Your AI Chief of Staff

Your whole business, understood.

ChieflyAI connects your accounts, CRM and plan, then informs your decisions, guides the questions that matter and acts as your sounding board. You make the call.

For networks & chairs
The ChieflyAI workspace: the five perspectives, a strategy briefing and live widgets.

Ideas leave the room. Then Monday happens.

The accounts run behind the business, each part of it tells half the story, and the big calls are yours alone.

You ask

“Are we actually on track this quarter?”
Asked at 6pm. The accounts land next month.

You ask

“Harlow's renewal call is in four minutes. What do I need to know?”
Results, the new decision-maker, the overdue invoice: already together.

A chief of staff who already knows your business.

Connected to your accounts, CRM and plan, it has the picture pulled together before you ask.

How it works

Connected to your data.

Your accounts, CRM and plan, set up with you on a 30-minute call. From the first question it is working from your business, not a blank page.

  • Informs

    What has actually changed in your numbers, your pipeline and your plan.

  • Guides

    The questions you should be asking, and what you might be missing.

  • Sounding board

    Somewhere to think it through before you take it to your team, board or peers.

  • XeroXero
  • QuickBooksQuickBooks
  • SageSage
  • HubSpotHubSpot
  • Google CalendarGoogle Calendar
  • Microsoft CalendarMicrosoft Calendar
  • Google DriveGoogle Drive
  • OneDriveOneDrive

You still make the call. You just don’t make it alone.

See everything it does

For advisory networks, chairs & coaches

Give every member an AI Chief of Staff.

Your expertise and methodology, working in every member’s business between meetings. Your brand. Your relationship. Our technology.

Partner with us
A peer advisory board meeting: five owners around a table with their chair

Your AI Chief of Staff

See your business, understood.

Thirty minutes, on your own numbers. No prep, no canned demo.

  • Connected to the tools you already use
  • Cyber Essentials Plus certified
  • Set up with you on a 30-minute call