Operate
The agency operations layer. Shadow runs the structural functions that keep your agency moving: new business intake, proposals, client dossiers, press management, inbound processing, staffing, and onboarding. The stuff no one really wants to do.
Agency infrastructure, running in the background.
New business intake and triage
Inbound enquiries processed automatically. Qualification, routing, initial research, and response handling run by agents before your team sees the opportunity. By the time a lead reaches a human, the dossier is ready.
Proposals and scoping
Proposals drafted from live client context, competitive landscape data, and governed by your methodology. Scope of work documents, service agreements, and commercial terms structured to your standards. Agents handle the assembly. Your team reviews and signs off.
Client dossiers and intelligence packages
Comprehensive client and prospect intelligence: company profiles, leadership bios, market positioning, competitive landscape, recent coverage, and relevant market context. Assembled automatically for every new opportunity.
Press management and inbound handling
Press enquiries triaged and routed. Media responses drafted. Coverage tracked and compiled. The operational overhead of press management handled systematically, not reactively.
Staffing and resource allocation
Team capacity tracked. Staffing recommendations generated based on scope, expertise match, and current allocation. The staffing decision is still yours. The information to make it is ready when you need it.
Client onboarding
Structured intake, questionnaire generation, client space initialisation, and baseline intelligence gathering. Ramp up in days, not weeks.
Pipeline and CRM
Prospect tracking, status management, follow-up cadences, and pipeline visibility. The operational plumbing of new business development, running continuously.
Fully managed.
Shadow's team configures the operational layer to match how your team runs: your intake process, your proposal structure, your staffing model, your onboarding flow. Agents execute. Your team reviews and directs.
This isn't a project management tool. It's not a CRM with AI features. It's the operational infrastructure that means you scale your craft, capacity, and margins.
Run the agency. Don't be run by it.
Operate handles the structural work so your team does the strategic work.