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AI Automation Agency

Marshal designs, deploys, and then runs the AI systems your business needs to compete: Custom AI agents that execute complete workflows and GEO programs that generate demand from answer engines.

  • Go live in days, not months.
  • AI agents tailored to your business.
  • No upfront cost. Value comes first.

TRUSTED BY AI-FORWARD ORGANIZATIONS

lake-logo
Espresso AI
fitdegree-logo
coursecareers-logo
customer-science-group-logo
smb-compass-logo
Reinstein Law Firm
Darien Group
BRAVEBRAND
Alarm New England
Better Scalp
Inbound Medic
Wunderbar
dechen-defense-logo

/ Everything changed. Nobody sent a memo.

Most businesses are still built for a world that's long gone

Two things broke at once. Your customers stopped Googling and started asking ChatGPT what to buy and who to trust.

Your team is still clicking, dragging, and Ctrl-F-ing through software while competitors prepare for a radically new AI-first marketplace.

[ DIAGNOSIS ]

The cost of standing still is no longer hypothetical.

// gm.field-note

/ question: how do good companies get left behind?

At first, slowly. Then all at once.

[ exposure.1 ]01 / 03

Is the business legible to AI retrieval systems?

AI models recommend what they can confidently understand. If your identity is scattered across six platforms and your category language drifts page to page, retrieval engines will pass you over. You won't see the loss in Google Analytics. You'll see it in pipeline.

[ exposure.2 ]02 / 03

Is the business taking on more AI debris?

One person uses ChatGPT for outreach. Someone else built a Zap that broke last week. Others are playing with Claude Code in the evenings. None of it is connected. None of it is governed. None of it gets passed on to the next hire.

[ exposure.3 ]03 / 03

Does critical work still depend on humans?

Leads get dropped when reps are out-of-office. Follow-ups depend on memory. Notes get misplaced. The same report keeps getting rebuilt by hand. The result: more catch-up, more meetings, more turnover, more missed opportunities.

/ Meet The FIX

Fully Managed AI Ops

[ Two AI systems. One AI partner. ]

Marshal builds and installs two coordinated systems on top of the stack you already use. One makes your business retrievable and recommendable inside AI answer engines. The other takes entire workflows off your team's plate and runs them with human oversight. They're independent. They're complementary. And they're managed end-to-end so you can focus on higher-order priorities.

AI Visibility Solutions

So buyers find you inside AI answers, by name.

  • Entity Resolution
  • Retrieval Surface Engineering
  • Authority Distribution
  • Category language that doesn't drift
  • Citation tracking
  • Schema and knowledge graph alignment

AI Agent Systems

So your team can stop 'doing work' and begin to orchestrate it.

  • Lead Capture System
  • Revenue Generation System
  • Operational Throughput System
  • Internal knowledge agents
  • Approval gates where judgment matters
  • Builds on your tools, inbox, and calendar

/ Why Marshal (and not the others)

The fastest way to actually get AI into your business

DIY tools, consultants, and search agencies each cover part of the path. Managed AI Ops covers all of it. Build, deploy, operate, expand. One category. One accountable owner.

/ attributeThe work
/ option 01DIYChatGPT + Zapier + you
/ option 02AI consultancyor solo consultant
/ option 03SEO agencycontent + backlinks
MARSHALAI Ops, in production.GEO + AI Agent Systems, wired into your business.
01Primary output
Random prompts, brittle Zaps.
Demos, decks, prototypes.
Blog posts, backlinks.
Two AI systems, in production.
02Who runs it on Monday
You.
Nobody.
Their content team.
Marshal, with you on approval.
03AI visibility
Accidental.
Sometimes.
Treated as more SEO.
Engineered.RetrievalIdentityAuthority
04Workflow execution
Whoever remembers.
POC, then handoff.
Out of scope.
Lead CaptureRevenue GenOps Throughput
05Time to first live workflow
Months.
Quarters.
N/A.
Days.
06Pricing
Hidden in your time.
Upfront retainers, big SoWs.
Long retainers.
$0 upfront. Outcome-based.

/ AI Agent Systems

Put agents to work and start moving 10x faster with confidence

We deliver production-ready, agentic solutions perfectly tailored to your team's specific needs. Each agent owns an end-to-end work-stream, operates within your business context, and is governed by your organization's rules and policies.

01/LEAD_CAPTURELead Capture
02/REVENUE_GENRevenue Generation
03/OPS_THROUGHPUTOperational Throughput
01 / LEAD_CAPTURESPEED_TO_LEAD

Speed-to-Lead

Ensures inbound inquiries receive immediate, structured first-touch response.

