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Pre-engagement scope workshop agent (run a 60-min session that locks scope)

A 5-piece scoping workshop pack: 60-minute agenda, discovery questions, live capture template, the same-day follow-up email, and the in-call fee objection handler.

Mid-engagement scope shift capture + comms agent

A 5-step scope shift workflow: scope check, the pricing, three client options, the reply, and the variation order - so mid-engagement asks get handled in 30 minutes instead of becoming write-offs.

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Weekly LinkedIn authority post agent for professionals

A weekly LinkedIn workflow for professionals: the post itself, three hook variations, three first-comment additions, a reply bank, and a learning lever if it does not land.

Engagement letter draft agent (from intake to send-ready)

A 5-section engagement letter draft + the send-with email: scope, fees, assumptions, termination/variation, and the signing instructions.

Annual engagement letter renewal agent

A renewal pack: summary email, updated engagement letter, objection notes, the graceful "they are leaving" reply, and the CRM record - so renewal does not become a renegotiation.

Disputed invoice resolution agent

A 5-step dispute workflow: line-by-line audit, negotiation strategy, the reply, credit note if needed, and the escalation path - so disputed invoices resolve in days, not months.

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Long-form article launch agent (LinkedIn + email + DM outreach)

A long-form launch pack: the main post, three follow-ups, the list email, three personal DMs, and a reply bank - so one good article gets read by everyone who should read it.

Professional services dunning agent (reminder, demand, solicitor)

A 5-step formal dunning workflow with reminder, demand, final letter, phone script, and the escalation checklist - so chase is paperwork, not anxiety.