Candidate profile

Customer Agent

Repeats.

Resolves issues first, then takes care of renewals, and finds the expansion — so no customer ever slips away.

Works: 24/7
Sick days: 0
Languages: All of yours
Reports to: You
Coverage: 168 hrs/week; One seat, no shifts.
Supervision: Every word logged; Readable by you.

The core loop

A day on the job

The other three hustle. This one takes care of people after the money has landed.

1A customer needs helpPost-purchase, at the gate, on a Sunday.

My pass won’t scan at the gate.I’ve reissued it and sent it to your wallet — try again now.08:41

2Resolved on the spotFrom your knowledge base, in the customer’s language.

34 secondszero-touch · opened, resolved, and closed with no human involved

3Handles the money quietlyA due payment, chased kindly and paid without friction.

ReminderSent Mon 09:00OutcomePaid same dayAmount$540

4Secures the renewalBefore the pass expires, not after the customer leaves.

RenewedSeason pass · valid to Mar 2027

5Finds the expansionNotices the bigger group, hands it back to the Deal Agent.

SignalAsked about corporate daysEstimated$6,400 / yearRouted toDeal Agent

What they hand you

Resolved support tickets, collected renewals, and expansion leads. Support tickets live here and nowhere else — they are this agent’s paperwork.

Support ticketsOpened, answered and closed before anyone on your side reads them.Open Support tickets →PaymentsRenewals and dues collected without a chasing phone call.Open Payments →LeadsExpansion signals from happy customers, passed back to the Deal Agent.Open Leads →

Works well with others

Closes the loop. The roster is a circle, not a line.

Deal AgentReceives every expansion lead this agent finds — and the circle starts again.Inbound AgentWhere every one of these customers first said hello.

Supervision

The most supervisable employee you’ll ever hire.

Every conversation logged.: Nothing it says to a customer is invisible to you.
You decide what it knows.: It answers from your knowledge — it doesn’t invent prices or policies.
A human can take over.: Any conversation, any moment. It hands off; it doesn’t cling.
It never freelances in your systems.: Connectors are data-in only — Proposaly owns every send.
You set the mission.: Job, tone, and limits — configured by you, in plain language.

Proof

Care, before anyone noticed

Resolved before you noticed“My pass won’t scan at the gate.”08:41 · customerReissued the wallet pass and re-sent it. Ticket closed.08:41 · Customer Agent · 34 seconds

Season pass · renewedWALLET

MEMBERA. WhitfieldVALID TOMar 2027

Renewal collected · expansion lead sent to the Deal Agent

Illustrative scenario — live customer records replace these as beta partners go public.

Hire the agent who answers on Sunday, renews before the pass expires, and spots the next deal inside the last one.

Meet the whole team

Pilot one agent on your real traffic before you put the team on payroll. Measured in days, not quarters.