Who it's for
Spend your hours on client work, not the admin around it.
Call notes, status updates, proposals and follow-ups, drafted by one assistant that remembers every client and every engagement, and waits for your yes before anything goes out.
Bring your whole team: everyone works with the same Gina, one shared assistant in the cloud with shared threads, one memory of your business and one place to approve. How teams share Gina
Your week today
Call notes never get written up
Decisions from Tuesday's client call live in someone's notebook, and the follow-up waits until Friday.
Every proposal starts from the last one
Scope, timeline and pricing get copied by hand from an old deck, with last quarter's numbers still in it.
Status updates eat the end of the week
Someone pulls together what got done for each client, account by account, after the real work is finished.
The work Gina takes off your plate
Every call written up
Decisions, owners and next steps from each client call, filed to the client record, with a brief before the next meeting.
See how meeting write-ups workProposals and scopes drafted
Drafted from the call notes, your rate card and past proposals, with the contract and payment link ready for your yes.
See how proposals get draftedEvery inquiry answered
New leads from email, your website form and referrals land in one list with a reply drafted, and a follow-up before they go quiet.
See how inquiries get answeredClient updates on schedule
A weekly update per client, written from the week's threads and calls, waiting for your yes every Friday.
A week with Gina
An example week. The names and times are made up.
- Your morning note is ready. Two client calls today, each with a brief from last week's notes.
- The Ashby kickoff call ends. Decisions, owners and next steps are filed to the client record.
- You approve the Ashby proposal. Scope, timeline and pricing from your rate card, with the contract attached.
- A lead from a referral has gone quiet. A follow-up is drafted in your voice and waits for your yes.
- Weekly client updates are ready. One per account, written from the week's threads and calls.
What you can check before you decide
No invented numbers or borrowed testimonials. These are the parts you can verify in a demo.
- Nothing goes out without your yesEvery drafted reply, proposal, post or payment waits in your approval inbox until you say send.
- Runs on your Claude accountGina works through your Claude account, so her work draws on a plan you already pay for. Today that means a Claude Pro or Max plan; more AI accounts are coming.
- Works with the tools you already useEmail, calendar and documents connect today; your CRM connects on request. There's no new system to move into.
- See the real product firstIn a demo we run the real Gina console on your week.
Keep your CRM, your project tool and your templates. Gina sits next to them: it writes up, drafts and follows up, and your tools keep the work.
Common questions
Do I have to change my CRM or project tool?
Can each client's work stay separate?
Does Gina send anything without my approval?
Can my whole team use it?
What does Gina run on?
Also for: Real estate agents, Founders and small teams and Home and local services.
See what Gina would take off your week.
Book a call and we'll look at how your client work runs today.
