The agentic revenue engine

Turn every lead into a qualified deal.

Archie OS installs an AI Client Acquisition System that captures every lead, qualifies buyers, automates follow-up, advances deals, and gives your business the intelligence to grow revenue.

See Archie in action

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archie-os.app

Inbound · 7d

0+18%

Active deals

0+3

Pipeline

$0k+22%

Won this mo.

0+5

Archie recommendations

3 prospects completed assessment but haven't booked

Send SMS follow-up within 2 hours

Referral leads convert 2.1x higher than social

Launch referral ask sequence after close

Nurture open rate is 78%

Add second educational resource

Win rate dropped to 22%

Review proposal template

Signal deal flow

Based on email drip engagement

Prospect	Signal	Score	Next step
MMaya Chen	Opened all 3 nurture emails	82	Book call
JJames Wilson	Completed assessment	76	Booked intro
DDavid Lee	Clicked pricing resource	64	Send resource
SSarah Park	Re-engaged after 30 days	58	Re-assess

AI ops this week

Leads tagged this week

0+12

Qualified by AI

0+5

Nurture routed

0+7

Foundation path

0+2

Recommended workflows

New prospect → assessment

CaptureQualifyRoute

Qualified → booked intro

BookRemindHold

Resource path → nurture sequence

SegmentSendRe-assess

Closed → referral ask

DeliverAskTrack

Email drip campaigns

4 active sequences

Sequence	Sent	Open	Click	Reply	Converted	Status
Inbound Readiness	124	82%	41%	14%	9	Active
Resource Nurture	86	79%	36%	11%	3	Active
Post-Call Warm Follow-Up	42	74%	32%	18%	5	Active
Referral Ask	28	71%	29%	21%	6	Active

Inbound volume

14 days

Top channels

Instagram

Referral

Recent contacts

6 TOTAL

Client	Plan	Tags	Owner
WWhitman Capital	Foundation	VIPINSTAGRAM	MA
VVerde Holdings	Growth	INBOUND	JC
LLinden Partners	Scale	REFERRAL	TR
SSable Wealth	Growth	INSTAGRAM	JC

The system we install

Your client acquisition system, already connected.

Archie captures every opportunity, qualifies every prospect, automates follow-up, and organizes your sales process inside one workspace.

Capture every lead automatically.

Archie captures leads from your website, ads, social media, referrals, email, calls, and forms so every opportunity enters one workspace.

archie-os.app

Workspace / Overview

Overview

Lead captured

Inbound · 7d

0+18%

Active deals

0+3

Pipeline

$0k+22%

Won this mo.

0+5

Archie recommendations

3 prospects completed assessment but haven't booked

Send SMS follow-up within 2 hours

Referral leads convert 2.1x higher than social

Launch referral ask sequence after close

Nurture open rate is 78%

Add second educational resource

Win rate dropped to 22%

Review proposal template

Signal deal flow

Based on email drip engagement

Prospect	Signal	Score	Next step
MMaya Chen	Opened all 3 nurture emails	82	Book call
JJames Wilson	Completed assessment	76	Booked intro
DDavid Lee	Clicked pricing resource	64	Send resource
SSarah Park	Re-engaged after 30 days	58	Re-assess

AI ops this week

Leads tagged this week

0+12

Qualified by AI

0+5

Nurture routed

0+7

Foundation path

0+2

Recommended workflows

New prospect → assessment

CaptureQualifyRoute

Qualified → booked intro

BookRemindHold

Resource path → nurture sequence

SegmentSendRe-assess

Closed → referral ask

DeliverAskTrack

Email drip campaigns

4 active sequences

Sequence	Sent	Open	Click	Reply	Converted	Status
Inbound Readiness	124	82%	41%	14%	9	Active
Resource Nurture	86	79%	36%	11%	3	Active
Post-Call Warm Follow-Up	42	74%	32%	18%	5	Active
Referral Ask	28	71%	29%	21%	6	Active

Inbound volume

14 days

Top channels

Instagram

Referral

Recent contacts

6 TOTAL

Client	Plan	Tags	Owner
WWhitman Capital	Foundation	VIPINSTAGRAM	MA
VVerde Holdings	Growth	INBOUND	JC
LLinden Partners	Scale	REFERRAL	TR
SSable Wealth	Growth	INSTAGRAM	JC

Separate buyers from browsers.

Score every lead by budget, need, timing, location, service type, and the custom rules your business requires.

archie-os.app

Workspace / Interactive Funnel

Interactive Funnel

Score 80

Interactive funnel

Traffic source

+24

Referral partner

Primary bottleneck

+18

Follow-up consistency

Current lead volume

+16

40-80 monthly

Booking urgency

+22

This month

Assessment routing

Score the answers, choose the next step.

80 ready score

Book call

Route ready prospects to calendar

Nurture

Send the right resource path

Build a sales process that never drops the ball.

