The AI Assistant captures and unifies every meeting, chat and email.
The CARE Client Health Model scores every relationship.
AI Helpers act on every client for you.
Client360 shares market intel that affects clients.
Together they form a system of truth and action for your client teams.
01 · AI AssistantThe pillar everything else stands on
Every meeting captured. The work, done.
The AI Assistant joins every call — Teams, Zoom, Google Meet — and turns it into structured,
searchable memory by client automatically. Decisions, owners, deadlines, sentiment. A living
personalised memory of every client. Then it ships the work behind the meeting: recaps,
follow-ups, status notes, CRM hygiene. Humans approve what matters; the rest just gets done.
Joins every call
Teams · Zoom · Google Meet · in-person uploads.
Decisions, not transcripts
Action items, owners and dates. The shape of work.
Does the work
Meeting recaps, follow-ups, status notes, CRM hygiene, brief-backs. Humans approve what matters; the
rest just gets done.
Sounds like you
Reads every doc, deck and Slack thread for that client — so a draft for Acme actually sounds like
Acme, not a template.
ACME · TIMELINElast 7 days
Quarterly review
Today · 14:30
Renewal pushed to Q3. Mike concerned about analytics gap. Senior buyer (Sarah) joining
next call.
RENEWAL SLIPNEW BUYER
Creative brief
Tue · 11:00
New campaign signed off. Wants ROI deck before exec read-out on Friday.
ACTION: DECK
Slack — #acme-team
Mon · 09:15
Three messages on attribution model. Resolved by lunch. No blocker.
RESOLVED
02 · AI Helpers
Helpers built for client growth. Acting around the clock.
Three packs of AI Helpers — plus your own. Every helper is grounded in your company data:
docs, decks, transcripts, Slack, CRM, email. They keep learning from every new conversation,
so the output gets more personal to each client’s objectives the longer you run them.
Helper 01 · Grow client ROI
ROI Helpers
Agents that read every piece of work — every brief, deck, recap, deliverable, call —
across every client, and tell you where the work itself is leaking value. They benchmark across the book,
then suggest exactly what would lift output for that one client.
How it behaves
Helpers compare each client’s work against the patterns your best work follows — pulled
live from your docs, decks, transcripts and outcomes. Continuously learning, so the suggestion for Acme
on Friday is sharper than the one on Monday.
LIVE · ACME CREATIVEauto-running
$
Acme briefs 28% shorter than top-quartile clients · template suggested
Agents that map every stakeholder and act on the gaps. They catch silence, dormant
champions and thin coverage — and write the warm re-intro before your weekly review.
How it behaves
Trained on your conversations: who replies fast, who goes quiet, what tone your
champions actually use. The longer you run it, the more the helpers sound like your best AM at their
best moment.
LIVE · ACME CREATIVEauto-running
❤
21 days silent — Mike @ Acme · re-intro draft ready
Agents that listen for the moment a client says something they didn’t mean as a buying
signal — and turn it into a proactive, client-specific suggestion. Not generic upsell. The next right move
for that client, this week.
How it behaves
Suggestions are specific to that client’s objectives, history and tone — not a template.
Helpers read every conversation across every account, so a cue heard on a Wednesday call shows up as a
written-up move on Thursday morning.
LIVE · ACME CREATIVEauto-running
⚙
"Do you do analytics?" — Acme · scoped pitch drafted using 3 lookalike
wins
Spin up a helper grounded in your data and your objective — onboarding QA, exec
read-outs, pitch prep, capacity planning. Describe the outcome; Kaizan assembles the agent.
How it behaves
Custom helpers inherit the same private memory: every doc, deck, call and Slack channel
you connect. They keep learning from your outcomes, so each run is more personalised to that client’s
objectives than the last.
LIVE · ACME CREATIVEauto-running
+
"Flag any account where the senior buyer has gone quiet 14d+"
A self-learning relationship score, grounded in your data.
The unifying score across every Helper. It learns from your won pitches, kept clients and
lost briefs — what predicts a healthy engagement in your company, not the average of someone
else’s. Not a biased RAG status. Re-tuned weekly against your data.
Trained on you
The weights that drive CARE for a 200-person agency look nothing like a 20-person consultancy.
We tune privately, per tenant — your model never trains a foundation model and never crosses
tenant lines.
C
01
Client sentiment
How the client actually feels about the work — tone, effort, intent, pulled from every
email, call and review.
78
A
02
Account activity
Volume, velocity and seniority of two-way contact. Catches drift before the client feels
it.
64
R
03
Relationship coverage
Who you know, how senior, how warm. Spots thin coverage and dormant champions before the
work suffers.
52
E
04
Engagement growth
Where the scope can deepen — capability gaps, brief widenings, exec asks. Pulled from
the language clients actually use.
71
COMPOSITE · ACME
66
↓ 8 vs. last week
C · Client
78
+3 7d
A · Account
64
+1 7d
R · Relationship
52
-9 7d
E · Engagement
71
+2 7d
Relationship dipped after senior contact dropped from the meeting cadence. Helper drafted a re-engagement.
04 · Client 360
Market research on every client. Always-on context for every Helper.
Client 360 continuously researches every account — funding, hiring, exec moves, competitor noise,
earnings tone, product launches — and feeds it into the Helpers as live ground truth. So when CARE drops,
you don’t just know that something changed — you know what.
Always-on research
Re-checks every client every day. No briefs to commission.
Routed to Helpers
Context lands in the right Helper, not in a buried report.
Source-backed
Every claim links to the article, filing or post it came from.
Your watch-list
Tag what matters per account: comp moves, hiring, M&A.
CLIENT 360 · ACMEupdated 4m ago
EXEC MOVE
New CMO joined from Stark — Jen Patel
Likely to push for analytics tooling. Buyer profile updated.