TYPICAL_FUNCTIONS5 / 5 ACTIVE
  • 01Instant acknowledgmentOK
  • 02Lead source taggingOK
  • 03Priority scoringOK
  • 04Internal owner alertsOK
  • 05First-response draftingOK
01
Lead Capture System
3 workflows15 functions
02
Revenue Generation System
3 workflows15 functions
03
Operational Throughput System
3 workflows15 functions
01/LEAD_CAPTURE

Lead Capture System

Inbound inquiry → scheduled conversation.

  1. 01.1
    Speed-to-Lead
    Ensures inbound inquiries receive immediate, structured first-touch response.
  2. 01.2
    Qualification & Routing
    Evaluates inbound leads and sends them to the right next step.
  3. 01.3
    Booking & Follow-Up
    Moves qualified leads toward scheduled conversations. Nothing slips.
02/REVENUE_GEN

Revenue Generation System

Target the right accounts → reach them ready to talk.

  1. 02.1
    Prospect Identification
    Builds targeted prospect lists from fit criteria: industry, geography, size, title, ICP signals.
  2. 02.2
    Account & Personalization
    Gathers context on accounts and contacts so outbound becomes sharper and easier to execute.
  3. 02.3
    Outbound Execution Support
    Supports outreach at scale. AI drafts, logs, and preps. You focus on conversations.
03/OPS_THROUGHPUT

Operational Throughput System

Keep the business running without the admin tax.

  1. 03.1
    Client Intake & Onboarding
    Standardizes what happens after a client, customer, or project is closed.
  2. 03.2
    Data Sync & Admin Relay
    Moves information between tools and reduces repetitive internal updates.
  3. 03.3
    Reporting & Decision Support
    Assembles recurring summaries and reports from business tools and data sources.
How it Works

Deployment-ready agents. Delivered in days, not months.

Marshal delivers tailored AI agent systems purpose-built around how your business operates and the precise outcomes that define success.

Step / 01

Pick a Workflow that Matters

Together, we identify a workflow with a measurable outcome where agents can make an impact. Typical metrics we look for: revenue, cost, time, or accuracy. Or…just pick something you dread and we'll kill that first.

[ outputs ]
  • Lead Response
  • Qualification & Routing
  • Booking & Follow-Up
  • Outbound Execution
  • Reporting & Decision Support
STEP / 02

Map the Business Layer

Before agents can work, they need clean inputs. Structured facts, retrievable knowledge, defined rules, and the source of truth they should respect.

[ outputs ]
  • Tools & Legacy Systems
  • Knowledge Base Architecture
  • Source-of-Truth Mapping
  • Policies & Rules
  • Human Review Points
STEP / 03

Get a Working Agent, Fast

Production-ready agents, deployed in days, governed by approval gates, integrated with the tools you already use.

[ outputs ]
  • Lead Intake Management
  • Case Resolution
  • Sales Follow-up
  • Transaction Monitoring
  • Document Intel Extraction
  • Customer Inquiry Triage
STEP / 04

Demonstrate Successful, Repeatable Outputs

Tested, evaluated, and refined until outputs are predictable and target outcomes get achieved.

[ outputs ]
  • Agents run without babysitting
  • Permission guardrails hold
  • Human-approval gates met
  • Consistency in decisions
  • QA standards achieved
Step / 05

Only Subscribe After Proven Value

No upfront commitment. See results first and only pay for outcomes. Then you can decide to expand.

[ outputs ]
  • Prospect Identification
  • Competitive Intelligence
  • Data Sync
  • Financial Reporting
  • Support & Onboarding

Every business will run on AI.
When will yours?

Hand-off a workflow

AI-driven outcomes, delivered.

01 / Visibility

Get named in AI answers.

Easier to retrieve, easier to verify, easier to recommend.

  • Increase AI answer visibility
  • Improve citation potential
  • Clarify what your business does and who it's for
Learn more
02 / Execution

Manual tasks turned into fully automated systems.

Stop paying smart people to copy, paste, chase, and remember.

  • Automate recurring work
  • Reduce admin drag
  • Increase throughput per FTE
Learn more
03 / Response

Follow up before leads cool.

Capture, qualify, route, and respond to leads before good opportunities fall through the cracks.

  • Improve response speed
  • Route leads automatically
  • Book calls faster
Learn more
04 / Integration

Run on the stack you already use.

There's no rip-and-replace. If you like HubSpot, use HubSpot. We integrate with everything.

  • Sync core tools
  • Add business logic
  • Avoid tool sprawl
Learn more
05 / Control

AI that's engineered for trust.

Guardrails, approval gates, exception queues, and human oversight built into the system from day one.

  • Review key actions
  • Catch exceptions early
  • Keep judgement where it belongs
Learn more

/ HOW TO START

Operationalize intelligence in three simple steps

Start with one agent, automate one workflow, and watch it execute reliably. Scale as more work naturally transitions from humans to machines.

