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Customer Success Director
Onboards new clients, answers the common questions, and catches an unhappy client early. It works for you and makes your people faster. A person always decides.
A role you add. Start with the Marketing Director or The Operator Team, then add this one once your first agent is live.
What it does
- Walks each new client through your onboarding steps.
- Answers your top questions with your own answers, and keeps to your policies on refunds, scheduling and cancellation.
- Spots the signs of an unhappy client and brings them to you by the rule you set.
- Always says it is AI when it talks to your clients.
What it never does without your yes
Nothing it makes publishes, spends money or goes to a customer until you approve it. An unhappy client comes to you by the rule you set, and it never promises anything your policies do not.
Live 14 to 30 days after your intake
You answer it inside the Small Business MBA. It takes about 30 to 45 minutes, it saves as you type, and the days start when you send it.
A 45 minute kickoff with the expert for that role, to review your answers and agree the outline of its playbook.
The expert writes the playbook from your answers and sets the agent up, with its checks and your approval rules.
The agent does real work and every piece waits for your approval in one place. Your edits become its lessons.
It goes live. If it is not live within 30 days of your intake, you get your setup fee back. Approval stays on for anything that publishes, spends money or goes to a customer, until you choose to loosen it one task at a time.
Why it is not AI slop
Most AI output is generic because nothing holds it to a standard. These agents are held to yours, the same way mine are.
A playbook for every role
Each agent works from your standard, written down, not from a guess.
It checks its own work
Your rules for brand, voice, facts and format are checked before anything ships.
It learns from mistakes
When something goes wrong, the lesson is written down so it does not happen twice.
You stay in charge
Nothing publishes, spends money or goes to a customer without your yes.
Trained by people who have done the job
Each role is trained by the people on my team with 10 to 20 years in the job, and they update it every month.
What you get
- Built, trained and running 14 to 30 days after your intake.
- Trained on more than 1,000 hours of an expert's own work. Then 50 to 100 hours on your business before it starts.
- It gets better every month. Our team updates your agent monthly.
- Yours when you want it. After three paid months it can be handed over to you, and the monthly ends. We recommend six.
The price is shown at the start step, before you pay.
The setup is the intake, the kickoff, the playbook written for your business, its checks and the practice week. The monthly fee is the agent at work, a one page report each month (what it did, what it learned, the numbers), and its monthly training: every month the people on my team update the role with what changed in its field, so it never goes stale.
The monthly fee starts the day it goes live. The setup fee is refunded in full if you stop before the kickoff, and in full if your agent is not live within 30 days of your intake.
Start today
We take no more than seven new starts a week. You see the price at checkout, and the setup fee holds your place.
Questions
When am I charged?
When you start. You see the price at checkout and pay the setup fee there, and that holds your place. If you would rather pay the setup fee in three payments by milestone, ask our team before you start. The monthly fee begins the day your agent goes live. The setup fee is refunded in full if you stop before the kickoff call, and in full if your agent is not live within 30 days of your intake.
Who trains it?
The people on my team with 10 to 20 years in the job. They write its playbook from your answers and update it every month, and that monthly training is part of the monthly fee.
Do I need to be technical?
No. You answer the intake inside the Small Business MBA and approve its work there. Your tools are connected with secure invites, never by typing a password into a form.
Does it tell people it is AI?
Yes. Any agent that talks to your customers says it is AI, every time.
Where do I talk to you?
Inside the Small Business MBA. Questions are answered within one business day, and changes go to the expert for that role.
What do the tools cost?
Your agent uses third party tools, for example for pictures, voice and video. Those accounts are yours and are billed to you by each tool. They are not part of our price.
Can I run the agent myself?
Yes. After three paid months you can ask us to hand your agent over, and the monthly ends that day. We recommend six months, so it is fully built and tested. Once it is handed over it is yours to run: we no longer update it, and Notebook of a COO and its affiliates are not responsible for its output, quality or integrity.
Can I share or resell my agent?
No. Your agent is licensed for your own business.