Your team should be closing deals,
not chasing paperwork.
SmartAgents builds AI agents that handle the repetitive, high-friction workflows eating your team's hours: quoting, onboarding, timesheets, pitch decks, compliance. Your experts do the judgment calls. Agents do the rest.
We're not selling a model. We're installing an operating layer.
Three things separate serious automation partners from tool vendors. We take all three seriously.
Operator-led, not engineer-led
SmartAgents is founded and run by a thirty-year tech operator who's built, grown, and sold venture-backed companies. Every engagement starts with someone who's been where you are. Technology is a tool; margin is the goal.
Humans stay in the loop
Every agent output is a draft your team reviews. Every action is logged, reversible, and routed through your approvers. Nothing ships without a person on it.
Business case before the build
Every engagement opens with a paid AI Readiness Scorecard. We agree the math, baseline, and target before we write a line of code. If the business case doesn't land, we tell you.
We built SmartAgents for a reason.
SmartAgents was founded by Tom Poole, a thirty-year tech operator who's built, grown, and sold venture-backed companies. He built this firm as a deliberate response to an AI industry that sells technology instead of outcomes.
Read the founder storySmall moves compound into big margin.
Our framework targets three levers at once. Each modest alone. Stacked, they compound.
Tuned to the way your sector actually works.
Same engine. Four playbooks. Each one shaped by the specific workflows, systems, and regulations of the sector it serves.
Six categories. One coherent operations layer.
Agents share context across your business, so a won deal becomes an onboarding trigger becomes a delivery plan becomes a first invoice, without anyone re-keying anything.
Intake & Qualification
Inbound leads, RFPs, client requests: structured, scored, and routed within minutes.
Proposals & Quotes
Tailored SOWs, quotes, and decks drafted from your templates, case studies, and pricing logic.
Onboarding & KYC
Identity, document, and compliance flows end-to-end with full audit trails.
Project & Delivery Ops
Timesheets, status briefs, staffing grids, scope-drift alerts, quietly running in the background.
Finance & Close
Invoicing, collections, WIP reviews, monthly close packs drafted before your controller asks.
Client Comms & Retention
Personalized notes, quarterly reviews, check-in sequences, at scale, without feeling automated.
From scorecard to measurable impact in 90–120 days.
We open with a paid Scorecard. If the business case doesn't land, we tell you. If it does, first agents ship by week five.
AI Readiness Scorecard
Every engagement opens with a paid diagnostic ($7,500 to $30,000). We analyze your operation, your data, and your readiness. You get a prioritized roadmap of the one to three automations that will produce the best return with the least risk. If the business case doesn't land, we tell you before you commit to a build.
Kickoff + workflow deep-dive
With the Scorecard in hand, we sit with the teams running the target workflows. You get a map of where hours and margin are leaking, before we write a line of code.
First agent ships
The highest-leverage agent deploys into one team. Your existing tools keep running. You see daily output within 6-10 weeks.
Expand with trust earned
As the first agent proves out, we layer in two more. Weekly reviews tune edge cases. Every output stays under human approval.
Operating layer locked in
Full agent suite live. Baseline, target, and weekly read instrumented. Your team stops firefighting and starts compounding.
The questions every serious buyer asks us.
If yours isn't here, a 30-minute call is the fastest path to a real answer.
Chat tools give people a better blank page. Agents do the work end-to-end: reading from your systems, writing into your workflows, handling exceptions, and logging every step. The difference is shipping output, not drafting one.
Every engagement opens with a paid AI Readiness Scorecard: $7,500 to $30,000 based on your size and complexity. The Scorecard gives you a prioritized roadmap of the one to three automations that will produce the best return with the least risk. Build fees are scoped separately per automation; ongoing work runs as a retainer or time-and-materials. If the math doesn't work, we tell you before you sign.
No. We run the agents. Your team runs your business. An internal champion (usually a COO or Head of Ops) owns the relationship; we do the build, tuning, and weekly reviews.
Agents run in your cloud tenant (AWS, Azure, GCP). Data never leaves your environment. We never train on your content. Controls mapped to SOC 2 Type II from day one, with full audit trails on every action.
They're drafts, not publishes. Every outbound action routes through a human approver. Every action is reversible. We instrument accuracy weekly and tune continuously.
A 30-minute discovery call. Bring your two worst time-sinks. We'll tell you within that call whether we can help and what week-one looks like.
Bring your two worst time-sinks.
30 minutes. No slides. We'll show you which agents would run them, what week-one looks like, and whether the math works.