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Kritvia
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Kritvia for agency or service provider

Digital, marketing and IT agencies, consultancies, studios

← Documentation

Every enquiry is scored and priced from your own rate card, and a proposal with a call invite is drafted for your yes within minutes.

Pick this at sign-up

  1. Start your free trial at app.sitelytc.com (see Set up your business, step by step for sign-up).
  2. Type your business name.
  3. Pick the Agency or services card and click Continue.
The Agency or services card at sign-up (Mehta Digital Studio, an example)

What switches on

  • Inbox assistant: sorts every email and WhatsApp message and drafts replies in your voice.
  • Lead triage & proposals: scores each enquiry, prices it from your rate card by code, and drafts a proposal that cites your past work, plus a discovery-call invite.
  • Meeting digest: upload a client call and get the decisions, owners and tasks.

Then choose Autopilot (agents reply, remind and follow up by themselves; money, complaints and orders still come to you) or I'll approve everything, and click Finish setup.

Agents for this business (Mehta Digital Studio, an example)

Set up

  1. Rate card: add each service with its unit, for example Business website (5 pages), per project, ₹25,000; Extra page, per page; Local SEO, per month. Use Add from a menu or price list to read them from a PDF, spreadsheet or your pricing page.
  2. Connect Gmail (Settings → Connectors → Connect Google) so enquiries come in and proposals go out from your address.
  3. Your website's contact form: Settings → Connectors → Create webhook, then send form submissions to it (directly, or through Zapier or Make). Each one becomes a scored lead.
  4. Knowledge: upload two or three past proposals and case studies; drafts quote them.
  5. Agents → Lead triage & proposals → Instructions: write how you work, for example we only take projects above ₹50,000 or always offer a 15-minute call.
  6. Set up your phone and invite your team as in the general guide.
rate card (Mehta Digital Studio, an example)

Every day

  • New enquiries appear under Leads, marked hot, warm or cold, with a proposal waiting in Inbox.
  • Leads that go quiet get a follow-up draft.
  • After a project, raise an invoice under Invoices; payment reminders go out after your yes.
leads (Mehta Digital Studio, an example)

Which plan you need

The trial covers email, the website form and 10 proposals. Starter adds WhatsApp and Google Calendar; Growth adds the Prospector to find new clients on Google Maps.

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Kritvia for agency or service provider · Kritvia