For Marketing agency owner · 8 Grok Bots

An agency back office that scopes retainers, guards the margin, and staffs the roster

8 Grok Bots for an agency owner: capture every RFP, draft same-week scopes, catch retainer over-servicing, staff the team, watch the roster, and prepare renewals - all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·3 domain specialists·Success metric: Same-week scope and retainer-margin rate·Category: Marketing
The problem it targets

Running the agency behind the client work — fielding RFPs and referrals between status calls, writing scopes of work from memory, watching retainers quietly over-service until the margin is gone, juggling who on the team is on which account this week, and only noticing a client is unhappy or unprofitable at renewal — so good leads go cold, scopes creep unbilled, and the owner never sees the whole roster in one place.

What you get

From day one

1

Every RFP, referral, and discovery request logged the moment it lands, in the prospect's own words, and qualified on budget and decision-maker - so no inbound goes cold between client calls.

2

Same-week scopes and retainer proposals drafted from your own rate card with the hours and fees shown, plus a margin check that flags any retainer over-servicing and drafts the change order for you.

3

A weekly team capacity plan across every account, a one-page roster scorecard of hours, margin, and renewals, and renewal and nurture drafts to your own opted-in clients ready for you to send.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

New-Business Intake

intake
read-only
Watches & prepares — never sends
Capturing every RFP/referral/discovery request into the pipeline; qualifying budget, decision-maker, fit
Approves: duplicate flag; qualification read
3

Scope of Work Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Retainer proposals and SOWs from your rate card, with scoped hours and fees shown
Approves: every scope before it goes out
4

Retainer Margin Analyst

specialist
specialist
Drafts for your review — you approve before anything leaves
Hours-burned vs scope per retainer; drafted change orders for out-of-scope work
Approves: every change order; every client raise
5

Team Capacity Planner

coordinator
Drafts for your review — you approve before anything leaves
Weekly staffing across accounts; overload and freelancer-needed flags
Approves: every assignment note
6

Client Roster Reporter

reporter
read-only
Watches & prepares — never sends
Weekly roster scorecard: hours, margin, satisfaction signals, renewals, at-risk accounts
Approves: none (nothing leaves the agency)
7

Renewal & Upsell Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Renewal and upsell proposals for your own clients, grounded in delivered results
Approves: every renewal before it is sent
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Drafter→Analyst→Planner→Reporter→Drafter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every scope, change order, renewal, and nurture email waits for your approval.
  • ×It uses only your own rate card, pipeline, retainer sheet, and opted-in audience. It does not buy lists, reach anyone you have not opted in, or message a client on your behalf.
  • ×It never moves or collects money, and never commits a client to a scope or price, without your decision.
  • ×It never quotes a fee that is not on your rate card.
Same-week
scope and retainer-margin rate
How you'll know it's working

One number, measured over time

Share of qualified inbound that gets a scoped proposal the same week, and share of active retainers delivered inside their scoped hours and target margin

Before day one

What you fill in — the bots never guess these

pipeline
the header contract for the pipeline every bot reads and writes.
rate-card
your roles, hourly rates, retainer tiers, and deliverable prices. Scope fees come only from here.
change-order
your own change-order wording.
nurture-templates
your nurture and newsletter wording, and your own opted-in audience list.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training