Core teamCEO briefing
Maya
Turns your pipeline, activity, and exceptions into one clear operating brief, so you know what needs a decision without digging through another dashboard.
Current taskAssembling Monday’s three-decision brief
Hire MayaManaged AI operations for relationship-driven teams
Meet the AI team that owns the follow-through.
Your inbox, CRM, and calendar hold the work. None of them owns it. We install a five-person AI operating core, then add specialists from a 12-role bench as your scope grows—with you in control of every sensitive action.
30 minutes · zero prep · leave with your first workflow map · or drive it yourself first
Browse the 230+ workflows your agent ships with →
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- First workflow in 10 business days
- Controlled launch within 30 days
- Human approval built in
12AI roles available, one chain of command
10 daysto your first live workflow
1human approval layer: you
Mon–Fria cadence that keeps work moving
The missing operating layer
Not another dashboard. A managed team that runs the cadence.
Software gives you features. We connect the work between those features, keep the next action moving, and bring you the decisions that still need a human.
- Your current tools stay in place
- Licensed judgment stays human
- Outcomes, exceptions, next moves
From chaos to owned
From scattered pings to a team that closes the loop.
The work lives everywhere — inbox, phone, notes, calendar — until someone owns the follow-through. One message to your Chief of Staff fans work across five specialists and every client-facing action waits at the approval gate.
The people-shaped interface
Build the team your business actually needs.
Start with five clear owners for recurring work, then add leadership and hands-on specialists as the scope grows. All 12 roles report through one operating cadence, with you in control of sensitive actions.
Illustrative AI role portraits
01 · Your operating core
The five who keep work moving.
The core team owns the daily rhythm across pipeline, delivery, client care, and the decisions that need your attention.
- Core team
Core teamChief of Staff
Marcus
Gives every commitment an owner and a date, coordinates the rest of the team, and raises only the exceptions that genuinely need you.
Current taskReviewing open commitments and next actions
Hire Marcus
Core teamLead Response
Elena
Prepares the right next response and keeps warm opportunities in sequence, so promising inquiries do not quietly go cold.
Current taskPreparing responses for today’s new inquiries
Hire Elena
Core teamDelivery Coordinator
Theo
Keeps listings, projects, and client milestones moving, with the right update prepared before anyone has to chase it.
Current taskSequencing this week’s launch checklists
Hire Theo
Core teamClient Care
Priya
Keeps relationships warm with timely check-ins, milestone updates, review requests, and referral moments ready for your approval.
Current taskDrafting the next client milestone updates
Hire Priya
02 · Executive leadership
Senior operators without another layer of meetings.
Add a finance or operations leader when the business needs sharper forecasts, stronger capacity planning, and tighter accountability.
Leadership hireChief Financial Officer
Jordan
Builds cash forecasts, watches runway and margins, and turns financial activity into decision-ready briefs. Payments, filings, and financial judgment stay with you and your licensed professionals.
Current taskUpdating the 13-week cash outlook
Hire Jordan
Leadership hireChief Operating Officer
Luis
Maps capacity, operating constraints, and handoffs across the company, then keeps the weekly plan moving against the priorities you set.
Current taskBalancing this month’s capacity plan
Hire Luis
03 · Department specialists
Product, books, and executive support covered.
Bring in the exact role the week requires. Marcus keeps the handoffs connected, so specialists behave like one company instead of seven separate chatbots.
Specialist hireSoftware Developer
Noah
Scopes, builds, tests, and documents approved product changes in your repositories, with reviewable pull requests and deployment gates.
Current taskTurning the next product brief into a tested build
Hire Noah
Specialist hireProduct Manager
Amina
Turns customer signals into clear requirements, keeps the roadmap honest, and gives development an ordered, measurable next step.
Current taskPrioritizing the next release around customer evidence
Hire Amina
Specialist hireBookkeeper
Rosa
Categorizes transactions, reconciles accounts, tracks receivables, and prepares clean monthly books in QuickBooks or your approved accounting system.
Current taskReconciling this week’s transactions and exceptions
Hire Rosa
Specialist hirePersonal Assistant
Grace
Handles personal research, reminders, travel options, reservations, and life-admin follow-through while keeping purchases and commitments behind approval.