Archie keeps every deal moving with automated follow-up, reminders, proposals, pipeline tracking, and next-step recommendations.

archie-os.app

Workspace / Pipeline

Pipeline

Next action ready

New3$39k

WWhitman Capital

$18kFoundation

MAMA

CCordova Studio

$9kWeb + OS

JCJC

MMarrow Dental

$12kFoundation

TRTR

Qualified2$39k

VVerde Holdings

$24kGrowth

JCJC

HHarbor & Co.

$15kFoundation

MAMA

Proposal2$59k

LLinden Partners

$38kScale

TRTR

AAtlas Aesthetics

$21kGrowth

MAMA

Onboarding1$30k

SSable Wealth

$30kGrowth

JCJC

Live2$68k

NNorth Range Law

$26kFoundation

MAMA

PPearl & Vine

$42kScale

TRTR

Know what is actually making you money.

Track every source, booking, proposal, deal, and customer so you know exactly where revenue is coming from.

archie-os.app

Workspace / Insights

Insights

Live

Inbound · 7d

0+18%

Active deals

0+3

Pipeline

$0k+22%

Won this mo.

0+5

Revenue

14 days

Conversion by stage

New

100%

Qualified

72%

Proposal

48%

Onboarding

31%

Live

22%

Win rate

last 30 days

Avg. deal

$0k

Sales cycle

Archie recommendations

Based on source, assessment, response, and booking data.

AI review

Reactivate quiet CRM leads

+18 booked calls

512 contacts have opened at least one email in the last 180 days but have not booked. Run the reactivation drip against the warm segment first.

Move Instagram leads faster

-42% response delay

Assessment completions from Instagram are converting, but reply lag is 9 hours. Add the SMS nudge after the first email for high-fit leads.

Protect proposal follow-up

$64k at risk

Four proposals are idle after day 5. Archie should draft a value recap and route two to the founder for personal follow-up.

Done for you

Your client acquisition system, built for you.

You provide the business context. We build, connect, test, train, and launch the system.

We build

The complete system.

Archie OS
CRM
Lead capture
Qualification
Sales pipeline
Dashboard
Automations
Landing pages
Calendar
Email
SMS
Reporting
Integrations
AI Content Workspace
Testing
Team training
Launch

You provide

The business context.

Business goals
Existing contacts
Brand assets
Calendar
Team members
Feedback
Final approval

Implementation

From audit to launch in as little as 30 days.

Four focused weeks take Archie from business audit to a tested, trained, and supported operating system.

Week One

Business audit, system architecture, and migration plan.

Week Two

Build Archie, configure the CRM and pipeline, and create the assessment.

Week Three

Connect automations, test every path, and train your team.

Week Four

Launch, optimize, and begin the support window.

Start here, then scale

Choose how Archie grows with your business.

Start by fixing the leaky bucket. Add managed growth or agentic operations when the foundation is working.

Start here

Starter OS

$500/month

Starting at

+ $5,000 implementation

Client Acquisition

Capture and convert every opportunity.

Archie Operating System
Client acquisition system
Centralized CRM
Lead capture and qualification
Booking and pipeline
Dashboard and email automation
AI Content Workspace

Stop losing leads. Every opportunity has a next step.

Get started

Growth

$1,500/month

Done with you

No implementation fee

Growth Marketing

Install the frameworks and systems your team can run.

Everything in Client Acquisition
Proven content frameworks
Content and campaign strategy
Lead-magnet playbooks
AI Content Workspace
Monthly strategy and optimization

Build a repeatable content system without outsourcing your entire marketing function.

Book a strategy call

Scale

$3,000/month

Starting at

+ $25,000 implementation

Agentic OS

Remove yourself as the bottleneck.

Marketing agents: plan, create, publish, and track campaigns
Sales agents: qualify leads, follow up, update pipeline, draft proposals, and forecast revenue
Operations agents: run SOPs, route tasks, support delivery, and flag bottlenecks
Executive intelligence: daily KPIs, revenue insights, risks, and recommendations
Human approval and control

Reclaim up to 80% of the time spent on repeatable work while your team keeps final approval.

Book a consultation

Final scope is confirmed after the acquisition audit. Your business owns its data.

How the system works

Generate. Capture. Convert. Retarget.

The acquisition system for businesses ready to scale and remove bottlenecks.

FAQ

What to know before we build.

How long does installation take?+

Can Archie replace my CRM?+

Can you migrate my existing data?+

Can Archie work with my current tools?+

Who owns the data?+

What happens after launch?+

Do you manage our content?+

Can Archie grow as our business grows?+

Start building your system

Ready to install your AI Client Acquisition System?

We will map your current sales process, identify where leads are getting lost, and show you exactly how Archie would be installed inside your business.

See Archie in action