"We sold one thing and delivered another."
Finance, Accounting, Law, Real Estate, Construction, Recruiting, Education, Hospitality
Structured intake → automatic task creation → system sync
The gap between what is sold and what is delivered is where scope drift, rework, and client frustration begin, especially when information is passed verbally or via email. Automating this handoff ensures structured intake data flows directly into execution systems, reducing rework by 15–25% and improving engagement margins by 5–10%. The AI agent is built by normalizing intake inputs, mapping them to downstream tasks, enforcing required fields, and synchronizing systems so delivery teams start with full context instead of assumptions.
Lost details
Manual re-entry
Scope creep
Structured handoffs
Clear execution plans
Reduced rework
Start with a 2-week pilot. See measurable results. Scale when you're ready.