Viktor drafts the proposal after every discovery call, follows up on quiet proposals with drafts you approve, and shows you the open pipeline every Monday.
Viktor asks a few setup questions, shows you a first result, then keeps it running
Already use Viktor? Open in Viktor. Nothing sends until you press enter.
Words in [brackets] are yours to fill in. Viktor asks for anything else he needs.
Reads the agency's own pipeline in HubSpot, GoHighLevel, Pipedrive or a sheet, plus discovery call notes from Fathom or Zoom
Drafts the proposal or recap after every discovery call from the notes and the agency's past proposals
Flags proposals and deals with no reply for [5] days and drafts the follow-up
Posts a Monday pipeline view: open proposals, value, next step and owner
Sends nothing to a prospect until the owner approves
Retainer value of new clients signed where a Viktor-drafted follow-up or proposal was sent before the close (USD per month, and per year if it holds)
Example with typical numbers, not a customer result.
Estimate: 12 open proposals at a $3,000 monthly retainer = $36,000 a month waiting on a decision. If 1 in 20 is won after a follow-up, $1,800 a month, $21,600 a year if the client stays. Chasing by hand: 22 x 20 min x 0.5 = about 3.7 hours a month, about $176.
445 of 1,804 paying agencies on Viktor already run a version of this (as of 15 Oct 2026).
Needs
HubSpot or GoHighLevel or Pipedrive or Google SheetsAlso uses
Fathom
Zoom
Gmail
Google Docs
PandaDoc
Slack1 weekday follow-up check, 1 post-call proposal draft, 1 Monday pipeline view
The list of stalled proposals with drafted follow-ups arrives in the same conversation.
More use cases
Every morning Viktor checks each client's results, messages and invoices, tells your team who is at risk and what to do, and drafts the weekly update for your approval.
Runs on a schedule
O8 puts the team capacity Viktor freed at $200K to $400K a year. Client reporting alone used to take 2 hours a week per client.
Every weekday Viktor reviews each client's Meta and Google ad accounts, flags spend that is not converting and budgets off pace, and asks before he changes anything.
Runs on a scheduleAn 8-client performance agency gets each client's ad results posted in that client's channel at 9am every day.
Viktor follows up with your team in Slack when client tasks slip, logs the answers back in ClickUp, Asana or Notion, and tells you each week which deliverables are at risk.
Runs on a schedule
A 24-person agency with 20+ clients has Viktor follow up with the assignee whenever a task changes, a job its operations lead used to do by hand.
Pick one outcome and
hand it over today.
Paste a use case into Viktor. He asks what he needs and shows you a first result in the same conversation.
