Alfred

Meet Alfred

Hi, I’m Alfred. Your AI Chief of Staff.

I run marketing for you, help your sales team close deals faster, and keep your receivables and books up to date.

How I work
You approve the moves. I prepare the work.

Let me walk you through it

I show you what needs attention and what to do next.

A campaign is bringing in fewer leads. An invoice is still unpaid. I look into the cause, gather the supporting records, and prepare a recommendation or follow-up for you to review.

See how I work through a business problem

Illustrative workflows with sample data. Finance starts with a consultation. Sales is in development.

Your campaign is bringing in fewer leads. Let me show you how I’d look into it.

Summer campaign

  1. Notice

    I notice where results have changed.

    Needs attention

    Qualified leads

    Yesterday
    24
    Today
    15

    Yesterday compared with today

  2. Understand

    I connect the numbers with the context.

    Context attached
    Campaign spendBudget is unchanged
    Creative historySame ad for 6 days

    I’d look at creative fatigue first, before suggesting a budget change.

  3. Prepare

    I put a recommendation together.

    Prepared for review

    Creative review plan

    Compare two fresh variations with the current ad. Keep the audience and budget fixed so the result is useful.
    • Same audience
    • Allow conversions to mature

  4. Move

    I explain it. You decide what happens next.

    You are in control

    Ready for your call.

    Review the comparison plan before any campaign changes.

Here’s what I can take care of

I take on the work that moves your business.

I help with your campaigns and receivables today. I’m building Sales support to bring your team’s best deal patterns into every rep’s preparation.

Marketing

I run your marketing.

I help you bring in more qualified leads. I find which campaigns and messages are working, where your brand needs more visibility, and what to improve next.

How I help with Marketing
How I helpIllustrative workflow

I bring your marketing results together

CampaignsSearchAI visibility
One performance picture

I help you decide what to improve

Creative losing its pull?I flag fatigue and suggest the next angle to test.
Spend going to the right places?I help review spend against results. Rolling out.

Your daily marketing priorities

I’ll help you choose what to work on next.

Start with a creative test, a search fix, or a campaign that needs a closer look.

Explore Marketing

Finance

I help you reduce DSO and keep your books up to date.

I follow up on overdue invoices, automatically reconcile incoming payments, and keep your receivables records current. You know what’s collected, what’s outstanding, and what needs attention.

How I help with Finance
How I helpIllustrative workflow

I help you review your receivables

InvoicesPayment records
Match the payment to the invoiceI keep the source records attached.
MatchedReady for review
Still openFollow-up needed
A deduction or dispute?

I bring the evidence into the same receivables review.

Your cash outlook and daily priorities

I help you see what’s due and what’s blocked.

See estimated receipts and the overdue accounts to follow up first.

Explore Finance

Sales

I’ll help every rep sell better and close deals faster.

I’ll turn what wins deals for your team into clear next steps, timely follow-ups, and coaching every rep can use.

How I help with Sales
How I helpIllustrative workflow

I’ll flag changes in your deals

DiscoverEvaluateDecide
A deal goes quietEngagement
A close date slipsForecast
A winning pattern repeatsTeam learning
Next sales playRep coachingForecast review

Your daily sales priorities

I’ll help your reps choose their next step.

The planned brief will bring deal risks, follow-ups, and coaching suggestions together.

Explore Sales

Meet the specialists behind me

I put specialists to work for you.

From reviewing an ad to preparing a payment reminder, I give each job the right specialist. Pick one to see the work, the result, and its availability.

Marketing

I bring campaign results, creative reviews, and search opportunities into your daily priorities. Five specialists are live. Spend Mix is rolling out.

See the Marketing agents

Finance

My six Finance specialists are live. I help collect what’s owed, reconcile incoming payments, and keep your books current. Start with a Finance consultation.

See the Finance agents

Sales

I’m building specialists that bring your winning deal patterns into sales plays, risk reviews, and rep coaching. All six are in development.

See the Sales agents
Selected agentMarketing

Unified KPI Cockpit

I help you improve campaign results by showing what’s working and where to focus next.

