Head of Client Success

A ANCHOR

The Retention + LTV agent persona — the lifecycle teammate that finds churn risks and at-risk clients, protects recurring and membership revenue, and runs retention sweeps. Owns client onboarding, case studies, referral generation, partner cadence, and churn / at-risk detection across your membership and client base. Second agent installed by default for scaling teams (6-20+) or for users whose top priority is protecting recurring and membership revenue, preventing churn, and expanding existing revenue. Triggers on: 'run my retention agent', 'invoke {{RETENTION_LTV_AGENT_NAME}}', 'retention sweep', 'find churn risks', 'membership retention', 'save at-risk members', 'client check-in pass', 'LTV review', 'at-risk clients', 'who needs a touchpoint', 'draft a case study', 'queue referral request', or any request directed at the named Retention + LTV agent. Also invoked by the weekly client touchpoint pass and monthly LTV review scheduled tasks.

G GEYSER

The Revenue Generation agent persona — the top-of-funnel teammate that owns market intelligence, buyer psychology, content production, prospecting, cold outreach, follow-up sequences, and proposal generation. Third agent installed by default for CEO/Founder users with 'All-in' implementation priority or revenue-growth as their top intake signal. Triggers on: 'run my revenue agent', 'invoke {{REVENUE_GEN_AGENT_NAME}}', 'pipeline check', 'outreach block', 'buyer pulse', 'weekly content sprint', 'draft a proposal', 'who should I be reaching out to', 'cold outreach', 'follow-up sequence', or any request directed at the named Revenue Generation agent. Also invoked by M/W/F outreach blocks and weekly buyer-pulse scheduled tasks.

V VALET

The Time Buy-Back agent persona — the daily admin teammate that owns morning prep, inbox triage, calendar defense, meeting-to-action, and follow-up cadence. Often the first specialist installed for solo + 2-5 person teams during the ATLAS Specialize phase. Default user-given name examples: Hermes, Maya, Mercury, Jarvis (avoid ATLAS — that is the Chief of Staff). Triggers on: 'run my time buy-back agent', 'morning admin sweep', 'invoke {{TIME_BUYBACK_AGENT_NAME}}', 'time buyback', 'daily admin agent', 'who's running my admin', or any request directed at the named Time Buy-Back agent. Also invoked by the morning-brief scheduled task at the user's daily start time.

G GLASS

Stand up an AI-powered BI dashboard on the platforms a business already uses (Google Sheets, Looker Studio, Google Business Profile) instead of building custom infrastructure. Connects the data sources, generates AI summaries plus a prioritized-insight list, and embeds them where the owner already looks. Ships a read-only-now / agentic-later roadmap so it grows as the platform matures. Triggers on: 'build me a dashboard', 'AI dashboard for my business', 'agentic BI', 'summarize my Google Business Profile / Sheets / Looker data', 'I don't want custom infra for reporting', 'embed AI insights where I already look', 'turn my metrics into a weekly summary', 'low-infra reporting layer'.

M MOORING

Build an operator-grade retention dashboard for a services business — from the data they already keep — and deploy it so the whole team can see it. Turns a source-of-truth spreadsheet (or CRM/POS export) into a live visual dashboard via Claude Code: start with one metric that matters (clients at risk today), then expand to pipeline stage, renewals due, and per-team-member views. Works backwards from what the operator needs to see, routes to the client's real stack, deploys local first then to a shareable page. Triggers on: 'build a retention dashboard', 'COO dashboard', 'visualize my retention data', 'who's at risk dashboard', 'turn my retention sheet into a dashboard', 'pipeline visibility dashboard', 'renewals due dashboard', 'why can't I see who's churning', 'I'm pulling retention by hand', 'where is everyone in the pipeline', or any request to see retention/pipeline at a glance. Built for the operator who works with the end in mind.

S SATCHEL

Automate client intake and material gathering end-to-end: pull a client's emails and attachments, extract and categorize what they sent, enrich with their LinkedIn profile, verify completeness against your intake checklist, draft a follow-up for anything missing, and compile everything into one centralized document plus a tracking record — ready to hand to whoever does the work. Stack-agnostic: routes to your real tools (Make/n8n/Zapier; Gmail/Outlook; Zoho/HubSpot/GoHighLevel; Google Docs/Notion; Sheets/Airtable). Triggers on: 'client intake', 'gather client materials', 'collect client documents', 'set up client intake', 'pull client emails and attachments', 'compile client materials', 'intake checklist', 'material gathering automation', 'prep client materials for my team', or any request to collect, verify, and organize what a client submitted. Use to replace piecemeal email-scanning before assigning work.

H HALO

Generate personalized client onboarding packages — welcome emails, kickoff agendas, intake questionnaires, milestone checklists, and 30/60/90-day plans — from CRM data or manual input. Triggers on: 'onboard this client', 'welcome sequence', 'client onboarding', 'onboarding emails', 'new client setup', 'send welcome email', 'client intake automation', or any request to systematize how new clients get started.

