Projects
Goals, tasks, and notes for the businesses the agents support.
Prestige Insurance Group
Insurance brokerage. GHL CRM for contact management, OBW pipeline for new hire onboarding.
Increase OBW pipeline conversion rate
Build automated follow-up sequences for new leads
+1 more goals
5 tasks3 knowledge sources972 contacts
ONSET
Social media and growth marketing agency.
Launch new client portal
Build content calendar automation
+1 more goals
3 tasks1 knowledge sources
At Home Luxury
Concierge home services for high-net-worth clients.
Define service packages and pricing tiers
Build client onboarding flow
+1 more goals
4 tasks1 knowledge sources
Personal
Personal projects, goals, and assistant system improvements.
Complete AI assistant command center
Connect Gmail and Calendar agents
2 tasks0 knowledge sources