CXO Suite

The Executive Operating System

Your team's data, your AI workforce,
and your assistant.
All on one screen.

CXO Suite pulls live performance from your reps, runs your AI agents, organizes your calendar and inbox, and gives your chief of staff a seat at the controls — so you stop chasing updates and start running the company.

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01 · Live team intelligence

Stop chasing updates. Watch them stream in.

Every call, deal, conversion, and calendar booking from your team rolls up here in real time. KPIs aren't a Monday email — they're the screen you keep open.

  • Live pipeline value, conversion-by-rep, and revenue tracking
  • External CRM data (HubSpot, GHL, Airtable, Salesforce, Pipedrive) unified into one feed
  • Weekly board-ready reports auto-generated
  • Drill into any rep — their calls today, their open deals, their calendar load

02 · Your AI workforce, working alongside your team

Agents that close, qualify, and draft — while your team sleeps.

The same AI dialer, AI receptionist, and AI sales reps your team uses are yours to deploy. They don't quit, don't miss follow-ups, and don't need a comp plan.

  • AI Voice SDR handles inbound + outbound calls in your brand voice
  • AI Receptionist qualifies leads, books calls, and routes them to humans only when needed
  • Email triage: Claude reads your inbox, drafts replies, checks your calendar before proposing times
  • Every recording transcribed, classified, and indexed — no more "I forget what the lead said"

03 · Executive comms, frictionless

Owners Room. Manager Room. Telegram-native.

The conversations only execs and their managers should be in — separated, private, on the device you already check 200 times a day. Push tasks, share intel, fire walkies to the team without leaving the bot.

  • Private Owners Room + Manager Room channels
  • Brain-dump anything — Claude organizes it into leads, tasks, deals
  • Assign work to specific reps via Telegram; track completion in the dashboard
  • Daily standup digest delivered every morning to your DM

04 · Your chief of staff, on tap

Invite your assistant. They run point. You run the company.

One click invites your EA into your suite with full admin access — calendar, inbox, reports, comms. They get a login, their own Telegram link, and a seat next to you in every view.

  • Add or remove an assistant from /dashboard/settings in under a minute
  • Your assistant sees what you see and acts as you when needed
  • Audit trail on every action — you always know who did what, when
  • Manage multiple assistants if your operation calls for it

05 · Everything you said, captured

Your calendar, your inbox, your meetings — wired together.

Spencer doesn't open ten tools — he opens one. Calendar checks email availability before drafting. Meetings get auto-summarized into prospect records. Recordings turn into action items overnight. The system organizes around you.

  • Gmail triage with one-click AI drafts that respect your real calendar
  • Fathom/Plaud/Cal.com meetings auto-saved with summaries and follow-ups
  • PDF briefs and proposals generated from the deal context
  • Task reminders that fire on Telegram, not in another app you forget about

By invitation · Founding cohort

Built first for one executive.
Now scaling to ten.

CXO Suite is the productized version of the operating system we built for one founder running a wellness business. Same AI workforce, same comms layer, same data pipes — yours to deploy.

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CXO Suite