste straight in.

Build a customer council run-of-show

Plans the agenda and facilitation for a customer council meeting.

Workflow: 'turn customer feedback into product backlog'

Translates customer feedback (any source) into prioritised backlog items.

Workflow: customer success quarterly business review

Generates the QBR for each strategic customer with metrics, value delivered, and next steps.

Build a contract review framework

Provides a framework for non-lawyers reviewing customer + vendor contracts.

Workflow: churn-risk early warning + save plays

Identifies at-risk customers from usage signals and triggers tailored save plays.

Build a brand 'this is us' video script

Drafts a 90-second 'this is us' brand video script with founders, customers, and craft moments.

Workflow: monthly customer expansion campaign

Runs a monthly expansion campaign for customers showing growth signals.

Workflow: '5 customer calls per week' system

Sets up the discipline of 5 customer calls per week + the synthesis routine.

Workflow: 'should I take this customer call' triage

Decides whether the founder should take a specific customer call.

Build a 'vibe check' research method

Designs a fast-and-cheap weekly 'vibe check' to capture customer sentiment without full research.

Workflow: customer onboarding email sequence

Designs a 14-day onboarding email sequence that drives activation, not just welcome messages.

Refund request — fast, empathetic reply

A two-paragraph reply that approves (or explains) the refund without making the customer feel like a problem. Saves both sides time.

Workflow: Stripe revenue analysis pipeline

Pulls Stripe data and analyses revenue patterns, churn, and customer cohort behaviour.

Build a customer credit policy

Drafts a credit policy covering credit checks, terms, and collection.

Cohort retention analysis

Run a cohort retention analysis that tells you which acquisition channel is buying you customers worth keeping.

Write a customer case study

Drafts a problem-solution-result case study from raw interview notes.

Write a 'no' email to a feature request

Drafts a respectful 'no' to a customer feature request that strengthens the relationship.

Run a 'jobs to be done' workshop

Designs a JTBD workshop with the team to articulate the jobs customers hire your product for.

Variation order — when scope expands mid-job

Mid-job, customer wants to add or change something. This drafts the variation email so it's documented before you do the work.

Build a 'creator funnel' content map

Maps content across the creator funnel from awareness to paying customer.

Write a sales QBR template

Drafts a customer-facing quarterly business review template that drives renewal and expansion.

Write a reference selling guide

Builds a guide for using customer references in late-stage deals to convert hesitation.

Write a customer onboarding email

Drafts the first onboarding email after purchase to drive activation, not just thank-yous.

Write a 'why we're raising prices' email

Drafts a transparent price-increase email that retains customers and explains the value clearly.

Write 5 'win-back' email subject lines

Generates five win-back subject lines designed to revive lapsed customers.

Write a customer testimonial request email

Drafts a request email that gets you specific, story-driven testimonials, not generic praise.

Workflow: weekly leadership report generator

Compiles a weekly leadership report from team updates, metrics, and customer voice.

Write a customer milestone email

Drafts an email celebrating a customer milestone (anniversary, usage threshold, achievement).

Workflow: customer interview to website copy

Turns customer interviews into website copy — landing pages, value props, headlines.

Thank-you message after a sale (that doesn't feel like spam)

Short, personal thank-you for after-sale follow-up. Builds repeat customers without sounding like a marketing email.

Build a 'cost to serve' analysis

Calculates true cost-to-serve per customer segment to inform pricing and prioritisation.

Write a 'before/after' transformation post

Drafts a customer transformation story post for social media that earns saves and trust.

Write a brand story

Tells the founder origin story in a way that builds emotional connection with customers.

Decide whether to kill, sunset or save a product line

The framework for the hardest call - when to stop building and tell customers it's ending.

Build a customer-funded product roadmap

Builds a product roadmap funded and influenced by customer commitments rather than guesswork.

Build a sub-processor list page

Drafts a public sub-processor list page for transparency with B2B customers.

How much each channel costs you per new customer (CAC by channel)

Work out how much each marketing channel is costing you per new customer — and where to put more or less budget.

Build a customer advisory board plan

Plans a customer advisory board with structure, charter, and meeting cadence.

Write a customer offboarding email

Drafts a graceful customer offboarding email that preserves the relationship for future re-acquisition.

Write a 'we're closing this product' email

Drafts a customer email announcing the sunset of a product or feature with migration support.

Build a customer-funded growth plan

Plans how to grow profitably without raising venture capital, using customer revenue and prepays.

Indirect competitor and next-best-alternative analysis

Map what the customer would do instead of buying from you, including doing nothing, so the brief targets the real fight.

Reply to a customer upset about a price increase

Honest, calm response when a regular customer pushes back on new prices. Doesn't apologise for the increase, but doesn't lecture either.

Build a customer persona

Generates a research-backed buyer persona with goals, pains, and channel preferences.

Customer complaint about workmanship — empathetic acknowledgement

Sent within hours of a customer complaint about the quality of work. Acknowledges, doesn't argue, sets a clear next step.

Write a one-page business plan

Distils a full business plan into a single page covering customer, problem, solution, model, and metrics.

Write a competitor switching campaign

Plans a campaign to win customers away from a specific competitor with messaging and incentives.

Write a customer-success-led marketing brief

Briefs marketing on a campaign sourced from customer success insights about churn drivers.

Answer hard customer questions in your brand voice

Responses to the 6 hardest customer questions. Honest, specific, voice-consistent.

Build an account expansion plan

Builds an account expansion plan for a key customer with named opportunities and timing.

Brand role definition

Define what the brand is for in the customer's life, in language a junior copywriter could brief from.

Strategic narrative for fundraising

Adapt the brand narrative for an investor audience so the story holds up across customer, hire and pitch deck.

