INDUSTRY · AGENCIES + B2BAgencies + B2B
Agencies + B2B
Deal to delivery, no dropped balls.
Client onboarding, status reports, and renewals, from deal to delivery.
AT A GLANCE
TYPICAL STACKHubSpot, ClickUp, Notion, Airtable, Zoho CRM
STARTER CREWOffice Assistant, Estimator, Bookkeeper
WHERE MOST STARTProposal → Contract or Weekly Owner Report
skills ready to install for agencies + b2b companies.Proposal → Contract · Lead Intake & Booking · Job Closeout
3agents in the starter crew.Office Assistant · Estimator · Bookkeeper
01 · THE TRADE
AI for agencies + b2b
Agencies and B2B service firms lose billable hours to proposals, onboarding handoffs, and status reports.
The same skills we build for contractors work here: proposals become contracts in a minute, closed deals become projects automatically, and weekly client reports get written from ClickUp.
02 · WHAT'S HAPPENING IN AGENCIES + B2B
Proposals, onboarding, and reporting that eat your billable hours.
Sounds familiar?
Proposal and contract turnaround
Client onboarding handoffs
Status reporting
Inbox overload
That's us. Book a call →03 · HOW IT WORKS
How skills, agents + Claude help
01Claude drafts proposals from discovery-call notes
02Weekly client status reports get written from ClickUp
03Closed deals turn into projects and tasks automatically
04Your team approves anything that touches money or a client
04 · HOW IT CONNECTS
How it connects
Skills we automate
Proposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.Lead Intake & BookingA form or call creates the CRM contact and the JobTread customer, then books the site visit.Job CloseoutFinal invoice, review request, and warranty record, sent automatically.Weekly Owner ReportMonday morning: work in progress, cash, close rate, and jobs at risk.Ops Command CenterScans Aircall, JobTread, and HubSpot and tells you what is happening, who needs to approve what and why, and what to do next.Lead ROI TrackerTracks what you spend on Angi, Thumbtack, and other lead sources, follows every lead through JobTread, and shows the true ROI of each source.Starter crew
Office AssistantRuns on OpenClaw. Answers "where's the Smith job?" by text or Slack, and triages the inbox.EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.Typical stack
HubSpotCRM and pipeline for teams with longer sales cycles.ClickUpTasks, projects, and deadlines.NotionDocs, SOPs, wikis, and reports.AirtableA flexible database for reporting and operations data.Zoho CRMCRM and pipeline for small and mid-size teams, part of the Zoho suite.Stacks we wire together
ClickUp + NotionMeeting notes become ClickUp tasks with ownersHubSpot + AirtableOne clean source of truth for reportingAirtable + NotionMonday owner report built from Airtable dataHubSpot + JobTreadClosed-won deal creates the job, budget, and tasksOther industries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.Permits + DesignOps Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callNo. The skills are the same; only the tools change: HubSpot, ClickUp, Notion, and Airtable instead of JobTread.
Yes. Claude drafts weekly status reports from your project tool for an account manager to review.
Usually Proposal → Contract or the Weekly Owner Report.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.