Everything, handled.
Steads installs an AI operations team inside your business. It follows up, writes the proposals, collects what you’re owed and briefs you every morning. You approve what matters. It handles the rest.
Good morning, Daniel.
Tuesday, October 20 · everything below updates live from your tools
Weekly revenue Last 12 weeks
Goals Q4
Needs you today Everything else is handled
Invoices
Synced from QuickBooks · tap any invoice to see its history and the drafted reminder
| Invoice | Client | Issued | Due | Amount | Status |
|---|---|---|---|---|---|
| INV-2041 | Hartwell GroupTom Hartwell | Sep 3 | Due Oct 3 · 17 days overdue | $18,500 | Overdue |
| INV-2044 | Bayside ArchitectsLena Park | Sep 10 | Due Oct 10 · 10 days overdue | $9,750 | Overdue |
| INV-2047 | Linwood BuildersMarcus Reyes | Sep 15 | Due Oct 15 · 5 days overdue | $10,650 | Overdue |
| INV-2050 | Oakmont Family OfficeClaire Whitman | Sep 28 | Due Oct 28 · Due in 8 days | $31,000 | Due |
| INV-2052 | Northline DentalPriya Raman | Oct 1 | Due Oct 31 · Due in 11 days | $6,200 | Due |
| INV-2038 | Calder & Price LLPAvery Calder | Sep 1 | Due Oct 1 · Paid Oct 14 | $24,000 | Paid |
| INV-2039 | Westbrook HospitalityJordan Ellis | Sep 17 | Due Oct 17 · Paid Oct 17 | $14,300 | Paid |
Pipeline
Synced from HubSpot · every deal has its next step drafted
New $106K
Proposal sent $269K
Negotiating $350K
Won · October $154K
Steads Daily
Every open thread across 4 inboxes, ranked by what it’s worth
Proposals
New inquiry in, priced proposal out, built from your past wins
Inquiry Oct 18 · via website
Built from 3 similar wins
Ridgeview Dental Group: a calmer front desk.
Scope
- Unified intake across all six locations
- Automatic follow-up for unbooked treatment plans
- Weekly front-desk performance brief
Timeline
Investment
| Phase 1 · Discovery | $8,000 |
| Phase 2 · Build | $28,000 |
| Phase 3 · Rollout and training | $12,000 |
| Total | $48,000 |
Three things need you.
Daniel.
Click around: switch tabs, open an invoice, draft a reply. All sample data.
Built on the tools you already use
Watch Steads work.
An email lands. Steads reads it, drafts the reply in your voice and waits for your OK.
The work happens before you ask.
You didn’t build a company to chase invoices, rebuild proposals and remember who to call back.
a week back for the owner, from inbox, follow-ups and admin
of quiet deals get a next step, every morning
faster to get paid, with reminders that never forget
messages sent without your approval, until you say so
Illustrative figures for a 40-person services firm. Your Assessment measures your own.
One system. Four parts.
Built on the tools you already use. Tuned to the way you already work.
The whole business on one screen.
Pipeline, cash, receivables and goals, connected live to your email, calendar, CRM and books. Every view has an action attached.
- Revenue, pipeline and cash, updated every few minutes
- Goals tracked against the real numbers
- A “needs you today” list, not another report
A team that never drops the ball.
Each agent owns one job and does it every day. Add agents as you grow, at $1,000 a month each.
- Pipeline, inquiries, collections, proposals, invoicing, scheduling
- Each one earns trust step by step
- Every action is logged and reversible
drafted today
ready to review
collected this week
qualified today
meetings booked
weekly report due
Every conversation, ranked by morning.
Steads reads across your team’s inboxes and sorts every open thread so nothing goes cold.
- A · Today: money or a client is waiting
- B · This month: important, not urgent
- C · Revive: cold threads worth reopening
Run it from the car.
Hear your brief on the drive in. Say what you decided. Steads files it, drafts it and follows up.
- A two-minute brief, read in a natural voice
- Decide out loud. It turns words into actions.
- Everything still waits for your approval
See it working.
The screens your team works from every day, shown here with sample data.
Your day, decided by 7 AM.
Meetings, prep and the few things that need you. Everything else is already handled.
Every deal, with its next step.
Every opportunity tracked, and the ones going quiet flagged.
No email waits too long.
Every open thread across the team, by owner and age. Over 24 hours turns red.
The whole team in one view.
Meetings, site visits and deadlines together, with prep notes attached.
Ask anything about your business.
Plain English questions, real answers, and the next action ready to approve.
Nothing falls through the cracks.
Day 3, day 7 and day 14 nudges go out on schedule, after you approve the first one.
In your stead.
The work happens before you think to ask for it.
Meetings, money and the three things that need you.
