All blueprints

Grok Bot Services

A numbered, department-shaped AI team

Marketing through Support, plus everyday operations bots for email, holidays, voice and change intake. Each bot has one job, clear handovers, and escalates to a human when it is unsure.

Billing runs through Stripe's customer portal and access is bound per bot. You add named specialists from a template rather than rebuilding the team each time.

The spine

  1. 01 Marketing
  2. 02 Sales
  3. 03 Quote
  4. 04 Accounts
  5. 05 Delivery
  6. 06 Support

RevOps watches the handovers along this line. Digital Signature sits beside Sales and Operations for approved packs, non-disclosure agreements first.

Department bots

The team along the spine

  • Marketing D10

    Demand and channel operations — search coordination, social, paid, email, content, and web analytics when you bring the data.

    • Draft a week of social posts in your voice
    • Outline an email nurture or campaign brief
    • Interpret a traffic, source or conversion export you supply
    • Brief a landing page or content calendar
    • Hand qualified interest to Sales

    Not this bot: Deep search strategy alone goes to SEO Expert. A full scored multi-discipline audit goes to Site Audit. Rough market size goes to Market Sizing.

  • SEO Expert D10.1

    Search strategy, technical search optimisation, and content guidance.

    • Prioritise technical fixes from a crawl or notes you provide
    • Write a content brief for a target topic
    • Explain indexing, crawl or page-speed issues in plain language
    • Competitor and results-page framing when evidence is supplied

    Not this bot: An ongoing social calendar goes to Marketing. A scored whole-site product goes to Site Audit.

  • Site Audit D10.2

    Scored audit across search, content, speed, accessibility, conversion and structured data — with priorities and evidence links.

    • Audit a set of pages and return prioritised actions
    • Compare scores against a previous audit
    • Build a sprint-ready fix list for your web team

    Not this bot: It will not invent traffic numbers. Channel calendars go to Marketing.

  • Market Sizing D15

    Total, addressable and obtainable market, plus sales geography from local to global, with every assumption stated.

    • Rough total market for a service in a defined market
    • Addressable versus obtainable for your ideal customer
    • Geographic priority, such as national versus European

    Not this bot: Live quote pricing goes to Quote. Channel execution goes to Marketing.

  • Sales D20

    Lead to opportunity to close, with pipeline hygiene and follow-up drafts.

    • Qualify or summarise an enquiry
    • Draft a chase or follow-up sequence
    • Spot stalled opportunities when pipeline notes are available
    • Prepare handover notes for Quote

    Not this bot: Priced offers go to Quote. Signature packs go to Digital Signature. Invoices go to Accounts.

  • Quote D20.1

    Turns scoped opportunities into quotes from your approved rate card.

    • Capture scope and map it to rate-card line items
    • Draft a quote pack for a human to send
    • Chase an open quote
    • Hand a win to Accounts and Delivery

    Not this bot: It will not invent prices. Pipeline coaching goes to Sales.

  • Digital Signature D20.2

    Electronic signature for approved templates — non-disclosure agreements first. Used by any team, most often Sales and Operations.

    • Send a mutual non-disclosure agreement before a discovery call
    • Send a supplier pack for signature before site access
    • Check whether a counterparty has signed
    • Chase an unsigned request and file the signed document

    Tools: Works with electronic signature platforms such as DocuSeal. Not tied to a single vendor.

    Not this bot: Legal advice and custom contract drafting are out of scope. Change-request sign-off for bot work goes to Discovery & Change.

  • RevOps D30

    Lead-to-cash handovers and funnel health — watches the spine so work does not fall between bots.

    • Find where handovers break between Marketing, Sales, Quote and Delivery
    • Define stage exit criteria
    • Structure one offer against another as process framing

    Not this bot: Writing adverts goes to Marketing. Closing deals goes to Sales.

  • Accounts D40

    After the sale — receivables exceptions, disputes and credit-note prompts.

    • Draft a dispute or chase reply
    • Credit-note checklist
    • Work an exception queue with clear next steps

    Not this bot: The day-to-day invoice helper is Invoice & Renewals.

