Pipeline & Operations

Run the business. Not just the campaigns.

Shadow manages your client pipeline, onboarding, proposals, and invoicing — and runs autonomous agents in the background so your team never has a cold start.

Client Management

From first inquiry to fully onboarded

Shadow manages your entire client lifecycle — tracking prospects through your pipeline, generating intake questionnaires, and onboarding new clients with the documentation and context they need to feel in good hands from day one.

Inbound Pipeline

Prospects enter Shadow's pipeline from any source. Shadow tracks their stage, generates follow-up tasks, and surfaces context for every conversation so your team never goes in blind.

Onboarding

When a client signs, Shadow generates onboarding documents, intake questionnaires, and kickoff materials automatically — calibrated to the engagement scope and client category.

Proposals & Agreements

Shadow generates scoped proposals — with service descriptions, deliverables, timelines, and pricing — based on the client context in your pipeline. Agreements follow the same playbook.

Invoicing

Track engagement values, generate invoice documentation, and maintain a clear record of what's been billed and what's outstanding — without a separate finance tool.

Business Operations

Proposals, agreements, and invoices — handled

Shadow generates the business documents your agency needs to close and manage engagements — scoped to the client, branded to your agency, and ready in minutes.

Autonomous Agents

Pre-built comms agents ready to go

Shadow ships with a library of autonomous agents that run when you need them to.

Inbound Triage

New media requests, journalist inquiries, and inbound opportunities are automatically categorized, prioritized, and surfaced to the right team member.

Daily Media Digests

Shadow scans the news every morning and sends each client a curated digest of what's relevant to their brand, category, and competitors.

Weekly Market Scans

Automated weekly intelligence reports covering industry trends, competitor moves, and emerging narratives — delivered without being asked.

Coverage Reports

Shadow tracks all earned coverage, formats it into a polished report, and sends it to clients on whatever cadence you set.

Intelligence Dossiers

Deep-dive research packages on companies, markets, or individuals — assembled automatically from news, filings, and public data.

AI Visibility

Shadow audits how your clients appear across ChatGPT, Gemini, Perplexity, and Claude — then produces GEO-optimized content to improve citation rates and AI search visibility.

See Shadow run your operations

We'll walk through the full client lifecycle — from pipeline to autonomous workflows — in a live demo.