“I cannot see cash, margin, or KPIs quickly enough.”
Choose Money & Metrics. Budget variance, cash runway, pricing and margin, spend audit, KPI scorecard, dashboards, and stakeholder updates.
Choose your starting point
Core first. One module when you need it.
You do not need 15 plugins on day one. Start with the Core Suite to run the close, reporting, practice admin, and security watch. Then select the one module that removes your next bottleneck.
Everyone starts here
The Core Suite
AiEA, Quinn, Quill, and WOW Sentinel work together to create context, improve the close, reduce practice admin, and maintain daily visibility.
- Run a morning brief and weekly review with your own business context.
- Review the close and explain the numbers in plain English.
- Draft client chases, onboarding, scheduling, and follow-through.
- Receive a daily read-only security report.
Then choose by pain point
Which bottleneck is costing you most today?
“Leads go quiet and follow-up is inconsistent.”
Choose Growth Engine. Buyer research, outreach, follow-up, proposals, retention, referrals, and pipeline workflows.
“We know our expertise but do not publish consistently.”
Choose Content & Brand. Content strategy, posts, creative assets, presentations, brand voice, and publishing support.
“Hiring and people processes are ad hoc.”
Choose People & Team. Hiring, onboarding, one-on-ones, reviews, roster/PTO, and offboarding.
“Support quality depends on who sees the message.”
Choose Client Care. Support triage, SLA checks, knowledge-base drafting, and CSAT/NPS signals.
“Contracts, renewals, and SOPs are slipping.”
Choose Governance & Legal. Contract and vendor triage, compliance calendar, e-sign staging, SOPs, and policy drafts.
A simple rule
Do not add a module until you can name the outcome.
Ask: “What recurring task do we want to improve next?” If the answer is clear, choose the matching module. If not, stay with Core, use the first-week checklist, and ask Which skills should I use? after a few days of real work.
Start useful. Grow deliberately.
Begin with the Core Suite, then add the next capability when it earns its place.