Scopes, requirements and outcomes

Find the capabilities your business needs to grow.

Compare business scopes, outcome projects and defined-task AI options. Review what is included, what the work needs and how usefulness is measured.

Catalog Architecture
102 Defined Scopes
9 Outcome Goals
17 Capabilities
Bounded Milestones · Zero Speculative Pricing

Browse by business goal

Choose a goal, then compare the work and requirements. Select two scopes for a closer look.

102 scopes

What would you like to improve?
SCOPED SYSTEMScoped project proposal

Missed-call & estimate recovery

After-hours inquiries going nowhere? Define one follow-through workflow — area, dispatcher, crews — and catch them all.

Related goals: More attended appointments · More completed sales · Reactivate eligible relationships

Capabilities: Inquiry qualification · Appointment coordination · Follow-up & reactivation · CRM & lead ownership · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Call and estimate journey review.
  • Service-area and booking rules.
  • One recovery workflow.
  • Human escalation and quality checks.
  • Outcome reporting definitions.

What the work needs

  • An operating service business.
  • A calendar and an owner for dispatch.
  • Capacity for additional suitable work.

What stays outside this scope

  • Dedicated reception staffing or emergency-service coverage.
  • Telecom and message usage.
  • Advertising spend or guaranteed bookings.

Delivery basis

A bounded recovery workflow, dispatch handoff, test cases and operating instructions agreed in the project proposal.

How success would be evaluated

Review qualified bookings and completed-job contribution alongside response quality, cancellations and crew capacity.

SCOPED SYSTEMScoped project proposal

Database & listing-pipeline system

Relationships going cold? Get contact-ready with CRM ownership and consultation routing that respects brokerage rules.

Related goals: Reactivate eligible relationships · More attended appointments · More completed sales

Capabilities: CRM & lead ownership · Follow-up & reactivation · Appointment coordination · Sales & proposal handoffs · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Database readiness review.
  • Lead ownership and CRM stages.
  • One follow-up journey.
  • Consultation routing.
  • Pipeline reporting definitions.

What the work needs

  • An active agent or team.
  • Right contact permissions.
  • Brokerage review where required.

What stays outside this scope

  • Brokerage or transaction advice.
  • Lead purchases and unlimited outbound campaigns.
  • CRM licenses and guaranteed clients or closings.

Delivery basis

A defined contact segment, relationship workflow, agent-routing rules and pipeline definitions with brokerage review where needed.

How success would be evaluated

Review attended consultations, signed clients and eligible follow-up coverage without attributing every transaction to the new workflow.

SCOPED SYSTEMScoped project proposal

Delivery operating system

Delivery chaos behind a calm sales pitch? Map one service so intake, reviews, and handoffs run clean.

Related goals: Less manual follow-through · Clearer revenue measurement · More completed sales

Capabilities: Delivery & operating systems · Workflow automation · Sales & proposal handoffs · Training & learning journeys · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • One service workflow map.
  • Scope and acceptance templates.
  • Task ownership and escalation.
  • Quality-review checkpoints.
  • Delivery and margin reporting definitions.

What the work needs

  • A repeatable paid service.
  • An implementation owner.
  • Authorized recent delivery examples.

What stays outside this scope

  • Replacement of creative or professional judgment.
  • Dedicated fulfillment staff or white-label capacity.
  • Every service line, portal development or guaranteed margin.

Delivery basis

One service map, intake and acceptance templates, task handoffs and an operating review method.

How success would be evaluated

Review on-time acceptance, rework, delivery contribution and founder effort for the scoped service.

SCOPED SYSTEMScoped project proposal

Lifecycle & support recovery

Buyers vanish after checkout? Win the second order with post-purchase journeys that respect stock, permission, and fulfillment.

Related goals: More repeat business · Reactivate eligible relationships · Clearer revenue measurement

Capabilities: Customer support & retention · Follow-up & reactivation · Offer copy & useful content · Delivery & operating systems · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Lifecycle and contribution review.
  • Defined post-purchase flows.
  • Stock-aware offer requirements.
  • Support escalation rules.
  • Cohort reporting definitions.

What the work needs

  • An active store with real orders.
  • Usable product and order data.
  • A support and fulfillment owner.

What stays outside this scope

  • Discount authority or merchandising changes without approval.
  • Store-platform, email and AI usage fees.
  • Guaranteed lifetime value or stock integrations.

Delivery basis

One defined post-purchase journey, support rules, availability requirements and a cohort review method.

How success would be evaluated

Review useful repeat purchases and customer contribution together with refunds, support workload and fulfillment quality.

SCOPED SYSTEMScoped project proposal

Activation & expansion system

Users lost after signup? Define the first win, fix onboarding, and route stalled accounts to real help.

Related goals: More repeat business · Less manual follow-through · Clearer revenue measurement · Practical AI assistance

Capabilities: Customer support & retention · Workflow automation · Offer copy & useful content · Defined-task AI assistance · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Activation-event definition.
  • One onboarding journey.
  • Stalled-account routing.
  • Grounded product-guidance requirements.
  • Cohort and activation reporting definitions.

What the work needs

  • A working product.
  • Usable events or an agreed instrumentation scope.
  • Product and customer-success ownership.

What stays outside this scope

  • Product feature development unless separately scoped.
  • Assumed event, billing or account integrations.
  • Guaranteed retention or autonomous plan changes.

Delivery basis

One activation definition, onboarding journey, stalled-account handoff and source-aware cohort review.

How success would be evaluated

Review time to first useful value, activated accounts and right cohort retention with product limitations visible.

SCOPED SYSTEMScoped project proposal

Offer-to-community launch system

Knowledge that could sell, sitting idle? Shape it into learning people complete — with support you can sustain.

Related goals: More completed sales · More repeat business · Less manual follow-through

Capabilities: Offer copy & useful content · Training & learning journeys · Customer support & retention · Delivery & operating systems · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • One offer and learner outcome.
  • Curriculum and resource map.
  • Member onboarding journey.
  • Support and moderation rules.
  • Participation reporting definitions.

What the work needs

  • Credible expertise.
  • Rights to the teaching material.
  • A realistic support commitment.

What stays outside this scope

  • Invented credentials or learner results.
  • Unlimited coaching, session help or moderation.
  • Platform licenses or assumed membership revenue.

Delivery basis

One learning-offer brief, curriculum map, onboarding path and support operating plan.

How success would be evaluated

Review first learner action, useful participation, support effort and evidence of progress rather than enrollment counts alone.

SCOPED SYSTEMScoped project proposal

Blueprint validation sprint

Big idea, no proof yet? Nail the customer, cost the work, and test small before you build big.

