What problem does it solve? Running a service agency involves juggling lead qualification, pricing decisions, proposals, client onboarding, project delivery, invoicing, and retention — most founders handle these ad hoc, leading to underpriced work, scope creep, late payments, and churned clients. ## Core Features & Use Cases - Lead Qualification & Sales: BANT-S scoring (0-100), a 45-minute discovery call framework, and outreach templates to triage and convert inbound leads. - Pricing & Proposals: A pricing calculator triangulating cost, value, and market rates, plus a win-rate-optimized proposal structure and 3-tier retainer design. - Delivery & Retention: Project health tracking, scope creep classification, weekly client updates, P&L dashboards, late-payment sequences, client health scoring, and QBR templates. - Use Case: A new inquiry arrives from Acme Corp with a $30K budget — the agent scores the lead, drafts the discovery call agenda, prices the engagement into three tiers, and generates the proposal. ## Quick Start Ask the agent to qualify a new lead from a company and recommend next steps using the BANT-S scoring framework.