Current taskPreparing next week’s personal logistics brief
Hire Grace
Specialist hireExecutive Assistant
Darius
Protects leadership focus through inbox and calendar triage, meeting briefs, agendas, notes, and relentless executive follow-through.
Current taskBuilding tomorrow’s executive agenda and pre-reads
Hire Darius
Your company, in your pocket
Run the whole operation by messaging one person.
Tell your AI Chief of Staff what outcome you need from the phone already in your hand. Marcus breaks it into work, delegates to the right AI employees, coordinates the connected tools, and returns only progress, exceptions, and approvals.
- 01Message the outcome
Use everyday language—no command syntax, dashboard, or workflow builder.
- 02The Chief of Staff delegates
Specialist agents work in parallel across the systems they are allowed to use.
- 03You get the decision, not the noise
Approve sensitive actions and receive a concise completion brief in the thread.
TelegramWhatsAppDiscordSlackSMS
Channel availability depends on the approved client setup, provider access, and plan.
Marcus AI Chief of Staff · online
SlackMarcusI’ve split the work across the team. I’ll keep the handoffs moving.
Delegated now3 agents
- Elena · Lead responseQualifying 4 new inquiries
- Theo · DeliveryClearing 2 closing blockers
- Priya · Client carePreparing 3 client updates
One decision for youApprove the revised update to three closing clients?
Draft checked against the current milestone record.
Maya is building your owner brief. The full team reports through one chain of command.
Illustrative conversation and AI role portraits
How delegation works
You message one person. The Chief of Staff fans it out.
One outcome from your phone becomes parallel work across the right specialists — with you approving only the decision that comes back.
Business benefits
The payoff is less chasing—and more work reaching done.
Respond while intent is fresh
New inquiries are captured, understood, and routed into an owned next step instead of waiting in an inbox.
Stop rebuilding follow-up
Every promise gets a date, an owner, and a return path so the system remembers what people should not have to.
Approve once, with context
Sensitive actions arrive in one decision queue with the source, draft, risk, and recommended next move attached.
Give clients a consistent experience
Updates, reminders, and relationship moments happen on cadence even when the human team gets busy.
The capability network
Give the team hands, ears, a voice, and a paper trail.
Start with the workflow closest to revenue. Then connect the channels it needs to finish real work—from inbox and CRM updates to calls, texts, signatures, and hard mail.
Core operating lane Optional action channel
Optional action channel
AI voice + phone
A real phone presence that can listen, act, and hand off cleanly.
- Answer and qualify inbound calls
- Place approved outbound calls and reminders
- Warm-transfer to a person with context
- Capture voicemail, recordings, transcripts, and outcomes
Optional action channel
SMS, MMS + WhatsApp
Two-way conversations that stay attached to the contact and next step.
- Send and receive text and media messages
- Run consent-aware follow-up sequences
- Route replies, intent, and urgent messages
- Capture opt-outs and delivery status
Core operating lane
Email, in and out
Mailbox work becomes a managed queue instead of a daily scavenger hunt.
- Monitor shared or dedicated agent inboxes
- Read, classify, search, thread, and route messages
- Process attachments and extract action items
- Draft, reply, send, schedule, and track delivery
Optional action channel
Physical mail
Hard mail can enter the same approval and tracking system as digital work.
- Verify and standardize mailing addresses
- Prepare letters, postcards, checks, and self-mailers
- Generate a proof before anything is printed
- Schedule, cancel, and track production and delivery
Core operating lane
Calendar + meetings
Scheduling, preparation, and follow-through stay in one continuous workflow.
- Read availability and resolve conflicts
- Book, reschedule, cancel, and remind
- Create Zoom, Meet, or Teams details
- Prepare agendas, capture notes, and assign actions
Optional action channel
Documents, e-sign + fax
Move paperwork from source file to signed, routed, and auditable completion.
- Generate documents from approved templates
- Read PDFs, forms, scans, and attachments
- Route branded e-signature requests and reminders
- Send, receive, and archive faxed documents
Optional action channel
Accounting, payments + POS
Connect the books and the counter while financial authority stays human.
