A managed AI employee for B2B service firms.
For consulting practices, fractional CFO/CMO/COO shops, executive coaches, training firms, RevOps consultancies, and design studios where the founder is still on engagements and quietly carrying the recurring client status, follow-up, and meeting admin. Agenvanta installs and runs a dedicated AI employee so that work stops depending on you.
5 to 50 person B2B service firms where the founder is producer-in-chief.
Consulting, fractional finance/marketing/ops, professional services, executive coaching, training and learning, customer-success consultancies, RevOps shops, small design studios. Typically 5 to 30 active engagements, project work in Notion/Asana/ClickUp/Monday, Slack-first internal culture, Google Workspace or Microsoft 365, HubSpot or Pipedrive optionally on the sales side.
The pain is the same across these firms: the founder is still producing the work, there are too many open client loops every week, status notes skip when delivery gets busy, sales follow-up after good calls goes quiet, and meeting decisions never make it back into the project tool.
That recurring admin is what a well-installed AI employee is for. More on the underlying service: managed AI operations. Who this is not for: trades, bookkeeping firms, and $500-workflow shoppers.
Five concrete jobs, running on day eight.
Client status updates
Pulls the latest from your project tools and recent meeting notes, then drafts a weekly status note per active engagement in your house format. Owner approves; the AI employee sends or posts.
Meeting summary and action extraction
From Zoom, Google Meet, Fathom, Otter, or Gong recordings: clean summary, decisions made, action items with assigned owner and due date, and follow-up drafts ready for review.
Open-loop tracker
Every promise made to a client, every internal blocker, every prospect waiting on a reply, in one place. Surfaced to the owner in a weekly digest.
Sales follow-up drafts
Drafts post-call follow-ups, proposal-cadence touches, and light-touch nurture for stalled deals in your voice. Owner approves every send. Pipeline stops going cold.
Internal account research
Prospect dossiers before discovery calls, prep packs for quarterly reviews with current clients, light competitor scans before pitches.
Vertical job add-ons
After week three we add firm-specific jobs you ask for: retainer health reports, scope-creep flags, engagement post-mortem drafts, partner-meeting prep. One per week, not per quarter.
You hire one employee. We run the operating layer underneath.
An Agenvanta AI employee is a managed engagement, not a tool you configure. We own the models, prompts, memory vault, integrations, approval gates, monitoring, and weekly improvement loop. You own the goals and the approvals.
Company memory vault
Your services, current clients, retainer scopes, voice, frameworks, partner list, internal SOPs. Maintained by us, reviewable by you. Stops feeling generic by week three.
Approved tool access
Slack, Notion/Asana/ClickUp/Monday, Google Workspace or Microsoft 365, Zoom or Meet, Fathom or Otter, optionally HubSpot or Pipedrive. Scoped credentials, not broad access on day one.
Human approval gates
Every client-facing send routes through an owner or engagement lead. Sends to clients, scope-impacting messages, and anything touching pricing always require human approval, indefinitely.
Weekly improvement loop and monitoring
We watch what the AI employee actually does, fix drafts that needed editing, tune the jobs that are not landing, and add the next job from your backlog. Weekly progress note. No infrastructure on your plate.
What the AI employee will not do.
- No client-facing send without owner approval in week one and beyond. Drafts route to an owner or engagement lead for review before they leave your domain.
- No contract or scope-of-work changes. The AI employee can draft and flag scope issues. It cannot send or commit to SOW changes.
- No spending decisions. Vendor commitments, contractor hires, tool spend, and ad budget all require human sign-off.
- No public posting on behalf of the firm. No LinkedIn, no X, no client social. Drafts only, posted by a human.
- No regulated-industry client work (healthcare, finance) without explicit scope. On those accounts the AI employee stays in suggest-only mode.
- Acts only inside agreed tools. Tool access is scoped to the specific jobs we agreed to in setup, not all-or-nothing.
A compressed view of the install.
Days 0 to 2, install the employee. Named agent identity, role definition tailored to your firm, initial memory vault, approved communication channel (usually a private Slack channel), safety and approval rules in writing.
Days 3 to 7, make it useful. Ship the first 2 to 3 jobs (typically meeting summary plus action extraction, follow-up drafts, open-loop tracker). Output by end of week one.
Days 8 to 14, connect tools and stabilize. Project tool, calendar, docs, and meeting-recording integrations. Request board so anyone on your team can ask the AI employee for something. Monitoring, error alerts, human review online.
Days 15 to 21, verticalize. Firm-specific jobs: weekly client status notes in your house format, sales follow-up cadences tuned to your buyer, prep packs for the calls that matter most this week.
Days 22 to 30, make it feel like an employee. Weekly progress update, a "what the AI employee now handles" doc, backlog of the next five improvements, written renewal/expansion path.
One AI employee, one retainer.
Standard
One managed AI employee, all jobs included, monitored and improved weekly by Agenvanta. No per-workflow fee, no per-seat fee, no token surcharges.
Founding member
Reserved for the first 1 to 2 pilots in this segment. In exchange you give us fast feedback and case study rights once we have shipped real outcomes for you. Same scope as standard.
No $500 pilots, no $1,500 retainer trials. The reason is operational: an AI employee that is not properly installed, scoped, and monitored does not actually take work off the owner.
Common questions from B2B service firm owners.
What is the difference from hiring a virtual EA?
A virtual EA is one person, hours-bounded, and starts cold every Monday because they do not retain firm-specific memory. An Agenvanta AI employee runs 24/7, builds a memory vault of your services, clients, scopes, voice, and frameworks, and never forgets what was promised on a Wednesday call. Agenvanta runs the operation underneath.
Will it write proposals?
It drafts the research, structure, and first cut of language. Final scope, deliverables, and pricing are the owner's call.
How is this different from ChatGPT Team?
ChatGPT Team is a shared chat seat that waits for someone to prompt it. An Agenvanta AI employee has a job description, a memory of your firm, an operating rhythm, a request board, approval gates, and a human team running it.
What if my SOPs are not written down?
Most small B2B firms do not have written SOPs. In onboarding we extract them from how you actually run engagements (short interviews, Slack threads, status docs, past proposals) and load them into the memory vault. You review and correct it.
Can it handle multiple clients at once?
Yes. One AI employee, many client contexts in the memory vault. Each engagement gets its own context (scope, contacts, current state, open promises, voice).
What tools do you connect to?
Slack, Notion/Asana/ClickUp/Monday, Google Workspace or Microsoft 365, Zoom or Meet plus Fathom or Otter, and optionally HubSpot or Pipedrive. We connect to what you already use; no tool migration in week one.
Talk to Shivam about an AI employee for your firm.
The pilot waitlist is small on purpose. We install one AI employee at a time, properly. Founding members get the $2,500/mo rate and direct access to Shivam. If you run a 5 to 50 person B2B service firm and the open-loops description sounds like your week, the apply form is the fastest path in.