Meet your team, Ishaan
Four specialists, always on, working across your whole agency. They draft, chase, build and brief — but nothing reaches a client without your sign-off.
Knows every client, pipeline and job in flight. Runs the team, briefs you each morning, and makes sure nothing ships without your sign-off.
Lives in Prospector. Works your pitches, chases every follow-up, and keeps deals warm until they close — then hands them to Ada.
Runs onboarding, keeps projects on track, and brings you the work that needs approving across delivery and your clients.
Builds your offers, turns client wins into case studies, and works on marketing your agency — not just your clients'.
Your team runs one loop: Reid wins the work, Ada delivers it, June turns the results into your next pitch — and it feeds itself. Milo keeps it turning, and nothing reaches a client without your approval.
Scan for leads, build proposals, and close deals.
Buy services, track projects, and approve every deliverable.
Onboarding, analytics, reports and client portals.
Build offers, sharpen positioning, and market yourself.
Sit down with the Brand & Brains team to set up your agency the right way.
Pick a timeA quick question about a client, a project, or how something works. Milo's always on.
Open HQShort walkthroughs for everything — from your first proposal to your first report.
Browse guides