A pitch, two ways
The brief just landed and the deadline won't move.
We run our own firm on Sofia
At FINdustries, Sofia rebuilt our pipeline in one session, turns meetings into CRM notes and keeps hundreds of contacts current.
- 5×One full-time user doing the work of five people
- 2×Our team works like one twice its size
- 5 minA client's meeting notes, down from 30 to 45
The agency quarter, client by client
The quarterly review is the other big one. The weekly work around it runs on its own.
- After every client call
Recap and scope check
Decisions and action items written up for the account lead, each new request checked against the retainer and logged in HubSpot.
- Every Monday
Status notes
A note per client from Asana, ClickUp or monday.com: what shipped, what's in review, what's waiting on the client.
- Each quarter
The quarterly review
The quarter's results gathered into each client's template, with commentary and next-quarter recommendations drafted for the strategist to sharpen.
Connected to the platforms your accounts run on
Sofia works with more than 800 business systems, so she works from your real data. We set up the ones your agency uses.
Ad and analytics platforms
Sofia connects to the platforms behind every client report, and we build the actions your reports need on each within a month.
ExploreClients and projects
Call recaps and new requests logged against the client in HubSpot, tasks created in Asana or ClickUp, and the status note built from the board.
ExploreDecks, files and chat
Pitch and review decks built in PowerPoint, files saved to the client's folder in Google Drive or Dropbox, and quick requests to Sofia from Slack.
ExploreThe client report your best clients love, for all of them
Today each client's rules live with one person. Sofia learns them once and every account uses them.
Each account manager with their own AI
- Each person prompts a chatbot their own way
- Client voice rules live in one inbox
- New hires learn each client the hard way
Sofia, taught once
- Your best account lead shows Sofia the report once
- It becomes a skill for every account
- A new hire's report matches the client's voice
“I'll just ask it make this into a client facing follow up. And it knows what I mean now.”
Where agencies start
Start with the pitch or the quarterly review. Each page shows the work step by step.
- Due Diligence & ResearchCategory, competitor and audience research for every pitch, in your template.Explore
- Proposals & Statements of WorkPitch decks, proposals and SOWs drafted from the brief and past work.Explore
- Project DeliveryA pitch, audit or rebrand prep one person directs, without staffing it.Explore
- Client DeliverablesQuarterly reviews and monthly reports for every account, in each client's template.Explore
- Revenue AssuranceRequested work checked against each retainer or statement of work.Explore
- Pipeline & CRMEvery client call ends with the recap, tasks and requests logged.Explore
- Contacts & OutreachProspect and client records kept current, outreach written to each person.Explore
- Operations ReportingMonday status notes and recurring reports, delivered on schedule.Explore
Questions firms ask
Our project tool already has AI built in. Why add Sofia?
Every app you use is getting an AI that knows its own product. None of them knows how your agency works. Sofia works across your project board, CRM, files and meetings, and follows each client's way of working.
Can Sofia write in each client's voice?
Yes. Give Sofia approved past work for the client and the rules they care about, and that becomes a skill. Sofia drafts. The insight, the concept and the client relationship stay with your team, and your team reviews before anything goes to the client.
Does Sofia connect to our ad and analytics platforms?
Sofia connects to Google Ads, Meta Ads, Google Analytics, LinkedIn, Semrush and Ahrefs, among more than 800 business systems. We set up the ones your agency uses and build the actions your agency needs on each within a month.
Is our clients' material used to train AI models?
No. Your agency's data isn't used to train AI models, in our systems or by the model providers we use. Nothing connects until your IT lead agrees the access, and anything sent to a client can wait for a person's approval.
How do we start?
Score your firm first. When you want to go further, the Sofia Assessment maps your systems and values your recurring work in about a month, and you keep everything it delivers: the systems map, workflow catalogue and build order. Then you decide.
Bring your next pitch brief
Score your firm, then show us a pitch brief and last quarter's review. We'll show you what Sofia drafts and what stays with your strategists.