Built for Your Agency

Scale Your Agency Without Scaling Your Hours

An AI workforce that handles recruitment, onboarding, coaching, and financial planning: so your team can focus on clients.

Director of Agency

Unlimited vision, limited capacity
Problem
  • Scaling bottleneckVision and ideas stall for months: execution capacity is the constraint
  • Founder overloadPersonally handles recruitment, onboarding, coaching, and admin
  • Ops & hiring gapsNo time to manage pipelines, recruit ideal profiles, or prepare proposals
Solution
  • Terry: AI Executive PAMeeting prep, calendar, email drafting. Available 24/7 to all advisors as coaching access to the Director's brain
  • Roy & Jenise: AI Recruit & Onboard AgentsAI-powered candidate search, outreach, and standardised onboarding for every new hire
  • Paraplanner AI AgentGenerates personalised financial planning reports and recommendations in minutes
Deliverable
  • Agency operations dashboardRecruitment, onboarding, pipelines, and performance: all at a glance
  • Automated pipeline & follow-upsScheduled reminders, meeting minutes turned to actions, TTD tracking
  • Standardised systemsOnboarding, development plans, and Agency Academy (Academy) for self-paced training

Individual Representative (Advisor)

From overwhelmed to empowered
Problem
  • Client acquisition is a mystery"I don't know how to bring in clients consistently"
  • Falling behind on AI"I don't know how to use AI and I'm worried about falling behind"
  • No accountabilityDevelopment plans exist but get forgotten; coaching is limited to leader's time
Solution
  • Pipeline Manager + Paraplanner AITracks every prospect with follow-ups; generates financial plans in minutes, not hours
  • Marketing EngineSocial media posts, campaigns, and client comms: all in your voice
  • Jenise + Terry AI agentsPersonalised development roadmap and 24/7 coaching on specific client situations
Deliverable
  • Personal AI dashboardLeads, tasks, follow-ups, and AI-generated financial planning reports
  • Ready-to-post contentSocial media, marketing materials, and client communications
  • Growth roadmap1/3/5 year plan with progress tracking, coaching, and Agency Academy access

Recruiters / Leaders (Managers)

From anxious to confident leaders
Problem
  • Don't know how to recruitFear and anxiety about finding, qualifying, and approaching candidates
  • No systems or structureEvery manager onboards differently: inconsistent experience for new hires
  • Recruitment is expensive or absentExec search firms cost a lot; without them, recruitment doesn't happen
Solution
  • Roy: AI Recruiter AgentSources ideal profiles from LinkedIn, TikTok, IG. Handles outreach and qualification before you speak to them
  • Jenise: AI Onboarding & Performance AgentStandardised onboarding for every new hire. Identifies skill gaps and recommends actions
  • Agency AcademyCentralised training so managers don't build from scratch
Deliverable
  • AI-sourced candidate pipelineShortlists with profile analysis, automated outreach, and conversion tracking
  • Onboarding systemStandardised curriculum with progress tracking per advisor
  • Coaching dashboardEach advisor's development status, skill gaps, and coaching recommendations

Management

From blind spots to full visibility
Problem
  • No visibilityNo centralised view of agency performance, operations, or ROI on initiatives
  • Scattered resourcesUseful data spread across Telegram, Dropbox, Google Drive: under-utilised by advisors
  • No follow-throughTTDs from meetings get forgotten. No secretary role to track and enforce action items
Solution
  • Terry: AI Executive PA & SecretaryMeeting prep, agendas, priority consolidation, and TTD tracking
  • Executive DashboardReal-time ROI tracking, KPI summaries, and performance metrics
  • Data Analytics EngineAutomated agency-wide reporting, trends, and forecasts
Deliverable
  • Automated board packsAgendas, KPI dashboards, and executive summaries: weekly, monthly, quarterly
  • Real-time performance dashboardRecruitment, retention, and revenue analytics in one place
  • Centralised platformAll resources consolidated into one searchable hub with role-based access

