01 / Today
Onboarding new partners and clients takes weeks of email back-and-forth.
A possible workflow
An AI onboarding assistant collects details in chat, checks what's missing and files it in your CRM for approval.
For Agencies & marketing networks
Run more clients and partners without adding coordinators.
Agencies and marketing networks live on onboarding, matching, reporting and paying people accurately. We automate the busywork around all four.
From problem to process
Where a first workflow could help.
These examples show how we would approach familiar operational work. We confirm the fit, systems and approval points with your team before scoping a project.
02 / Today
Partners don't know which products or campaigns suit them best.
A possible workflow
A matching engine recommends the best fit for each partner from a catalog that refreshes daily.
03 / Today
Applications sit in a queue waiting for someone to check them.
A possible workflow
Rules-based screening every few hours clears routine applications and queues the rest for a person.
04 / Today
Bonuses and referral rewards are calculated in spreadsheets.
A possible workflow
A rewards engine with a ledger handles cycles, tiers, caps, settlements and a full audit trail.
05 / Today
Client and partner reporting is rebuilt by hand every week.
A possible workflow
Performance scores, funnel reports and a morning KPI briefing land automatically.
Bring one process. Leave with a clear next step.
Start with who handles the work, which tools are involved and what usually goes wrong. We will map the first workflow and the decisions that should stay with your team.
Explore all industries →Make the next step work for your team.
Tell us about your process and the tools you already use. We will help you choose a practical first build.