// Briefing · The jobs agents take

What we fix.

Every fix on this page is a job that currently routes through one person's desk, usually yours. Read the headlines until one of them is your Tuesday. If you recognise it, it can stop being yours.

// Winning the work
01

The quote that waits for you.

The quote goes out Tuesday morning, not Sunday night.

An enquiry lands. The system pulls your comparable past jobs, builds the costing, and drafts the proposal in your firm's voice. You check it and press send.

Running todayThis is the quote system in Case Study 01: run four times in the past month, each one checked before it went out. On the One Job menu as the Quote First-Pass Agent.

Take this one off my desk →
02

The enquiry you answer at 9pm.

The inbox is sorted before you sit down.

What needs you is flagged. What doesn't is answered or filed. Nothing waits for your evening.

Running todayIn our own firm, every morning (Case Study 01). On the menu as the Enquiry Triage Agent.

Take this one off my desk →
03

The tender you read at midnight.

You decide in ten minutes, not at midnight.

A first read of the tender pack: the scope, the red flags, the questions worth asking. Then you know whether it deserves your weekend.

We can build thisOn the menu as the Tender First-Read Agent, built on your own live tender as your One Job.

Take this one off my desk →
// Holding the standard
04

The report nobody senior has checked.

The standard holds without you reading every page.

Every report is scored against the standard it will be judged on and against its own source figures. Findings come back red, amber or green, filed as a review note.

Running todayIn our own firm (Case Study 01), catching issues before a client ever sees them. On the menu as the Report Review Agent.

Take this one off my desk →
05

The minutes nobody writes up.

Nothing agreed on a call gets forgotten.

Calls transcribe themselves, the summary lands where it should, and the actions come out the other side.

Running todayOur own meetings and client records work this way, checked hourly.

Take this one off my desk →
// Getting paid
06

The chasing you never get to.

You stop being the one who chases.

Quiet quotes and unpaid invoices get chased on a rhythm, politely, without you having to remember.

Running today11 of the systems on our live tracker do money work. On the menu as the Chase-and-Log Agent.

Take this one off my desk →
07

The month-end that eats a weekend.

Month-end becomes an approval, not a weekend.

Receipts filed, supplier bills processed, the sales invoice drafted, the reconciliation worked up ready for review. A person approves the numbers.

Running todayOur own month-end runs this way.

Take this one off my desk →
// Staying visible
08

The pipeline that empties while you deliver.

The pipeline is still full when the job finishes.

Every open lead watched, the quiet ones chased, every reply flagged the hour it lands, while you're busy delivering.

Running todayOur own system does exactly this, hourly. A cold-outreach cadence on top is a build we can add.

Take this one off my desk →
09

The post you never write.

Visible every week, without the evenings.

Posts drafted in your voice, images made, staged on a calendar, published on schedule, replies swept each morning. You approve.

Running todayOur own LinkedIn runs this way.

Take this one off my desk →
// Keeping what you know
10

The knowledge that leaves in someone's head.

The judgement stays when the person leaves.

Thirty years of judgement does not have to leave in a notice period. The way your senior people read a job, price it and check it can be captured as working agents the firm keeps.

We can build thisThis is the senior-knowledge kit Headroom is designed to hand over at month 12.

Built as part of Headroom →

What we do not automateThe judgement call, the signature, the client relationship. Wherever the consequences are real, a person stays in the gate. That is the design, not a limitation, and it is why every agent we hand over keeps a human approval step.

Pick the one that's yours. We build it into a working agent on your own live work, out by Day 14, and you keep it either way.

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