Related goals: More qualified leads · More completed sales · Clearer revenue measurement

Capabilities: Audience & business research · Offer copy & useful content · Delivery & operating systems · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Business-model fit review.
  • Assumption and cost map.
  • Customer interview plan.
  • One bounded validation experiment.
  • Go, change or stop review.

What the work needs

  • Time to do the operating work.
  • A specific customer hypothesis.
  • A budget suited to a bounded test.

What stays outside this scope

  • A guaranteed business, income or investment return.
  • A full product, website or acquisition campaign.
  • Validation claimed solely from automatically generated plans.

Delivery basis

A testable customer and operating brief, interview plan, bounded experiment and decision review.

How success would be evaluated

Review the quality of customer and delivery evidence, actual effort and whether the test supports a clear next decision.

SCOPED SYSTEMCustom & multi-location proposal

Acquisition readiness & transition

Bought the story, not the business? Organize criteria, verify evidence, and plan the handoff before you sign.

Related goals: Clearer revenue measurement · Less manual follow-through

Capabilities: Audience & business research · Delivery & operating systems · Digital-asset packaging · Revenue & service measurement

Custom & multi-location proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Acquisition criteria brief.
  • Evidence and questions register.
  • Operating dependency map.
  • Transition plan.
  • Named operating responsibilities.

What the work needs

  • Defined acquisition criteria.
  • Authorized access to related records.
  • Right expert review.

What stays outside this scope

  • A verified business-for-sale inventory or sourcing guarantee.
  • Legal, tax or formal financial diligence.
  • Valuation assurance, transaction execution or guaranteed returns.

Delivery basis

A custom-scoped criteria brief, evidence register, dependency map and operating transition plan.

How success would be evaluated

Review whether critical questions are resolved and a workable transfer and operating plan exists, including a justified decision not to buy.

SCOPED SYSTEMCustom & multi-location proposal

Replication readiness system

Indispensable — and exhausted? Turn founder know-how into training, rights, and support others can run.

Related goals: Less manual follow-through · Clearer revenue measurement · More repeat business

Capabilities: Replication & rights readiness · Delivery & operating systems · Training & learning journeys · Revenue & service measurement

Custom & multi-location proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Founder-dependency review.
  • SOP and rights inventory.
  • Operator learning path.
  • Readiness and quality standards.
  • Support infrastructure plan.

What the work needs

  • A functioning operating model.
  • Evidence of rights ownership.
  • Expert review of the arrangement.

What stays outside this scope

  • Legal approval of a license or franchise arrangement.
  • Territory reservation, franchise sales or operator recruitment.
  • Guaranteed independent performance or business income.

Delivery basis

A custom-scoped dependency and rights inventory, operator learning plan, pilot requirements and quality method.

How success would be evaluated

Review operator readiness, independent execution and support effort in a bounded pilot before expanding the model.

SCOPED SYSTEMScoped project proposal

Portfolio packaging & inquiry desk

Assets gathering dust? Label what's real, package what's sellable, and bring buyers qualified questions.

Related goals: More qualified leads · More completed sales · Clearer revenue measurement

Capabilities: Digital-asset packaging · Offer copy & useful content · Inquiry qualification · Delivery & operating systems · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • A bounded inventory review.
  • Evidence and rights labels.
  • Buyer-ready listing structure.
  • Inquiry qualification workflow.
  • Transfer-readiness checklist.

What the work needs

  • Owned or authorized assets.
  • Accurate development and revenue status.
  • An owner for transfer decisions.

What stays outside this scope

  • Published verified inventory or an instant marketplace sale.
  • Escrow, registrar transfer execution or valuation assurance.
  • Hosting, renewal fees and guaranteed sale proceeds.

Delivery basis

One bounded inventory and evidence review, listing pattern, inquiry plan and transfer checklist.

How success would be evaluated

Review buyer clarity, qualified inquiries and transfer readiness, with renewal cost and any actual realized proceeds kept distinct.

SCOPED SYSTEMScoped project proposal

Business website template scope

Website embarrassing you? Get a focused structure built around your real offer — pages visitors understand, actions they'll take.

Related goals: More qualified leads · More completed sales · Stronger customer trust

Capabilities: Websites & conversion pages · Offer copy & useful content · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Offer-aligned page structure.
  • Mobile and accessible component requirements.
  • Search metadata and content plan.
  • Installation and editing handoff.

What the work needs

  • An agreed platform and bounded page inventory.
  • Approved business facts and rights to supplied content.
  • A working contact destination and editing owner.

What stays outside this scope

  • A downloadable template purchase or instant installation.
  • Unspecified copy, photography, licenses and page counts.
  • A new backend, checkout or assumed third-party integration.

Delivery basis

An adapted website or template implementation with agreed content responsibilities, page limits and handoff checks.

How success would be evaluated

Review offer comprehension and suitable inquiries through a tested contact path; a template by itself does not establish demand.

SCOPED SYSTEMScoped project proposal

Brand & theme implementation

Brand looks different everywhere? Unite colors, type, and patterns into one identity customers recognize instantly.

Related goals: Stronger customer trust · More qualified leads · More completed sales

Capabilities: Brand & interface consistency · Websites & conversion pages · Offer copy & useful content

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Color and typography tokens.
  • Buttons, forms and scope patterns.
  • Responsive page rules.
  • Brand asset and usage handoff.

What the work needs

  • An approved identity and authorized brand assets.
  • A defined platform and representative page set.
  • An owner for design decisions and implementation acceptance.

What stays outside this scope

  • Logo creation, naming or a complete brand strategy unless separately scoped.
  • Photography, font licensing and asset-rights clearance.
  • Every page or third-party application by default.

Delivery basis

A bounded theme or design-system implementation with reusable patterns and documented usage.

How success would be evaluated

Review consistency, readability, accessibility and the clarity of important customer actions across the agreed pages.

SCOPED SYSTEMScoped project proposal

Connected growth bundle

Page converts, nothing follows up? Connect the page to qualification, ownership, and one follow-up journey that closes the loop.

Related goals: More qualified leads · More attended appointments · More completed sales · Less manual follow-through

Capabilities: Websites & conversion pages · Inquiry qualification · CRM & lead ownership · Follow-up & reactivation · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • An offer and conversion-page scope.
  • Lead qualification and ownership.
  • One approved follow-up journey.
  • Outcome and service-quality reporting definitions.

What the work needs

  • A real offer and capacity for suitable demand.
  • Approved business details and contact permissions.
  • A receiving sales owner and compatible systems to investigate.

What stays outside this scope

  • Every funnel stage, channel or location.
  • Media spend, messaging and tool usage.
  • A presumed CRM connection, deployed agent or guaranteed growth.

Delivery basis

A proposed combination of bounded page and follow-through work, with system feasibility and receiving owners confirmed before implementation.

How success would be evaluated

Review qualified inquiries progressing to right appointments or sales, alongside delivery capacity and acquisition cost.

