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Consulting
prof-consulting
Enquiry to proposal to invoice, without the admin.
8 agents~155h / month4 playbooks
What installs
- 01
Enquiry triage
Read the inbox, sort by urgency, draft replies for approval
emailchatGmailGoogle DriveHubSpot~22hDetails - 02
Lead qualification
Qualify new leads, capture budget and timing, book the call
voicesmsemailchatVapiTwilioHubSpot~19hDetails - 03
Meeting scheduler
Find the time, book it, send the agenda
smsemailGoogle CalendarTwilioVerbalCRM~29hDetails - 04
Proposal draft
Turn a discovery call into a proposal in your format
emailchatGmailGoogle DriveXeroHubSpot~31hDetails - 05
Document chase
Request and chase the documents you need from clients
smsemailGmailGoogle DriveXeroHubSpot~13hDetails - 06
Invoice follow-up
Polite, persistent chasers on overdue invoices
smsemailXeroTwilioGmail~18hDetails - 07
Payment collection
Send pay links, confirm receipt, update the invoice status
smsemailStripeXeroTwilioGmail~14hDetails - 08
Client update summaries
Draft the weekly client status update for you to send
emailchatXeroGoogle SheetsHubSpotGmail~9hDetails
Playbooks included
- · new enquiry
- · proposal sent
- · overdue invoice
- · weekly client update
Guardrails shipped with the pack
- · Approved pricing only
- · Drafts wait for approval
Packs are built by 88 Swarm. Your emails, files and job history stay in your own workspace and are never used to train shared models.