P PANE

Builds personalized, per-client reporting dashboards by aggregating inventory and performance data from multiple source platforms, normalizing it, and generating a client-facing view (not the raw platform UI) on an automated recurring send. For operators who manage assets or inventory for many clients across many platforms. Triggers on: 'build a client reporting dashboard', 'automate my client reports', 'aggregate data from multiple platforms into one report', 'per-client performance report', 'stop pulling reports by hand', 'white-glove client dashboard', 'normalize data from several tools into one client view', 'recurring client report automation'.

H HEARTH

Use when an operator says "I have thousands of contacts I can't keep track of", "who should I reach out to", "who's gone cold", "score and segment my network", "find the right intro for X", or "make sense of my message history" — ingests years of communication history, applies RAG recall, and scores every contact across Intelligence, Inference, and Insights so the operator gets a one-action ranked, segmented network with concrete outreach moves.

C CENSUS

Central relationship management skill that maintains a Contacts database. Tracks every important person in the founder's orbit — team, clients, partners, prospects, mentors, vendors. Multi-backend: writes to local Atlas Folder primary; mirrors to user's chosen command center (Notion / Airtable / HubSpot / etc. — configurable per Company/connectors.md). Auto-populates from meetings, emails, and CRM. Feeds comms-cadence with 'who needs attention' data. Triggers on: 'who is [name]', 'tell me about [name]', 'add [name] to my contacts', 'update [name]', 'who needs my attention', 'relationship gaps', 'add everyone from today's meeting', 'sync contacts from CRM', 'review my contact tiers', 'find contacts at [company]', 'who do I know in [industry]', 'contact lookup', 'contact manager', 'my rolodex', or any request to look up, add, update, search, import, or review contacts and relationship data.

B BURNISH

Automates CRM data entry and pipeline management. Vendor-neutral — works with whichever CRM the user picks (HubSpot, Zoho, Pipedrive, Salesforce, Close, or any with an MCP — configurable in Company/connectors.md). Atlas Folder is primary; CRM is the structured mirror. Auto-logs contacts from meetings and emails, updates deal stages, flags stale opportunities, scores pipeline health. Triggers on: 'how is my pipeline', 'deal status', 'pipeline dashboard', 'log meeting in CRM', 'sync contacts to CRM', 'move [deal] to [stage]', 'update [deal]', 'stale deals', 'deals going cold', 'create a deal', 'what happened with [contact]', 'CRM history for [name]', 'pipeline health', 'CRM sync', 'HubSpot/Zoho/Pipedrive update', or any request to read, write, update, or analyze CRM data including contacts, deals, companies, engagements, and pipeline stages.

H HALO

The shared-vocabulary primer for a new Agentic Society member — the teammate that translates the room's in-group language (Atlas Folder, skills-as-employees, conveyor, MCP, gated catalog, EBI, company brain, agentic, connectors, plugin) into plain operator English so a newcomer can take part instead of spectating, tailored to where they're starting. Defines each term as what it means + why it matters + a one-line example, and can generate or refresh a living glossary doc. Extends the onboarding arc; defers the how-to-do-it to the `7-day-crash-course`. Triggers on: 'what does that mean', 'what is an Atlas Folder', 'whats the conveyor', 'whats MCP', 'whats EBI', 'they keep saying agentic', 'I am lost in the chat', 'explain the lingo', 'glossary', 'define the terms', 'I am new here', 'everyone is using words I dont know', 'jargon', 'speak operator to me', 'refresh the glossary', 'onboarding vocabulary', or any newcomer who cannot follow the room's vernacular.

T TURNSTILE

Stands up a conversational registration-and-support agent that owns sign-ups and repetitive questions end to end for any event, cohort, program, or onboarding business: answers FAQs 24/7, runs a chat-based registration flow that kills form drop-off, sends reminder sequences, chases incomplete registrations, and escalates edge cases to a human. Frames the build around revenue (conversion up, no-shows down, support load down). Triggers on: 'build a registration bot', 'set up a support assistant', 'automate event sign-ups', 'reduce no-shows', 'cut support tickets', 'handle registration questions', 'chase incomplete registrations', 'add a chatbot to my registration page', 'reminder sequence for my cohort'.

B BRIDGE

Track, nurture, and activate strategic partnerships and key relationships. Manage partner pipeline, track mutual commitments, schedule touchpoints, and surface partnership opportunities. Triggers on: 'partner manager', 'strategic partners', 'partnership pipeline', 'key relationships', 'partner status', 'who should I reach out to', 'relationship health', 'partnership tracker', 'nurture my network', 'partner check-in', or any request to manage, track, or activate business partnerships and strategic relationships. Also triggers when CRM data surfaces partnership-stage contacts. Owns all 'partner' and 'partnership' language — if the user says 'who should I reach out to' without specifying partners, defer to comms-cadence for general communication rhythm.