03 · Growth engine
AI agents find clients. People keep them.
Client acquisition
Agent-assisted outbound funnel
- 1
Research agent
Builds target lists of small accounting, insurance and property firms from public sources.
- 2
Outreach agent
Drafts personalized email/LinkedIn sequences; a human approves before sending, in line with applicable anti-spam laws and platform rules.
- 3
Qualify
Replies routed to the sales lead for discovery calls.
- 4
Pilot
Paid 30-day seat pilot with defined SOPs and QA scorecard.
- 5
Expand
Add seats as QA targets are met; quarterly reviews.
Marketing pilot
$9,000
Assumed component of the $50,000 capitalization, subject to allocation confirmation. Conversion rates are not yet measured; the pilot exists to measure them.
Talent
Recruitment, training & AI copilot
- 1
Source
Job boards, referrals and university partnerships.
- 2
Screen
English, typing, logic and vertical-specific tests; AI-assisted first-pass review with human final decision.
- 3
Train
2–3 week bootcamp: vertical SOPs, data privacy, client tools.
- 4
Copilot
AI copilot for SOP lookup, drafting, and checklists — outputs reviewed by the VA and QA.
- 5
Grow
Career ladder: VA → Senior VA → Team Lead → QA Specialist.