One dashboard for the whole book of business. Invite clients in one click, watch their intake status live, review the auto-generated diagnostic, run the in-person session, deliver the report, all in one CRM built specifically for consulting agencies.
Your home screen is the client roster. Big green button to invite a new client. Every existing client shows current status: invited, intake in progress, ready for meeting, session complete, delivered. A "Ready for Meeting" hero card floats to the top when clients have completed intake and their diagnostic is prepped.
You have unlimited access to the full 13-section diagnostic engine. Run one for a client, deliver same session.
Click any client in your roster. A five-tab CRM opens with everything you need for that engagement, no jumping between screens.
Above: the Profile tab. Each of the other four tabs shown below.
KPI grid at the top (industry, stage, team size, revenue band, avg deal, top offer). Investor Readiness gauge with tier label + color. 12-month revenue Monte Carlo card. Timestamps for invited, intake completed, blueprint generated, deliverable sent.
All 20 answers laid out field-by-field, exactly as the client wrote them. Nothing paraphrased. Scrollable panel. You can copy any field or export the whole set.
The full 13-section diagnostic on its own screen. H2 headers, tables, inline SVG charts (Monte Carlo, integration scenario, investor readiness gauge). Three action buttons at the top: Regenerate (reruns the engine), Send to client via email (opens a modal with an optional personal note), Print / Save PDF (one-click printable handoff).
List of past sessions with question/answer counts + a "Start new follow-up session" button. Each session generates fresh brain-written questions based on all current info (intake + blueprint + every prior session's notes). Brain decides how many questions the case needs. Mid-session you can ask the brain for one more, it either gives you one or says "good stopping point."
Timeline of every email touchpoint for this client: invited, intake completed, meeting-prep email sent, blueprint generated, blueprint delivered. Timestamps on everything. Nothing gets lost.
You sent the invite. Client hasn't opened yet. Nothing needed from you.
Client opened the link and started answering. Auto-saved as they go. Nothing needed from you.
Client submitted all 20 questions. Blueprint is generating in the background (~60 sec). Nothing needed from you.
Blueprint written, adaptive follow-up questions ready, executive-summary email sent to client. This is when the "Clients waiting for you" hero card lights up. Your move.
You started a live session. Notes are auto-saving. Ask the brain for more questions any time.
You marked session complete. Final polished report generated and available in the Blueprint tab.
Report emailed to the client, sent in your name, VentureFrame on the deliverable. Timestamp shows in the Communications tab.
Every subsequent session gets fresh questions grounded in everything you already know about the client. History stays in the Sessions tab.
Every diagnostic, every outreach email, every session-generated question goes through six safety checks before it ever touches a client. You don't see these unless something fails, but they're always running.
Banned AI-fluff words stripped, off-brand $ figures blocked, wrong-industry keywords blocked, required links + signature enforced.
Second brain call scores each draft 0-10 on brand fit, voice match, click intent. Under-7 = rewrite.
Before spending compute on outreach, checks whether the target really matches your ICP. Non-fit auto-trashed.
First 20 outreach emails wait for your one-click approval in a queue. After 20 approvals in a row, auto-send unlocks. You can toggle back to review any time.
Real founder samples injected into every compose prompt so the model has actual voice to imitate, not just abstract rules.
Every generation logs a quality score. Under-performers retire automatically after 7 days of bad output.
Unlimited on the agency license. Your CRM handles as many concurrent engagements as you can staff.
Yes. Each consultant signs in with their own account. Client roster is shared across the agency; every consultant sees every client. Per-consultant permissions are on the roadmap.
Both. The work carries VentureFrame branding and you are credited as the consultant who sent it, on the intake page, the confirmation email, the blueprint email and the print header. Your client knows you brought them a real diagnostic engine, and they know what it is. VentureFrame stays VentureFrame.
Nothing gets lost. Prior blueprints stay in the client record. Click Regenerate on the Blueprint tab and the engine rewrites with the updated answers. You compare versions side-by-side.
Yes. Full markdown edit view. Nothing sends to the client automatically, you review and hit Send when ready.
Client intake answers, diagnostics, session notes, and communication timestamps live in a Postgres database in US-East. Encrypted at rest. Backed up daily. Isolated per-agency, no cross-agency access. Nothing is used to train external models. Full data export on request, full data deletion on request.
You keep read-only access to your client records for 90 days so you can export or hand off engagements. After 90 days the data is deleted. You can pause the license instead of cancelling, client records stay intact and reactivate the moment you resume.
Google sign-in or magic-link. Sessions auto-refresh so you don't have to sign in on every visit. Sign-in stays sticky for ~7 days across page refreshes and browser restarts.
Yes. Ops dashboard at /hq/ shows real-time pipeline: cron heartbeat, active agents, quality-gate pass/fail counts, approval queue depth, replies + bookings running counts, agent activity by role. Refreshes every 30 sec.
Same-day. Immediate access after payment. Sign in to Agency HQ, invite your first client from the button on the home screen, client completes intake within the hour, diagnostic ready in ~60 sec after they submit.
Instead of a trial, we do a live quick demo where I run a real intake and generate a real diagnostic on a business you name, in front of you. If it doesn't do what I said it does, you don't buy. Book: calendly.com/jacobpitchford-lbos.
quick. I'll invite a fake client with your industry, walk you through the intake, generate the diagnostic in real time, and answer every question you have left. Payment optional at the end.
Start my license, $997/mo beta rate → Book a demo →