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For Jason Pratt · Prattify
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Motion stays at the center.
Here's what we build around it.
Five layers. Built specifically for Prattify. All running on top of the tools you already have.
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Jason,
Good meeting this morning. I hope the drive to Fernandina paid off.
Here is what kept coming back to me after we got off: your leads are not the problem. They show up warm. What is costing you is the 7 to 10 days between that first meeting and the moment they get a proposal. You said it yourself — you are the bottleneck, not your clients.
Layer on top: you are in ChatGPT, Stacy is in Claude, Marcus and Tyler have their own setup, and nobody shares context. You already told your team you want a Claude Team account. And onboarding — your team's own words: it is not good. All three are the same problem. No infrastructure. Here is what that infrastructure looks like.
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THE FIVE LAYERS
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01 / Context
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🧠
Claude learns Prattify
20 clients, all services, every team role — loaded into one shared AI brain. Stacy, Marcus, and Tyler all work from the same context.
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02 / Data
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📊
Motion feeds the dashboard
Tasks, projects, schedules, and scope status pulled from Motion's API into one live view — without changing how your team works.
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03 / Intelligence
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☀️
Daily brief, every morning
Proposals due, follow-ups overdue, onboarding blocked, team tasks running late — all surfaced before you open your inbox.
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04 / Automate
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⚡
Proposals in 30 min. Onboarding runs itself.
Discovery notes in, branded Prattify proposal out. Onboarding triggers on contract sign. Follow-up sequences run on day 3, 7, and 14 automatically.
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05 / Build
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🚀
More closes. Prattify at 30 clients.
The bottleneck stops being Jason. Proposals go same-day. The team works from one AI. Add clients without adding chaos.
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WHAT I BUILT FOR YOU
Your Prattify AI Command Center — built out as a live mockup.
I put together the full dashboard showing exactly how your world looks inside the AIOS: proposal pipeline, client intelligence, onboarding tracker, team deliverables from Motion, and follow-up queue. All clickable. All in Prattify's colors. See it here:
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20
Active Clients
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4
Open Proposals
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$38.4K
Monthly MRR
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4
Team on Claude
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This is not a concept. It is what Prattify looks like when the infrastructure is in. Proposals same-day. Onboarding that runs itself. Your whole team on one Claude account. Motion staying exactly where it is.
Get on the calendar. We walk through the Prattify setup specifically and you see exactly what it takes to get here.
Talk soon,
David
Advisor AI Partners
david@advisoraipartners.com
(305) 254-4455
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Advisor AI Partners · david@advisoraipartners.com · advisoraipartners.com
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