Let AI agents run the work between your client calls.
For founders of agencies that set up software for clients. In 2 weeks we find the lost hours, then build the agents. You approve every draft.
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An agent at each step of the client journey.
Sell
From the first cold email to the proposal and the follow-up.
After the sales call
Google Slides- Call summary
- The journey
- Deliverables
- Investment
Draft, waiting for you
Proposal deck builder
Builds the proposal from what the client said on the call.
Prospect researcher
Reads an agency's own pages and returns one fact you can quote in a cold email. A quote that isn't on the page gets dropped.
Intake reader
Turns the booking form into a short brief: the context and the pains behind it.
Discovery coach
Coaches you before a sales call, from the form and your own discovery script.
Call reader
Sorts the call, then pulls out the pains, the decisions and each next step with an owner and a date.
Follow-up writer
Drafts the recap and the next step as an email in your Gmail.
Deliver
From the signature to the work that gets done without you in the room.
Once the next meeting is on the calendar
Google Calendar- Last call recap
- Open items
- Decisions on record
Draft, waiting for you
Meeting prep
Fills the invite for your next meeting when you book it from a call.
New client opener
Opens the client's record at signing, seeded from what you sold them.
Scope check
Tests a client request against the signed scope, prices it and says what it pushes out.
Call to tasks
Meeting next steps become tasks. The ones an agent can handle go to a queue it works through.
SOP writer
Turns raw notes into a clean SOP with an owner, an executor and the steps.
Call matcher
Matches each processed call to the right project in your CRM.
Inbox manager
Sorts inbound mail, logs client mail on the client's project and drafts the reply.
Grow
The next sale is already in what your clients told you.
Once the agent ranks an upsell
Gmail- 2 or 3 opportunities
- The payback on each
Draft, waiting for you
Expansion email
Writes the warm email that pitches the top-ranked upsells to the client.
Opportunity miner
Reads each client's track record and past calls, rebuilds their manual steps as a map and ranks what to build by hours and money saved.
Track record writer
Pulls every summary and interaction into one account history the whole team can read.
Your first agent takes the job that costs the most hours.
- Critical The team builds client reports by hand from 6 tools: 9 hours every week
- A senior account manager spends a full day a week on copy-paste. An agent can draft every report from live data.
- High Client onboarding has 14 manual steps, and the founder owns 5 of them
- A new client costs the founder half a day. The new client opener opens the record at signing, from what you sold.
- Medium 2 paid tools doing the same job since 2024
- Duplicate entry and conflicting numbers in front of clients. We cut one of the tools before any agent touches them.
- Low Meeting notes never become tasks
- Decisions made on calls vanish and come back 3 weeks later. Call to tasks turns each next step into a task.
From first call to your own agents.
Start with one of your real calls.
30 free minutes. The agents turn it into tasks and a follow-up draft.
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Diagnose
2 weeks, from $900. We read your tools and workflows and talk to the people doing the work. You get a scored map of the lost hours and a fixed price for each agent.
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Design
You approve what each agent reads and drafts before we build it.
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Build
1 to 3 weeks per agent. We build on your own data, inside your own accounts. You own all of it.
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Train
Live walkthroughs, then recorded video and written docs to go back to.
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Operate
From the first run, the agents draft and you approve. We log each run and tune the agent from your corrections for 30 days.
What these systems did for real agencies.
Named clients, the number they moved, and how long it took.
Design at Work runs 30+ retainer clients from one ClickUp system
30+ retainer clients on one system
BrainWaves saves about 10 hours on every client onboarding with a ClickUp grant engine
10h saved per client onboarding
In our clients' own words
Melanie Das The team went above and beyond, from automations to SOPs and walk-through videos. It really felt like white-glove service, and I've already saved hours getting new hires up to speed.
Mark Robinson UpSys helped us improve our system and actually make the transition to ClickUp, which we had been trying to do for a long time. They delivered what we were looking for, were flexible and supportive, and fixed a lot of problems and complexities from previous...
Fabien CLEMENT We were looking for a powerful tool to plan our teams and monitor our activity that was user-friendly, dynamic, and easy to use. Our objective and the challenge we faced was to get our staff to adopt a new business management method in which they would become active...
Guillaume Raullin I got in touch with Ramzi for some automation stuff, and his coaching really opened my eyes, especially about ClickUp's limits. He came up with a Make solution, and honestly, we're super happy: everything's running smoothly.
I took time to step back before writing this to fully assess both the solution and how it was implemented. Today, I can say I'm very satisfied. The solution clearly meets our needs. It removed several bottlenecks for our teams. ClickUp is now part of our daily routines.
Valentin UpSys helped us transition from our previous project management tool, which wasn't fulfilling our video editing tracking needs, to ClickUp. The changeover was smooth and efficient, and the team quickly adapted to the new tool.
Common questions about Agency OS
Who builds AI agents for a marketing agency's sales and delivery?
UpSys builds them for agencies with a delivery team of 5 to 50. One client record and an agent at each step, from the sales call to the upsell. It starts with a 2-week diagnosis from $900, then a single agent is $500 and retainers start at $1,000/month. You approve every draft.
Are these safe? Who sends the messages?
You do. The agents write emails as drafts in your Gmail, and you press send. You choose what each agent can read, write and change. We log each action, and you can reverse any of them.
How does pricing work?
The diagnosis is a fixed price from $900, agreed before we start. The map is yours, with no obligation to build with us. A single agent build is $500. Retainers with unlimited automation and agent requests start at $1,000/month, monitoring and changes included.
Do I need ClickUp?
No. The client record and the agents sit beside Notion, Asana, ClickUp, monday or whatever your agency runs on. They connect through Make, n8n or any service with an API. If your stack is part of the problem, the diagnosis says so.
What access do you need?
Read access to your project management tool, your automation platform and any tool your delivery runs on. We sign an NDA before you grant access, and you revoke it when we're done.
Will this disrupt my team?
No. We work in the background. During the diagnosis we may ask 2 or 3 key people for 15 minutes each, and to watch 1 or 2 workflows happen live.
Do you only recommend AI where it makes sense?
Yes. An agent needs a documented process and clean data, so we only build one where both exist. Where they're missing, the build order puts that groundwork first.
Does it work for a delivery team of 5 to 50?
Yes. Same method, with your ops lead in the room. At that size you see it in hours logged against hours sold, and in the stage where work keeps slipping. The diagnosis puts a price on each fix.
See one of your calls run through the agents.
You leave with the tasks, a deck outline and a follow-up draft. 30 minutes. Yours either way. The first agent pays for itself within 30 days, or we keep building until it does.
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5 spots left this month