OUR WORK

Real Systems, Practical Proof.

A look at Truespeak's internal systems, broker intelligence, lead management, invoice follow-up and client projects. See what each handles and why it matters.

Managed operating layerHermes Agent pattern

Managed AI Ops

Hermes manages work behind Truespeak. It accepts work through chat, runs scheduled checks and uses approved tools. It reports the odd cases and stays quiet when everything is running properly.

Watches recurring tasks, files, web sources, inboxes and operating signals.
Uses skills and requires a person to approve work, so repeat jobs keep the same setup.
Reports the odd cases that need the owner's attention.
Manages recurring work without adding a dashboard to look after.

~/truespeak - hermes runtime

Revenue intelligenceBroker CRM pattern

Truespeak Intelligence

Truespeak Intelligence ranks the next steps for a messy customer book. It lists who to call, why now, what to say and the evidence supporting the call.

Starts with the existing customer book.
Outputs who to call, why now, what to say and what evidence supports the call.
Keeps private client records out of view and presents the details in polished call cards.
Uses buried data to identify work to do.

truespeak intelligence · mortgage broker CRM

Outbound operationsApex Reach pattern

Apex Reach

Apex Reach turns prospect research into a controlled lead pipeline. One run produced 1,267 verified leads. Each run scores prospects, adds details, verifies them and prepares briefs. A person approves outreach before it goes out.

Research identifies which prospects are worth a closer look.
Verifies selected prospects and prepares briefs on each opportunity.
Does useful work without sending messages automatically.
Keeps volume controlled by rules and review.

app.truespeak.ai/apex

Apex Reach - choose your outreach strategy

Payment operationsInvoice Nudge pattern

Invoice Nudge

Invoice Nudge checks invoice status and chooses when to follow up, taking the customer relationship into account. It drafts the reminder, waits for approval where needed and updates the record.

Handles routine invoice chasing so people don't have to remember.
Keeps tone, disputes and relationship-sensitive accounts under human control.
Logs status so the business knows what has happened and what is still open.
Helps with sensitive admin while keeping messages natural.

invoicenudge.com.au

Client workflow buildsTraining and service ops pattern

My Strata Training and Sld

Client projects follow the same process as Truespeak's own systems. My Strata Training connects payment, learner access and certificates. Straight Line Ducting needed a polished web presence that matched the seriousness of the business.

Maps the steps a buyer, admin or learner takes before choosing the tool.
Connects enquiry, payment, access, certificate, quote or follow-up into one process.
Keeps claims conservative and focused on what the system actually does.
Applies the method elsewhere when the work is clear.

mystratatraining.com.au

My Strata Training - practical strata training for managers, committees and teams, with course dashboard

WHAT THESE BUILDS HAVE IN COMMON

The Handover Is the Product

Different businesses need different tools. The steps stay consistent. Identify missed work, gather the relevant details and prepare the next action. Keep judgement with a person and leave a clear record.

Name the Trigger

An enquiry, invoice date, stale CRM status, uploaded file, meeting note, message or scheduled check starts the work.

Gather Only Useful Context

Pull the facts that change the next action. Ignore data that sounds impressive but does not help a human decide.

Prepare the Next Action

Draft the reply, call card, task, brief, reminder, report or escalation note in a form someone can actually use.

Keep Human Approval

Pause when relationship, money, compliance or uncertainty makes a blind action risky.

Record the Outcome

Write back status, notes, next action and failure signals so the system improves instead of repeating mistakes.

FAQ

Common Questions

Why are some screens cropped or selective?

Several systems touch private records, inboxes, payments or operational data. The page shows enough to explain the work without exposing client records or operational access.

Are these case studies or products?

Both. Some are internal systems, some are client projects and some are processes sold as products. Each takes work from its starting point to the next action.

Can these systems be copied into another business?

Adapt the setup to the business. Reuse the steps for starting work, gathering context, deciding, acting, approving, producing results and collecting feedback.

Where This Connects Next

Useful automation usually connects several jobs. These pages explain the related services.

GET STARTED

Review Your First Process

Bring one messy handover. We will map what to capture, draft, approve and log.

Request a discovery call