SCOPED SYSTEMScoped project proposal

Workforce staffing & coverage plan

Customers waiting, nobody owns the chaos? Define who does what, when you're covered, and how quality gets checked.

Related goals: More attended appointments · More repeat business · Less manual follow-through

Capabilities: Delivery & operating systems · Customer support & retention · Training & learning journeys · Sales & proposal handoffs · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Role and responsibility map.
  • Coverage and language requirements.
  • Training and readiness criteria.
  • Quality, escalation and reporting plan.

What the work needs

  • Actual service demand and coverage requirements.
  • A manager for training, quality and consequential decisions.
  • Budget and approved details for the proposed roles.

What stays outside this scope

  • Confirmed staffing availability, hiring or dedicated labor.
  • Service hours, telecom usage and software fees.
  • Unlimited sales or support coverage.

Delivery basis

A coverage and role plan with readiness checks; any staffing provision and operating terms require a separate proposal.

How success would be evaluated

Review whether coverage, responsibilities, quality standards and the budget fit the actual customer workload.

SCOPED SYSTEMScoped project proposal

More qualified leads: focused project

Help the right people find you — and make asking easy. Start with audience fit and a contact path that works before buying traffic.

Related goals: More qualified leads

Capabilities: Audience & business research · Websites & conversion pages · Offer copy & useful content · Inquiry qualification · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • A priority audience and offer brief.
  • A focused conversion-page or service-content scope.
  • Inquiry questions and ownership rules.
  • Source-to-qualified-inquiry measurement definitions.

What the work needs

  • A real offer, service area and delivery capacity.
  • Approved business details and any usable inquiry examples.
  • An owner who can respond to suitable inquiries.

What stays outside this scope

  • Guaranteed lead volume or search rankings.
  • Advertising spend and an unlimited campaign program.
  • A new website platform unless the proposal calls for one.

Delivery basis

A scoped project for more qualified leads: a priority audience and offer brief and the agreed supporting deliverables. Access, checks, owners and any managed work are confirmed in the proposal.

How success would be evaluated

Review suitable inquiries that reach a real sales conversation, alongside acquisition cost and the team's capacity to respond.

SCOPED SYSTEMScoped project proposal

More attended appointments: focused project

Give every suitable inquiry a clear path to the calendar. Fix response, qualification, and scheduling against real availability.

Related goals: More attended appointments

Capabilities: Inquiry qualification · Appointment coordination · CRM & lead ownership · Follow-up & reactivation · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Appointment eligibility and routing rules.
  • A scoped scheduling and confirmation journey.
  • Reminder, cancellation and escalation requirements.
  • Attendance and downstream-outcome reporting definitions.

What the work needs

  • A scheduling owner and an accurate availability source.
  • Clear service, location and appointment requirements.
  • Right permission for customer messages.

What stays outside this scope

  • A live calendar connection on this marketing site.
  • Guaranteed attendance or unlimited outbound messaging.
  • Dedicated reception coverage without a separate agreement.

Delivery basis

A scoped project for more attended appointments: appointment eligibility and routing rules and the agreed supporting deliverables. Access, checks, owners and any managed work are confirmed in the proposal.

How success would be evaluated

Judge attended, suitable appointments and their next outcomes, not calendar entries alone; keep cancellations and workload visible.

SCOPED SYSTEMScoped project proposal

More completed sales: focused project

Help interested buyers reach an informed decision. Clarify the offer, estimate or proposal, follow-up ownership and the path from agreement to delivery.

Related goals: More completed sales

Capabilities: Sales & proposal handoffs · Offer copy & useful content · CRM & lead ownership · Follow-up & reactivation · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Offer, estimate or proposal-journey review.
  • Decision-stage and next-action definitions.
  • One scoped sales follow-up workflow.
  • Agreement-to-payment and delivery handoff requirements.

What the work needs

  • A sellable offer and an authorized decision maker.
  • Recent proposals or estimates that can be reviewed.
  • A sales owner and realistic fulfillment capacity.

What stays outside this scope

  • Guaranteed close rates or revenue.
  • Authority to approve discounts or sign contracts on your behalf.
  • Payment collection or checkout through this site.

Delivery basis

A scoped project for more completed sales: offer, estimate or proposal-journey review and the agreed supporting deliverables. Access, checks, owners and any managed work are confirmed in the proposal.

How success would be evaluated

Compare completed sales and collected revenue with the qualified-opportunity baseline, while accounting for discounting, costs and delivery quality.

SCOPED SYSTEMScoped project proposal

Reactivate eligible relationships: focused project

Old relationships, new revenue? Reconnect with permission, useful offers, and stop rules that respect everyone.

Related goals: Reactivate eligible relationships

Capabilities: CRM & lead ownership · Follow-up & reactivation · Inquiry qualification · Sales & proposal handoffs · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • A bounded contact-readiness and eligibility review.
  • Relationship segments and a related offer hypothesis.
  • One approved reactivation sequence with stop rules.
  • Reply routing and incremental-outcome measurement.

What the work needs

  • Authorized records with usable relationship context.
  • Right contact permission and suppression details.
  • A useful current offer and an owner for replies.

What stays outside this scope

  • Purchased lists or permission assumed from an old record.
  • Automatic outreach initiated by browsing this site.
  • Guaranteed recovered revenue or unlimited sending volume.

Delivery basis

A scoped project for reactivate eligible relationships: a bounded contact-readiness and eligibility review and the agreed supporting deliverables. Access, checks, owners and any managed work are confirmed in the proposal.

How success would be evaluated

Track qualified replies and incremental sales alongside opt-outs and complaints; separate reactivation outcomes from demand that would have arrived anyway.

SCOPED SYSTEMScoped project proposal

More repeat business: focused project

Give customers a worthwhile reason to return. Connect delivery, product education, renewal or replenishment timing and support to actual customer value.

Related goals: More repeat business

Capabilities: Customer support & retention · Follow-up & reactivation · Offer copy & useful content · Delivery & operating systems · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • A post-purchase or service-completion journey map.
  • One scoped rebooking, replenishment or renewal workflow.
  • Support and availability checks before an offer.
  • Repeat-customer and contribution reporting definitions.

What the work needs

  • An offer with a credible repeat or ongoing use case.
  • Usable purchase or service records and contact preferences.
  • An owner for fulfillment, support and availability.

What stays outside this scope

  • Subscriptions imposed on a finite customer need.
  • Unapproved discounts or automatic renewal terms.
  • Guaranteed lifetime value or repeat-purchase rates.

Delivery basis

A scoped project for more repeat business: a post-purchase or service-completion journey map and the agreed supporting deliverables. Access, checks, owners and any managed work are confirmed in the proposal.

