AI Chief of Staff
Your first AI hire should be an ass‑kicker.
Yours starts before you do. By the time you're up: your day triaged, your top three moves picked, and every lead that came in overnight already answered.
It works nights, weekends and holidays. It never calls in sick and never quits. And it doesn't work alone — it runs a crew of specialists underneath it, so you manage one thing.
MoFo here is ours — he runs Spike behind the scenes. We build you your own: your agent, your name for it, working only for your practice, plugged straight into your HighLevel.
Watch what gets done.”MoFo — Spike's AI Chief of Staff
The hiring math
It isn't close.
A human hire clocks out. Yours doesn't.
One shift a day, five days a week
Works 24/7 — nights, weekends, holidays
Sick days, vacations, turnover
Never sick. Never quits.
Months of training and managing
Shows up trained — and manages a whole crew
One pair of hands
A whole crew of specialists underneath
From $5,000
$67,608
Your AI Chief of Staff
one-time build
One administrative assistant
every year, and again the next
After the build: your own OpenAI and Claude subscriptions — you own the accounts, not us — plus a care plan we size with you on the call. No recruiter, no payroll taxes, no severance.
Payroll is never just the salary.
- Salary70%
- Taxes & benefits21%
- Recruiting7%
- Software seat3%
$3,917 + $1,175 + $392 + $150 = $5,634/mo. That's $67,608 a year for one administrative assistant.
Salary: U.S. Bureau of Labor Statistics, Occupational Employment & Wage Statistics median for administrative assistants, rounded. Loaded cost uses the same employer-load, recruiting and software math as our pricing page.
Meet the team
One hire. A whole staff underneath.
Your Chief of Staff doesn't work alone — it manages a crew of specialist agents, each with a job and a name. The crew comes with theirs. Your Chief of Staff gets whatever name you give it.
Your Chief of Staff
Runs the crew — and handles your clients personally
- Your morning brief, your top three moves, and the end-of-day wrap
- Every client touch that matters: birthdays, check-ins, recaps, reviews
- Catches commitments before they slip — and keeps the whole crew on task
“Good morning — 3 meetings today, 2 follow-ups due, and one client to call back first.”
Scout
Speed to lead
- Answers every new lead inside 60 seconds, day or night
- Qualifies inquiries and books the good ones straight onto your calendar
“New lead from your site just now — I texted them within the minute and they replied.”
Covers: 60-second lead response · New-inquiry qualifying
Piper
Pipeline manager
- Keeps every prospect warm until they're ready to talk
- Nudges stalled deals, revives cold leads, asks for referrals at the right moment
“This proposal has sat untouched for 10 days — want me to send a gentle nudge?”
Covers: Automated nurture sequences · Stalled-deal nudges · Cold-lead re-engagement · Referral asks · Daily pipeline triage
Ralph
Researcher
- A one-page brief before every meeting: who they are, what to say next
- Agendas and documents pulled together before you ask
“Your 10am is with the Days — here's their history, last conversation, and three talking points.”
Covers: Pre-meeting briefs · Agenda building · Document prep
Sadie
Scheduler
- Books, confirms, and reshuffles meetings without the email ping-pong
- Defends your focus time and recovers no-shows
“The Lees asked to move to Thursday — I found a slot, proposed it, and updated everyone.”
Covers: Scheduling & rescheduling · Calendar defense · No-show recovery · Follow-up task creation
Charlie
Content creator
- Social posts, newsletters, and articles drafted in your voice
- Weekly pipeline and activity snapshots, so you always know the score
“Here are three posts for this week in your voice — approve and I'll schedule them.”
Covers: Social post drafts · Newsletter drafts · Blog & article drafts · Event invites & follow-ups · Weekly pipeline report · Activity & production snapshots · Testimonial collection
Anna
Admin
- Inbox triaged, CRM updated, every client touch logged
- Chases missing documents and flags reviews and renewals before they're due
“I logged today's calls and updated three contact records while you were in meetings.”
