For mutual fund wholesalers
Give your wholesalers their admin hours back, without replacing them.
A tutorial and thirteen assistants they drop into their own Grok Bot account. A chief, sales outbound, an inbox manager, an expense manager, a campaign manager, an idea generator, an event planner, a meeting prepper, a trip planner, an activity logger, a FINTRX finder, a PitchBook prepper, and a compliance coach. They stay in charge.
They buy a monthly seat. Next month stays worth paying for because the tutorial, the assistants, and the rules get updated. Canceling stops new downloads and support. It does not delete assistants already imported.
They purchase a seat.
Checkout is not turned on yet. When it is, the purchase is online and the setup arrives by email.
We email the steps.
The email names the thirteen assistants and the rules. They read the rules before they import anything.
They drop the assistants in.
The assistants land in their own account. We cannot switch those off later. The seat pays for what comes next.