Ready for review. Voice message0:00 “Prepare the first phase for Friday. Diagnose the onboarding bottleneck; keep the workshop separate.”
A proposal your
team can deliver.
Manta designs and builds a private AI system around your team’s recurring work. One connected workflow, with the documents, handovers and follow-ups it needs.
In this example, it prepares a deliverable proposal from the call, agreed scope and available capacity — then keeps the same engagement ready for the next reply.
Ready for review. Voice message0:00 “Prepare the first phase for Friday. Diagnose the onboarding bottleneck; keep the workshop separate.”
One readout. Review documents · two interviews4 analyst + 2 partner daysWorkshop and implementation excluded. 01 / 01
Capacity matches. A B 1 Analyst 4 days 2 Partner 2 days 3 Workshop —
Mira analysis.
Alex partner work.No workshop capacity allocated.
Team capacity +
A workshop later? CALL / TRANSCRIPT EXTRACT “The memo and readout are enough for the initial decision. Could a workshop follow?”
Inputs to follow. P Partner / earlierProposal review on Friday. Start follows confirmed inputs.C Client / laterQuote the diagnostic only. Documents and contacts next week.Latest instruction: no workshop for now.
A clear next ask.CommunicationConcise written summary before the readout.DecisionsMake exclusions and outstanding inputs explicit.Follow-upOne email listing what the client needs to provide.Existing relationship notes
Diagnose where onboarding gets stuck. Prepare the standard diagnostic proposal for Friday’s review — not a promise to start on Friday.
A useful first answer, with the scope, responsibilities and outstanding inputs kept together.Include the essentials.
Keep the extra request visible.
The later email settles the scope. The service definition and capacity sheet establish what fits. The client’s CRM notes shape the format and follow-up: a concise written summary, explicit boundaries and one clear request for inputs.
Diagnostic + readout
Review process documents and interview two staff members. Deliver a findings memo and a 60-minute readout.
Four analyst days. Two partner days.
A wider workshop
The call raises the possibility. The later email asks for the diagnostic only. Keep the workshop outside this proposal.
Client callRECLatest emailMAILDocuments + contacts
The process documents and two interview contacts haven’t arrived. The six available days are a snapshot, to reconfirm before committing.
ScopePDFCapacityXLSXLatest emailMAILOne proposal.
A clear handover.
The client sees a defined first phase and its deliverables. Your team sees who does the work, what it excludes and what must arrive before the start.
The scope is clear.
The team can take over.
- Work
- Review process documents; two staff interviews.
- Deliverables
- Findings memo + 60-minute readout. Workshop and implementation excluded.
- Client fit
- Concise written summary shared before the readout; exclusions and missing inputs visible.Client notesAirtable
- Before start
- Receive process documents and two interview contacts. Reconfirm capacity and agree delivery timing before committing to a start date.
A useful first answer.
With the next ask ready.
The proposed first phase reviews the process documents and includes two staff interviews, a findings memo and a 60-minute readout. The workshop is outside this first phase.
To agree the start, please send:
• the process documents;
• the two interview contacts.
We’ll share a concise written summary before the readout.
Your client process.
Built into the system.
Manta designs, builds and embeds the system around your work. We agree which proposal it maintains, which replies it can access and which changes need review before connecting your tools.
YOUR TOOLS
The knowledge you already keep.
- Google Drive
- Google Docs
- Notion
- Gmail
- Google Calendar
- Google Sheets
- Airtable
Plus many others.
Your rules.
Your context.
Your approvals.
One current proposal.
Client preferences and follow-up.
A delivery handover.
Updates when the client replies.
Review before commitment.
WHERE YOUR TEAM WORKS
Where you already work.
- Slack
- Telegram
Plus many others.
We agree which tools to connect and what the system may access.
Keep the system
you commission.
We agree what you receive, what it keeps up to date and what needs your approval.
Handover and ongoing support are agreed before the build begins.
One workflow.
A build your team can use.
Start with the work. Identify the recurring task, its inputs and the output that would be useful.
Define the build. Agree connections, review points, delivered assets and support before committing to scope.
Make the handover usable. Make sure your team can carry the work forward, not just read the first answer.
Talk directly with Tim Zhevlakov. Bring the actual work. Start by defining the result, the sources and the limits before choosing the build.
Bring one recurring task.
Let’s map the work.
Bring one recurring task, where its inputs live, the output your team needs and the decisions that need your approval. We’ll discuss what a tailored build would need to cover.
Discuss Your WorkflowsFictional example, not a live client engagement. Voice playback is simulated.