Every quiet deal has its next email, written as you’d write it.
Qualified, priced from your past work, waiting for your eye.
Gracious reminders go out. Payments are logged.
What moved, what closed, and tomorrow’s top three.
Everything a chief of staff does. Every day.
Fourteen jobs, done in your voice, inside your tools, with your approval.
Each stalled conversation gets its next email, written in your voice.
Priced proposals and decks, built from the work you’ve already won.
Gracious reminders on schedule. Payments matched in your books.
The whole business in two minutes, with what needs you first.
Across the whole team, sorted into Today, This month and Revive.
Finds times, holds slots, books the meeting and preps you for it.
Hear your brief on the drive. Say what you decided. It files and follows up.
Pipeline, cash, receivables and goals, connected to your real data.
Ask for a board update or a client report. It arrives ready to send.
Who to call, why now, and what to say, with sources.
In Slack and email. No new app for anyone to learn.
Your pricing, clients and preferences. It gets better every week.
Daily, weekly or monthly tasks, done without being asked.
Until you decide otherwise, every action waits for your yes.
Less than one hire.
Choose the roles you’d hire for this work. See what they cost each year, next to Steads.
Full cost is median US salary plus benefits and payroll taxes (≈ salary ÷ 0.70). Salaries: U.S. Bureau of Labor Statistics, May 2025; SDR base pay from Payscale, 2026.
Most owners don’t let anyone go. They stop needing the next hire, and their team moves on to work that deserves a person.
Nothing acts alone until it’s earned it.
Every part of Steads starts by watching. It earns more responsibility one step at a time, reviewed on your real work.
Notes what it would have done.
Tells you what to do, and why.
Prepares the email, invoice or deck.
Acts the moment you say yes.
Runs alone, inside rules you set.
By day 90, take the week off.
We learn who decides what, connect your tools and put Steads Desk live. Steads Daily starts in week one.
Pipeline, inquiries and collections run quietly alongside your team, then move to your approval queue.
Your brief and Steads Voice go live. Then a test week: you step away, and we measure what keeps running.
Your data stays yours.
Steads runs inside your own accounts, with the permissions you grant, and shows you every single thing it does.
Steads works inside your own Google or Microsoft, CRM and books. You can revoke access in one click.
Each agent only sees what its job needs. Sensitive folders stay off-limits unless you say so.
Emails, invoices and proposals wait in your queue until you approve them.
Every read, draft and send is recorded with who approved it and when.
Activity log Today · sample
For owners whose time is the most expensive thing in the building.
Companies of 10 to 200 people, led by the person who built them. Born inside a multi-city media company, where it runs every day, before we ever offered it to anyone else.
Choose your Steads.
One installation fee. One monthly fee to run, refine and grow it. Software and AI usage included.
Steads
- Steads Desk, up to 5 tools
- Steads Daily
- 2 agents of your choice
- Morning brief
- Monthly refinement session
Steads Pro
- Everything in Steads, any tools
- Up to 6 agents
- Steads Voice and evening wrap
- 90-day program and step-away test
- Weekly refinement, priority support
Steads Private
- Everything in Steads Pro
- Custom agents for each team
- A dedicated operator
- Quarterly on-site planning
- Response-time commitments
Two weeks. We map how your business runs, price the hours you’re losing, and ship one working automation. $4,500, credited toward any plan.
Extra agents $1,000 a month each. All plans include setup by a Steads engineer, monthly refinement and full activity logs.
Questions, answered.
Do we have to change our software?
No. Steads works on top of what you already use: Google or Microsoft, Slack, your CRM and your accounting system.
Will it contact my clients without me knowing?
Never without your say. Everything begins by observing, then moves through your approval queue. You decide what, if anything, may run on its own.
Is my data private?
Steads works inside your own accounts with the permissions you grant, and every action is logged. Your information is used to run your business, not to train anyone else’s.
How soon will we feel it?
The Assessment delivers a working automation in two weeks. With a full installation, Steads Desk and Steads Daily are live inside the first month.
Who actually does the setup?
We do. A Steads engineer maps how your company runs, connects your tools and tunes every agent with you. There’s nothing for your team to configure.
Is this software or a service?
Both. You get the system, and a team that runs, refines and grows it every month. Software and AI usage are included in the monthly fee.
What if we stop?
You keep what we built for you. The monthly fee covers running, refining and growing it.
Get your time back.
A private 20-minute consultation. Tell us where your week goes, and we’ll show you exactly what Steads would take off your plate first.
- Reply within one business day
- No obligation, no sales script
- A written plan, yours to keep
Prefer email? Write to us
We reply within one business day.
Your email should have opened with your request ready. Press send, and we’ll reply within one business day.
Didn’t open? Send it here