How success would be evaluated

Review useful repeat purchases, renewals or rebookings by customer cohort, with contribution and service quality visible.

SCOPED SYSTEMScoped project proposal

Stronger customer trust: focused project

Become the obvious trusted choice. Earn honest feedback, route concerns fast, and fix the experience behind the stars.

Related goals: Stronger customer trust

Capabilities: Feedback & reputation · Customer support & retention · Offer copy & useful content · Delivery & operating systems · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • A scoped public-details and feedback-path review.
  • Honest review-request and response guidelines.
  • Service-recovery ownership and escalation rules.
  • Feedback themes and issue-resolution measures.

What the work needs

  • Verified business details and authorized profile access.
  • A person responsible for service recovery.
  • Approved reply limits and customer privacy requirements.

What stays outside this scope

  • Fabricated reviews, ratings, testimonials or credentials.
  • Filtering review invitations to suppress negative feedback.
  • Guaranteed ratings, review removal or local rankings.

Delivery basis

A scoped project for stronger customer trust: a scoped public-details and feedback-path review and the agreed supporting deliverables. Access, checks, owners and any managed work are confirmed in the proposal.

How success would be evaluated

Look for reliable feedback handling and fewer repeated service issues; a review count alone does not establish customer trust.

SCOPED SYSTEMScoped project proposal

Less manual follow-through: focused project

Stop doing the same task twice. Connect repeated steps with clear owners — and automate only what the rules allow.

Related goals: Less manual follow-through

Capabilities: Workflow automation · CRM & lead ownership · Delivery & operating systems · Customer support & retention · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • One bounded workflow and responsibility map.
  • Tool fit and permission needs.
  • Scoped configuration with exception and handoff checks.
  • Operating instructions and task-quality measures.

What the work needs

  • A repeated process and someone accountable for its outcome.
  • Approved access to the systems in the proposed scope.
  • Examples of ordinary cases and meaningful exceptions.

What stays outside this scope

  • Every-system integration or unlimited custom development.
  • Removal of human approval from consequential decisions by default.
  • Continuous monitoring without an agreed managed-service scope.

Delivery basis

A scoped project for less manual follow-through: one bounded workflow and responsibility map and the agreed supporting deliverables. Access, checks, owners and any managed work are confirmed in the proposal.

How success would be evaluated

Measure successful task completion and reduced rework, with exceptions and human effort included rather than counting automated actions alone.

SCOPED SYSTEMScoped project proposal

Clearer revenue measurement: focused project

Stop guessing what works. Connect inquiry to sale to revenue, and agree on definitions before trusting any dashboard.

Related goals: Clearer revenue measurement

Capabilities: Revenue & service measurement · CRM & lead ownership · Delivery & operating systems · Audience & business research

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • A business-question and metric-definition brief.
  • Available-records and attribution-gap map.
  • A scoped reporting or instrumentation plan.
  • A review method connecting outcomes to a next decision.

What the work needs

  • A clear decision and an owner for the source records.
  • Authorized access to usable business data.
  • Agreement on periods, definitions and known limitations.

What stays outside this scope

  • Invented attribution, missing revenue or customer results.
  • Real-time reporting or continuous observation by this site.
  • Formal financial assurance or accounting services.

Delivery basis

A scoped project for clearer revenue measurement: a business-question and metric-definition brief and the agreed supporting deliverables. Access, checks, owners and any managed work are confirmed in the proposal.

How success would be evaluated

Make the selected business decision easier to evaluate using traceable records, explicit gaps and consistent definitions; do not invent missing outcomes.

SCOPED SYSTEMScoped project proposal

Practical AI assistance: focused project

Put AI on one useful task with a human handoff. If it can't earn its place, you'll know fast.

Related goals: Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation · Customer support & retention · Audience & business research · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • One AI-role task and knowledge brief.
  • Access, permission and human-handoff requirements.
  • A scoped implementation and representative-case evaluation.
  • Task-quality, exception and usage-cost definitions.

What the work needs

  • A useful bounded task and a human operating owner.
  • Approved details suitable for the task.
  • Clear action permissions and examples to review.

What stays outside this scope

  • A deployed agent activated from this site.
  • Unrestricted access, autonomous commitments or guaranteed accuracy.
  • AI-provider and connected-tool usage fees unless specified.

Delivery basis

A scoped project for practical ai assistance: one ai-role task and knowledge brief and the agreed supporting deliverables. Access, checks, owners and any managed work are confirmed in the proposal.

How success would be evaluated

Review correct, useful task completion with human review, exceptions and usage cost visible; an impressive demonstration is not operating evidence.

SCOPED SYSTEMScoped project proposal

Lead concierge: scoped AI service

Help an interested visitor understand approved services and reach the right next step.

Related goals: Practical AI assistance · More qualified leads · More attended appointments

Capabilities: Defined-task AI assistance · Offer copy & useful content · Inquiry qualification

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • An approved service-question and answer map.
  • Inquiry context and next-action requirements.
  • Unsupported-question and human-routing rules.
  • Knowledge-grounding and handoff evaluation cases.

What the work needs

  • Approved service, location and offer details.
  • The visitor's stated question and related contact context.
  • A human operating owner.
  • Approved access and representative evaluation cases.

Access to agree

Start with approved knowledge. Any website, inbox or CRM connection and any ability to write records require a separate implementation scope.

Operating limits

  • Do not invent prices, availability, proof or service suitability.
  • Do not treat unanswered questions as permission to make a commitment.

Human handoff

Send the question, known context and unresolved points to the named sales or service owner; route unsupported questions to a person.

What stays outside this scope

  • Unapproved prices, availability or service commitments.
  • Support for every business question or private account lookup.
  • A live website assistant activated from this catalog.
  • Provider, messaging and connected-tool usage unless specified.

Delivery basis

A proposed concierge implementation for defined service questions and a receiving sales or service handoff, using approved details and agreed channels.

How success would be evaluated

Suitable inquiries reaching the right human next step

SCOPED SYSTEMScoped project proposal

Qualification assistant: scoped AI service

Gather the details needed to route an inquiry against explicit business eligibility rules.

Related goals: Practical AI assistance · More qualified leads · More attended appointments · More completed sales

Capabilities: Defined-task AI assistance · Inquiry qualification · CRM & lead ownership

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • An eligibility and routing decision map.
  • Minimum useful intake fields and missing-details handling.
  • Borderline-case and human-review rules.
  • Qualification and receiving-owner test cases.

What the work needs

  • Approved service-area, offer and eligibility criteria.
  • A customer's answers and the minimum permitted context.
  • A human operating owner.
  • Approved access and representative evaluation cases.

Access to agree

Use defined intake fields and approved rules. CRM reading, tagging or assignment is proposed only where authorized and technically suitable.

