The Agentic Chief of Staff
Your hours belong
to clients. Not admin.
An agentic chief of staff for partners & principals.
Uptick deploys an agentic operator that handles intake, qualifies leads, assembles your briefings, and runs the workflows you delegate, with your voice, your rules, and your boundaries.
Stop doing $50/hr work on a $500/hr schedule.
Partners, principals, and billable professionals deploy an AI Native COO to handle intake, qualification, and operational execution, so you stay focused on client relationships and revenue.
Filter the Noise
Augmented Executive Briefings
Your agent synthesizes email threads, meeting notes, and market signals into a single daily brief. Arrive at every meeting already knowing what matters.
Delegation
Communication Proxies That Can Act
Your AI proxy drafts replies, schedules follow-ups, and executes defined workflows on your behalf, with your voice, your rules, your boundaries.
Strategic Context
Your Brain, CRM & Inbox: Connected
Stop copy-pasting between tools. We build the connective tissue between your knowledge base, CRM, and communications so your business thinks as one system.
The Partner Stack
- 01
Client portfolio digest: performance, drift alerts & upcoming reviews in one brief
- 02
Prospect research agent: pulls LinkedIn & news before every intro call
- 03
Compliance documentation assistant: tracks disclosures, filings & attestation dates
- 04
Relationship CRM updater: logs every call, email & meeting automatically
Who This Is For
Built for principals and billable professionals.
Whether you run a wealth practice, an accounting firm, or a solo consultancy billing $300+/hr, you need leverage that scales without headcount.
Example Workflows
Wealth Managers
- 01
Client portfolio digest: performance, drift alerts & upcoming reviews in one brief
- 02
Prospect research agent: pulls LinkedIn, news & SEC filings before every intro call
- 03
Compliance documentation assistant: tracks disclosures, filings & attestation dates
- 04
Relationship CRM updater: logs every call, email & meeting automatically
Price it by the workflow.
One rate. No discovery package, no implementation package, no tier theater. You pick how many workflows to deploy. We build them. You own them.
A 45-minute audit, then an AI Assessment mapping 10+ hours of weekly savings. Money-back guarantee. Fully credited toward any build.
Book the Audit →Discovery, implementation, SOPs, and integrations into the tools you already run, monitored and optimized monthly so it compounds.
Three or more one-on-one interviews across your team, then a roadmap ranking every workflow by modeled impact on the KPIs your board already tracks.
Book the Team Audit →Two 45-minute working sessions, bounded async guidance, and an experienced operator in the loop. Hands-on implementation remains separately scoped.