See Unified KPI Cockpit at work
Last 30 daysSample data

Qualified leads

248

32 more than last month

Campaign spend

$18.6k

Across three channels

Cost per lead

$75

Down from $86

Influenced pipeline

$124k

Linked to campaign activity

Qualified leads

Weekly performance across your channels

42586781
Week 1Week 2Week 3Week 4

Channel health

3
  1. 01
    Paid search

    112 leads · $68 per lead

  2. 02
    Paid social

    76 leads · $104 per lead

  3. 03
    Organic search

    60 leads · No media spend

Context stays attached

Alfred’s read

Paid social costs more per lead. Review the audience and creative before increasing spend.

What I use, what you get, and access
What I use
Connected marketing performance signals.
What you get
Campaign KPIs and performance changes in one view.
Availability
Explore Marketing plans to review access and limits.
Meet my Marketing agents

Seek Alfred

Ask me. I’ll bring you up to speed.

Ask about a campaign change or an overdue account. I bring the findings and supporting records into the answer. Try a sample question below.

MarketingFinanceSales in development
Seek AlfredSample conversation
You

What needs my attention today?

Alfred’s response
  • Finance$24k

    Three receivables need follow-up

  • Marketing1 revision

    Campaign message ready for review

  • Your decisionReview first

    Start with the overdue balance

I’d start with the three overdue receivables. I’ve gathered the account details for your review. Then I’d look at the campaign message: there’s a revision ready, with the reason for the change attached.

  • Receivables
  • Campaign work
  • Pending decisions

Continue the conversation

Take a look at what I’d prepare

I’ve done the digging. Here’s what I recommend.

A creative refresh. A payment reminder. A follow-up that answers the buyer’s question. I prepare the work and explain why I recommend it. Try a review below with sample data. Finance starts with a consultation; Sales is in development.

Your creative, in context
Current Weekend Carryall ad: a canvas travel bag on a bench in a wide guesthouse scene. Made for every day. Explore the collection.The creative I’m reviewing
Previous → Latest 7 days
Impressions25k 40k
Click-through rate1.6% 0.7%
Here’s how I connect the dotsStep 1 of 3

The ad has more impressions. Its click rate is lower.

I’ve compared the latest seven days with the previous seven. Impressions rose, but click-through rate more than halved.

Flag the creative for a closer look.
  • Meta Ads
  • 7-day performance
Open the creative review

Creative Intelligence

I show you which ads need attention, explain why, and suggest a direction to test.

Meta Ads · Static
Compare with the current ad
Current creativeNeeds improvement
Current Weekend Carryall ad: a canvas travel bag on a bench in a wide guesthouse scene. Made for every day. Explore the collection.

The product is small, and the headline gives the buyer little reason to choose it.

My recommendationRefresh
Recommended Weekend Carryall ad: a close-up of a canvas travel bag on a coastal terrace. One bag. Room for the weekend. Find your weekend bag.
  • Bring the product into focus
  • Give the headline a specific use
  • Make the next step clear

The creative stays attached. Ask me why I’d make these changes. I’ll keep this ad in view.

A few things you might be wondering

Let’s get to know each other.

How do you help me reduce DSO?

DSO means days sales outstanding: a measure of how long it takes to collect customer payments on average. I help your team prioritize overdue invoices, check payment matches, and investigate disputes. Lower DSO is the goal; the result depends on your records, payment terms, and collections process. Start with a Finance consultation.

What can I hand over to you?

Start with campaign analysis, creative reviews, or receivables follow-ups. I compare the information, identify issues, and prepare recommendations, proposed payment matches, or reminder drafts. My Sales capabilities are in development for deal preparation and rep coaching.

Do you make changes without me?

I prepare the findings and recommendations. You decide what changes. The interactive examples here use sample data, so you can try the review process. Approving one does not change a real campaign or send a message.

What do you need from me to get started?

Choose Marketing to compare plans and start a trial. For Finance, tell my team about your invoice volume, accounting tools, and collections process. They’ll help you confirm the setup and permissions. You can also contact my team to discuss Sales in development.

Where can I work with you today?

You can explore my Marketing plans and access, or start a Finance consultation about your receivables workflow. Spend Mix is rolling out, and my Sales capabilities are in development. Each team’s page explains the work, availability, and next step.