Skip to content

AI AGENTS FOR SMALL BUSINESS

If you are still clicking, dragging, cutting, pasting, typing-in, downloading, or CTRL-F'ing, Marshal was made for you. We design, deploy, and run the AI agents that clear this work off your plate.

  • Tailored to your process.
  • Trained on your business.
  • Integrated across your systems

Founder-led teams use Marshal

Our Approach

The Ironic Agent Dilemma

Agents should free up time, not hand you a second job.

We are different

Most agents fall into two general types: the ones that you have to build and the ones that you have to babysit. Marshal is different.

Why it matters

You won't need to troubleshoot APIs or burn time watching live runs. Marshal handles the work; you hold the approvals and the rules.

AI Agents as a Service

We call it Managed AI Ops.

THE MANAGED AI OPS COMPANY

marshal

>>> ENGINEERED FOR SMALL BUSINESS

The go anywhere, do anything agent for small businesses.

Marshal is a production-ready AI agent, purpose-built for your small business. Each agent is specifically trained on the precise outcomes that define success inside your organization.

Refresh pipeline health, update HubSpot records, and draft next-step emails for review.

Reconcile deposits, match bank activity, and surface cash-flow exceptions for approval.

Route support tickets, pull account context from Zendesk and PostgreSQL, and prepare replies.

HubSpot
Greenhouse
Zendesk
Slack
Managed AI Ops

We're a new species of service.

Marshal agents are designed, deployed, and run for you, as a service. They're integrated across your tech stack and governed by your organization's rules. No building or babysitting required.

Dimension/ Build it yourselfAgents that you buildA tool you construct/ Buy it and babysitAgents that you babysitA tool you operateMarshalManaged AI OpsA partner that's accountable
Who builds the agents?You doVendorWe do, fully customized around your requirements
Who manages agents day-to-day?Your teamYour teamWe do, under your guidelines and policies
Who owns agent quality?You doVendorUs
How do agents receive tasks?You've built in custom triggers or cron jobsDefined by vendor configurationCustomized around your processes and workflows
Who fixes the agent when APIs break?You doYou doWe do
What do I pay before it worksBuild cost + value of your timeSubscription fee. Pay first, prove second.$0. Value gets proven first.
Where do I need to allocate resources?Agent design foundations, orchestration, guardrailsRunning agents in production and monitoring their performanceYou save resources. Marshal delivers completed work as a service.
How do I keep control?You've built in governance and permission gatesYour team is responsible for monitoringMarshal is configured according to your guidelines and procedures. And then gets monitored by us.

An AI worker, built to help every small team.

Real talk: humans did not evolve to generate TPS reports. Marshal picks up the mechanical, repetitive workloads slowing your business down. With Marshal, work gets executed at machine speed.

MANAGE_CONNECTIONSidle
Slack
OAuth 2.0
Connected
Apollo
API Key
Connected
HubSpot
OAuth 2.0
Connected
Gmail
OAuth 2.0
Connected
ENRICH_CONTACTSidle
source--
matched--
emails found--
titles verified--
status--
Agentworkflow:prospecting
agent marshal-0919
model claude-opus-4-8
HUBSPOT_SYNCidle
action--
contacts--
list--
duplicates--
sync--
DRAFT_OUTBOUNDidle
template--
personalized--
tone check--
queued--
review--
Agent · marshal-0919workflow: prospecting
> apollo.search querying ICP targets...
> filter: SaaS, 10-50 headcount, US
> found 142 accounts
> apollo.enrich resolving contacts...
> matching titles against ICP rules
> 87 contacts enriched (61% match)
> suppressing 12 duplicates from CRM
> hubspot.sync pushing 75 new contacts...
> list: Q2-SaaS-Outbound
> 75 contacts synced
> draft.generate building sequences...
> personalizing from account briefs
> tone: direct, no jargon, founder-voice
> 75 drafts queued for human review
> slack.notify #pipeline "75 prospects ready"
> awaiting approval before send
> workflow complete (4m 12s)
connectionsdone
enrichmentdone
crm syncdone
outbounddone
workflowprospecting
agentmarshal-0919
modelclaude-opus-4-8
runtime4m 12s
replaces~4hr / week manual

>>> Agents that go where they're needed

Marshal works across every job function

Sales, support, operations, marketing. Wherever you need help, Marshal deploys to get the job done. Agents are scoped to a specific workload, not stretched across multiple domains.

Explore the Agent Factory

>>> MARSHAL INTEGRATES WITH EVERYTHING

Full compatibility.

Your tools are Marshal's tools. Marshal connects to the software systems your business relies on, pulls the signal that matters, and takes action without needing a reminder.

Explore Integrations

>>> Trust, safety, and reliability engineered at the core

Marshal hands you complete control.

Our agents run inside defined boundaries. Marshal reaches the systems you open, stays in the lane you draw, and stops for a human when a decision requires judgment. Marshal does the work; you hold the approvals.

Complete transparency

Marshal operates within the scope you set. You maintain full visibility and control.

Secure by design

We built Marshal to perform multi-step actions, apply business rules, and connect to external systems while never deviating from your defined parameters.

Data protection and privacy

Your data, and your customer data, stay yours. Information is encrypted, monitored, and protected with auditable controls.

Marshal doesn’t just deliver. They evolve the solution as your needs change. That’s been invaluable.

Brogan WuHead of Business DevelopmentBrogan Wu
>>> Marshal is an autonomous system

Agent anatomy 101.

Marshal is an agent, not a chat interface. Strip it down and what you'll see is a model, instructions, and tools. What makes Marshal unique is everything built around that core: agent identity, capabilities that load on demand, permissions as code, persistent memory, and a test suite that catches drift.

