AI Agent for Agency Owners: Automate Pitch Demos and Lead Qualification
Run interactive pitch demos and explain agency services. Capture contact details and qualify leads using an AI agent based on budget.
Deploy your Agency Owners Double
Trusted by professionals across the world
Let your AI agent turn repetitive pitch demos into an automated enrollment flow
From the first inbound lead to a confirmed booked meeting, your AI agent runs the entire enrollment flow for Agency Owners, capturing project scope and budget details. Every prospect moves forward automatically, receiving personalized pitch decks and scheduled consultations, maximizing Agency Owners' billable hours.
No More Wasted Pitch Demos
Every visitor gets a tailored pitch presentation within seconds, complete with agency portfolio and service explanations.
Fill Your Consultation Calendar
Qualified prospects book consultations directly while you focus on delivering client results.
What your Agency Owners Double Agent can do
From live conversations to system-level actions, your Double covers the full spectrum of agency owner interactions.
Live Client Conversations
Engages visitors in real time, answers questions about agency services, and handles discovery conversations.
Real-time Q&A about agency services and pricing
Qualification and discovery conversations
Lead capture and contact detail collection
Lead Qualification
Asks structured questions, captures intent signals, and routes qualified opportunities.
Structured qualification questions
Intent signal capture
Opportunity routing and prioritization
Automated Pitch Demos
Walks prospects through agency portfolio and service explanations inside live conversations.
Contextual pitch presentations
Interactive service explanations
Guided agency overview
System Updates
Updates your CRM, contacts, and workflows automatically after every conversation.
CRM contact and deal updates
Automated email follow-ups
Workflow triggers across connected tools
Opportunity Capture
Captures conversation signals, generates summaries, and surfaces actionable insights.
Conversation signal capture
Automated meeting summaries
Actionable insight extraction
Double handles pitch demos, lead qualification, and follow-ups in parallel, so your pipeline grows without adding people.
Qualify Leads Before Your First Call
Your Double pre-qualifies opportunities before your first live conversation, ensuring every call is with a serious buyer.
Close Faster with Pre-Informed Prospects
Prospects arrive having seen your pitch demo and understood your agency services, allowing you to start conversations at decision, not discovery.
Run a Full Sales Process While You Sleep
Handle more conversations without hiring, as your automated agency system runs in parallel across every opportunity.
Improve Agency Portfolio Presentation
Your Double presents your agency portfolio and services in a consistent, professional manner, enhancing your brand image.
How it works
Deploy your agency owner agent in minutes by uploading your pitch materials, mapping your sales flow, and connecting your tools.
STEP 1
Create your Agency Owners agent
Sign up and build your AI agent from scratch or import your LinkedIn profile to generate it instantly.
STEP 2
Set your agency voice and style
Choose the voice your Double speaks in and set the tone, personality, and conversational style so it sounds like you in every pitch and demo.
STEP 3
Add pitch materials and set up workflows
Upload your pitch deck, product docs, and pricing, and configure qualification rules, demo flows, and follow-up sequences.
STEP 4
Go live and share
Your agent is live and ready. Share the link, embed it on your site, or send it directly to prospects.
Email Signatures
Short URL for Socials
Meeting Backgrounds
Branded QR Codes
Agency Owners Agent Features
Everything you need to build, train, and scale your AI twin in one platform.
Identity-driven conversations
Your Double reflects your voice, positioning, and expertise in every interaction.
Knowledge base training
Train your Double using pitch decks, product docs, and strategic content.
Interactive presentations
Run demos, decks, and walkthroughs inside live conversations.
Agentic system actions
Trigger CRM updates, emails, and workflows after every conversation.
Conversation memory
Your Double remembers previous interactions and builds on them.
Workflow automation
Chain multi-step processes from pitch to follow-up automatically.
Lead capture workflows
Capture contact details, goals, and qualification signals during every conversation.
Booking automation
Qualified prospects book meetings without friction or manual scheduling.
Connects to your existing stack
Your Double works with the tools you already use, syncing data and triggering actions across your workflow.
Gmail
Google Sheets
Calender
Hubspot
Calendly
Salesforce
Zoho CRM
Pre-Built AI Agent Templates for Agency Owners
Start with a ready-made agent template and customize it to your workflow in minutes.
Demo Agent
Runs your pitch demo live inside conversations, walking prospects through slides and features.
Meeting Booking Agent
Qualifies opportunities and books meetings automatically after discovery conversations.
Support Agent
Answers questions, shares resources, and routes complex inquiries to you.
Follow-Up Agent
Sends follow-up emails, recaps, and next-step nudges on a structured cadence.
Individuals and Teams love us alike
From solo creators to leading brands, users are turning their bio link into a powerful hub with Double.
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Frequently asked questions
Common questions agency owners ask before deploying their Double.
How does the Double learn my pitch?
Upload your pitch deck, product docs, and positioning notes. Your Double delivers this content in your voice during conversations.
Can it run live demos during conversations?
Yes, your Double walks prospects through pitch decks and service explanations interactively.
What tools does it integrate with?
Double connects with CRM, email, and calendar tools, triggering updates and scheduling automatically.
Is it hard to set up?
Most agency owners deploy within minutes. Upload content, set workflow, connect tools, and go live.
Can I control what it says about my services?
Governance controls let you define boundaries around service claims and guarantees.
Will it sound like me?
You shape the tone, energy, and language boundaries. Your Double communicates like you in every pitch and demo.
Launch your Agency Owners Double today
Deploy AI Agent for Agency Owners that manages pitch demos, qualifies leads, and books consultations, so you can focus on high-leverage client work.
