PRODUCT · BOSS AI AGENT

Hand off work and get a deliverable back

Built for owners of growing businesses. Bring meetings, discussions, and business material together to spot issues, weigh options, and get work back in a form you can review.

See the negotiation example →

Meetings

Pull commitments, risks, and next steps out of meetings.

Explore

Use business context to weigh choices and surface assumptions to check.

Action

Prepare materials within an approved scope and hand off work that needs a person.

Deliverables

Review drafts and reports, then keep confirmed outcomes for future work.

Sample deliverable · Channel pilot

Pilot proposal

Start with one customer segment for four weeks. Specify lead ownership, the initial budget, and exit criteria.

Owner approval needed for the budget cap and external commitments.

Business context can change the answer

Last time, you offered installments without promising a lower total price. That changes the next move: prepare an installment option, verify delivery costs, and have the owner approve the terms.

01 / Four capabilities · Interactive model

How one business decision moves forward

Select a capability to see what this negotiation produces at that point.

One business decision

Example · Meetings

Meeting evidence and insights

The customer wants a smaller initial outlay. The approver and acceptance criteria are still unknown. Fixing a price now could raise delivery risk.

Explore meetings →

02 / From evidence to outcomes

How a comment becomes an outcome you can review

Start with an open question from the pricing meeting. Explore the evidence, proposal, approved action and outcome.

03 / Business context

Why you can pick up where you left off

Switch among people, company, memory and decision criteria to see how each changes the next pricing decision.

Where do you step in?

Check the facts

The customer asked to start with one department. Keep that request separate from assumptions about their budget.

Approve the action

Decide who checks the approver, who estimates costs and when to confirm the message to the customer.

Review the result

Before the next conversation, review what has been confirmed and whether the original pricing limits still apply.

Meetings

See what happened and what it means.

Starting point: The pricing meeting has ended. You want to understand what the request for a lower price really means.
How 2CEO helps: Separate direct quotes, agreements, secondhand reports and open questions. The customer is open to a pilot, but approval and acceptance criteria are unresolved.
What you get: Meeting highlights, insights and a checklist of open questions, so you can verify what the customer committed to.

Action

Turn meeting decisions into next steps you can check.

Starting point: You decided to settle the scope before quoting. Sales and delivery need to align.
How 2CEO helps: Sales confirms the pilot team and approver. Delivery estimates costs. Agree who reviews the quote and when it can go out.
What you get: An action plan with owners, completion criteria and a review date. You approve what gets communicated externally.

Business context

Pick up the same work without rebuilding the background.

Starting point: Two weeks later, the team returns to the quote and needs to know where the conversation stopped.
How 2CEO helps: Bring customer relationships, prior commitments, business records and agreed margin and payment limits into the current decision. Highlight what has changed.
What you get: A decision record showing the approval path and costs still to verify.

Explore

Work through the questions you have not settled.

Starting point: You ask whether there is another way to negotiate if the customer insists on a lower price.
How 2CEO helps: Find out whether the customer is concerned about total budget or upfront spending. Compare the conditions for a smaller pilot and phased payments.
What you get: A side-by-side comparison and a list of questions to check. You choose which option to discuss.