Map the work and its context.
Identify where knowledge lives: conversations, documents, client records and team tools. Map the decisions and handoffs across sales, recruiting, client delivery and operations.
Agency systems + services
Build a firm whose
systems work together.
Connect what your people know with the tools and agents doing the work. We design your firm’s operating system around a company brain: shared knowledge and data that sales, recruiting and the rest of the business can use.
Across the whole agency
The knowledge your firm creates should move with the work.
Sales learns why a client needs help. Recruiting learns what makes a candidate right for the role. Client feedback changes the brief. We connect those insights so people and agents can work from the same record of what matters.
Trovero is part of that system. Our work extends across your firm: connecting information, designing agent workflows and improving how teams use them.
Agency systems + services
Give the whole firm
the context to work together.
We design your firm’s operating system around a company brain: shared knowledge and data that people and agents can use across the business. Trovero is one part of that system. Our services connect the wider firm and keep improving how the work runs.
01 / Connect the context
Give the next person the context they need.
Bring conversations, client records, search briefs and team documents into shared company knowledge. Sales, recruiting and operations can work from the same understanding.
For exampleA client explains why the role
matters. That context follows the account into the search.
02 / Put agents to work
Connect the teams as well as the tools.
We design how information and decisions move across the firm, connect the systems and define what agents handle independently. People can ask for the information or action the work needs.
For exampleThe intake informs the playbook. The
playbook directs sourcing. The next team picks up the same
brief.
03 / Read the results
See what the work is teaching you.
Campaign results, interview insights, client feedback and performance show where the approach needs attention. Shared progress gives routine status meetings less work to do.
For exampleClient feedback changes which
experience matters most. The result stays connected to the
search.
04 / Improve the next pass
Turn feedback into the next instruction.
Use those results to tune agent instructions and workflows, then check how the next pass performs. We help build this feedback cycle into the way your firm runs.
For exampleRefined criteria guide the next
campaign. New results show what to keep and what to change.
Work with your agents wherever you are
Take your agents
with you.
Start a campaign, prepare for a meeting or give the search its next direction from your phone. Work with your agents through Slack or Telegram. Trovero remains your system of record, with the work and decisions together.
AvailableSlack + Telegram
Coming soonWhatsApp · Native SMS
The conversation can happen on your phone. The context stays with your firm.
Trovero / Your agentsExample conversations
From direction to execution
Research → audience → copy →
outreach
The context comes with the meeting
Meeting booked · Lead recorded
· Preparation ready
Your next instruction moves the work forward
Shared brief · Candidate
feedback · Next sourcing pass
Illustrative conversations with sample data.
How we work with your firm
Connect the firm, then improve how it runs.
The services cover your people, tools and shared knowledge. We agree the scope around the firm you want to build.
Connect the systems and put agents to work.
Build the company brain and connect the tools your firm uses. Define what agents execute, what needs a person and how each team picks up the work with the context it needs.
Review, tune and improve.
Use campaign results, interview insights, client feedback and team performance to refine instructions and workflows. Check the result of each change and use it to shape the next one.
Less time collecting updates
Give status meetings less work to do.
When progress, ownership and the next decision are visible in the shared system, people can check routine updates themselves. We help make that visibility part of the work, so meetings can focus on the issues that need a conversation.
Start with your firm
Map the firm you want to build.
We’ll look at the teams, tools and decisions involved in winning and delivering your work. Then we’ll discuss what to connect, where the company brain belongs and which changes deserve to come first.
- The systems and knowledge your teams need to share
- Where agents can take work from start to finish
- A clear scope for the changes worth making