Terry

the Director's AI: Executive PA & Secretary
Calendar, email, meeting prep, follow-ups, secretary duties
View Skills ▾
  • the Director's thinking process and leadership philosophy
  • Full sales cycle knowledge and methodology
  • Building a sustainable, profitable business model
  • DISC profiling and personality assessment
  • EQ, IQ, AQ frameworks
  • Buyer profile analysis and money personality
  • Meeting agenda preparation and slides creation

Roy

Recruitment Agent
Executive search, profile sourcing, outreach, candidate qualification
View Skills ▾
  • Sourcing profiles from LinkedIn, TikTok, Instagram
  • Ideal candidate profile identification
  • Initiating first conversations with prospects
  • Qualifying candidates before face-to-face meetings
  • Outreach message crafting and follow-up sequences
  • Pipeline tracking and stage management

Jenise

Onboarding, Performance & AI Training
Standardised onboarding, performance tracking, teaches advisors the AI tools
View Skills ▾
  • Full 9-stage onboarding cycle for Your Agency
  • Great Eastern onboarding resources and requirements
  • Internal rewards and recognition programmes
  • Performance management and coaching prompts
  • Training advisors on how to use the AI bots

Paraplanner

Financial Planning AI
AI-generated financial planning reports, analysis, and personalised recommendations
View Skills ▾
  • Codified financial planning thinking process
  • Personalised report generation
  • Client needs analysis and recommendations
  • WWHW, 16 Words, 8686 Framework (Your Agency philosophies)
  • Dashboard-ready output formatting
01

Paraplanning

AI-generated financial planning reports, analysis, simulations, and comparison tables.

02

Pipeline Management

Full lifecycle from recruitment search to approach, follow-up, and opportunities.

03

Personal Development

1/3/5 year roadmaps with automated progress tracking and coaching.

04

Lead Generation

To be further discussed in the future.

05

Agency Academy

Central knowledge repository and training platform for the whole agency.

Terry

the Director's AI: Executive PA & Secretary
What Terry Does
  • Executive PACalendar management, email drafting, meeting preparation, priority consolidation
  • SecretaryMeeting minutes turned to actions, TTD tracking, follow-up enforcement
  • 24/7 Coaching AccessAll advisors can ask Terry for guidance on specific client situations, using the Director's thinking process
Skills & Knowledge
  • the Director's brainThinking process, leadership philosophy, business model knowledge
  • Sales methodologyFull sales cycle, approaches, DISC profiling, buyer profiles, money personality
  • FrameworksEQ, IQ, AQ: applied to coaching and client interactions
Who Benefits
  • the DirectorFrees up time from PA work, meetings run smoother, nothing falls through cracks
  • Advisors24/7 coaching on real client situations without waiting for the Director's calendar
  • ManagementBoard packs, KPI summaries, and executive reports prepared automatically

Roy

Recruitment Agent
What Roy Does
  • Candidate sourcingFinds ideal profiles on LinkedIn, TikTok, Instagram: people-persons who fit the culture
  • Outreach & qualificationSends personalised messages, handles initial conversations, qualifies before face-to-face
  • Pipeline trackingEvery candidate tracked by stage with conversion rates and follow-up sequences
Skills & Knowledge
  • Ideal candidate profilingKnows what to look for and what to filter out in potential recruits
  • Multi-platform sourcingLinkedIn for professionals, TikTok/IG for younger demographics
  • Conversation designOpening messages, follow-up cadence, qualification criteria
Who Benefits
  • the DirectorRecruitment happens without his time: he only meets pre-qualified candidates
  • Recruiters / LeadersNo more anxiety about how to recruit: Roy does the heavy lifting
  • ManagementRecruitment pipeline data and conversion metrics for board reporting