- Read QuickBooks customers, invoices, expenses, and reports
- Sync Square orders, catalog, inventory, and customer activity
- Prepare estimates, invoices, payment links, and receivable follow-up
- Keep charges, refunds, payouts, and bank changes human-only
Core operating lane
Web, social + reputation
Customer-facing channels stay current without surrendering brand control.
- Monitor forms, chat, site health, and lead flow
- Draft, schedule, and publish approved social content
- Watch reviews and prepare specific responses
- Update business profiles, FAQs, and campaign pages
Core operating lane
CRM + business systems
The record of the business stays aligned with the conversations around it.
- Create and update contacts, opportunities, and tasks
- Deduplicate records and repair missing next steps
- Sync files, tickets, accounting, and knowledge systems
- Build owner briefs from current operating data
Optional action channel
Shipping + field logistics
For physical operations, the team can coordinate the work after an order.
- Compare rates and prepare shipping labels
- Track packages and surface delivery exceptions
- Coordinate returns and customer updates
- Keep purchases behind explicit approval limits
Optional action channel
Identity + verification
Add proof-of-person or proof-of-business steps without collecting identity data by hand.
- Launch embedded, branded verification flows
- Collect IDs, selfies, and supporting documents
- Route pass, fail, and review-required outcomes
- Keep decisions and sensitive data access policy-bound
Core operating lane
Analytics + reporting
Turn channel activity into a plain-English operating view, not another dashboard to inspect.
- Read website, search, campaign, and pipeline data
- Monitor response, completion, and exception trends
- Prepare weekly briefs and monthly outcome reviews
- Flag missing data and measurement gaps
Works with your stack
Your systems can stay your systems.
Connect directly where depth and control matter, or use an approved automation layer when it gets the workflow live faster. Every connection is isolated by client.
Money + commerce
- QuickBooks
- Square
- Stripe
- Shopify
Automation + orchestration
- Zapier
- Make
- n8n
- Pipedream
- Workato
- Paragon
Sales + service
- HubSpot
- Salesforce
- Zoho CRM
- ServiceNow
Work + communication
- Google Workspace
- Microsoft 365
- Slack
- Teams
Specialist operations
- Twilio
- Cal.com
- Dropbox Sign
- Lob
- Shippo
Named services are available connection paths—not endorsements or preinstalled integrations. Availability depends on provider access, plan, client scope, and approval.
Every channel is permissioned separately.
Connector availability, provider terms, consent rules, spend limits, recording disclosures, and approval gates are confirmed in writing before the team can act.
Control, by design
AI handles the motion. You keep the judgment.
Every workflow starts with explicit boundaries. Sensitive, public, regulated, and irreversible actions fail closed until you approve them.
The team prepares
- Lead and client follow-up
- Pipeline and exception briefs
- Content and update drafts
You approve
- Messages and public posts
- Appointments and commitments
- Listing facts and regulated language
Never delegated
- Licensed or legal judgment
- Money movement
- Access and policy changes
The operating rhythm
A week with a pulse.
Your AI team keeps the routine moving and brings people the decisions, exceptions, and client-facing work that still need judgment.
Monday
Pipeline brief
Start with the leads, follow-ups, and three owner decisions that matter this week.
- New and active inquiries
- Follow-ups due
- Decisions waiting on you
Wednesday
Exception review
Surface what is stalled or at risk while there is still time to intervene.
- Leads without a next step
- Listing milestones at risk
- Drafts awaiting approval
Friday
Next-week plan
Close the loop on this week and prepare the work that should begin next.
- Upcoming listing work
- Past-client touchpoints
- Content ready for review
Monthly
Outcomes review
Review what the operating system did, what changed, and where the next month should improve.
Lead-response time
Follow-up completion
Owner time returned
Workflow and access review
Inbox to brief
Your systems feed the team. The team brings you three decisions.
Inbox, CRM, calendar and tasks flow through Scan, Filter, Connect, Summarize and Prepare and land as an 8 AM brief: decisions with owner, deadline and dollar attached, plus pipeline pulse, exceptions, and a full audit trail.
Monday · 8:00 AM
Your operating brief
Prepared by Maya
Your decision queue
Three calls move the week forward.
- 01Reply readyElena · Lead response
Approve the Saturday open-house reply
Jordan Ellis · Website inquiry · Waiting 14 minutes
Elena has a factual reply ready with the showing window and one useful qualification question.
