AI Chief of Staff
Your first AI hire should be an ass‑kicker.
Whether you have a team or run it all yourself, your first AI hire changes everything — so make it the best one available: a Chief of Staff that's smarter than anyone you could bring on, works 24 hours a day, never gets sick, never quits, and manages a whole crew of specialists — for a fraction of what a human hire costs.
MoFo here is ours — he runs Spike behind the scenes. We build you your own: your agent, your name for it, working only for your practice, plugged straight into your HighLevel.
The hiring math
It isn't close.
A human hire clocks out. Yours doesn't.
One shift a day, five days a week
Works 24/7 — nights, weekends, holidays
Sick days, vacations, turnover
Never sick. Never quits.
Months of training and managing
Shows up trained — and manages a whole crew
One pair of hands
A whole crew of specialists underneath
From $5,000
$5,634/mo
Your AI Chief of Staff
one-time build
One administrative assistant
full-time, every month
Payroll is never just the salary.
- Salary70%
- Taxes & benefits21%
- Recruiting7%
- Software seat3%
$3,917 + $1,175 + $392 + $150 = $5,634/mo. That's the real monthly cost of the hire on the left.
Salary: U.S. Bureau of Labor Statistics, Occupational Employment & Wage Statistics median for administrative assistants, rounded. Loaded cost uses the same employer-load, recruiting and software math as our pricing page.
Meet the team
One hire. A whole staff underneath.
Your Chief of Staff doesn't work alone — it manages a crew of specialist agents, each with a job and a name. The crew comes with theirs. Your Chief of Staff gets whatever name you give it.
Your Chief of Staff
Runs the crew — and handles your clients personally
- Your morning brief, your top three moves, and the end-of-day wrap
- Every client touch that matters: birthdays, check-ins, recaps, reviews
- Catches commitments before they slip — and keeps the whole crew on task
“Good morning — 3 meetings today, 2 follow-ups due, and one client to call back first.”
Watch what gets done.”— MoFo
Scout
Speed to lead
- Answers every new lead inside 60 seconds, day or night
- Qualifies inquiries and books the good ones straight onto your calendar
“New lead from your site just now — I texted them within the minute and they replied.”
Covers: 60-second lead response · New-inquiry qualifying
Piper
Pipeline manager
- Keeps every prospect warm until they're ready to talk
- Nudges stalled deals, revives cold leads, asks for referrals at the right moment
“This proposal has sat untouched for 10 days — want me to send a gentle nudge?”
Covers: Automated nurture sequences · Stalled-deal nudges · Cold-lead re-engagement · Referral asks · Daily pipeline triage
Ralph
Researcher
- A one-page brief before every meeting: who they are, what to say next
- Agendas and documents pulled together before you ask
“Your 10am is with the Days — here's their history, last conversation, and three talking points.”
Covers: Pre-meeting briefs · Agenda building · Document prep
Sadie
Scheduler
- Books, confirms, and reshuffles meetings without the email ping-pong
- Defends your focus time and recovers no-shows
“The Lees asked to move to Thursday — I found a slot, proposed it, and updated everyone.”
Covers: Scheduling & rescheduling · Calendar defense · No-show recovery · Follow-up task creation
Charlie
Content creator
- Social posts, newsletters, and articles drafted in your voice
- Weekly pipeline and activity snapshots, so you always know the score
“Here are three posts for this week in your voice — approve and I'll schedule them.”
Covers: Social post drafts · Newsletter drafts · Blog & article drafts · Event invites & follow-ups · Weekly pipeline report · Activity & production snapshots · Testimonial collection
Anna
Admin
- Inbox triaged, CRM updated, every client touch logged
- Chases missing documents and flags reviews and renewals before they're due
“I logged today's calls and updated three contact records while you were in meetings.”
Covers: Inbox triage · Meeting notes → action items · CRM data entry · Contact data hygiene · Activity logging · Document chasing · Renewal & policy tracking · Disclosure & review-date reminders · Annual-review & deadline reminders
Betty
Bookkeeper
- Pulls your accounting picture together — books, invoices, payroll
- Walks you through what to do with it, step by step
“Your quarter's numbers are pulled together — two invoices are still outstanding. Want the walkthrough?”
A day on the job
Here's what a typical morning looks like.
The foundation
Your Chief of Staff needs a brain to work from.
The agent is only as useful as the context it can access. Before we automate your day, we organize the operating memory underneath it: meetings, files, client context, tasks, SOPs, and source material. AI adoption fails when it depends on one busy owner remembering to use it. That foundation is your Advisor Digital Brain.
Your next step
Make the hire.
One conversation, and you'll know exactly what your first AI hire would handle in week one.