Case study
A B2B services company
The owner runs this company with AI assistants organized like an org chart. The owner runs more than 50 AI assistants across the owner's businesses.
The pain
Small things stall without anyone noticing. Compliance follow-ups sit in a queue. Decisions get buried in the inbox.
What was built
A lead assistant owns this business and a team of narrowly scoped specialists. Above that lead, a top-level assistant looks across the owner's businesses for the single biggest bottleneck.
Top level
Top-level assistant
Finds the single biggest bottleneck across the businesses
Lead
Lead assistant
Owns this business and its specialists
- Compliance review
- Inbox watch
- Records update
- Bookkeeping sync
- Daily cash flow
- Prospect research
- Pricing
- Content and SEO
- Cold-email campaigns
- Client-facing website
- Internal operating system
The specialists
- A compliance-review assistant checks pending items against the company's written rules and flags anything that needs a human decision.
- An inbox-watch assistant spots specific emails and hands the work to the right specialist right away.
- A records-update assistant enters updates into a web portal when triggered.
- A bookkeeping-sync assistant.
- A daily cash-flow assistant.
- A prospect-research assistant finds and qualifies target companies for a queue.
- A pricing assistant.
- A content and SEO assistant posts on a steady schedule.
- A cold-email campaign owner.
- An assistant monitors a client-facing website.
- An assistant helps build the company's internal operating system.
How it runs
On business days, leads check their teams. The owner is only interrupted when something is stalled, urgent, needs a decision, or is a real improvement. If a decision goes unanswered, it gets raised again so it does not stall.
Twice a week, a bottleneck report names one constraint per business. It is backed by the real numbers available, and it says so when data is missing. The owner agrees or pushes back.
- Never invent numbers.
- Anything that costs money needs the owner's explicit approval.
- Assistants draft and the owner sends.
- The human makes the final decision.
What changed for the owner
The owner only hears about what is stalled, urgent, needs a decision, or is a real improvement. Unanswered decisions come back up instead of sitting still. Pending items are checked against the written rules, and anything that needs a person is flagged.