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Sell and launch this solution
Founder AI chief of staff
Save 10-20 hours per week with an AI assistant that actually does follow-up, triage, summaries, and business-health reporting.
What happens after your client buys: they complete the intake form below, and Lead OS creates the business-ready solution plus any downstream customer-facing surfaces this offer requires. Included in: Growth, Professional
Suggested agency pricing: $2,000-$10,000 setup plus $1,000-$5,000/month.
Business buyer
Busy founders, creators, executives, small teams, and operators drowning in admin, inbox, CRM, and reporting work.
Client business receives
A complete founder operations solution with inbox rules, calendar support, stale-lead alerts, dashboards, daily brief, and weekly executive summary.
Audience model: B2B
Sold to a business buyer for internal operations, strategy, reporting, enablement, or workflow execution.
Downstream experience
The primary experience stays inside the buyer's team: operators, founders, consultants, executives, marketers, or delivery staff use the outputs to make decisions and run workflows.
Modular launch
Can be delivered alone, in a selected bundle, or with the full solution catalog.
No extra setup
Optional account connections use managed handoffs, so delivery starts from the intake form.
Multi-niche ready
solo founders, creators, agency owners, consultants, executives
Who this offer is for
Busy founders and executives whose inbox, calendar, CRM, reporting, and follow-up loops consume too much time.
Decision maker
Founder, CEO, creator-operator, executive, agency owner, or small-team lead.
Resident or end user served
The founder and their immediate team who need fewer open loops and faster decisions.
Messaging
Install an AI chief of staff that turns scattered work into daily priorities, follow-ups, stale-lead alerts, dashboards, and executive summaries.
Specific pain points
What the resident, end user, client, or internal operator is struggling with.
- The founder is pulled into admin instead of high-leverage work.
- Important emails, leads, and decisions slip through the cracks.
- Dashboards are scattered or nonexistent.
- The team needs permission boundaries before automation can act.
Expected result
A founder operations package with operating profile, inbox rules, calendar workflow, CRM stale-lead monitor, daily priority brief, weekly dashboard, task routing, and permission rules.
Delivery shape
Operating profileInbox triage rulesCalendar workflowCRM monitorDaily briefWeekly dashboardPermission rules
Prepared to deliver operating rules, dashboards, and briefing surfaces. Reading or sending real email/calendar events requires approved account access.
User journey
The experience path for the specific persona this offer serves.
- 1Offload
Describe how work should be triaged.
Founder submits priorities, processes, and permissions.
Evidence: Email/calendar access and constraints fields.
- 2Organize
Separate urgent work from noise.
Inbox and CRM artifacts define categories and next actions.
Evidence: Automation and operator artifacts.
- 3Review
Start each day with clear priorities.
Daily brief and weekly dashboard summarize decisions and open loops.
Evidence: Reporting surface.
- 4Control
Avoid risky autonomous actions.
Permission rules separate auto actions, approval actions, and never actions.
Evidence: Safety deliverable.
Service blueprint
Frontstage experience, backstage provisioning, support system, and failure handling.
Founder operations
Frontstage: Founder provides priorities, email/calendar context, CRM context, and delegation rules.
Backstage: Founder intake, inbox, CRM, and briefing agents define the operating system.
Support: Provisioner creates dashboards, rules, briefings, and handoff surfaces.
Failure state: If inbox/calendar access is missing, system launches as a policy and reporting workspace until connected.
Provision
Frontstage: Client sees launched delivery, capture, operator, reporting, and billing links as applicable.
Backstage: Package provisioner creates URLs, artifacts, automation runs, acceptance tests, embed code, and solution brief.
Support: Package catalog, provisioner, persistence store, workspace route, and managed handoff defaults.
Failure state: Validation blocks missing required fields; persistence failures return explicit 503 errors.
Operate
Frontstage: Client or operator uses the delivered outputs and reports rather than learning a tool.
Backstage: Artifacts are grouped by launch surface and surfaced in the delivery hub.
Support: Workspace pages, reporting pages, operator surfaces, and acceptance-test evidence.
Failure state: External live actions remain labeled as needing approved account access when credentials are absent.
How the solution is fulfilled
The business buyer buys the outcome. These provisioning responsibilities turn the client's intake into the completed result.
- 1Founder Intake Agent maps priorities, communications, escalation rules, recurring decisions, and desired time savings.
- 2Inbox Agent triages urgent, reply-needed, delegate, wait, and archive messages.
- 3CRM Agent identifies stale leads, at-risk deals, and follow-up opportunities.
- 4Briefing Agent produces daily priorities and weekly executive summaries.
What your client receives
These business-ready assets, handoffs, reports, customer-facing pieces, and implementation guides are created when the form is submitted.
- Founder operating profile: Priorities, communication style, escalation rules, decision preferences, and protected-time rules.
- Inbox triage rules: Urgent, reply-needed, delegate, wait, archive, sales, support, finance, and personal categories.
- Calendar support workflow: Scheduling, prep notes, reminders, follow-ups, and conflict handling.
- CRM stale-lead monitor: At-risk leads, overdue follow-ups, next-step suggestions, and owner notifications.
- Daily priority brief: Morning summary of urgent items, calendar, blocked decisions, follow-ups, and recommended actions.
- Weekly executive dashboard: Sales, support, content, operations, risk, and open-loop summary.
- Task routing workflow: Rules for creating tasks, assigning owners, due dates, and follow-up checks.
- Permission and safety rules: Actions allowed automatically, actions requiring approval, and actions never allowed.
Example client website
A standalone example for Pilot Founder Desk. It shows this package as if it belongs to the client, not to Lead OS.
Simple steps the client follows
These are written in plain language so the buyer knows what to do with the finished system.
- 1The customer fills out one short form.
- 2The system builds the pages, rules, reports, and handoffs.
- 3The client opens this website and sees the finished work.
- 4The team follows the guide and uses the first deliverable.
- 5The report shows what changed and what to improve next.
Launch Founder AI chief of staff alone or merge it with other solutions
This standalone offer uses the same universal intake as every bundle. Keep only this solution selected, or add any other packages before launch; the backend provisions the selected combination from this one submitted form.