Skip to main content
FOR EMAIL AND SMS AGENCIES

Run every client's lifecycle revenue from one record.

A team of AI agents we build on your SOPs and run for you, on one shared record, inside the tools you already use.

• BEACHHEAD PRIORITY
AGENT TEAM
Northwind, shared record
LIVE
Delivery
Reporting
QA
Project
Comms
Billing
Reporting agent
Assembling June client report
Running
QA agent
Audit flow: welcome series
Needs approval
Onboarding agent
New client: Northwind
Running
Reconciliation agent
CRM ↔ billing pass
Idle
4 agents · 2 humans on judgmentv.OPS-1.4
THE OPERATING METRIC WE HOLD
Senior hours per client per week
BASELINE TODAY
6 to 9 hours
TARGET, 90 DAYS
Under 3 hours inside 90 days
BEFORE / AFTER01

The tool sprawl email and sms agencies live in.

YOUR STACK TODAY

A tool for every problem, a person to glue them together.

Klaviyo, Postscript/Attentive, Figma, Sheets/Notion calendars, Databox, Slack, Drive

Context is in 4 different inboxes and 3 different Slack channels and one Google Drive.
AGENCY OWNER, R/AGENCY
KlaviyoPostscriptAttentiveFigmaNotionGoogle SheetsDataboxSlackGoogle Drive
YOUR STACK TODAY
DISCONNECTED
a person, re-keying
Klaviyo
Postscript
Attentive
Figma
Notion
Google Sheets
Databox
Slack

8 tools, no shared record, the owner is the integration layer.

WITH INEVI

One shared record, inside the tools you already use.

The agent team absorbs the assembly work. Your people own the judgment calls. A named operator owns the operating metric we baselined together.

  • Campaign calendar build and reminders
  • Flow QA
  • Attribution-clean reporting
  • Approvals routing
  • Client updates
AGENT TEAM
Northwind, shared record
LIVE
Delivery
Reporting
QA
Project
Comms
Billing
Reporting agent
Assembling June client report
Running
QA agent
Audit flow: welcome series
Needs approval
Onboarding agent
New client: Northwind
Running
Reconciliation agent
CRM ↔ billing pass
Idle
4 agents · 2 humans on judgmentv.OPS-1.4
OUR DIAGNOSIS02

Where email and sms agencies actually lose margin.

Most lifecycle shops are running 8 to 15 active clients on a stack that was designed for one. The owner is the integration layer between Klaviyo, the SMS platform, the calendar in Notion, and the reporting in Databox. Senior strategists spend two days a week on assembly and chase, not on strategy.

THE WEEKLY OPS THE AGENT TEAM RUNS

An always-on agent owns this. A human approves at the judgment point. The output lands in the same shared record everyone reads from.

VOICE OF YOUR PEERS03

What we hear, verbatim.

Context is in 4 different inboxes and 3 different Slack channels and one Google Drive.
AGENCY OWNER, R/AGENCYEmail and SMS
THE ENGAGEMENT04

A named operator, then a team of agents that runs it.

THE BUILD
A fixed build, scoped from your audit Blueprint.

Your agent team goes inside the tools you already use. No migration, no new platform.

MANAGED OPERATIONS
We run your agent team and a named operator owns the metric.

Month to month after a 90-day proof. Metric guarantee included.

GET STARTED06

Run leaner and higher-margin, without hiring to do it.

Start with the discovery call. We will show you where your margin is leaking, then exactly how to fix it.

We onboard a limited number of teams each month, set by the number of named operators available to run them.