[ start here ]01 / 03

AI Readiness Consult

A live working session to map where AI can move the needle. We diagnose, prioritize, and hand you a blueprint. Built for teams that know AI is the right move but aren't sure where to swing first.

  • AI visibility overview
  • Workflow opportunity map
  • Lead and sales process diagnostic
  • Tool stack blueprint
  • Priority recommendation
Schedule your consult
[ scope, build & deploy ]02 / 03

Deploy an Agent

We scope one high-leverage workflow, build it on your existing stack, and deploy it live within days. You see the system working in your environment and delivering results.

  • Inbound lead management
  • Hand-offs and appointment setting
  • Data analysis and report generation
  • Spreadsheets and logic
  • Custom workflows built to spec
Pick the workflow
[ outcome-based pricing ]03 / 03

Managed AI Ops

Pay for the consistent, scaled execution of your team's work. No upfront fees or commitments. Subscribe once you see real, attributable results.

  • Reliable workflow execution
  • Reduced response times
  • Time-on-task reductions
  • Human hours saved
  • Audit trails on every action
See the full program

Frequently asked, honestly answered.

What is Marshal?

Marshal is a managed AI ops service for founder-led SMBs. We run two service lines: Generative Engine Optimization (GEO), which makes a business visible and recommendable inside AI-generated answers, and AI Agent Systems, which take recurring operational work off the team. We are not a traditional marketing agency, an AI consultancy, or a no-code shop. We design, build, deploy, and continuously run AI systems on top of the stack you already own.

Who is Marshal built for?

Startups, professional services firms, and founder-led businesses, typically $1M–$50M in revenue, with a GTM motion already running and a small team carrying too much manual coordination, follow-up, and admin work. If you're ready to put real AI systems in production, but are unsure of how, or where to start — we exist to help you.

What is an AI Agent System?

A business workflow rebuilt around AI agents, automation logic, integrations, and human review. Each system is built around one operational outcome: prospecting, inbound response, onboarding, data syncing, reporting. Not a chatbot. Not a Zap. A workflow-level system that moves work forward and survives staff turnover.

What is Generative Engine Optimization?

GEO is how we engineer the way information about your business gets retrieved, corroborated, and cited by large language models. The goal is to become the named recommendation when buyers ask ChatGPT, Claude, Gemini, or Perplexity who to trust. It's also called AI Search Optimization, Answer Engine Optimization (AEO), or AI Optimization (AIO).

Do AI agents run on complete autopilot?

They can, but some shouldn't. There will always be workflows that need approvals, judgment, and exception handling. Every system we ship has defined review gates and is grounded in your rules, policies, and success criteria. The machine handles the work; you handle the judgement.

How long until I see results?

GEO: early movement in ~8 weeks, compounding from there as trust and content layers accumulate. Agent Systems: a single agent scoped, built, deployed, and tested will produce results immediately. Ultimately, what you’re buying is successfully completed work.

How does pricing work?

The model we use is outcome-based pricing. There are no upfront costs. Here’s how it works:

Together, we’ll define a measurable, targeted outcome.

Marshal builds, deploys, and tests on our nickel.

Subscribe only after you verify success (if it doesn't work, you don't pay).

Engagements settle into a monthly managed-service scoped to the number of agents or the size of the GEO program.

Do you replace our existing software?

Almost never. We build on top of what you already own: CRM, inbox, calendar, sending platform, etc. We don't rebuild mature software in n8n. We add the workflow and orchestration layer that ties it together.

How is Generative Engine Optimization different from SEO?

SEO optimizes for rankings and clicks in blue-link results. GEO optimizes for whether you enter the AI retrieval pool at all, whether independent sources corroborate your category, and whether your identity is stable enough for AI systems to resolve you with confidence. Those three conditions determine whether models cite you by name, regardless of where you rank in Google.

What are Marshal's three GEO frameworks?

Retrieval Surface Engineering engineers your pages to enter the AI retrieval pool, survive extraction, and carry enough specificity to earn the citation. Authority Distribution builds repeated, public, crawlable, third-party corroboration across the surfaces AI systems already trust. Entity Resolution stabilizes your brand identity across every platform, directory, and knowledge graph so models resolve you unambiguously. We run them in order: retrieval first, corroboration second, identity always.

How do the two services connect?

GEO makes the business visible to AI. Agent Systems make the business run with AI. You can start with one or the other. Most clients buy one first, then add the second once it earns its way in.

Are we too small? Too big?

Our sweet spot is startup / SMB / founder-led, $1M–$50M, with a real GTM motion. If you're pre-revenue, we'll probably ask you to come back. If you're a Fortune 100 with procurement layers, we're the wrong shop.

Make your businessAI-ready

Get recommended by answer engines, automate more work, and build the foundation you need to compete in an AI-first market.