Operating limits

  • Do not infer sensitive traits or reject borderline cases without the agreed review path.
  • Do not offer regulated advice or change qualification rules independently.

Human handoff

Provide the assigned person with the stated need, criteria checked, missing details and any reason for human review.

What stays outside this scope

  • Independent changes to qualification criteria.
  • Sensitive-trait inference or regulated suitability advice.
  • Unapproved CRM assignments or automatic rejection authority.
  • Provider, messaging and connected-tool usage unless specified.

Delivery basis

A proposed qualification role for a defined intake and eligibility policy, with approved record actions and an explicit route for ambiguous cases.

How success would be evaluated

Correctly routed, suitably qualified inquiries

SCOPED SYSTEMScoped project proposal

Appointment coordinator: scoped AI service

Help a suitable customer prepare for booking, rescheduling or the next appointment conversation.

Related goals: Practical AI assistance · More attended appointments · More repeat business

Capabilities: Defined-task AI assistance · Appointment coordination · Follow-up & reactivation

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Appointment type, duration and preparation rules.
  • Availability-source and booking-permission requirements.
  • Confirmation, rescheduling and conflict handoffs.
  • Booking-error and attended-appointment evaluation cases.

What the work needs

  • Approved appointment types, durations and preparation rules.
  • Permitted availability details and customer preferences.
  • A human operating owner.
  • Approved access and representative evaluation cases.

Access to agree

Calendar lookup or booking requires an approved calendar interface, an explicit write permission and a tested confirmation rule. This site connects no calendar.

Operating limits

  • Do not invent an open slot or represent a draft as a confirmed booking.
  • Escalate conflicts, special requirements and decisions outside the approved booking rules.

Human handoff

Transfer the appointment context and any exception to scheduling staff; confirm a reservation only from the authorized system or person.

What stays outside this scope

  • Availability invented without an authorized source.
  • A connected calendar or reservation made by this site.
  • Unapproved booking changes or guaranteed attendance.
  • Provider, messaging and connected-tool usage unless specified.

Delivery basis

A proposed appointment role around a specific scheduling source and approval policy, with confirmed-booking and exception checks before operating use.

How success would be evaluated

Suitable appointments attended, with booking errors visible

SCOPED SYSTEMScoped project proposal

Reactivation assistant: scoped AI service

Prepare related reconnection messages for an eligible segment of dormant relationships.

Related goals: Practical AI assistance · Reactivate eligible relationships · More completed sales

Capabilities: Defined-task AI assistance · Follow-up & reactivation · CRM & lead ownership

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • A bounded relationship segment and eligibility rules.
  • Approved reconnection context and message drafts.
  • Suppression, reply ownership and sequence-stop requirements.
  • Qualified-reply and incremental-outcome evaluation plan.

What the work needs

  • Authorized relationship records and contact permissions.
  • An approved reason to reconnect, suppression list and current offer.
  • A human operating owner.
  • Approved access and representative evaluation cases.

Access to agree

A bounded record review can come first. Sending, record updates and reply routing need approved channels, sender identity and action permissions.

Operating limits

  • Exclude opt-outs, unsuitable records and contacts without right permission.
  • Respect sequence limits and stop on replies or service issues according to agreed rules.

Human handoff

Route a reply with relationship history and message context to the sales or service owner, including requests to stop contact.

What stays outside this scope

  • Outreach to opt-outs or records without right permission.
  • Purchased lists, unlimited sending or guaranteed recovered revenue.
  • Campaign sending or provider usage activated through this site.
  • Provider, messaging and connected-tool usage unless specified.

Delivery basis

A proposed reactivation assistant for one eligible segment, with approved sending authority, stop conditions and a receiving reply owner.

How success would be evaluated

Qualified reactivated conversations and incremental sales, alongside opt-outs

SCOPED SYSTEMScoped project proposal

Nurture assistant: scoped AI service

Prepare useful follow-up for a defined buyer stage using approved answers and related context.

Related goals: Practical AI assistance · More completed sales · More repeat business

Capabilities: Defined-task AI assistance · Follow-up & reactivation · Offer copy & useful content

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • A defined buyer-stage and useful-question map.
  • Approved follow-up content and sequence requirements.
  • Reply, opt-out and unsupported-question handoffs.
  • Relevance and decision-progression evaluation cases.

What the work needs

  • Approved offer explanations and customer questions.
  • The relationship stage, contact preferences and permitted interaction history.
  • A human operating owner.
  • Approved access and representative evaluation cases.

Access to agree

Knowledge and stage details are enough to begin planning. Outbound messaging or CRM actions require a scoped connection and permission.

Operating limits

  • Do not invent urgency, guarantees, testimonials or a customer's intent.
  • Stop or hand off when someone replies, opts out or asks a question outside approved details.

Human handoff

Give the sales owner the buyer's actual questions, related history and proposed next action when a human conversation is needed.

What stays outside this scope

  • Invented urgency, proof or buyer intent.
  • Unapproved outbound channels or indefinite follow-up.
  • Autonomous commitments or guaranteed conversions.
  • Provider, messaging and connected-tool usage unless specified.

Delivery basis

A proposed nurture role for one defined buyer journey, using grounded answers, approved contact rules and a human next-conversation handoff.

How success would be evaluated

Progression to useful conversations or decisions, with unwanted contact visible

SCOPED SYSTEMScoped project proposal

Research assistant: scoped AI service

Organize selected business details and source-backed questions for a person making a decision.

Related goals: Practical AI assistance · Clearer revenue measurement

Capabilities: Defined-task AI assistance · Audience & business research · Revenue & service measurement

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • A bounded research question and source policy.
  • Evidence references and fact-versus-inference labels.
  • Conflicting-evidence and missing-details handling.
  • Decision-maker handoff and source-quality evaluation cases.

What the work needs

  • A bounded research question and decision criteria.
  • Selected public sources or authorized business documents.
  • A human operating owner.
  • Approved access and representative evaluation cases.

Access to agree

Limit retrieval to the agreed sources. Sensitive internal material needs explicit access and handling requirements; research does not imply access to every system.

Operating limits

  • Keep observed facts, source claims and inferences distinguishable.
  • Do not invent sources, resolve missing evidence by guessing or replace expert diligence.

Human handoff

Provide the decision maker with source references, unresolved questions, conflicting evidence and the limits of the review.

What stays outside this scope

  • Fabricated sources or conclusions that fill evidence gaps by guessing.
  • Unrestricted internal data access or exhaustive due diligence.
  • Expert legal, tax or financial assurance.
  • Provider, messaging and connected-tool usage unless specified.

Delivery basis

A proposed research assistant for selected sources and decision questions, with source-linked outputs and limitations retained for human review.

How success would be evaluated

Useful, source-supported decision questions resolved

SCOPED SYSTEMScoped project proposal

Sales assistant: scoped AI service

Prepare conversation context, proposal inputs and next-action suggestions for the sales owner.

