Every tool stops at the contract. ChiefStac runs the relationship after it.
Your AI chief of staff for the work afterthe contract — it chases invoices so you get paid faster, tracks the money so cash flow holds no surprises, and keeps every client warm so retainers don't quietly walk. All in your voice, all sent to your phone for one tap.
Thirty seconds: a morning with ChiefStac.
It spots what needs you, drafts it in your voice, and waits for your one tap. Nothing more.
The work that keeps you paid — and keeps your clients — done for you.
The half of agency life no CRM touches: chasing the money, watching the cash flow, and keeping every client warm after they've signed.
Invoice chasing
Escalating reminders at day 7, 14 and 21 — in your voice. No invoice slips, and you get paid faster.
Money intelligence
What you're owed, what's likely to land in the next 30 / 60 / 90 days, and which clients pay late — before it hits your account.
Client retention radar
Scores every client on churn risk from the signals already in your data, and flags who's drifting — while there's still time to act.
Weekly status updates
Every active client hears from you, every week — without you writing a word.
Promise tracking
Every “I'll send that over” logged and followed through. Your word, protected.
Morning briefing
One message each morning with everything that needs you today. No scanning, no dashboard.
The CRMs help you win the client.
Then they go quiet.
HoneyBook, Dubsado, Bonsai — brilliant at proposals and the first invoice. The moment a client signs, the follow-up that keeps the relationship alive becomes 100% manual. From memory. Every week.
A retainer rarely churns because the work was bad. It churns because a client felt out of the loop for three weeks — and nobody had time to send the email. ChiefStac lives in that gap.
You stay in control of every word.
A drafting assistant with a hard human gate — automated, but never autonomous.
It watches
Keeps track of your clients, invoices and promises, and spots what needs attention.
It drafts
Writes the chaser, update or follow-through in your voice — captured during a quick setup.
You approve
The draft lands on your WhatsApp. You read it, then edit, reject, or approve.
It improves
Every tweak you make sharpens your voice profile, so drafts sound more like you over time.
The questions every consultant asks — answered.
It won't email clients on its own
Every message is queued. Nothing reaches a client until you've read it and tapped approve. A mistake can't get past you.
It won't sound like a robot
It learns your greeting, sign-off, tone, and the phrases you'd never use — so drafts read like you wrote them.
Your data stays yours
It works only from the data you give it. Nothing is sold, shared, or used to train anything.
Be one of the first few beta clients.
I'm onboarding a small group of consultants free, in exchange for honest feedback. I'll set the whole thing up for you personally — you just tap approve.
- Free for the first month
- No setup fee
- Set up for you, by hand