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From sales and finance to delivery, company knowledge and team readiness. Explore what Advisy can build around the work your people do.

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Your tools. Your people.
One shared conversation.

See Nexus connect the records, take your team’s input and return work you can act on.

commercial

Sales + finance + delivery3 members

Example workflow · sample company data

See which package really makes money.

You

@Nexus, compare what each package bills with what it costs us to deliver. What should we change before the next quotes go out?

NexusAPP

Premium bills more but keeps less. Extra rounds of changes we never charged for cost $3,600.

Operations lead

We promised those extra changes for free. Fix the new quotes; leave these clients alone.

NexusAPP

Done. New quotes charge for extra changes. Current clients are not affected.

Premium bills more but keeps less.

Sample figures · 12 jobs / package
What each package bills, and what we keep
Premiumkeeps $6k of $30k
Corekeeps $9k of $18k

Cost to deliver the job What we keep · same number of jobs

See the detailed reviewHide the detail
Where the invoiced value goes
Delivery costsRemaining
Core$18k invoiced
$9k delivery cost$9k remaining · 50%
Premium$30k invoiced
$24k delivery cost$6k remaining · 20%
After recorded direct delivery costs, before overhead. Same number of completed jobs.
What the joined records reveal
$3,600delivery cost of
extra revisions

60 extra hours across 8 Premium jobs, with no separate extra-work invoice line.

Example: JOB-P01

Deal + invoice $2,500

Extra revisions 7.5 hours · $450 cost

Stop giving away extra changes on Premium jobs.New quotes say how many rounds of changes are included, and charge for more. Nothing changes for current clients.

Example connected sources
GoHighLevel24 won deals
QuickBooks24 invoices
SmartSuite24 delivery jobs

sales-room

Sales + account management3 members

Example workflow · sample company data

Walk into the call knowing what they’re worried about.

You

@Nexus, prep me for this call. Use the way our founder sells and what we know about this account.

NexusAPP

Here are the questions to ask, with examples from our past calls.

Account lead

They already know they have a problem. What scares them is switching and breaking what works.

NexusAPP

Reworked the brief around that fear. Questions and next step are ready.

They’re sold on the problem. They’re scared of the switch.

Sample call brief
Call brief · first question
“What has to keep running while you switch?”
1What’s at stake2What can’t move3The next step
See the full briefHide the detail
Open with the real concern
“What has to keep running while you switch?”
Establish the stakes

Which delivery commitments cannot slip?

Find the constraints

Who owns the handover, and what must stay in place?

Shape the next step

Discuss a phased transition with the delivery lead.

Start with the switch, not the problem.Ask what has to keep running, then offer a step-by-step switch. It’s all in one brief.

Example connected sources
Firefliessales conversations
Google Docscompany playbook
GoHighLevelaccount history

proposals

Sales + delivery3 members

Example workflow · sample company data

A proposal drafted from the call, not from scratch.

You

@Nexus, draft the proposal for Ridgeway Homes. Use the call notes and our packages.

NexusAPP

Draft ready. Scope from the call, prices from our Starter and Growth packages, dates from the shoot calendar.

Account lead

They said budget is tight. Lead with Starter and show Growth as the upgrade.

NexusAPP

Done. Starter first, Growth as the upgrade. Draft attached.

The first draft is done before anyone opens a blank page.

Sample proposal · draft 1
Ridgeway-Homes-proposal.pdf · draft 1 · 6 pages
First page of the draft proposal: Spring launch campaign for the Elmwood release, with two packages, Starter $6,400 and Growth $12,800
See the full proposalHide the detail
Proposal · prepared for Ridgeway Homes · draft 1
Spring launch campaign for the Elmwood release

Fourteen homes go on sale on 18 October. A hero film for the launch weekend and a photo set for every home, ready before the listings go live.

Recommended to begin
Starter $6,400
  • 60-second hero film
  • Photo set for all 14 homes
  • Two rounds of changes

Ready by 10 October

The upgrade after first sales
Growth $12,800
  • Everything in Starter
  • Six social cuts and drone footage
  • Agent walkthrough videos
  • Three rounds of changes

Ready by 6 October

What you told us
  • Launch weekend is 18 October; listings go live the Monday before.
  • Fourteen homes, three show homes ready to shoot from 22 September.
  • Budget is tight this quarter; a second phase is possible after the first sales.
Timeline
22 SepShoot the three show homes
29 SepShoot the remaining homes as they complete
6 OctFirst edit for your review
10 OctFinal files delivered
Next step

Reply with the package you want. We hold the 22 September shoot dates for five days.

Northlight Studio · draft prepared with Nexus

Check the numbers, then send.Your account lead confirms scope and price. Then it goes to the client.

Example connected sources
Firefliescall notes
GoHighLeveldeal record
Google Docsproposal template

delivery-room

Operations + production3 members

Example workflow · sample company data

One brief change, carried through every tool.

You

@Nexus, the client changed the campaign brief. Update the submission form and the tracker.

NexusAPP

Mapped the new brief to the form and the tracker.

Production lead

The footage is already approved. They want three separate ads now, not one combined edit. Don’t make the client approve the footage again.

NexusAPP

Done. The form and tracker now ask for three separate ads. Approved footage stays approved; the client only looks at the new edits.

Three ads instead of one. Nothing gets approved twice.

Sample workflow proposal
Submission form · now asks for three ads
Ad 1 · Product introductionAd 2 · Customer storyAd 3 · Campaign offer

Approved footage stays approved · only the new edits need a look

See the full planHide the detail
Revised submission form · sample
Send each ad separately.
Product introductionSeparate file required
Pending
Customer storySeparate file required
Pending
Campaign offerSeparate file required
Pending

Approved footage stays attached. Only new edits need review.

Same requirement across the workflow
BriefOne combined edit → separate ads
SubmissionA required entry for each ad
TrackingEach deliverable has its own status
Existing approvalFootage retained; review new edits only

Approve the change once. It flows through everywhere.The brief, the form and the tracker all now ask for three separate ads. Nobody re-approves the footage.

Example connected sources
Google Docscampaign brief
Google Driveexisting footage
SmartSuitedelivery tracking
Explore Nexus

More ways to put
your digital employee to work.

From the next customer conversation to the next leadership decision. Advisy configures the work around your business.

Sales & lead response

Prepare the next conversation

Prepare customer calls from account history, bring the lead record and approved offer into follow-up drafts, and flag commitments for your team to review.

See: Prepare a sales call

Estimating & proposals

Turn source documents into scope

Organize project records, prepare the scope and surface assumptions before a person approves pricing and terms.

See: Write a proposal

Delivery & coordination

Give actions a clear owner

Turn meeting notes and project records into an owner-tagged recap, next actions and proposed system updates. Scheduled delivery reviews bring blockers back to the right people.

See: A client changes the brief

Finance & reporting

Find what needs attention

Bring financial records together for a recurring operating review, surface exceptions and prepare overdue-invoice emails in Drafts. Your team reviews the interpretation and decides what to send.

See: Which package makes money?

Company knowledge

Start from what the business knows

Bring relevant approved knowledge and playbooks into the work, with access scoped to the person or agent using it.

Explore company context with Nexus

Leadership & approvals

Make the decision easier to see

Bring sources, tradeoffs and unresolved questions together into a decision brief. Judgment and authority remain with the accountable person.

Explore Nexus

See a role for this
in your business?

Tell us where your team needs more capacity. Advisy designs and builds around that opportunity.

Talk to Advisy