The Back Office Squad — AI Agents for Founder-Led Operations | The Agentic Squad
The Back Office Squad

Your ops layer should run without you in the middle.

Four AI agents that handle the operational chain from lead-in-inbox to happy-client-referring — triage, proposals, onboarding, and retention. The middle stops eating your profit.

Book a Demo Call See How It Works

● Summer pricing ends soon — $197/mo locked in for life

Built for founder-led service businesses losing money in the operational middle

The Problem

The operational middle
is where clients slip away.

You get the lead. You close the deal. But somewhere between "signed contract" and "happy client 60 days later," the wheels come off. Proposals sit unanswered. Onboarding stalls. Referrals never get asked for. This is where the money leaks.

2 wks
Average time proposals sit in a prospect's inbox before you finally follow up
3–5 hrs
Per new client onboarding — contract, folders, kickoff, welcome sequence, all manual
4 hrs
Every week spent on inbox triage — deciding which leads to respond to, which to ignore
0
Testimonial requests, referral asks, or retention check-ins that ever actually go out
How It Works

Four agents.
One complete system.

The Back Office Squad runs the operational chain from first lead to happy client — closing proposals, onboarding new clients, triaging every inquiry, and building the retention loop that turns clients into referral engines.

💎
Agent 01 — Proposal & Close
Drafts and closes proposals before they go cold
Takes your discovery call notes, form data, and email thread history and drafts a personalized proposal in your voice within an hour of the call ending. Follows up on outstanding proposals with sequenced nudges. Tracks proposal status by stage. Plugs your #1 money leak.
Proposal drafts Sequenced follow-up Stage tracking Voice-matched copy
🎁
Agent 02 — Client Onboarding
Turns "signed contract" into "ready to work" without your involvement
The moment a contract is signed, Client Onboarding fires the welcome sequence, creates the client folder structure, books the kickoff call, and delivers a pre-call brief so you walk in prepared. The critical first-week experience runs itself.
Welcome sequence Folder creation Kickoff booking Pre-call brief
🔥
Agent 03 — Lead Triage
The front door — classify, respond, book
Every inquiry that hits your inbox gets classified, prioritized, and routed. Qualified leads get a personalized response and a booking link automatically. Bad-fit leads get a clean, respectful decline. You stop losing time on inbox archaeology.
Inbox classification Auto-response Calendar booking Disqualifier detection
✨
Agent 04 — Client Experience
Turns happy clients into referral and testimonial engines
For the first 30 to 60 days after kickoff — milestone check-ins, weekly wins summaries the client actually sees, feedback-request nudges at natural moments, and referral or testimonial asks when momentum is highest. The retention layer that becomes your marketing engine.
Milestone check-ins Wins summaries Feedback nudges Referral asks

Every proposal, every welcome sequence, every referral ask — reviewed by me before it reaches a client.

— Shequana · Founder, The Sava Group
The Difference

Before and after
The Back Office Squad.

Without The Back Office Squad
✗ Proposals that sit in inboxes for two weeks before you follow up
✗ New clients experiencing a messy first week that erodes trust
✗ Inbox archaeology every Monday to figure out what needs a response
✗ Testimonial and referral asks that never happen because you forget
✗ Clients who quietly churn because no one checked in at day 45
✗ An ops layer that stops the moment you take a day off
With The Back Office Squad
✓ Proposals delivered within an hour of the discovery call, in your voice
✓ New clients experience a polished first week that builds trust immediately
✓ Inbox triaged the moment a message lands — you see what actually matters
✓ Referrals and testimonials asked for at exactly the right moment
✓ Retention loop that catches churn before it happens
✓ An ops layer that runs whether you're working or not
Pricing

Simple pricing.
Serious results.

One setup, one monthly rate. No per-seat fees, no usage limits, no surprises.

Summer Sale
Summer Pricing — Ends Soon
$3,000 setup
$1,500 one-time setup
$297/mo
then $197/mo
✓ Monthly rate locked in for life
  • ✓ All 4 agents (Proposal & Close, Onboarding, Triage, CX)
  • ✓ Custom proposal templates in your voice
  • ✓ Client folder + kickoff automation
  • ✓ Notion workspace for all client records
  • ✓ Onboarding call included
Book Your Demo
Standard Pricing
$3,000 one-time setup
then $297/mo
  • ✓ All 4 agents (Proposal & Close, Onboarding, Triage, CX)
  • ✓ Custom proposal templates in your voice
  • ✓ Client folder + kickoff automation
  • ✓ Notion workspace for all client records
  • ✓ Onboarding call included
Book Your Demo

Summer pricing ends soon. Lock in $197/mo and keep it forever — even as the product grows.
Questions? Book a call and we'll walk through everything.

FAQ

Common questions.

Is this built for service businesses specifically? ▼
Yes — this is designed for founder-led service businesses. Agencies, consultants, coaches, and other businesses that sell expertise and time. If you have a lead-to-client-to-referral lifecycle, this is built for you.
Does Proposal & Close actually send the proposal, or just draft it? ▼
It drafts. You review and send from your own email. This keeps your relationships personal and gives you final say on every proposal that goes out.
How does it learn my voice? ▼
During onboarding you share past proposals, emails, and any voice notes you have. The Proposal & Close agent uses those to match your tone, sentence rhythm, and specific vocabulary. You review the first few drafts and correct them — the agent learns quickly.
What tools does this integrate with? ▼
Gmail, calendar (Google or Outlook), most contract tools (DocuSign, PandaDoc, HelloSign), and cloud folders (Drive, Dropbox, Notion). Setup handles the integration; you don't need to be technical.
Is this fully automated, or is there a human involved? ▼
Both. The four agents do the heavy lifting. Shequana reviews every deliverable before it reaches a client. You get the speed of agents with the eye of a 10-year operator. This is done with you, not just for you.
What happens after the summer sale ends? ▼
The monthly rate goes to $297/mo for new clients. If you lock in during the summer, you keep $197/mo forever — even as we add more features and agents to the product.
How long does setup take? ▼
Most clients are fully live within a week of the onboarding call. Setup includes voice training on your past proposals, folder structure configuration, welcome sequence customization, and email integration.
What if my current process is a mess? ▼
That's normal — most clients come in with a messy operational middle. Part of onboarding is cleaning that up. You bring the process, we bring the operator's eye and the agents to run it.
Summer pricing — ends soon

Ready to stop losing money in the operational middle?

Book a 30-minute demo. We'll walk through the full system, answer every question, and get you set up if it's a fit.

Book a Demo Call →
The Agentic Squad
by The Sava Group

© 2026 · agenticsquad.work · Built by Shequana Hughes and The Sava Group