Related goals: Practical AI assistance · More completed sales · Less manual follow-through

Capabilities: Defined-task AI assistance · Sales & proposal handoffs · CRM & lead ownership

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Approved offer and scope-template requirements.
  • Buyer-context and open-question summaries.
  • Next-action and proposal-draft preparation.
  • Sales-owner approval rules and representative-case evaluation.

What the work needs

  • Approved offers, scope templates and pricing authority rules.
  • Permitted inquiry, meeting or proposal records.
  • A human operating owner.
  • Approved access and representative evaluation cases.

Access to agree

Use approved sales details and read access where suitable. Sending proposals, editing CRM stages or creating commitments needs explicit authorization.

Operating limits

  • Do not approve discounts, sign agreements or promise delivery outside the approved scope.
  • Treat proposed wording and inferred next steps as material for human review.

Human handoff

Present the sales owner with the buyer's stated needs, open objections, required approvals and a draft next step.

What stays outside this scope

  • Unapproved discounts, signed agreements or delivery promises.
  • Independent contract, payment or quote acceptance.
  • An autonomous closer or guaranteed sales result.
  • Provider, messaging and connected-tool usage unless specified.

Delivery basis

A proposed sales-support role that prepares grounded context and draft next steps for the authorized sales owner, with sending and record actions separately bounded.

How success would be evaluated

Useful sales follow-through and less proposal rework

SCOPED SYSTEMScoped project proposal

Customer-support assistant: scoped AI service

Help with defined support questions from approved details and route issues that need a person.

Related goals: Practical AI assistance · More repeat business · Less manual follow-through

Capabilities: Defined-task AI assistance · Customer support & retention · Delivery & operating systems

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • An in-scope support-question and knowledge map.
  • Minimum right customer-context requirements.
  • Unsupported, sensitive and service-recovery escalation rules.
  • Answer correctness and handoff-quality evaluation cases.

What the work needs

  • Current approved documentation and support policies.
  • The customer's issue and account or order context with the right authorization.
  • A human operating owner.
  • Approved access and representative evaluation cases.

Access to agree

Knowledge-only assistance is one possible scope. Access to customer records, authenticated status or ticket actions must be limited and separately approved.

Operating limits

  • Do not disclose another customer's details or guess account status.
  • Escalate refunds, complaints, sensitive matters and unsupported advice; action authority is not presumed.

Human handoff

Send the support owner the issue, sources used and steps already attempted. Include any uncertainty, so the customer does not need to start again.

What stays outside this scope

  • Unapproved refunds, account changes or sensitive advice.
  • Unrestricted customer records or cross-customer disclosure.
  • Unlimited support coverage or assumed authenticated integrations.
  • Provider, messaging and connected-tool usage unless specified.

Delivery basis

A proposed support assistant for approved documentation and a defined issue set, with access controls and a tested human escalation route.

How success would be evaluated

Correctly resolved in-scope issues and useful escalations

SCOPED SYSTEMScoped project proposal

Reputation assistant: scoped AI service

Organize feedback themes and draft factual public responses for an authorized reviewer.

Related goals: Practical AI assistance · Stronger customer trust · More repeat business

Capabilities: Defined-task AI assistance · Feedback & reputation · Customer support & retention

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • A selected feedback and verified-facts source map.
  • Grounded public-response drafts and review guidance.
  • Disputed, sensitive and recurring-issue handoffs.
  • Response accuracy and service-recovery evaluation cases.

What the work needs

  • Selected genuine feedback and verified business facts.
  • Approved reply guidance, privacy limits and service-recovery ownership.
  • A human operating owner.
  • Approved access and representative evaluation cases.

Access to agree

Begin with the feedback the business is authorized to use. Profile publishing or review-request channels require separately approved access and actions.

Operating limits

  • Do not create fake reviews, filter invitations to hide negative feedback or invent resolutions.
  • Do not publish private customer details or make unapproved public commitments.

Human handoff

Route sensitive or disputed feedback to the service owner and send draft replies to the person authorized to publish them.

What stays outside this scope

  • Fake reviews, review gating or guaranteed ratings.
  • Publication of customer details or unapproved public commitments.
  • Automatic profile publishing or review removal.
  • Provider, messaging and connected-tool usage unless specified.

Delivery basis

A proposed feedback and response assistant with factual drafting, authorized publishing review and a named service-recovery owner.

How success would be evaluated

Grounded responses, completed recovery handoffs and recurring issues found

SCOPED SYSTEMScoped project proposal

Reporting assistant: scoped AI service

Summarize available business records against agreed definitions and highlight questions for review.

Related goals: Practical AI assistance · Clearer revenue measurement

Capabilities: Defined-task AI assistance · Revenue & service measurement · Delivery & operating systems

Scoped project proposal
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • A defined business question, period and metric dictionary.
  • Authorized source and reporting-gap map.
  • Source-linked summaries and anomaly questions.
  • Calculation, attribution-limit and decision-handoff checks.

What the work needs

  • Authorized reports or exports and a defined review period.
  • Metric definitions, attribution assumptions and the decision to support.
  • A human operating owner.
  • Approved access and representative evaluation cases.

Access to agree

Use only the selected records or approved read connections. A role description does not establish live data access or ongoing monitoring.

Operating limits

  • Calculate figures from source records and mark missing or inconsistent data.
  • Do not invent revenue, attribute causation without evidence or present a summary as financial assurance.

Human handoff

Give the operating owner a source-linked summary, anomalies, limitations and specific questions for the next review.

What stays outside this scope

  • Invented revenue, attribution or causal conclusions.
  • Continuous monitoring or live reporting presumed from this page.
  • Financial certification, accounting or investment advice.
  • Provider, messaging and connected-tool usage unless specified.

Delivery basis

A proposed reporting assistant for selected records and a defined review question, with calculated figures, explicit gaps and a human decision handoff.

