Response time to every inbound inquiry
Fewer unqualified discovery calls wasted
More qualified meetings booked per month
Lead capture — including weekends and evenings
Built for every role at your agency
One AI. Your new business engine.
Prospects get instant, on-brand replies. Account managers spend time on clients, not inbounds. Partners close more with less friction.
For Prospects
- Instant reply to every inquiry — any channel
- Qualifying questions asked conversationally
- Pre-sales questions answered from your knowledge base
- Discovery call booked without email back-and-forth
- Portfolio and case studies shared on request
- Proposal follow-up sent automatically
For Account Managers
- Zero time spent on unqualified inbounds
- Full brief from AI before every discovery call
- Lead qualification score and context in CRM
- Follow-up sequences running without manual work
- Existing clients handled with 24/7 support channel
- Project update requests triaged automatically
For Agency Partners
- New business pipeline stays full automatically
- No lead falls through the cracks after hours
- Qualification filters protect team time
- Win rate improves — only right-fit pitches
- Revenue from existing clients increases via upsells
- Agency brand voice maintained in every reply
Full new business automation
From first message to signed brief — on autopilot.
Every inbound inquiry handled instantly. Every prospect qualified before discovery. Every follow-up sent without anyone picking up the phone.
Discovery call booked · Thu 2pm · High fit
Lead Qualification
Full client brief before your team picks up the phone.
AI asks budget, timeline, scope, and decision-making process conversationally. Your team arrives at discovery calls already knowing if the fit is right — no more wasted pitches on $2k budgets.
Do you work with SaaS companies?
Yes — about 60% of our client base is B2B SaaS. We have case studies in fintech, HR tech, and healthtech I can share.
What does a brand project typically cost?
Brand strategy and identity typically ranges from $25k–$80k depending on scope. Is there a rough budget you're working within?
How long does a website project take?
Design-through-launch typically runs 10–14 weeks. What's your go-live date target?
Pre-Sales Q&A
Every pre-sales question answered on-brand, instantly
Services, pricing ranges, timelines, case studies, team structure — your AI answers from your knowledge base, in your agency's voice, any time a prospect asks. No more "I'll ask someone and get back to you."
Proposal sent
Auto-delivered with covering message
Follow-up 1
"Any questions on the proposal?"
Follow-up 2
Relevant case study attached
Final nudge
Urgency + offer to adjust scope
Proposal Follow-Up
Proposals that chase themselves
Automated follow-up sequence after every proposal. Timely, thoughtful, never pushy. More deals closed without a single manual chase email.
Can we add social media management to our current retainer?
Absolutely — we offer social strategy + management from $2,500/month. Want me to send over a scope proposal, or would you prefer a quick call with your account lead first?
Client Upsells
Existing clients expand without you having to ask
When clients ask about new services, AI responds with relevant options, sends scope proposals, and books expansion calls — without anyone on your team needing to initiate.
Inbound arrives
- Reply sent in <60 seconds
- Qualification starts immediately
- Never goes to voicemail or spam
After discovery call
- Summary sent to CRM automatically
- Proposal follow-up sequence triggered
- Feedback loop to improve next pitch
CRM Integration
Every lead, every conversation, every next step — logged
EverOpen syncs qualification notes, conversation summaries, and booked calls to HubSpot or your CRM of choice. Your pipeline reflects reality, not just what got manually entered.
How it works
From cold inquiry to warm discovery call — automated.
EverOpen connects to your website chat, email, WhatsApp, and phone. One setup. Every inbound handled.
Prospect reaches out on any channel
Website form, web chat, WhatsApp, or phone — EverOpen replies instantly in your agency's voice. No prospect waits more than 60 seconds for a response, even at 11pm on a Sunday.
The first agency to respond wins the brief. You're always first.
AI qualifies the prospect naturally
Budget, scope, timeline, decision-maker — the AI gathers what your team needs to know, conversationally, before any human gets involved. Bad fits are filtered out. Good fits are fast-tracked.
60% fewer discovery calls wasted on unqualified prospects.
Discovery call booked directly into your calendar
Qualified prospects pick a slot from your team's live availability. No email chains, no scheduling links pasted into Slack. The right person gets the meeting — with a full brief attached.
Your team arrives at every call knowing budget, scope, and fit in advance.
Proposal follow-up runs automatically
After a proposal goes out, a timed sequence of thoughtful follow-ups runs on its own — sharing relevant case studies, addressing common objections, and nudging towards a decision. No manual chasing.
Agencies using automated follow-up close 2× more proposals.
Everything logs to your CRM automatically
Every conversation, qualification note, and booking is synced to HubSpot, Pipedrive, or your CRM of choice. Your pipeline is always accurate. Forecasting becomes reliable. No manual data entry.
Stop losing deals because someone forgot to log a conversation.
Built for every agency type
Your discipline, your new business.
EverOpen adapts to the services, qualification criteria, and tone of your specific agency — from boutique studios to full-service groups.
Brand & Design Studios
Qualify by brand maturity, budget, and fit before scoping. Portfolio shared automatically. Creative briefs collected before the first call.
Digital & Web Agencies
Tech stack questions answered, project timelines outlined, retainer vs. project scope clarified — all before discovery.
PR & Communications
Sector and issue expertise questions answered, rate card shared, and consultation booked for clients ready to engage.
Performance & Growth
Current spend, channel mix, ROAS expectations — qualified before an audit proposal. Prospects arrive informed, not cold.
Content & Video Production
Brief intake via chat, timeline and usage rights questions answered, production schedule shared for qualified prospects.
Management Consultancies
Engagement size, function, and outcome expectations filtered upfront. Only serious inquiries reach your partners.
Ready to fill your pipeline?
Your AI new business team, live in hours.
No extra headcount. No missed inquiries. Just more qualified discovery calls, better-prepared pitches, and more signed briefs.
Connects to your existing channels. Works in your agency's voice.