Jenise

Onboarding, Performance & AI Training
What Jenise Does
  • Standardised onboardingEvery new hire gets the same quality 9-stage experience regardless of which manager they report to
  • Performance managementIdentifies what advisors don't know they don't know. Recommends actions and milestones
  • AI trainingTeaches advisors and staff how to use all the AI tools effectively
Skills & Knowledge
  • Your Agency onboardingFull 9-stage cycle, Great Eastern resources, qualifications, rewards/recognition
  • Business modelComplete Your Agency business model and sales cycle knowledge
  • Coaching frameworks1/3/5 year development plans, skill gap analysis, coaching prompts
Who Benefits
  • New hiresConsistent, high-quality onboarding experience from day one
  • AdvisorsPersonalised development roadmap with progress tracking and coaching
  • Leaders / ManagersDon't need to build onboarding from scratch: Jenise handles the structure

Paraplanner

Financial Planning AI
What Paraplanner Does
  • Report generationPersonalised financial planning reports in minutes instead of hours
  • Client needs analysisStructured analysis using Your Agency methodology and frameworks
  • RecommendationsData-driven, personalised recommendations ready for advisor review
Skills & Knowledge
  • Financial planning processCodified thinking process for comprehensive financial analysis
  • Your Agency philosophiesWWHW, 16 Words, 8686 Framework: built into every output
  • Dashboard formattingOutputs ready for presentation and client meetings
Who Benefits
  • AdvisorsSpend time with clients, not creating reports: Paraplanner does the heavy analysis
  • the DirectorStandardised quality across all financial planning output
  • ClientsFaster turnaround, more thorough analysis, consistent quality

Getting Started

What we need from each person to move fast
From the Director (one session)
  • 2-hour recorded brain dumpThinking process, leadership philosophy, sales methodology, coaching approach
  • Frameworks & criteriaDISC, EQ/IQ/AQ, buyer profiles, ideal candidate profile, deal-breakers
  • Sign off on pre-approvalsApprove defaults so [Team Member] and managers can execute without bottlenecks
Coordinated by Admin / [Team Member]
  • Resource inventoryList all documents, videos, training materials across Telegram, Dropbox, Google Drive
  • Onboarding curriculumFull 9-stage process documentation, checklists, Great Eastern handbooks
  • Training availabilityBlock 2 hours/week in Weeks 3–6 for advisor training sessions
Decision Authority
  • [Team Member] approvesDay-to-day implementation, training schedules, Agency Academy content, progress reporting
  • Managers approveRecruitment outreach for their team, development plans, training attendance
  • the Director approvesTerry's voice/tone, recruitment criteria changes, financial planning methodology changes
Support & Training Setup
Agents chat (Telegram): Shared group with all AI bots and the team. Advisors work alongside agents, learn by doing, get real-time support
Human support chat (Telegram): Direct channel to [Team Member] and [Team Member] for escalations, feedback, and non-AI questions
AI onboarding lecture (one-time): What agents are, live demo of each bot, how to interact effectively. Sets the foundation before weekly training begins
Communication Plan
Weekly: [Team Member] sends the Director a 3-line update (delivered, next, blockers)
Phase milestones: 15-min review call with the Director at end of each phase
Escalation: Blocker raised within 24hrs; if unresolved in 48hrs, the Director looped in

Implementation Timeline

6 weeks, 3 phases, clear milestones
Platform Core
  • Agency Academy (Academy)Central repository for all documents, videos, training materials, and meeting notes
  • Integration LayerAll AI agents access and update the same shared knowledge base
  • Role-Based AccessDirectors, advisors, recruiters, and admin each see what's relevant to them
Phase 1: Foundation (Weeks 1–2)
  • What gets builtHardware setup, Terry (Executive PA), Agency Academy with seed content
  • IntegrationsGoogle Workspace, Telegram/WhatsApp
  • MilestoneTerry is live answering advisor queries. the Director confirms voice/tone calibration.
Phase 2: Team Enablement (Weeks 3–4)
  • What gets builtRoy (Recruitment), Jenise (Onboarding), Pipeline Manager, advisor dashboards
  • TrainingManagers trained first, then first cohort of advisors
  • MilestoneRoy sourcing candidates. Jenise onboarding new hires. Managers have pipeline visibility.
Phase 3: Scale (Weeks 5–6)
  • What gets builtParaplanner AI, Marketing Engine, Executive Dashboard
  • TrainingRemaining advisors + admin staff. Full system end-to-end testing.
  • MilestoneAll 4 agents live. All 20 advisors trained. Real-time dashboard active.
Ongoing After Week 6
Weekly 45-min consult: Strategy, workflow design, removing bottlenecks
Daily debugging hour: Fix issues, unblock advisors, keep everything running
AI productivity training: Once a week for the first 1–2 months to ensure everyone knows how to use AI effectively

