Industry · Agencies & Consultancies

An engagement lead that scopes briefs while partners sleep.

Creative, marketing, dev and consulting shops: inbound briefs qualified, scoped, and matched to the right partner instantly.

Agencies & Consultancies · AI agent• Online
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The industry problem

What's breaking in agencies & consultancies right now.

Briefs are vague & one-line

'Need a website' — partners can't qualify; days lost in email ping-pong.

Wrong partner takes the call

Generalist intro, prospect wants a vertical specialist — call wasted.

Budgets never get asked

Awkward to ask; agency invests in scoping; prospect's budget is 1/5 the proposal.

Junior staff bottleneck partners

Partners do intake because juniors don't ask the right questions.

How it works · 01

What the engagement lead knows

  • Service catalog, capabilities, case studies
  • Each partner's expertise, vertical, capacity
  • Typical project price ranges by type
  • Industries you serve and won't serve
  • Scoping framework: deliverables, timeline, success
  • NDA, MSA, IP policies
How it works · 02

What it does for every customer

  • Asks the right scoping questions like a senior would
  • Pulls relevant case studies for the prospect's vertical
  • Captures budget, timeline and decision-makers
  • Matches to the right partner with brief attached
  • Sends NDA when needed
  • Filters out unqualified or out-of-scope work politely
A real example

Brand & digital agency · 35 people · 6 partners

Inbound briefs/mo
220
Qualified ratio
12%
Partner-hours on intake
40/wk
Avg time-to-intro
5 days
Before the AI agent
12%
Qualified inbound
40h/wk
Partner time on intake
5 days
Avg time-to-intro
Never asked
Budget questions
Friday · 23:40 Reply < 30s
We need a new website. We're in cybersecurity. Send proposal please.
Happy to help — to send something useful (not generic), a few targeted questions: 1) Is this rebrand-included or website-only? 2) Current site URL? 3) Company size + ARR ballpark? 4) Launch target date? 5) Budget range you're working with (so we shape the right proposal)? We've done 14 cybersecurity rebrands — happy to share 3 case studies of companies your size if you confirm.
Rebrand included. armorsec.io. 60 people, ₪40M ARR. Launch Q3. Budget 150–250K.
Perfect — that's squarely in our wheelhouse. Sending you 3 case studies (Sentinel, Recursive, BridgeOps). Project shape we'd propose: 8-week rebrand+site, ₪180–240K range. Best partner match for cybersec rebrand is Yael (led Sentinel work). Booking 30-min intro call Wed 16:00 with Yael — pre-brief sent to her. Scope doc attached for your review.
What your team sees
Brief
✅ Qualified · cybersec rebrand+site
Budget
₪150–250K · in range
Partner match
Yael · Sentinel-style fit
Scheduled
Wed 16:00 intro
Materials
3 case studies + scope doc sent
Pushed automatically to your CRM via webhook.
After 4 months
Qualified rate
61%
From 12%
Partner intake hours
−80%
Reclaimed
Time-to-intro
<1 day
From 5
Win rate
+ 18%
Better-fit briefs
Industry-specific

Built for agencies & consultancies.

01

Senior-grade scoping

Asks like a 10-year strategist — vertical, scale, success, budget, timeline.

02

Case-study matching

Pulls the 3 case studies most relevant to the prospect's vertical and ask.

03

Partner routing

Matches brief to the right partner by expertise, vertical and capacity.

04

Budget elicitation

Asks for ranges in a way that doesn't kill the conversation.

05

Out-of-scope filtering

Polite no to verticals, sizes or ask-types you don't serve.

06

NDA & docs

Sends and tracks NDAs and intake docs without legal team involvement.

Who it fits

Made for every shape of agencies & consultancies.

Creative agencies

Brand, design, content

Marketing agencies

Perf, SEO, paid

Dev shops

Custom build & integrations

Management consultancies

Strategy & ops

Security consultancies

Pen-test, GRC, MSSP

Innovation labs

Venture studios

Common questions

  • Yes — native connectors for the tools agencies use (CRM, scheduler, billing, catalog). Custom APIs via webhooks.

Ready when you are

Stop scoping at midnight. Wake up to qualified briefs.

14 days · No credit card · Cancel any time

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