Strategic narrative for hiring

Rewrite the brand story for the people you want to hire, not the customers you want to convert.

Claim-stripping and saturation audit

Audit which claims are saturated across the category, so you stop saying things customers stopped hearing.

Build a customer journey map

Maps the end-to-end customer journey with touchpoints, emotions, and gaps.

Workflow: customer event coordinator (in-person)

Coordinates an in-person customer event from RSVPs to follow-up.

Define a brand promise you can actually keep

The thing customers can rely on every single time. Specific enough to be a contract.

Write a brand manifesto

Drafts a brand manifesto that rallies customers and team around what the brand stands for.

Workflow: pricing change customer comms

Coordinates customer comms for a pricing change with full grandfathering + segmentation.

Write a job-to-be-done positioning statement

Drafts a JTBD-style positioning statement that reframes the product around the customer's job.

Build a top 10 customer review

Reviews the top 10 customers quarterly with risk, expansion, and advocacy plays per account.

Design a customer interview script (general)

Drafts a 60-min general customer interview script for discovery research.

Customer language audit for ad copy

Strip verbatim phrases out of customer voice data and rank them by usability in headlines and ad hooks.

Write a customer welcome video script

Drafts a 60-second welcome video script that activates new customers fast.

Build a 'voice of customer' Slack channel

Sets up a recurring 'voice of customer' Slack channel that keeps the team close to users.

Build a 'how to be useful in customer interviews' guide for non-researchers

Trains non-researchers (PMs, founders, designers) to run useful customer interviews.

Build a sales proposal review checklist

Provides a checklist for managers reviewing a rep's proposal before it goes to a customer.

Synthesise customer feedback

Synthesises customer feedback (reviews, surveys, interviews) into themes and recommendations.

Build a 'feedback loop closure' practice

Practices closing the loop with customers + team after research.

Write a survey to learn from churned customers

Builds a churn survey that surfaces real reasons customers leave without bias.

Build a 'churned customer interview'

Designs an interview script for customers who recently cancelled — get the real why.

Build an acquisition target list

Builds a target list of potential acquisitions to grow capability, customers, or revenue.

Build a CAC payback model

Calculates customer acquisition cost payback period and gives recommendations to improve it.

Workflow: customer health scoring + expansion play

Identifies customers showing expansion signals + triggers tailored expansion outreach.

Workflow: customer health score + intervention

Calculates customer health scores, identifies at-risk accounts, and triggers tailored interventions.

Workflow: sales-to-CSM handoff coordinator

Generates the handoff doc + kickoff plan when a deal closes from sales to customer success.

Workflow: customer success kick-off (per new customer)

Runs the kickoff process for every new customer to set up for success.

Workflow: 'voice of customer' weekly synthesis

Synthesises the week's voice-of-customer signals into a single internal Slack post.

Write a customer advocacy program plan

Designs a customer advocacy program with tiers, perks, and activation plays.

Workflow: customer interview → case study

Turns a customer interview transcript into a publish-ready case study.

Workflow: customer feedback synthesiser

Synthesises customer feedback from multiple sources into themes, insights, and recommended actions.

Run sentiment analysis on customer feedback

Codes customer feedback for sentiment with positive, negative, and mixed signal classification.

Plan a 'mini-documentary' series

Plans a mini-documentary series of 4 episodes telling brand stories through customers.

Workflow: customer health → automated CSM playbook

Triggers automated CSM plays based on customer health signals.

Workflow: customer review response bot

Drafts personalised responses to public reviews on App Store, G2, Trustpilot, etc.

Workflow: customer satisfaction trigger response

Triggers tailored responses to customer satisfaction scores (CSAT, NPS, etc.).

Workflow: contract review + risk flagging

Reviews incoming contracts (vendor, customer, partner) and flags risks, missing clauses, and unusual terms.

Build a payment terms negotiation

Drafts a negotiation plan to improve payment terms with a customer or vendor.

Workflow: customer story interview → multiple assets

Turns one customer story interview into multiple marketing assets.

Workflow: customer renewal scoring + intervention

Scores upcoming renewals + triggers tailored interventions to maximise retention.

Workflow: customer email auto-categoriser

Categorises incoming customer emails to the right inbox + drafts replies for predictable categories.

Workflow: customer interview → social proof asset

Turns a single customer interview into a social proof asset — quote card, story, video clip.

Build a knowledge base structure

Designs the structure for a customer-facing knowledge base or help centre.

Build a Data Processing Agreement (DPA)

Drafts a Data Processing Agreement for B2B customers that meets GDPR + AU expectations.

Run a 'voice of the customer' synthesis

Synthesises customer signals from multiple sources into one voice-of-customer view.

Build a customer health score model

Designs a customer health score model with weighted signals and intervention triggers.

Build a continuous research practice

Sets up a continuous research practice — weekly customer touchpoints rather than one-off studies.

Build a 'we're pivoting' announcement

Drafts a pivot announcement to team, customers, and investors that maintains trust.

Run cluster analysis

Plans a cluster analysis to find natural groupings in customer data.

Build a unit economics model

Builds a unit economics model with CAC, LTV, payback, and margin contribution per customer.

Workflow: customer testimonial collection

Systematically collects + organises customer testimonials from every interaction.

Build a customer prepayment strategy

Designs incentives to convert customers to annual prepay for cash flow benefit.

Build a contribution margin analysis

Calculates contribution margin per product or customer segment to inform pricing and mix.

Build a customer concentration risk analysis

Analyses customer concentration risk and recommends mitigation actions.

Build a Privacy Act compliance checklist (AU)

Drafts a checklist for AU Privacy Act 1988 compliance for a small business handling customer data.

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