Move from discovery call to signed kickoff without rebuilding the process every time.

Commonhouse builds AI for marketing agencies: one system that takes your discovery notes and returns a proposal draft, a list of what is and is not included, and the tasks that start the work. It commits your agency to nothing. A named person reads it and says yes.

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Free, 15 minutes. We confirm fit and scheduling before any payment.

Good discovery still turns into a messy first week.

The call goes well. Then the week after it leaks, in the same four places, at almost every agency:

The notes get copied by hand.

From the call doc to the proposal to the task board, each copy a little different, each one somebody's evening.

Decisions vanish between tools.

The budget cap lives in a Slack thread. The out-of-bounds list lives in someone's memory of the call.

The proposal and the plan drift apart.

What was sold and what the team starts building share a name and not much else.

A senior person steps in to translate.

Because they know what was meant. Which means the most expensive person in the room is doing data entry.

None of these are writing problems. They are handover problems, and that is a thing you can build for. The approval side of it has its own write-up.

Put the clock on one proposal, twice.

Same discovery call, same client, timed both ways. The timestamps are the argument, so read them instead of us summarising.

How it goes nowIllustrative
Fri 4:12pDiscovery call ends. Notes are good. Everyone goes home.
WeekendThe notes sit. The client tells their partner it went well.
Mon, TueThe proposal gets written between other work, by the most senior person free.
Wed 2:30pIt goes out. The task board is still empty.
Next weekKickoff, once the plan gets rebuilt from the proposal by hand.
With the system runningIllustrative
Fri 4:12pDiscovery call ends. The notes go in.
Fri 4:41pA proposal draft, the included and not-included list, and the kickoff tasks are on your desk. Sent nowhere.
Fri 4:58pYou read it, fix the two lines only you could know, and press send yourself.
After the yesKickoff runs off the same tasks the client already approved. Nothing gets rebuilt.

The system never sends, never prices, and never agrees to anything. It gets the draft to your desk while the call is still warm. The deciding stays yours.

When the client says yes, the pack is already on the desk.

Agencies do not buy proposal writing. They buy the week after the yes. This is what lands for the team the moment a proposal is accepted:

The kickoff packExample content
The tasks

The work, already broken down.

Drawn from the same notes the proposal came from, so they cannot drift apart.

  • brand-questionnaire.md
  • kickoff-agenda.md
  • first-sprint.csv
The edges

What is in, and what is not.

The not-included list the client already saw, sitting next to the tasks, where the team will actually read it.

  • included.md
  • not-included.md
The folder

One place it all lives.

Client name on it, everything above inside it, made the moment the yes arrived instead of the Thursday after.

  • /clients/harmon-and-co/

Start by auditing the handover you have.

The first call is free and takes about 15 minutes. If there is a job worth building, the AI Ops Audit is a $1,000 paid workflow diagnostic run against this exact handover: it maps your current process, the files it needs, where the decisions happen, and what could go wrong.

The AI Ops Audit$1,000

You get a map and a recommendation for what to build first, and the fee comes off the build. If your inputs are inconsistent or nobody owns the decision, the audit finds that before anything gets built, which is the cheap time to find it.

Book a workflow fit call

How the audit runs · what everything costs · how a build runs after it.

Your tools stay, and so does your sign-off.

You do not need a new agency operating system. Your sales tools and project tools stay where they are; the build wires into them. Client-facing decisions keep a named owner, on purpose, forever. And if what the audit finds is that your process is not consistent enough to automate yet, that is a real finding: we should not automate a handover nobody can explain or own. We are also an AI automation agency in the provider sense, and that page explains how we vet ourselves.

Ask these before you automate anything client-facing.

Which marketing agencies is this a fit for?

Founder-led creative and marketing agencies, usually 8 to 20 people, where proposals repeat, the discovery notes actually exist, and one person can look at what comes out. If any of those three is missing, the fit call will say so.

What goes into the workflow?

Your discovery notes, plus files your agency already owns: services and prices, what you will and will not take on, and the way you word things. It reads what you approved and nothing else.

What comes out of it?

Three things, all drafts: a proposal, the list of what is and is not included, and the kickoff tasks. They land on a named person's desk and go nowhere until that person sends them.

Does the AI approve what gets promised to the client?

No. A named person stays responsible for every client decision and every commitment. The system drafts and organises; it has no authority to agree to anything, and we build it that way on purpose.

What if our process is not consistent yet?

Then the audit should find that, and the recommendation may be to fix the process before building anything. Automating a handover nobody can explain makes the mess faster, not better.

Send the next discovery call somewhere useful.

Book a workflow fit call Free, 15 minutes. A person reads every note and answers with a real next step.