- 02Two optionsTheo · Listing delivery
Choose the photography window for 47 Harbor Way
Listing milestone · Decision needed before 2:00 PM
Theo held two vendor windows and mapped the downstream launch dates for each option.
- 03Review draftsPriya · Client care
Review this month’s past-client check-ins
Six relationships · Personalized drafts prepared
Priya found six timely reasons to reach out and drafted each note in your voice.
The whole idea in forty-two seconds.
Narrated, with a score. Watch the follow-through gap close, from the late-night inquiry to your approval on everything that goes out. Autoplay starts muted. Use the speaker button to listen.
Narrated with captions and score. Use the speaker button to listen.
A controlled launch
First value fast. Full launch with the guardrails intact.
No giant transformation project. We start with the workflow closest to revenue, prove the handoffs, then expand only after the operating rhythm works.
- 01Day 1
Map the mess
We inventory your lead sources, inboxes, calendar, CRM, and the work that keeps slipping.
- 02Days 2–4
Set the boundaries
Together we define what the team may draft, what you approve, and what it never touches.
- 03By day 10
Start the cadence
Your first operating workflows go live with human review, training, and a rollback plan.
- 04By day 30 + monthly
Run and improve
We complete the controlled launch, report outcomes, and tune the next workflow with you.
Features and benefits
Everything the operating team brings with it.
One managed install covers the follow-through layer of your business — the parts software features never quite reach.
A five-role AI operating core
CEO briefing, Chief of Staff, Lead Response, Delivery Coordinator, and Client Care arrive as a working team — not loose chat windows — with a twelve-role specialist bench as scope grows.
First workflow live in 10 business days
Map the mess, set the boundaries, start the cadence. A controlled launch completes within 30 days — no transformation project.
Human approval built in
The team prepares; you approve messages, appointments, and public posts. Licensed judgment, money movement, and access changes are never delegated. Sensitive actions fail closed.
Your tools stay in place
Email, calendar, CRM, and website keep working. The team connects the work between them instead of adding another login.
A Mon–Fri operating cadence
Weekly pipeline briefs, exception-only escalation, and a rhythm that keeps every commitment moving between the people who own it.
Speed-to-lead and inbox triage
New inquiries are captured, understood, and routed into an owned next step while intent is fresh — overnight queues arrive handled and sorted.
Outcomes, exceptions, next moves
One clear operating brief replaces dashboard digging: what moved, what needs a decision, and what happens next.
Portal control
Pause, resume, cancel, or reboot your team from a self-serve customer portal. Your data and accounts stay yours, with an orderly handoff if you ever leave.
Built for relationship-driven teams
Built around the work that happens after a lead arrives.
Every relationship business wins or loses in the follow-through. The same five-role operating team adapts to real estate, startups, vibe coders, accounting, and professional services — with workflows scoped to how your business operates.
Real estate
Lead response, database nurture, listing coordination, client updates, reviews, and referrals.
- Speed-to-lead + inbox triage
- Listing launch coordination
- Weekly pipeline review + referrals
Startups
Investor updates, pipeline, hiring ops, and customer onboarding for founders doing five jobs at once.
- Investor update drafts + pipeline
- Hiring ops + candidate follow-through
- Customer onboarding + renewal nudges
Vibe coders
You shipped the product. We run what comes after — onboarding, support triage, billing follow-up, and weekly ops.
- Onboarding sequences from signup
- Support triage + FAQ drafts
- Billing follow-up + changelog
Accounting
Intake, document tracking, deadlines, status communication, and billing follow-up.
- Intake + document chase
- Deadline tracking + status updates
- Billing follow-up + reminders
Professional services
The same operating layer for relationship-driven firms with complex follow-through.
- Client intake + routing
- Deliverable tracking + updates
- Renewal + referral cadence
Plain pricing
Implementation once. Managed operation every month.
Four founding clients already run on this operating model — their 60-day operating reviews shaped the offer you see here. Want to see it running first? Take the demo station for a drive →
Self-Serve
No setup fee. A pod-guided, self-serve onboarding runs a five-role AI operating core on your own clock — one simple subscription, cancel anytime.