Covers: Inbox triage · Meeting notes → action items · CRM data entry · Contact data hygiene · Activity logging · Document chasing · Renewal & policy tracking · Disclosure & review-date reminders · Annual-review & deadline reminders
Betty
Bookkeeper
- Pulls your accounting picture together — books, invoices, payroll
- Walks you through what to do with it, step by step
“Your quarter's numbers are pulled together — two invoices are still outstanding. Want the walkthrough?”
A day on the job
Here's what a typical morning looks like.
What you get
What actually lands.
Your agent, on your infrastructure
A private Chief of Staff that exists only for your practice — your name for it, your voice, your rules. Not a seat on a shared platform.
Wired into the systems you already run
Your HighLevel, your calendar, your mail, and your meeting recordings — so it works from what is actually happening, not from what you remember to tell it.
A crew of specialist agents underneath it
Speed to lead, pipeline, research, scheduling, content, admin and bookkeeping — each with a job, all managed by the Chief so you manage one thing.
It reaches you where you already are
You talk to it by text, like anyone else on your team. Morning brief, end-of-day wrap, and a nudge the moment something needs you.
A personality interview before a line is built
We interview you first — how you work, how you talk, what you want handled and what you never want touched — and the agent is built from your answers.
Tuned against real days, not a demo
We run it alongside you and correct it on live work until the briefs are right and the tone is yours.
How it works
Three phases, and you're in all of them.
01
We interview you
Before anything is built, we sit down and take down how your practice actually runs: your week, your clients, your voice, the jobs you want off your plate, and the ones you'd never hand over.
02
We build it and wire it in
Your agent is stood up on infrastructure you own and connected to your HighLevel, calendar, mail and meetings — with the operating memory underneath it to work from.
03
You meet it, and we tune it
You start talking to it the way you'd talk to a new hire. We watch the first real weeks with you and correct it until the briefs, the tone and the judgment are right.
It runs on your side of the fence.
Your Chief of Staff lives on infrastructure you own, signed in to AI accounts in your name, with credentials in your own password vault — not pooled into a shared platform of ours. You keep the accounts, the vault and the audit trail. We're happy to walk your compliance officer through the whole architecture before you commit to anything.
The foundation
Your Chief of Staff needs a brain to work from.
The agent is only as useful as the context it can access. Before we automate your day, we organize the operating memory underneath it: meetings, files, client context, tasks, SOPs, and source material. AI adoption fails when it depends on one busy owner remembering to use it. That foundation is your Advisor Digital Brain.
Before you hire
The questions advisors actually ask.
Isn't this just ChatGPT with a different name?+
No. ChatGPT waits for you to open it and knows nothing about your practice. This runs on its own schedule, already knows your clients, your calendar and your pipeline, and acts inside the systems you already pay for — it brings you the morning brief before you ask for one.
Where does my client data live, and who can see it?+
Your Chief of Staff runs on infrastructure you own, signed in to AI accounts in your name, with credentials stored in your own password vault — not pooled into a shared platform of ours. You keep the accounts, the vault and the audit trail, and if you ever want it switched off, it's your server. We're happy to walk your compliance officer through the architecture before you commit.
I already have an assistant. Does this replace them?+
It shouldn't, and the advisors who get the most out of it don't use it that way. It clears the queue your assistant never gets to — the overnight leads, the follow-ups that slip, the notes nobody wrote up — so their day goes to the work that actually needs a person.
Do I need the Advisor Digital Brain first?+
Usually, yes — and we'd rather say so up front. An agent is only as useful as the context it can reach, so if your meetings, files and client history aren't organized yet, we start there. It's the difference between an assistant who knows your practice and one who's guessing.
What does it cost to keep running after the build?+
Your own OpenAI and Claude subscriptions — accounts in your name, which you keep — plus a care plan, which we scope and size with you on the call once we've seen what your setup needs. No recruiter, no payroll taxes, no severance.
Your next step
Make the hire.
One conversation, and you'll know exactly what your first AI hire would handle in week one.