Orientation

Management · CEO Agent

Every Monday you know how your company is doing, without asking.

The CEO Agent and five specialists handle your calendar, your meetings and your agreements, and bring you every area's numbers.

Reports to whoever runs the company. With two or more areas, it also coordinates the other agents.

One area covers the tasks of up to 10 roles in Management. We measure how many that is in your company during the Discovery.

Up to 10 roles

What we measure

In the Discovery we review which tasks in your area each specialist can do and how many roles do them today. One area covers the tasks of up to 10 roles. It is usually fewer, and it depends on your process.

The hours

An agent works all 730 hours of the month (24 × 365 ÷ 12). A person on a 40-hour week works about 173.

What it costs

An area can cost a fraction of what those roles would cost. It is an illustrative estimate: your company's figure comes out of the Discovery.

Who decides

The agent prepares and your team decides. Anything that moves money, signs or commits the company is approved by a person, and every step is logged.

What you get

  1. A report every Monday with sales, collections, cash and open items, and the source of every number.
  2. Every meeting prepared with its history, its numbers and what was left open.
  3. Every agreement with an owner and a date, and a heads-up when it is due.

Its team: 5 specialists

Each specialist delivers a specific piece of work. Pick one to see what it leaves ready and who approves it.

  • CEO Agent specialist

    Executive desk

    How often

    daily

    What it leaves ready

    Email and calendar summarized, draft replies and number lookups in your systems.

    Who approves

    You send and decide.

  • CEO Agent specialist

    Management report

    How often

    Monday 8:00

    What it leaves ready

    Sales, collections, cash and every area's open items on one page, with the source of every number.

    Who approves

    You read it and ask for detail.

    Implementation starts with this specialist.

    How it works, step by step

    1. On Sunday night it reads sales in your CRM, and collections and cash in your ERP and your banks.
    2. It gathers each area's open items and what changed since last week.
    3. It builds one page with traffic lights and the source of every number.
    4. On Monday at 8:00 it lands in your inbox.
    5. You ask for the detail you care about and the agent brings it.

  • CEO Agent specialist

    Meetings and board

    How often

    before each meeting

    What it leaves ready

    Context, history, numbers and open items for each meeting, and the monthly board folder.

    Who approves

    You present.

  • CEO Agent specialist

    Agreement tracking

    How often

    daily

    What it leaves ready

    Commitments from emails and meetings: who owes what, since when and what is still open.

    Who approves

    You hold people to account.

  • CEO Agent specialist

    Market watch

    How often

    weekly

    What it leaves ready

    Competitors, regulation and industry news that affect your company.

    Who approves

    You decide whether to act.

A day with the CEO Agent

  1. 6:30Summarizes your email and your day's calendar, most urgent first.
  2. 7:30Prepares the folder for each of the day's meetings.
  3. During the dayAnswers your questions about numbers with data from your systems.
  4. After each meetingLogs the agreements with an owner and a date.

Times are a design reference, not a contract commitment. They're fitted to your operation in the Discovery.

A day with the CEO Agent

  1. 6:30Summarizes your email and your day's calendar, most urgent first.
  2. 7:30Prepares the folder for each of the day's meetings.
  3. During the dayAnswers your questions about numbers with data from your systems.
  4. After each meetingLogs the agreements with an owner and a date.
  5. 18:00Tells you which agreements are overdue and what is still open.
  6. Monday 8:00Delivers your management report.

Times are a design reference, not a contract commitment. They're fitted to your operation in the Discovery.

What it needs to work

  • Email and calendar (Google Workspace or Microsoft 365)
  • Your ERP and your CRM, read-only
  • Your video call transcripts (Zoom, Meet or Teams)
  • Your task manager (Asana, Monday or Notion)
  • Public sources: the DOF and your industry's press

We provide the virtual computer and the AI models. Your company gives it access, like anyone who joins.

What we provide and what you provide

When someone joins, you give them a desk, a computer and access to your systems. The agent doesn't use a desk, but it does need a computer and access to the same systems anyone on your team would use.

What a new hire needsWhat the agent needsWho provides itHow it's billed
Desk, chair, notebookNothing——
A computerA dedicated virtual computer, only for your companyOmni AgentIncluded in the monthly fee
Their trainingAI models (the most efficient one for each task), memory with your rules and a log of every stepOmni AgentIncluded, with a monthly usage cap
Their user accountsRead-only access to your bank, plus your ERP, your CRM and your emailYour company, like for anyone who joinsNo cost, unless your system charges per user: then it's one more license
The software for the jobThird-party tools the area needs: WhatsApp Business, CFDI download, contract-signing platform, monitoringDefined in the DiscoveryYou pay the provider directly or, if that isn't possible, we invoice them at cost
Their onboardingDiscovery and implementationOmni AgentFixed price and a final quote
A boss who reviewsA person who approves anything that moves money, signs or commits the companyYour company—
Their signatureNever. The e.firma and payment credentials are never given to the agent.——

Who it works with

What it hands to other areas and what it gets from them.

  • Receives from every areaNumbers and open items for the Monday report.
  • Delivers to every areaAgreements and priorities for the week.
  • Receives from the Compliance AgentCompliance report, on a direct line.
  • Delivers to the CEO (person)Management report and decisions to make.
  • Receives from the CEO (person)The mission, goals and priorities you set; every agent works toward them.
  • Delivers to the Compliance AgentWhat you authorized, to check that what was done matches it.
  • Receives from the CFO AgentThe numbers to evaluate a market or a project before going in.
  • Receives from the CRO AgentThe sales forecast by market.
  • Receives from the CMO AgentProposed campaigns to enter a new market.
  • Receives from the CLO AgentWhat needs reviewing to operate in a new market, for your lawyer to decide.
See Management on the governance map

What it costs

USD 3,400 a month

Discovery
8 h · USD 1,200, fixed price
Implementation
70–100 h · USD 17,500 – USD 25,000 (estimate)
Time
4 to 5 weeks

Prices in USD plus VAT, billed in pesos at the DOF exchange rate on the payment date.

Implementation and a staged start

Implementation is an estimate. The final quote comes out of the Discovery.

The Discovery has a fixed price: we measure your process, the tasks each specialist will do, the systems it uses and who approves what.

A staged start

Implementation starts with “Management report” and adds specialists one at a time. While it is being implemented, you pay only for the specialists already working.

Specialists workingMonthly fee
1 specialistUSD 680
2 specialistsUSD 1,360
3 specialistsUSD 2,040
4 specialistsUSD 2,720
5 specialistsUSD 3,400

With all 5 specialists working you pay the full monthly fee: USD 3,400 a month.

Prices in USD plus VAT, billed in pesos at the DOF exchange rate on the payment date.

See Management on PricingBuild your package

Still yours

Deciding, negotiating and representing the company.

In 30 minutes you'll know if Management is the place to start.

No cost and no deliverables: we talk about how your company works and where it makes sense to start.

30-minute orientation call