$297/month
No setup fee
- Pod-guided self-serve onboarding
- Five-role AI operating core
- Cancel anytime
Solo
For one productive operator whose attention is the constraint.
$500/month
$5,000 one-time implementation
- Five-role AI operating core
- Lead response and nurture
- Weekly pipeline brief
Startup SaaS
For founders who want a working SaaS prototype, then an AI development partner to keep vibe coding every month.
$500/month
$5,000 prototype setup
- Prototype architecture and setup
- Keep vibe coding with your AI developer
- Launch operations and product support
Team
Most selectedFor two to ten people sharing one book of business.
$1,250/month
$12,500 one-time implementation
- Everything in Solo
- Team routing and inbox coverage
- Shared delivery and content cadence
Brokerage
For firms that need governance, routing, and oversight.
$2,500/month
$25,000 one-time implementation
- Everything in Team
- Multi-agent rollout and controls
- Quarterly workflow ROI review
Enterprise
For organizations that need custom security, governance, routing, and rollout support.
Call us
Custom scope and implementation
- Custom multi-team rollout
- Security, governance, and audit controls
- Dedicated implementation and support
Get started
Provisioning takes up to 24 hours — you get access the moment your team is ready.
Choose the offer that fits the work
Start with Self-Serve or Solo, build a SaaS prototype, equip a Team or Brokerage, or scope an Enterprise rollout. Choose based on the work you need done and the approval boundaries around it.
Real estateFrom $297/moSelf-Serve · Solo · Team · Brokerage · EnterpriseSpeed-to-lead, nurture, and listing coordination.Real estate →Startups$5k + $500/moStartup SaaS · prototype setup + monthly vibe codingPrototype, launch support, and product iteration.Startups →Vibe coders$5k + $500/moStartup SaaS · prototype setup + monthly vibe codingBuild, iterate, and operate after launch.Vibe coders →AccountingFrom $297/moSelf-Serve · Solo · Team · EnterpriseIntake, document chase, and billing follow-up.Accounting →Professional servicesFrom $500/moSolo · Team · Brokerage · EnterpriseClient intake, routing, and renewal cadence.Professional services →
Explore solutions by industry and choose the one that matches how you work.
AI usage is separate through an included allowance and overage, pass-through billing, or your own approved provider account. Final scope and terms are confirmed before launch.
Self-serve delivery
From checkout to live pod in 24 hours.
Built by operators
We run this company on the same operating system we install.
Simply Managed AI is being built by Vanessa Rudin, who leads operations, and Empowered.Guru LLC, which builds and licenses the agent platform beneath it.
The company is its own first customer. Every workflow enters the client library only after it has done real operating work here first.
Human approval Weekly operating review
A straight answer
Right problem, right operating model.
You are a strong fit when
The leak is response, nurture, and follow-through.
Email, website, calendar, and CRM stay in place.
You need operating leverage, not another login.
Not the right fit yet
We operate what happens after a lead arrives.
This is a managed service with an operating cadence.
Sensitive actions remain under human control.
Insights
Operating notes on the follow-through.
Practical notes from running the same operating system we install — lead response, listing coordination, nurture, pipeline, and the post-ship cadence for builders.
Fair questions
Know exactly what you are hiring.
Are these people or AI agents?
They are configured AI roles with clear responsibilities, reporting lines, and approval boundaries. The portraits on this site are illustrative personas, not human employees.
Do the agents replace my judgment?
No. They prepare, coordinate, summarize, and surface next actions. Licensed judgment, public claims, client commitments, money movement, and sensitive sends remain with you.
What do you need from me?
Access to the approved tools you already use, a kickoff and boundary-setting session, and roughly an hour a week during launch. We handle configuration, monitoring, and the operating cadence.
How is my data handled?
Access is scoped to the systems and workflows you approve. Provider terms, data boundaries, retention, and bring-your-own-key options are documented before launch.
What happens if I cancel?
You keep your data and accounts. We provide workflow documentation and an orderly handoff so the operating knowledge is not stranded.
Start with the messiest workflow
Thirty minutes. One workflow map. A straight answer.
Show us where work goes cold or falls between people. We will tell you whether an AI operating team fits, what it should own first, and where a human must stay in the loop.
Book a workflow diagnosticOr take the demo station for a drive 30 minutes · no preparation required