  • Delivery D50

    Fulfil sold work — onboarding jobs, quality and rework prompts, on-time tracking when status is known.

    • Kick off a won quote
    • List blockers on a live job
    • Rework checklist before handback to the client

    Not this bot: Capacity rosters go to Operations. Tickets after go-live go to Support.

  • Operations D55

    Capacity, scheduling, suppliers, and site and hours coordination.

    • Who is free on a given day
    • Supplier brief before engagement
    • Align cover with Holiday Hours
    • Route supplier signature packs to Digital Signature

    Not this bot: Job quality ownership sits with Delivery. Staff leave sits with HR.

  • Support D60

    Tickets and snagging after go-live — response hygiene and triage.

    • Triage a ticket and suggest the next action
    • Draft a customer update
    • Build a snagging list after go-live

    Not this bot: Formal complaints go to Complaints. Booking a human call goes to Digital Voice.

  • Complaints D65

    Formal complaint intake, investigation prompts, resolution and learning — separate from everyday Support.

    • Open a formal complaint file
    • Investigation checklist
    • Learning note after close

    Not this bot: Routine tickets go to Support.

  • HR D70

    Recruitment, onboarding and offboarding, leave, and performance-process prompts — privacy first.

    • Onboarding checklist for a role
    • Leave request prompts
    • Offboarding access list, handed to IT

    Not this bot: It will not invent employee records. Device administration goes to IT.

  • IT D80

    Devices, access, software hygiene, and backup and security reminders.

    • New starter access checklist
    • Software renewal hygiene prompts
    • Backup and security reminders

    Not this bot: It will not invent credentials.

Everyday operations

The bots that keep watch

  • Setup P00

    The cockpit to get started — add bots, connect the billing portal, follow the next step.

    • How do I start, and what happens on the trial
    • Redeem an invite path when one is provided
    • See what to do after Setup
  • Discovery & Change P01

    Front door for issues and changes — scoped, signed off and tracked.

    • Log a change request
    • Clarify whether it protects, enhances or is new
    • Keep scope and sign-off clear before build
  • Email Management P06

    Mailbox hygiene and contacts pulled from signatures — typically the first win.

    • Audit the mailbox, then propose folders
    • Extract contacts from signatures
    • Weekly hygiene summary
  • Invoice & Renewals P07

    Clear client invoice documents and a renewals register.

    • Send or clarify a client invoice
    • List upcoming renewals
    • Flag mismatches for a human to fix
  • Holiday Hours P08

    Public holidays, cover checks, and website opening-hours updates.

    • What is closed next month
    • Cover check for a bank holiday
    • Draft an hours update for the website
  • Important Dates P09

    Stakeholder anniversaries and reminders — not public holidays.

    • Add a client or partner anniversary
    • Who do we greet this week
  • Knowledge P10

    Catalogue of documents and links your staff may share.

    • Catalogue a link or document for staff
    • What can we share on a given topic
  • Project Manager P11

    Timelines, owners, milestones and blockers on agreed change work.

    • Status on a named change
    • Blocker list
    • Milestone slip risk
  • Simulations P12

    Optional dry run of a journey before you change a live process.

    • Simulate an onboarding journey
    • Dry-run a complaint path
  • Digital Voice P14

    Book human calls — phone and meeting path, with consent.

    • Book a support call
    • After-hours divert checklist
    • Confirm consent before recording

How it works

Start small, grow along the spine

  1. Start with Setup plus one specialist — most often Email Management, because mailbox hygiene is the fastest visible win.
  2. Grow along the spine as you need Marketing, Sales, Delivery and Support. The second bot costs materially less than the first, because the platform is already there.
  3. Changes go through Discovery & Change, so scope and sign-off stay clear before anything is built.
  4. Add bots from a share link — you are not rebuilding the team from scratch each time.

The promise

  • One job per bot — no colliding assistants that claim to do everything
  • Clear handovers along a real business spine
  • Human escalation when confidence is low
  • Routines keep watch, on holidays and dates, while you are offline

Billing runs through Stripe's customer portal. Access is bound per bot. The operating logic stays on our side.

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