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HQ · 04 · Client team

From first message to signed proposal.

Four agents answer every lead, book calls and write proposals. You just approve.

Book a 30-minute call
Meet the 4 agents
HQClientsExample
  • Harbor & Pine Co.Call booked
  • Alder SupplyProposal sent
  • Northline FreightReplied
  • Willow HomeFollow-up
Harbor & Pine Co.Call booked
Next stepCall · Thu 14:00
Brief ready
  1. Message in

    “Could we talk Thursday? And could you send your pricing sheet?”

  2. Client Rep drafted a reply

    Approved by you

  3. Call booked

    Thursday at 2 pm

  4. One-page brief ready

    Who you are meeting, and why

On this lead

The client team

Four agents. One pipeline.

They report to the Chief of Staff, who reports to you.

Example activity

On schedule

Client Manager

Daily

Keeps every lead moving, and reports the pipeline weekly.

Sent the pipeline report

Working now

Client Rep

Every hour

Answers every message fast and books calls.

Drafted a reply to Harbor & Pine Co.

Waits for a task

Proposal Creator

When a lead is ready

Builds a proposal made for each prospect, within a day.

Proposal for Alder Supply ready

On schedule

Outreach Campaign Manager

Daily check

Runs email outreach to new prospects, checked daily.

Checked outreach numbers

A lead’s journey

Nobody left without a next step.

  1. 01

    Replies within the hour.

    The Client Rep drafts a reply to every message.

  2. 02

    A brief before every call.

    One page on who you are meeting.

  3. 03

    A proposal within a day.

    Researched, in your brand, with sources.

  4. 04

    A report every Friday.

    The pipeline, and who gets a follow-up.

  5. 05

    Outreach checked daily.

    Campaigns to new prospects, watched every morning.

01Replies within the hour.The Client Rep drafts a reply to every message.
HQInboxExample

Maya · Harbor & Pine Co.

Could we talk Thursday? And could you send your pricing sheet?

Client RepClient message

Reply to Harbor & Pine Co.

“Thanks Maya. Thursday at 2 pm works. The pricing sheet you asked for is attached.”

02A brief before every call.One page on who you are meeting.
HQBriefsExample
One-page briefThu 14:00 · Harbor & Pine Co.
Who
Maya, at Harbor & Pine Co.
She asked for
Your pricing sheet
So far
2 messages, 1 reply, 1 call booked
Next
A proposal after the call
03A proposal within a day.Researched, in your brand, with sources.
HQ# approvalsExample
Proposal CreatorClient-facing

Proposal for Alder Supply is ready

  • 12 pages
  • In your brand
  • With sources

It sends from your email once you approve.

04A report every Friday.The pipeline, and who gets a follow-up.
HQ# client-managerExample
Client Manager

Here is the pipeline this week.

  • New8
  • Replied5
  • Call booked3
  • Proposal sent2
  • Signed1

6 follow-ups ready for you

05Outreach checked daily.Campaigns to new prospects, watched every morning.
HQCampaignsExample
Ontario logistics campaignOutreach Campaign Manager
Live
Buyers
2,000 researched
First sends
Monday 9:00
Checked
Today 07:45
  • Sending on schedule
  • Replies sorted for the Client Rep
  • A report on each campaign, monthly

More of HQ

Every part works with the others.

07ApprovalsApprove, edit or reject in one tap
01Chief of StaffOne contact, and one summary every morning
06Shared memoryOne set of notes, read by the whole team
Previous · 03Search and adsAll ten partsThe whole HQNext · 05Operations
Chief of StaffA request for you
1 waiting

Start with a 30-minute call.

Your team starts work within the first week.

Book a 30-minute call hello@bitforgesoftworks.com

One setup fee and one monthly fee, quoted after the call.