AI Workforce · Module
Squads & Revenue Suites
Turn a growth goal into a team of agents with one budget, KPIs and stop triggers
Squads & Revenue Suites turns a business goal into a team of Digital Employees with KPIs, a shared budget and stop triggers. Three Revenue Suites are planned for Year 1: Lead Generation, Local Business Growth and Cash Collection.
From a goal to a team
Many outcomes need more than one agent. Squads & Revenue Suites, planned for W2, starts from a goal. The Squad Builder asks for the goal, KPI, baseline and attribution window (all required), proposes a squad of templates, sets KPIs, a budget and stop triggers. AI proposes squad composition and handoffs with cost and outcome forecast ranges and stated assumptions.
Revenue Suites
Three packaged suites are planned for Year 1:
- Lead Generation: AI SDR Inbound Lead Responder, Meeting-to-CRM Updater, Lead Nurture Journey Agent, Quote Follow-up Agent, Market & Competitor Research Agent and Lead Enrichment & Dedupe Agent.
- Local Business Growth: Content & SEO Assistant, Review Response Agent, Social Content Scheduler, Ads Budget Pacer and Appointment Booking & Reminder Agent.
- Cash Collection: Collections Reminder Assistant and Invoice & Payment-link Agent with Billing.
Customer Retention and E-commerce Growth suites follow after early evidence, and industry suites with Industry Packs later.
One budget, clear limits
A squad has a combined budget with per-member caps; a member's cap cannot exceed what the squad has left. Stop triggers pause the squad or a member on minimum ROI after a sample, maximum cost per outcome, complaint or opt-out spikes, or a provider quality drop. The squad ledger account shows each agent's contribution as assisted splits, and squad-level holdouts are planned.
Working together
Suite pipelines use fixed handoff contracts with an input and output schema, SLA timer, quality gate, cost cap and on-breach action. A shared blackboard holds the team goal, working facts with provenance, open questions, a decisions log and artefacts. Conflicts resolve by Constitution priority, then the DoA matrix, then the lowest common human supervisor, and a human instruction always wins.
Squad goals lite
The Year-1 substitute for Strategy & Governance lives here: squad goals lite, with goal, squad, KPIs and a weekly check-in summary of progress and risks. A weekly squad review recommends adding or removing members, adjusting budget or retraining. The squad dashboard shows combined investment and return, per-agent contribution, KPIs against baseline and guard events. Agencies can keep private squad templates across their sub-accounts.
Features
What Squads & Revenue Suites includes
Squad Builder
Goal, KPI, baseline and attribution window required; proposed templates, KPIs, budget and stop triggers.
AI squad composition
Proposed members and handoffs with cost and outcome ranges.
Combined budget with member caps
Child caps cannot exceed the squad's remaining budget.
Stop triggers
Minimum ROI, maximum cost per outcome, complaint spikes and provider quality drops.
Squad ledger account
Per-agent contribution as assisted splits.
Revenue Suites v1
Lead Generation, Local Business Growth and Cash Collection.
Squad goals lite
Goal, squad, KPIs and weekly check-in summary.
Handoff contracts
Schema, SLA timer, quality gate, cost cap and on-breach action.
Shared blackboard
Team goal, facts with provenance, questions, decisions and artefacts.
Conflict resolution
Constitution, DoA, then lowest common human supervisor; humans win.
Weekly squad review
Recommendations on members, budget and retraining.
Squad dashboard
Investment and return, contribution, KPIs against baseline and guard events.
Agency squad templates
Private squad templates reusable across sub-accounts.
Squad-level holdouts
Control groups not contacted by any squad member.
Workflow
Launch a Revenue Suite
- 1
Pick a suite and state the goal
- 2
Freeze the baseline and attribution window
- 3
Approve the squad, budget and stop triggers
- 4
Agents start in shadow mode and earn autonomy
- 5
Weekly check-ins and reviews track progress
- 6
The monthly statement shows squad investment and return
AI
AI skills and Digital Employees
Squad composition
Proposes members and handoffs with ranges and assumptions.
Weekly check-in summary
Summarises progress and risks against KPIs.
Squad review recommendations
Suggests member, budget or retraining changes.
Digital Employees that use this module
- AI SDR — Inbound Lead Responder
- Lead Nurture Journey Agent
- Quote Follow-up Agent
- Review Response Agent
- Ads Budget Pacer
- Appointment Booking & Reminder Agent
- Collections Reminder Assistant
- Invoice & Payment-link Agent
They act through the same governed Actions as people; risky steps wait for approval.
Frequently asked questions
Which suites are planned for Year 1?
Lead Generation, Local Business Growth and Cash Collection.
What stops a squad overspending?
A combined budget with member caps and stop triggers that pause the squad or a member.
Is this the same as Goals & Autopilot?
Squad goals lite is the Year-1 substitute. The full Goals & Autopilot module is planned for W3 in Strategy & Governance.
See Squads & Revenue Suites in your workflow
Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.