Work

See it working.
Step by step.

Six walkthroughs of what our engines do inside a real business. The companies are demos. The workflows are exactly what we build.

01 / Walkthrough

Reply to booked meeting

A prospect replies at 22:10. By 22:12 they have an answer and two time slots. By morning the meeting is in the calendar with a one-page brief attached.

app.corevia.agency / Northbeam Digital / AcquireLive
  1. 1Reply read and classified
  2. 2Answer drafted from company memory
  3. 3Slots offered from your calendar
  4. 4Meeting booked, CRM updated
  5. 5Brief attached to the invite

02 / Walkthrough

Signed deal to kickoff ready

The contract is signed. Access requests, the brief form, folders, the invoice and the kickoff invite go out without anyone lifting a finger.

app.corevia.agency / Halden Group / OptimizeLive
  1. 1Deal marked won in CRM
  2. 2Welcome email and brief form sent
  3. 3Folders and channel created
  4. 4Invoice issued
  5. 5Kickoff scheduled

03 / Walkthrough

Ad data to Monday report

Every Monday at 8, each client gets a clear report built from their ad accounts, with a short written summary of what changed.

app.corevia.agency / Northbeam Digital / ReportingLive
  1. 1Data pulled from Meta and Google
  2. 2Numbers checked against last week
  3. 3Summary written
  4. 4Account manager approves
  5. 5Report sent to client

04 / Walkthrough

Call notes to proposal

After a discovery call, a proposal and SOW in your format are ready for review within the hour, built from the call and your past winning proposals.

app.corevia.agency / Marlow Advisory / ProposalsLive
  1. 1Call transcribed
  2. 2Scope and goals extracted
  3. 3Past proposals matched
  4. 4Draft built in your template
  5. 5Partner reviews and sends

05 / Walkthrough

Xero to CEO Dashboard

Revenue against target, margin per service line and cash for the next 30 days, live every morning instead of a month late.

app.corevia.agency / Halden Group / InsightLive
  1. 1Xero and CRM connected
  2. 2Accounts mapped to service lines
  3. 3Numbers refreshed overnight
  4. 4Dashboard live in Command
  5. 5Morning summary emailed

06 / Walkthrough

Missed call to booked consult

A call at 21:40 is answered in seconds, questions handled, and a consult booked. The front desk sees it in the morning, already done.

app.corevia.agency / Lumen Clinic / DeskLive
  1. 1Call answered by voice agent
  2. 2Question answered from memory
  3. 3Slot offered and booked
  4. 4Confirmation sent by WhatsApp
  5. 5Logged for the team
The Monday report

Your numbers, every Monday.
Without asking.

One short report in your inbox and in Command. Meetings booked and held, pipeline added, hours given back, what changed last week and what comes next.

Monday report · Northbeam Digital · Week 23Sent 08:00

Meetings booked

11

+3 vs last week

Meetings held

9

2 rescheduled

Pipeline added

6 deals

From held meetings

Hours back

38

Onboarding and reporting

What changed: New subject lines for consulting targets lifted replies.

Next week: Launch Halden Group reporting. Two approvals waiting in Command.

Example report with demo figures.

More business in.
More profit kept.

Qualified meetings in your calendar, billed only when they happen. And the systems to keep the margin on every client you win.