How success would be evaluated

Traceable reporting coverage and useful decisions supported

MANAGED AGENTManaged Agent Cloud Tier

Aidan Managed AI Agent

Chases overdue invoices using a day 3/7/14 follow-up ladder in the owner's voice.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Chases overdue invoices using a day 3/7/14 follow-up ladder in the owner's voice.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://aidan.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Allocator Managed AI Agent

Finds overdue invoices across QuickBooks, Stripe and Gmail and follows them through payment.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Finds overdue invoices across QuickBooks, Stripe and Gmail and follows them through payment.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://allocator.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Controller Managed AI Agent

Audits invoices against POs and policy; catches duplicates and overbilling.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Audits invoices against POs and policy; catches duplicates and overbilling.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://controller.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Kenji Managed AI Agent

Audits expenses and invoices with controller-style accuracy.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Audits expenses and invoices with controller-style accuracy.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kenji.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Freya Managed AI Agent

Watches vendor renewals and prepares negotiations roughly 60 days before renewal.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Watches vendor renewals and prepares negotiations roughly 60 days before renewal.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://freya.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Negotiator Managed AI Agent

Tracks renewal terms and prepares negotiation positions and comparables.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Tracks renewal terms and prepares negotiation positions and comparables.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://negotiator.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Estimator Managed AI Agent

Turns CRM opportunities into proposals/SOWs using the company's rate card.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Turns CRM opportunities into proposals/SOWs using the company's rate card.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://estimator.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Sylas Managed AI Agent

Builds estimates and quotes while flagging missing information instead of guessing.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Builds estimates and quotes while flagging missing information instead of guessing.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://sylas.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Jayce Managed AI Agent

Finds, verifies and prioritizes leads.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Finds, verifies and prioritizes leads.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://jayce.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Kade Managed AI Agent

Runs systematic sales follow-up and closing sequences.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Runs systematic sales follow-up and closing sequences.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kade.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Prospector Managed AI Agent

Verifies contacts, company intelligence and buying signals for salespeople.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Verifies contacts, company intelligence and buying signals for salespeople.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://prospector.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Kenzo Managed AI Agent

Finds and validates new target markets and customer segments.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Finds and validates new target markets and customer segments.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kenzo.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Strategist Managed AI Agent

Produces a weekly KPI/decision briefing with anomalies and source citations.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Produces a weekly KPI/decision briefing with anomalies and source citations.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://strategist.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Ronan Managed AI Agent

Turns operating numbers into a narrative weekly briefing with variance analysis.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Turns operating numbers into a narrative weekly briefing with variance analysis.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://ronan.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Kael Managed AI Agent

Produces analysis, anomaly detection, hypotheses and recommended actions.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Produces analysis, anomaly detection, hypotheses and recommended actions.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kael.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Alden Managed AI Agent

Handles inbox, calendar and a 7 AM daily executive briefing.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Handles inbox, calendar and a 7 AM daily executive briefing.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://alden.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Chief of Staff Managed AI Agent

Protects the executive's inbox/calendar and tracks commitments through completion.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Protects the executive's inbox/calendar and tracks commitments through completion.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://chiefofstaff.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Priya Managed AI Agent

Organizes inbox, daily briefs and commitments as an executive second brain.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Organizes inbox, daily briefs and commitments as an executive second brain.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://priya.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Kylo Managed AI Agent

Runs continuous monitoring and flags anomalies before they become incidents.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Runs continuous monitoring and flags anomalies before they become incidents.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kylo.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Caden Managed AI Agent

Handles introductions, scheduling and follow-up coordination.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Handles introductions, scheduling and follow-up coordination.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://caden.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Coordinator Managed AI Agent

Books, reminds and reschedules across sales, recruiting and vendors.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Books, reminds and reschedules across sales, recruiting and vendors.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://coordinator.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Kyler Managed AI Agent

Booking, appointment reminders and no-show reduction.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Booking, appointment reminders and no-show reduction.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kyler.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Margot Managed AI Agent

Coordinates recruiting, sales and vendor calendars across time zones.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Coordinates recruiting, sales and vendor calendars across time zones.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://margot.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Noel Managed AI Agent

Owns calendar cadence: booking, reminders and reschedules.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Owns calendar cadence: booking, reminders and reschedules.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://noel.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Scheduler Managed AI Agent

Automated scheduling, reminders and rescheduling.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Automated scheduling, reminders and rescheduling.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://scheduler.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Gael Managed AI Agent

Turns meetings into decisions, owners and dated action items.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Turns meetings into decisions, owners and dated action items.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://gael.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Scribe Managed AI Agent

Turns recordings into decisions and actionable tasks.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Turns recordings into decisions and actionable tasks.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://scribe.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Rayne Managed AI Agent

Drafts internal/client communications, summaries and briefs in the customer's voice.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Drafts internal/client communications, summaries and briefs in the customer's voice.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://rayne.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Zayn Managed AI Agent

Voice/call communications coverage for customer-facing teams.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Voice/call communications coverage for customer-facing teams.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://zayn.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Zayne Managed AI Agent

Acts as a second voice for calls and communications with pre-call briefs.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Acts as a second voice for calls and communications with pre-call briefs.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://zayne.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Royce Managed AI Agent

Handles high-touch client follow-up and identifies churn risk.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Handles high-touch client follow-up and identifies churn risk.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://royce.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Dispatcher Managed AI Agent

Handles support tickets 24/7, drafts answers from documentation and escalates exceptions.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Handles support tickets 24/7, drafts answers from documentation and escalates exceptions.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://dispatcher.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Jalen Managed AI Agent

Triage and response drafting for customer-support queues.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Triage and response drafting for customer-support queues.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://jalen.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Warden Managed AI Agent

Answers internal "how do I?" requests using company documentation and citations.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Answers internal "how do I?" requests using company documentation and citations.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://warden.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Wyatt Managed AI Agent

Documentation-based Q&A plus identification of documentation gaps.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Documentation-based Q&A plus identification of documentation gaps.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://wyatt.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Raya Managed AI Agent

Guides customers/new hires toward activation with sourced answers and follow-up nudges.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Guides customers/new hires toward activation with sourced answers and follow-up nudges.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://raya.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Executor Managed AI Agent

Accepts an objective, decomposes it, performs the work and reports evidence.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Accepts an objective, decomposes it, performs the work and reports evidence.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://executor.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Jace Managed AI Agent

General task execution with deliverable receipts.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • General task execution with deliverable receipts.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://jace.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Rocco Managed AI Agent

Executes tasks and verifies completed deliverables at file level.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Executes tasks and verifies completed deliverables at file level.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://rocco.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Ronin Managed AI Agent

Standalone full-task execution without requiring an agent team.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Standalone full-task execution without requiring an agent team.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://ronin.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Kyro Managed AI Agent

Executes multiple tasks simultaneously and verifies each stream independently.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Executes multiple tasks simultaneously and verifies each stream independently.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kyro.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Ryker Managed AI Agent

Executes work while enforcing standards and identifying failures/fixes.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Executes work while enforcing standards and identifying failures/fixes.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://ryker.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Kalani Managed AI Agent

Chases loose ends, removes blockers and keeps operational work moving.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Chases loose ends, removes blockers and keeps operational work moving.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kalani.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Kaden Managed AI Agent

Converts work into a blueprint, builds it and verifies it.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Converts work into a blueprint, builds it and verifies it.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kaden.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Reyna Managed AI Agent

Routes requests to the correct destination while preserving context.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Routes requests to the correct destination while preserving context.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://reyna.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Integrator Managed AI Agent