Data & Resources Required

What we need to collect, from whom, and when
Week 1: From the Director
  • Brain dump session (recorded)Thinking process, leadership philosophy, sales methodology, frameworks
  • Ideal candidate profileDemographics, personality traits, deal-breakers for recruitment
  • Financial planning philosophyWWHW, 16 Words, 8686: documented or explained in session
Week 1: From Managers & Admin
  • Resource inventoryAll docs, videos, slides across Telegram channels, Dropbox, Google Drive (~3-4 hrs)
  • Google Workspace admin accessFor calendar, email, drive integrations (~30 min)
  • Telegram/WhatsApp group accessExisting group links and channel permissions (~1 hr)
Week 3: For Roy & Jenise
  • 9-stage onboarding curriculumFull process docs, checklists, Great Eastern requirements (~3-4 hrs to compile)
  • LinkedIn/social media accessCompany recruiter account or credentials for sourcing (~30 min)
  • Outreach tone guidanceSample messages or style direction from managers (~1 hr)
Week 5: For Paraplanner & Marketing
  • Gold standard reports3–5 example financial planning reports from senior advisors (already exist)
  • Marketing samplesExisting social media posts, campaign examples, brand guidelines (~2 hrs)
  • Compliance requirementsGreat Eastern rules for AI-generated financial content (~1 hr)
Key Dependency
the Director's 2-hour brain dump in Week 1 unblocks 60% of the entire build. This is the single most important input. Everything else can be collected in parallel from managers and admin staff.

Pre-Approved Decisions

Sign off once so the team can execute without bottlenecks
Terry (Executive PA)
  • Coaches advisors autonomouslyUses the Director's frameworks. No per-query approval needed.
  • Drafts emails for reviewTerry drafts, the Director reviews before sending. Never sends directly.
  • Meeting managementPrepares agendas, tracks TTDs, sends follow-up reminders automatically
Roy (Recruitment)
  • Sources from LinkedIn, TikTok, IGProfessional but warm tone. Not corporate or stiff.
  • Qualifies before human handoffManager takes over after Roy qualifies the candidate
  • Pipeline visibilityStage tracking, conversion rates, follow-up sequences visible to managers
Jenise (Onboarding)
  • Uses 9-stage cycle as baselineStandardised experience for every new hire regardless of manager
  • Coaches autonomouslyIdentifies skill gaps, recommends actions. Managers review, not the Director.
  • Trains advisors on AI toolsTeaches the team how to use Terry, Roy, Paraplanner effectively
Paraplanner & Data
  • Uses WWHW, 16 Words, 8686All output follows Your Agency frameworks and philosophies
  • Advisor reviews before clientAI generates, advisor validates. Compliance responsibility stays with advisor.
  • Full resource ingestionAll existing docs (Telegram, Dropbox, Drive) ported to Agency Academy with role-based access
Onboarding & Support Setup
Agents Telegram chat: Shared group with all AI bots and the team. Advisors work alongside agents, learn by doing, get real-time support
Human support chat: Direct Telegram channel to [Team Member] and [Team Member] for escalations, feedback, and non-AI questions
AI onboarding lecture (one-time): What agents are, live demo of each bot, how to interact with them, Q&A. Sets the foundation before weekly training begins
Communication Guardrails
AI responds when asked: does not proactively message advisors (except reminders/TTDs)
Marketing needs manager approval: before any external posting
[Team Member] handles day-to-day: the Director only involved at phase milestones and escalations
Yorozu

Action at the speed of thought.