Start by clearly separating strategy from execution.

• Assign humans to:
  • Strategy
  • Positioning
  • Client relationships
  • Final approvals
• Remove humans from repetitive operational tasks.
• Document which tasks must remain human-owned.

‍

Identify work that can be systemized.

Break down each department into repeatable workflows:

• Content
• GTM
• Sales
• Project Management
• Customer Success

‍

Systemize content production.

Create agents for:

• Competitor Research: Analyze top creators and formats
• Content Ideation: Generate structured post ideas
• Interview Preparation: Create research briefs and questions
• Design Brief Creation: Generate creative briefs for visuals
• Repurposing: Convert posts into other formats
• Newsletter Formatting: Adapt content into email format
• Client Activity Tracking: Monitor publishing and PR activity

‍

Automate pipeline generation workflows.

Create agents for:

• List Building: Pull ICP-filtered account lists
• Qualification: Score and filter leads
• **Outbound Strategy:** Generate campaign structures
• **Copywriting:** Produce outbound email and LinkedIn messaging

‍

Reduce rep administrative workload.

Create agents for:

• Pre-Call Research: Prepare structured call briefs
• CRM Updates: Log activities and update deal stages
• Email Drafting: Generate follow-up responses
• Pipeline Analysis: Monitor forecast and performance trends

‍

Automate tracking and reporting.

Create agents for:

• Task Tracking: Monitor deadlines and deliverables
• Outbound Reporting: Aggregate campaign metrics
• LinkedIn Reporting: Track impressions and engagement

‍

Systemize retention and expansion.

Create agents for:

• ICP Matrix Creation: Build positioning frameworks
• Company Research: Gather account intelligence
• Meeting Summarization: Convert transcripts into action items
• Onboarding Automation: Standardize setup workflows
• Expansion Detection: Identify upsell signals in conversations

‍

Prevent agent fragmentation.

• Use a single CRM for pipeline data.
• Use a unified content database.
• Centralize enrichment logic.
• Ensure all agents write back to the same system of record.

‍

Expand capacity without adding headcount.

• Identify repetitive bottlenecks.
• Convert them into agent workflows.
• Deploy new agents instead of new roles.
• Continuously refine existing agents.

‍