Synchronizes information across disconnected software systems.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Synchronizes information across disconnected software systems.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://integrator.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Isla Managed AI Agent

Runs recurring/nightly data synchronization between systems.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Runs recurring/nightly data synchronization between systems.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://isla.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Orchestrator Managed AI Agent

Assigns objectives across multiple agents, watches progress and resolves stalls.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Assigns objectives across multiple agents, watches progress and resolves stalls.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://orchestrator.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Valentina Managed AI Agent

Manages the customer's overall AI-agent workforce.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Manages the customer's overall AI-agent workforce.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://valentina.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Bryce Managed AI Agent

Reviews agent/work outputs and verifies claims before delivery.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Reviews agent/work outputs and verifies claims before delivery.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://bryce.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Supervisor Managed AI Agent

Checks work against SOPs, policies and tone; produces PASS/HOLD decisions.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Checks work against SOPs, policies and tone; produces PASS/HOLD decisions.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://supervisor.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Ragnar Managed AI Agent

Watches documentation, access and output for security anomalies.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Watches documentation, access and output for security anomalies.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://ragnar.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Vishnu Managed AI Agent

Performs sensitive AI work locally with zero cloud-model egress.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Performs sensitive AI work locally with zero cloud-model egress.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://vishnu.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Review Responder Managed AI Agent

Watches Google reviews and drafts individualized owner-voice responses, including negative-review recovery.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Watches Google reviews and drafts individualized owner-voice responses, including negative-review recovery.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://adley.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Appointment Confirmer Managed AI Agent

Confirms bookings 48 hours out, sends reminders, handles reschedules and backfills cancellations.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Confirms bookings 48 hours out, sends reminders, handles reschedules and backfills cancellations.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://ayla.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

SEO Blog Writer Managed AI Agent

Researches search demand and writes/publishes one search-optimized article per week.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Researches search demand and writes/publishes one search-optimized article per week.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://brynn.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Client Onboarder Managed AI Agent

Sends welcome materials, chases intake forms and runs first-week onboarding.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Sends welcome materials, chases intake forms and runs first-week onboarding.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://caroline.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Social-Proof Collector Managed AI Agent

Identifies happy customers, solicits testimonials, records permission and turns proof into content.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Identifies happy customers, solicits testimonials, records permission and turns proof into content.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://delilah.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Quote Follow-Up Managed AI Agent

Works unsold estimates on a structured day 2/5/10 follow-up ladder.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Works unsold estimates on a structured day 2/5/10 follow-up ladder.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://jayla.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Competitor Watchdog Managed AI Agent

Monitors competitor pricing, offers, reviews and mentions and reports meaningful changes.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Monitors competitor pricing, offers, reviews and mentions and reports meaningful changes.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://karly.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Lead Nurture Managed AI Agent

Revives stale leads using structured long-term nurture sequences.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Revives stale leads using structured long-term nurture sequences.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kyla.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Listings Manager Managed AI Agent

Maintains GBP, Bing, Apple Maps, Yelp and directory listings; fixes NAP/duplicates/hours.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Maintains GBP, Bing, Apple Maps, Yelp and directory listings; fixes NAP/duplicates/hours.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kylee.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Customer Win-Back Managed AI Agent

Identifies lapsed customers and runs personalized reactivation campaigns.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Identifies lapsed customers and runs personalized reactivation campaigns.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://kyra.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Meeting Prep Managed AI Agent

Researches every external meeting and produces a one-page prospect/company brief beforehand.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Researches every external meeting and produces a one-page prospect/company brief beforehand.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://leila.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Meeting Notetaker Managed AI Agent

Joins meetings, transcribes them and produces summaries, decisions, owners and due dates.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Joins meetings, transcribes them and produces summaries, decisions, owners and due dates.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://notetaker.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Referral Asker Managed AI Agent

Detects ideal referral moments and drafts personalized referral requests.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Detects ideal referral moments and drafts personalized referral requests.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://rylee.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Paperwork Chaser Managed AI Agent

Follows up on missing contracts, documents, forms and signatures.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Follows up on missing contracts, documents, forms and signatures.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://sadie.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Content Repurposer Managed AI Agent

Turns a video, podcast, article or other source asset into a week of channel-specific content.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Turns a video, podcast, article or other source asset into a week of channel-specific content.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://saige.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

MANAGED AGENTManaged Agent Cloud Tier

Lead Qualifier Managed AI Agent

Responds to inbound inquiries rapidly, qualifies them and routes/bookings qualified leads.

Related goals: Less manual follow-through · Practical AI assistance

Capabilities: Defined-task AI assistance · Workflow automation

Managed Agent Cloud Tier
Custom written proposal with fixed deliverables and milestones.

Managed growth proposal. Optional recurring responsibilities and limits require a separate agreement; new builds and usage are not automatically included.

Deliverables, needs and limits

What could be included

  • Responds to inbound inquiries rapidly, qualifies them and routes/bookings qualified leads.
  • Managed hosting on the ROIzilla agent cloud.
  • Human escalation on exceptions.
  • Outcome audit with evidence.

What the work needs

  • Access to the systems the agent touches.
  • Approved business details and sender identity.
  • A named owner for handoffs and exceptions.

What stays outside this scope

  • Work outside the agent's defined task.
  • Decisions reserved for people.
  • Systems without agreed access.

Delivery basis

Runs on the ROIzilla Managed Agent Cloud; details at https://scarlett.buzz/. Initial setup 3–10 business days.

How success would be evaluated

Review completed digital outcomes with evidence; unsuitable runs stop under agreed rules.

Compare two service scopes

Select two scopes to compare their deliverables, requirements, exclusions and intended measures.

Understand the offer before you commit

Each scope describes possible deliverables, required details, delivery responsibilities, and intended measures. Discuss the fit with our team; every engagement is agreed in a written proposal with fixed deliverables and milestones.

Scoped project proposal. Managed growth proposal.

Every engagement is custom-scoped around your exact business bottleneck and operating capacity. The proposal defines deliverables, responsibilities, acceptance checks and terms. Software, AI or messaging usage, media spend, dedicated labor and expert services are itemized separately where applicable.

Questions before you start

Can I buy a scope directly here?

No. There is no automated checkout or pushy self-serve purchase here. Review the scope, then request a free scan or contact our team. Every engagement is agreed in a written proposal with clear milestones.

How are these scopes priced?

We do not publish speculative price estimates or blanket packages. Every project is scoped around your exact bottleneck, tools, and operating capacity, with a fixed price quoted before work starts.

What does a scope comparison tell me?

A comparison contrasts deliverables, required customer inputs, technical exclusions, delivery responsibilities, and success evaluation criteria side-by-side.

Not sure which scope fits?

Start with your primary business bottleneck. A free team review helps pinpoint where to focus before scoping any implementation work.

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