Pocket Agent
[ Pocket Agent · for consultants ]

Every hour on proposals and follow-up is an hour you can’t bill.

Pocket Agent drafts the proposals, runs the prospect research, and chases the threads that went quiet — in your voice, staged for your approval, off your billable clock.

Generic AI starts from zero. Pocket Agent starts from your business.

Same day. Different owner.

A composite day from consulting practices running Pocket Agent — names changed, hours real. Solo practice, three active engagements, a pipeline that only moves when you push it.

Without Pocket Agent

7:00am

Rewriting the same proposal skeleton for the third time this month, from a doc named final_v4.

10:00am

Discovery call. You take notes you will never look at again.

1:00pm

A prospect from two weeks ago never replied. You keep meaning to nudge him. You keep not doing it.

3:30pm

A client asks for a status summary. You dig through email to reconstruct your own month.

6:00pm

LinkedIn post drafted, second-guessed, deleted.

8:30pm

Pipeline review happens in your head, in the shower. Nothing gets written down.

With Pocket Agent

7:00am

The proposal draft is staged — scope, rates, and terms pulled from your past engagements. You tighten the scope section and approve.

10:00am

Call ends. Your agent turns the notes into a follow-up email and the bones of a case study. Both staged.

1:00pm

The quiet prospect got a nudge you approved two days ago — Follow-Up Sweeps found the thread. He replied this morning.

3:30pm

The status summary is drafted from the month’s actual work. You read it once and send it in one tap.

6:00pm

Three LinkedIn drafts in your voice, built from this week’s client problems with the names stripped. You pick one.

8:30pm

Mission Control shows the pipeline — who’s warm, who went quiet, what’s staged for tomorrow. You close the laptop.

What it handles for you.

Your AI Agents — Pocket Agent calls them Personas — use Apps and Skills to do this work. Everything they prepare is staged in Mission Control; nothing goes out until you approve it.

  • Proposals drafted from your rates, your scope patterns, and your past wins
  • Prospect research briefs in your inbox before every call
  • Follow-Up Sweeps on every thread that went quiet — quote, intro, or ghosted lead
  • Discovery-call notes turned into follow-up emails and case-study drafts
  • Monthly client status summaries built from the work that actually happened
  • LinkedIn and newsletter drafts from real engagements, names stripped
  • Invoice reminders staged in your voice, firm without being awkward
  • Competitor and market scans filed straight into your Business Brain
  • Referral thank-yous and stay-warm check-ins, timed instead of remembered
  • Your frameworks, methods, and voice living in files you own — not in a tool you rent

The crew that lands with your pick.

Pick Consultant when you set up your workspace and these three Personas arrive ready to customize — their specs written into your own Business Brain repo (a GitHub repository you own), not our database. Everything they prepare is staged for your review; nothing goes out until you approve it.

Admin Assistant

Admin Assistant

Your right hand for the daily admin — what's on today, who's waiting on you, and the quick emails that keep things moving.

Sales Assistant

Sales Assistant

Keeps deals moving — finds the next prospect, drafts the outreach, and chases the quotes that have gone quiet.

Follow-Up Agent

Follow-Up Agent

Watches for the deals, leads, and relationships that have gone quiet — and drafts the nudge for each one.

The alternative is an analyst you’d spend a year briefing.

A junior analyst runs $50–65k a year loaded, and their first year is you teaching them your methods, your rates, and what a good brief looks like.

Pocket Agent starts at $37 a month and starts from your Business Brain — the methods, rates, and client history you’ve already written down once.

Three plans: $37, $97, $497 a month. See what each one covers →

Built and run inside three businesses Chase Whited owns: Tennessee Valley Exteriors (a contracting company) · Whited Consulting (a software agency) · AthleteOS (a sports SaaS). Same workspace. Same brain. Same cockpit.

Every hour on proposals and follow-up is an hour you can’t bill.

Pocket Agent takes the second pile — the work that has to get done by tomorrow morning — so you can do the work that grows the business.

Or see pricing first.