Aera coordinates research, deliverables, client communication, and follow-through across your consulting engagements. Give your AI manager the work you want handled and stay informed as it gets done.
Hey Aera, manage the follow-through on our Alder operations review. Turn the interviews into a clear client brief, send the next steps, and handle replies.
The findings link to the interview notes, and the client has the brief and next steps. I’ll handle replies and keep the review updated.
Your Manager coordinates the research, materials, and client communication. The brief explains the findings, keeps their sources attached, and reaches the client with a clear next step.
I’ll have the team check the interviews against the process map, build the client brief, and send it with the next steps. I’ll follow the replies.
Check the interviews and map each finding to its source.
Turn the findings into a concise review brief.
Deliver the brief, send next steps, and follow replies.
Delivery asks Sales who owns a new order.
Delivery interview · Handoff notesSpecial requests are in email, outside the order record.
Sales interview · Special requestsReview the owner and special-request fields with the delivery lead.
Your operations review brief is attached, with the findings linked to the interview notes. Next, we’ll review the owner and special-request fields with your delivery lead.
The findings link to the interview notes, and the client has the brief and next steps. I’ll handle replies and keep the review updated.
Your Manager follows the conversation, asks for the material needed to address the change, and updates the deliverable. The client receives the revised brief, and you know what changed.
Please include service renewals as well as new orders. Both use the delivery handoff.
I’ll add renewals to the review. Could you send the renewal checklist so the brief reflects that process?
The checklist is attached. For renewals, the account owner confirms the service dates before handoff.
For renewals, the account owner confirms the service dates before the order reaches delivery. Include this confirmation in the handoff checklist.
I added renewals using the client’s checklist, updated the handoff recommendations, and sent the revised brief with an explanation of the change.
An operations review is one example. Your Manager can coordinate the research, materials, communication, and delivery tasks your engagements need.
Aera gathers relevant material, compares the sources, and brings the findings together so your work has a clear basis.
Aera organizes the work behind briefs, presentations, and implementation plans, follows dependencies, and delivers the agreed materials.
Aera sends updates, follows replies, and coordinates changes so client requests turn into completed work.
Imagine the research coordinated, the deliverables sent, and the client’s follow-ups handled. Meet the manager who can take on more of your consulting work.
