A.09 · Sales Outreach Agent
Lead intake and proposal prep without the blank page.
Builds pre-call briefs, drafts follow-ups, turns notes into scope, and keeps the CRM clean. Humans approve the message and the price.
// industry · I.04 · Agencies
Marketing, creative, and dev agencies usually do not lose money because the work is bad. They lose it in the handoff. Leads arrive messy. Proposals eat the founder's night. Project status lives in five tools. We build agents that keep the pipeline, proposal, and delivery machine moving.
// the pain
Different offers, same operating drag. Below is what shows up when a shop is good at client work but weak at internal throughput.
New leads arrive through referrals, forms, DMs, email threads, and half-filled Calendly notes. Nobody has a clean brief before the first call.
The founder still writes every proposal from scratch. Scope, assumptions, timeline, and pricing notes are buried in old decks and Slack threads.
Project status lives in ClickUp, Asana, Notion, Figma, email, and somebody's head. Account managers spend Fridays asking what already happened.
The agency can build content for clients but neglects its own. Case notes, POV posts, and SEO pages die in draft because billable work wins.
// sample playbook
A walkthrough of the build we would scope for a growing marketing, creative, or dev shop.
A 6 to 25 person agency. Stack: HubSpot or Pipedrive, ClickUp or Asana, Google Workspace, Slack, Figma, Webflow or WordPress. The founder still owns sales, strategy, and too much delivery QA.
Lead intake is scattered. Proposal drafting is slow. Client work moves, but the operating layer cannot keep up. Everyone is busy, yet nobody trusts the status report.
// the stack
Each one ships with the tools you already run. Start with intake and proposal flow, or wire the full sales-to-delivery loop.
Builds pre-call briefs, drafts follow-ups, turns notes into scope, and keeps the CRM clean. Humans approve the message and the price.
Turns internal expertise, case notes, and service pages into search-ready content. Useful for agencies that sell authority but never publish their own.
Reads boards, docs, and client threads. Drafts weekly status, flags blocked work, and keeps delivery from living entirely in people's heads.
// timeline
Four steps. No drawn-out discovery. We talk, we scope, we build, you ship.
Ten-minute form. Cortland reads every one personally.
30-minute call, then a written scope back within 48 hours.
Agents wired to your stack. You review every output.
Agents in prod. Retainer takes over for tune-ups.
Builds start at $5,000, custom-quoted on the discovery call. Most agency fleets sit in the Operator retainer band ($1,750/mo) post-launch.
// FAQ
The four we get most often on the discovery call. If yours isn't here, ask it on the intake.
No. The proposal agent drafts scope, assumptions, timeline, and pricing notes from your intake and past proposals. A human reviews every proposal before it leaves the building.
No. It handles intake cleanup, status summaries, follow-up drafts, and reporting prep so account managers can spend time on client judgment instead of chasing notes.
Usually, yes. We prefer direct API access when the platform supports it. If the tool is messy, we can start with exports, shared folders, or read-only views before writing anything back.
We keep client context separated by account, project, and approval rules. The agent can draft in each client's voice, but the agency owns final approval before anything is sent or published.
// next step
Tell us your offer, your stack, and where sales or delivery is dragging. Cortland reads every intake personally and gets back within 48 hours. The booking link to lock in a 30-minute call arrives after you submit.
Start the intake →