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Consulting

prof-consulting

Enquiry to proposal to invoice, without the admin.

$199/mo USD8 agents4 playbooks
Already paid? Send us your details →Have us set it up with you

$199/mo USD covers the run fees for the 8 agents in this pack; a platform plan is still required. After you pay, the next step is the build brief — your business facts and what each agent should do, never do and escalate — which is what we build your agents from.

What installs

  1. 01

    Enquiry triage

    Read the inbox, sort by urgency, draft replies for approval

    emailchatGmailGoogle DriveHubSpot
    Details
  2. 02

    Lead qualification

    Qualify new leads, capture budget and timing, book the call

    voicesmsemailchatGmailHubSpot
    Details
  3. 03

    Meeting scheduler

    Find the time, book it, send the agenda

    smsemailGoogle CalendarTwilioVerbalCRM
    Details
  4. 04

    Proposal draft

    Turn a discovery call into a proposal in your format

    emailchatGmailGoogle DriveXeroHubSpot
    Details
  5. 05

    Document chase

    Request and chase the documents you need from clients

    smsemailGmailGoogle DriveXeroHubSpot
    Details
  6. 06

    Invoice follow-up

    Polite, persistent chasers on overdue invoices

    smsemailXeroTwilioGmail
    Details
  7. 07

    Payment collection

    Send pay links, confirm receipt, update the invoice status

    smsemailStripeXeroTwilioGmail
    Details
  8. 08

    Client update summaries

    Draft the weekly client status update for you to send

    emailchatXeroGoogle SheetsHubSpotGmail
    Details

What happens after you order

  1. 01You order the pack and pay through the hosted payment page.
  2. 02You fill in the build brief: your business facts, and what each agent should do, never do, and escalate.
  3. 03A person at 88 Swarm reads the brief and builds the draft agents in your workspace.
  4. 04You review each agent, change the wording where you want it different, and approve it before it is switched on.
  5. 05Nothing runs against a real customer until you switch it on.

What we will need from you

  • · Your business name, trading hours, services, service area and contact details.
  • · Who a question gets escalated to, and how to reach them.
  • · The tone you want, plus any policies and pricing notes an agent must follow.
  • · For each agent: what it should do, what it must never do, what to escalate, and anything specific to your business.
  • · No passwords, API keys, account SIDs or tokens. There is no field for them and we refuse answers that look like one. Access to your systems is arranged separately with you after we make contact.

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. What an agent learns stays in your workspace: we build no shared 88 Swarm model from your emails, files or customer records, and we never pool your data with another customer's. Where a run calls an external model provider, that provider's own API terms govern their handling — we publish which providers we use rather than make promises on their behalf.