ExcelsiusBuilt to compound.
The systemWhat it doesSee a sample weekProofPricingStart free
For agencies and productized services

Run a real business of your own, without doing it all yourself.

You deliver a service to clients on a recurring basis, and the reporting, the pipeline, and the proposals all land on you.

Free to try. $39 a month when you're ready. Cancel anytime.

The work

The work it does for you.

Client report building
Builds the recurring client report from the work and the results.
Tools: Notion
Pipeline updates
Keeps the sales pipeline current and flags what has gone cold.
Tools: CRM · coming soon, Notion
Proposal drafting
Drafts the next proposal from what you already know about the account.
Tools: Notion, CRM · coming soon
Deliverable production
Produces first drafts of the recurring deliverables for your review.
Tools: Notion
Invoicing & revenue
Tracks invoicing and revenue against each account.
Tools: Stripe
A sample

A sample, in your world.

Pipeline updateSample

Gone quiet: two prospects with no contact in 14+ days (Harbor, Vantage) — drafted re-engagement notes in your queue.

Moving: Cedar signed; onboarding kickoff drafted.

Needs you: Vantage asked for a revised scope — proposal drafted from your last call, awaiting your review.