Stealth Overlay

Services

Fix the work
between the tools.

Stealth Overlay designs and implements bounded automations for agency operations. The goal is not more software—it is a clearer path through repetitive, cross-system work.

Start with a $10 consultView pricing

Best first project

Inquiry to proposal.

Start where operational drag affects revenue: capture the opportunity, verify context, route it, prepare the internal brief, and draft the next response. A person reviews every customer-facing output.

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Primary service

Inquiry-to-proposal operations

A consistent intake, qualification, owner handoff, and proposal-preparation path.

Best for: Agencies receiving 15+ inbound opportunities a month through forms, email, and referrals.

Typical scope

  • +Intake field design and missing-information rules
  • +Lead scoring or routing logic
  • +CRM or project-board record creation
  • +Draft brief and response generation
  • +Human approval before external communication
Client access
Form, CRM, inbox, and document-template access under least privilege.
Dependencies
Documented qualification rules, a named owner, and APIs or supported native connectors.
Estimated effort
Starter implementation typically 1–3 weeks after scope approval.
Excluded
Copy strategy, relationship management, custom CRM development, and unlimited lead sources.
Delivery operations

Client onboarding and handoff

One complete launch checklist from signed scope to kickoff.

Best for: Agencies where new-client setup is spread across tasks, folders, messages, and reminders.

Typical scope

  • +Trigger design from an approved contract event
  • +Checklist and owner assignment
  • +Project workspace provisioning where APIs allow
  • +Welcome communication drafts
  • +Exception routing for missing access
Client access
Contract provider, project tool, storage, email, and calendar access as agreed.
Dependencies
A signed-contract signal, standard onboarding checklist, and manageable permission model.
Estimated effort
Small starter workflow: 1–2 weeks. Multi-system onboarding: separately scoped.
Excluded
Contract negotiation, client IT administration, password collection, and credential storage in messages.
Account operations

Reporting assembly and review

A review-ready report pack with visible data gaps and human sign-off.

Best for: Agencies whose account managers spend hours assembling similar reports each month.

Typical scope

  • +Agreed data-source connections
  • +Validation and freshness checks
  • +Report-template population
  • +Draft observations based only on measured data
  • +Account-manager approval before release
Client access
Read-only analytics and report-platform access where possible.
Dependencies
Stable source identifiers, agreed definitions, rate limits, and template ownership.
Estimated effort
2–4 weeks for one reporting path; more data sources require a separate quote.
Excluded
Guaranteed data completeness, platform outages, performance strategy, and unsupported custom APIs.
Knowledge systems

Approved internal knowledge assistant

A private search and answer layer grounded in current, approved agency material.

Best for: Agencies repeatedly answering the same process, brand, or delivery questions.

Typical scope

  • +Bounded source ingestion
  • +Permission-aware retrieval
  • +Answers with source references
  • +Low-confidence and restricted-topic routing
  • +Feedback and content-gap review
Client access
Read-only access to approved source folders and a test user group.
Dependencies
Source cleanup, document ownership, access rules, and usage budget.
Estimated effort
Typically 3–6 weeks for a controlled internal pilot.
Excluded
Unreviewed company-wide rollout, document authoring, legal advice, and model training on private data.

Design rules

The useful system is usually the restrained one.

We choose the smallest implementation that reliably solves the defined workflow. Additional platforms and agents have to earn their complexity.

Permission boundaries

Each workflow is limited to named systems, data, and actions.

AI where useful

AI handles ambiguity; rules handle deterministic business logic.

Client-owned systems

The default is your accounts, your data, and documented access.

Recoverable by design

Retries, timeouts, idempotency, and named exception owners are part of the build.

Need direction before a build?

Start with the $10 Quick Consult for one focused question, or choose a deeper audit when you need prioritisation across multiple workflows. Implementation only begins after a written scope is approved.

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Start small. Keep the context.

Bring us the workflow that keeps slowing your team down.

Begin with one focused $10 consultation or send a project brief. You will always see the price and scope before work starts.

Book for $10Send a project brief