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Run your client book. From a chat.
Cole is the AI coworker for boutique consultancies, creative + media agencies, production companies, and professional-services firms. Proposal + SOW drafting, meeting prep packets, freelance + vendor coordination, invoice + AR chase, weekly deliverable updates, retainer health - across WhatsApp, Slack, email, and SMS. Your accounting, time-tracking, and CRM stay the system of record.
Cole - Pocodot
online
Cole, referral just came in from Acme Brands - draft the qualifying reply + a first-cut SOW for a 6-week brand refresh.
10:02 AM
On it. Replied to Acme Brands with three discovery-call slots and a one-page scope outline. SOW draft (6 weeks, $42k, milestone-billed) in your review channel.
10:04 AM
Northwind invoice is 18 days late - chase it and post the Friday client rollup for Helios + Vega.
3:47 PM
Pinged Northwind AP in their preferred channel, polite second nudge sent. Friday rollups for Helios + Vega drafted - waiting for your sign-off in the PM channel.
3:49 PM
"Cole runs the back-and-forth with freelancers, drafts SOWs, chases invoices, and packages weekly deliverable updates for every client. My team gets the time back to actually do the creative work."
Matthias Laroche
Founder, CremeMedia
Creative agency to Fortune 500 brands
Sound familiar?
Teams in this space fight these every day. Cole was built to take them off your plate.
Lead-to-meeting lag kills deals
Referral lands at 6pm Friday. By Monday the prospect has booked with the agency that replied in two hours. The lag is the loss.
Proposals + SOWs take a whole day
Every new engagement = rewriting the same scope language, timeline, and rate card from scratch. The senior who should be selling is templating in Google Docs.
Freelance + vendor coordination is a thread maze
Designer in Slack, copywriter in WhatsApp, video editor in email, client in iMessage. The PM rebuilds the status thread every Monday morning.
Invoicing + AR chase falls behind
Invoice goes out, payment terms slip, nobody chases until the bookkeeper notices 45 days later. Cash flow swings on whoever remembered to send the reminder.
What Cole does for your team
Six superpowers, one chat thread.
Proposal + SOW drafting
Cole drafts proposals and SOWs in your firm's voice from a short brief - pulling scope language, timeline patterns, and rate-card defaults from prior engagements. You review, edit, send.
Meeting prep packets
Two hours before a client or pitch meeting, Cole drops a prep packet into your channel: account history, last touch, open deliverables, recent notes, and three suggested talking points. No more scrambling at 9:55am.
Freelance + vendor comms hub
Cole runs the freelancer + vendor back-and-forth for each engagement - confirming briefs, chasing drafts, collecting deliverables, and posting the weekly rollup to your PM channel. One Cole thread per project, every channel they actually use.
Invoice + AR chase
Cole drafts the invoice from the agreed SOW + time logged, sends it on the agreed cadence, and chases payment at 7 / 14 / 30 days in the client's preferred channel. Your bookkeeper sees a clean AR aging instead of a backlog.
Deliverable status updates
Every Friday afternoon, Cole sends each client a tailored deliverable update: what shipped this week, what's in flight, what's blocked, what's next. The senior PM reviews once and approves all of them in one batch.
Retainer health + renewal nudges
Cole tracks retainer burn against scope, flags accounts trending toward overage or under-utilization, and queues the renewal conversation 30 days before the term ends so you stop renewing in arrears.
How it works
Forward your first inbound brief
Forward a referral, RFP, or inbound brief into Slack/WhatsApp. Cole drafts the qualifying reply + initial scope outline in your firm's voice.
Connect your inbox + calendar
Connect Google Workspace or Microsoft 365. Cole watches inbound mail, your booking calendar, and your team channel. Your accounting + time-tracking + CRM stay where they are - he works alongside them, not inside them.
Delegate the rest from chat
Tell Cole to draft the SOW, chase the late invoice, prep tomorrow's pitch, ping the freelance editor, or build the Friday client rollup - in plain English from anywhere.
Built for the work you actually do
< 1 hr
first-touch reply to inbound briefs
vs. industry-typical next-business-day
8 hrs
reclaimed per senior / week
proposals + AR chase + status updates
30 days
earlier renewal conversations
before the retainer term ends
Tools-first
Cole never overwrites your accounting or CRM
works alongside QBO / Xero / Harvest / HubSpot via chat
What does this save your team?
Defaults to a 4-person team at $75/hr fully-loaded cost. Slide to match your shop.
ROI calculator
- 8 hours saved per agent/week
- 73% less manual task routing
- 40% faster turnaround
- 24/7 availability - no sick days
- Zero hiring costs, benefits, or downtime
Based on Pocodot customer data + h/person/week reclaimed on client comms, call notes, and follow-up chase. Your mileage will vary by team mix.
What we will tell you about our security posture
Workspace-isolated data with row-level tenancy checks on every query. Encrypted at rest and in transit. Our SOC 2 audit is in progress and we publish status candidly - we will not claim a certification we have not earned. Enterprise identity federation is on the roadmap, not shipped. No protected-health-information coverage today, so we are not the right fit for benefits work that requires it.
Related reading
Deep dives, comparisons, and how-to guides for your industry.
How to Automate Follow-Ups with AI in 2026 (Without a CRM)
Stop losing deals to missed follow-ups. Tell Cole who to follow up with and when, review the draft, and let him chase responses across WhatsApp, email, Slack, and SMS automatically.
Read more tutorialsHow to Use AI for Meeting Prep in 2026 (No More Scrambling at 9:55am)
Cole builds meeting prep packets automatically - last correspondence, open action items, attendee context, and suggested talking points - delivered to your Slack or WhatsApp before every call.
Read more case studiesHow Analog Manages Global Ops Across 8 Channels - Without Growing the Team
Analog runs a distributed team across Slack, WhatsApp, Telegram, and LINE. Cole coordinates investor comms, engineering standups, sales follow-ups, and vendor coordination - replacing 2-3 ops hires.
Read moreQuestions teams ask us
Ready to take the busywork off your team?
A 20-minute demo on a real workflow in your shop. No slide deck.