PanzaLabs (332) 203-7869 Guides About Get in touch

Your business, caught up. AI built around how you work.

Most agencies only use AI as a chatbot. We connect it to your existing systems, so clients get sharper work, faster.

Get in touch
Engraving of Sancho Panza on his donkey in front, Don Quijote on horseback behind him, on a mountain road.After Gustave Doré (1863)
AI isn’t a giant. It’s a windmill.

Panza Labs in practice.

A made-up week at Halvorsen Marketing, a 14-person brand agency.

Proposals, in your client’s words. You have the call. The AI reads the transcript, your past proposals and case studies, and your rate sheet, then writes the proposal in your format, with the case study closest to your client’s situation.

1 · You

Call with Jordan LeeBrightwater FoodsThu 2:00 PM · 32 min

Have the call. Ask for the proposal.

2 · The AI reads

  • The call transcript
  • Your past proposals and case studies
  • Your rate sheet

Picks Northfield Dairy as the case study: same kind of brand, same March deadline.

3 · Ready to edit

Client’s goal
  • “Packaging direction before the March trade show.”
Case studyNorthfield Dairy
Scope6 weeks, then rollout
At your rates$48,000

✓ You edit the proposal and send it. Same day, not Sunday night.

Your CRM, kept current. You have the call. The AI reads the transcript, your emails with the client, and the deal’s history, then updates the notes, stage, and next step, in your words.

1 · You

Call with Jordan LeeBrightwater FoodsThu 2:00 PM · 32 min

Have the call. That’s all.

2 · The AI reads

  • The call transcript
  • Your emails with Jordan
  • The deal in your CRM

Pulls out the goal, who decides, the budget, and the next step.

3 · Your CRM, updated

StageDiscoveryProposal
Amount$48,000
  • Packaging direction before the March trade show.
  • Jordan leads. CFO signs off.
  • Budget $40,000 to $60,000.
NextProposal by Monday

✓ You OK the changes, and the deal is up to date.

From meeting to moving. You run the meeting. The AI reads the transcript, checks the project and who’s on the account, then creates tasks with owners and dates and writes the recap in your voice.

1 · You

Kickoff with Sarah KimAlder HealthWed 11:00 AM · 45 min

Run the meeting. Nobody takes notes.

2 · The AI reads

  • The call transcript
  • Alder’s project in Asana
  • Who’s on the account

Finds three action items, who owns each, and when each is due.

3 · Tasks and recap

  • Homepage directionsBen · Thu
  • Location shortlistAna · Fri
  • Tagline optionsNora · Wed

Recap to Sarah in your drafts

✓ You check the tasks and hit send on the recap.

Win and keep the work. Follow-ups, client updates, change orders, and invoice nudges, each written from the client’s history: the calls, the emails, the signed scope, and the invoices. In your voice, with times from your calendar.
✓ Sent by you, 8:10 AM
From
Nora, Halvorsen Marketing
To
Jordan Lee, Brightwater Foods
Subject
Picking up from Thursday

Hi Jordan,

You said the board wants to see the packaging direction before the March trade show, so the proposal puts that first: six weeks, then the rollout. If it helps, I can walk your CFO through the budget in 15 minutes. Wednesday at 10 or Thursday at 2?

Nora Halvorsen
Halvorsen Marketing

Nothing slips. Every morning the AI checks your inbox, CRM, signed scopes, and calendar for what’s waiting on you, and writes the next step for each.
#new-businessTue 8:00 AM

Morning check

  • Westfield Dental hasn’t replied in 9 days.Follow-up in your drafts
  • Elena at Northline asked for 3 landing pages that aren’t in the June scope.Change order ready
  • Brightwater’s CFO emailed a budget question.Reply ready
  • Pellam Hotels’ retainer renews in 30 days.Renewal note ready

Nothing sent. Each one waits for you.

Know your numbers. We connect your CRM, inbox, and invoices into one dashboard that updates itself every week: how fast proposals go out, what you win, and where your best work comes from.
Pipeline, OctoberHalvorsen Marketing
To proposal3 dayswas 9
Won41%was 34%
Followed up14 of 15within a week
Win rate, by source
  • Past client63%
  • Referral47%
  • Website15%

Last year, 5 of 7 new retainers signed in January. Get proposals out before the holidays.

Working with us.

  1. 1
    A free consultation

    Walk us through the last piece of work you won, from first call to signed. We tell you where time and deals slip, and what’s worth fixing.

  2. 2
    The first fix

    Whatever’s costing you the most right now. One price, agreed up front.

  3. 3
    Set up around your firm

    The work lands in the email, docs, and deal tracker you already use, in your format and voice.

  4. 4
    Caught up, and staying that way

    We check the setup every week, fix what drifts, and add the next thing. One flat monthly fee.

You stay in charge.

Nothing goes out without you
We set it up so every email waits for a person to hit send, and every change waits for an OK.
Your clients’ data stays protected
Kept in your own accounts. The AI reads it under business terms, set so none of it trains AI.
One of your people owns the setup
Someone on your team runs it day to day. We keep it working, with access you can take back.
Nothing hidden
A written list of every account we connect, and how to switch each one off.

Works with Google Workspace, Microsoft 365, HubSpot, Asana, Slack, and QuickBooks.

What’s slipping?

The first consultation is free. If there’s nothing worth handing over, we’ll tell you.

Get in touch
hello@panzalabs.comText or call (332) 203-7869