Beyond Note Taking. AI That Knows Why Clients Hired You

 

Other tools give generic summaries. Agency Hero manages what matters.

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You Know This Feeling

 

It's 10pm. You're wondering what you and your team missed today

Critical Signals Lost

Client concerns, objections, and satisfaction shifts get buried in meeting transcripts. By the time the red flags become obvious, you're already in damage control mode.

Scope Creep Blindness

"Small tweaks" and "quick additions" mentioned casually in conversations compound into significant budget overruns. You catch it when the project is already 30% over budget.

Lost Revenue

Clients drop hints about additional needs, future projects, and budget availability in casual conversation, but those golden opportunities disappear into your (or your team's) notes and are never pursued.

More than Summaries. Agency Hero is Intelligence and Action

 

Agency Hero goes beyond generic summaries. We understand your project objectives, help track progress against deliverables, and keep your team focused on what clients hired you for.

Project Workspace Intelligence

  • Scope of Work Monitoring: AI compares every conversation to your original SOW
  • Objective Progress Tracking: Automatically tracks if you're on pace to hit client goals
  • Timeline Alignment: Flags when discussions drift from agreed timelines

Built for How Agencies Actually Work

For Project Management 👨‍💼

  • Never lose track of project scope or deliverable changes
  • Collaborate with AI to sync action items to Asana, ClickUp, or Teamwork
  • Get instant project status from any conversation history
  • Spot timeline risks before they become critical issues

For Account Management 🤝

  • Track client sentiment and catch satisfaction issues early
  • Identify upsell opportunities mentioned across all touchpoints
  • Instantly recall any client preference or concern from past calls
  • Prepare for meetings with AI-generated context summaries

 

Your AI Project and Account Management Partner

✓ Retain Clients

AI monitors every conversation for sentiment changes and flags concerns before they become churn risks.

✓ Protect Profit

AI tracks conversations against your SOW and alerts you the moment scope starts to creep.

✓ Unlock Growth

AI identifies upsell opportunities in conversations and alerts the right team member with complete context.

Simple. Powerful. Automatic.

 

No complex setup. No workflow disruption. Just better client outcomes.
 

Step 1: AI joins and transcribes

 

Step 2: AI analyzes and drafts follow-ups

 

Step 3: You review, act & send

Your Agency's AI Operating System
 

AI Note Taker

Automatically join, record, and transcribe all your client meetings with perfect accuracy.

 

Pre-Meeting Prep

Get AI-generated agenda suggestions and context from previous conversations.

 

Smart Follow-ups

Complete post-meeting workflow through natural language chat: tasks, summaries, emails, and PM sync.

 

Contextual Chat

Ask your AI assistants anything about any project using natural language.

 

Scope Monitoring

Intelligent alerts when conversations start drifting from original objectives.

 

Sentiment Tracking

Track client satisfaction shifts and receive early warnings about potential churn.

From Meeting Transcripts to Business Intelligence

You already have AI transcribing your meetings. But you're still spending hours every week analyzing those transcripts, hunting for important details, and connecting the dots. Agency Hero transforms raw meeting data into actionable business intelligence through natural language chat collaboration.

Before Agency Hero 😵‍💫

  • Analyzing transcripts for scope changes & client concerns: 45 min
  • Manually creating and enriching tasks from discussions: 35 min
  • Hunting through past conversations for project context: 25 min
  • Connecting dots between meetings to spot patterns: 20 min
  • Preparing for meetings with relevant background: 15 min

    Total per meeting: 2 hours 20 minutes

With Agency Hero 🚀

  • Collaborate with AI to analyze for scope, sentiment & opportunities: 3 min
  • Collaborate with AI to create, enrich & sync tasks through chat: 5 min
  • Ask AI for context from previous conversations through chat: 2 min
  • Work with AI to surface patterns and connect insights across meetings: 5 min
  • Review and refine AI-generated meeting prep through conversation: 5 min

    Total per meeting: 20 minutes

The Impact

 

For an agency with 10 client meetings per week, that's:

Hours Saved/Week

20

Hours Saved/Year

1040

Time you can reinvest in strategy, business development, or actually sleeping

Connects to Your Existing Stack

Meeting Platforms

Zoom

Google Meet

Teams (coming soon)

Email & Calendar

Gmail

Google Calendar

Outlook (coming soon)

Project Management

Asana

Clickup (coming soon)

Teamwork (coming soon)

CRM

HubSpot

High Level (coming soon)

Active Campaign (coming soon)

Keap (coming soon)
Dan-Unific-S-1

Built from Real Agency Experience

 "After years of running my own agency, I was tired of losing sleep over missed client signals and scope creep. The existing AI note-takers were built for generic meetings—not for the complex, relationship-driven work we do. So I built the tool I wish I'd had from day one."
— Daniel Kurt, Agency Hero Founder

Ready to Transform Your Agency?

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