LAYER / 01

An identity with hard limits

Layer 1 is the identity file: who the agent is, its operating rules, the boundaries it never crosses. It rides along on every single turn. Model choice, runtime, and budgets are pinned in config. Nothing about Marshal's behavior is improvised.

[ components ]
  • AGENTS.md
  • agent.config.ts
  • Hard Boundaries
  • Model & Runtime Config
  • Cost Budgets
LAYER / 02

Capabilities that load on demand

Each task Marshal can do is a self-contained skill: a documented procedure, deterministic scripts, and reference docs that load when needed. Tools are typed functions with schema-validated inputs. Specialist subagents take the deep work.

[ components ]
  • SKILL.md
  • Deterministic Scripts
  • Typed Tools
  • Triggers
  • Schema-Validated Inputs
  • Subagents
LAYER / 03

Permissions as code, not vibes

What Marshal may do is written down, auditable, and enforced: which actions require a human and who that human is, when to stop and hand off, where the data and spend limits sit.

[ components ]
  • Approval Gates
  • Escalation Paths
  • Data Boundaries
  • Auth-Only Connections
  • Spend Limits
  • Off-Limits Actions
LAYER / 04

Memory that persists

No black box. State lives in durable, human-readable files: long-lived facts about the environment, the precedent behind every decision it has made, and the domain knowledge it consults but doesn't control.

[ components ]
  • context.md
  • decisions.md
  • Knowledge Base
  • Diffable State
  • Domain Knowledge
LAYER / 05

Evals that drive improvement

Runbooks, drift checks, a dated changelog, and post-mortems keep everything verified in production. This is the layer almost nobody ships. We run on it.

[ components ]
  • Regression Suite
  • Scoring Rubrics
  • Runbooks
  • Drift Checks
  • Changelog

TRUSTED BY AI-FORWARD TEAMS

Lake
Espresso AI
FitDEGREE
CourseCareers
Customer Science Group
SMB Compass
Reinstein Law Firm
Darien Group
BRAVEBRAND
Alarm New England
Better Scalp
Inbound Medic
Wunderbar
Dechen Defense
QC | Capital

Marshal helps people, everywhere they work.

Sales, support, finance, HR. Marshal deploys anywhere across the org to give your team an unfair advantage.

CUSTOMER SUPPORT

Your queue will be clear by morning.

Marshal can take the first pass on every ticket, so your team can handle work that actually needs a human.

  • Drafts the first reply on every ticket
  • Routes the routine, escalates the rest
  • Runs inside your help desk, with your leaders on approval
Learn more
Finance

Never think about receivables again

Marshal handles reconciliation, receivables, depreciation schedules, and much more.

  • Treasury & cash management
  • Financial planning & analysis
  • Tax planning
Learn more
MARKETING

Marketing that ships while you sleep.

Marshal turns your quarterly plan into published work and keeps everything on schedule.

  • Drafts content from your brief and brand voice
  • Schedules, publishes, and repurposes across your channels
  • Runs inside your marketing stack, with your leaders on approval
Learn more
SALES

No lead gets left behind.

Marshal responds to every new lead within the first 240 seconds, qualifies, schedules, and preps your reps to close.

  • Answers and qualifies every new lead in seconds
  • Routes, books, and chases the follow-up
  • Runs inside your CRM, with your leaders on approval
Learn more

EVALUATE FOR FREE. GET PROOF. THEN DECIDE.

Ready to test Marshal?
Start with real work.

Start a 14-day free trial. Marshal gets configured to execute your specific workflows, using your preferred tools, while following your exact procedures. Watch Marshal deliver real, verified work. Then decide.

[ start here ]01 / 03

Deploy Marshal for $0

Put Marshal to work in your business today. Real work items, not demo data. Marshal completes assigned tasks. You hold all the approvals.

  • Start with one
  • Real work, not a sandbox
  • You control permissions and approvals
  • A receipt for every action
  • Proof, not promises
DEPLOY NOW FOR FREE
[ level-up capabilities ]02 / 03

Marshal gets smarter

During your trial, our engineers expand Marshal's capabilities to comfortably handle a complete . Every new skill unlocks more business value.

  • More tasks and workflows automated
  • Business value maximized
  • More systems connected, more context added
  • Approval gates and policies defined
  • Agent ops handled by us
SEE A DEMO
[ managed ai ops ]03 / 03

Keep Marshal working

If Marshal meets your expectations, keep it running. We execute the ops, manage the system, and handle upgrades. You set the course. Marshal powers the engine.

  • Work finished in minutes, not days
  • Headcount you didn't have to add
  • More work hours back, every week
  • Drift fixed before you even notice
  • One accountable partner
EXPLORE PLANS AND PRICING

Get an inside perspective on agentic AI

Don't see your question here? You can always ask us on a call →

What is Marshal?

Marshal is the Managed AI Ops company that designs, deploys, and operates AI agents as critical infrastructure for founder-led businesses.

Agents run on top of the software you already use and we stay accountable for them in production. Think of it as an on-demand machine workforce for all operational work: sales follow-up, support triage, finance, marketing, etc.

You tell us the job. We build and run the agent that handles it.

What is Managed AI Ops?

Managed AI Ops means your AI agents get designed, deployed, and run for you, as a service. The market gives you two options today: agents you build yourself, and agents you buy and then have to babysit. Both leave you operating software. Managed AI Ops is the third option. Marshal builds and runs the agent end to end: configuration, integrations, fixes, and upkeep. You stay on the approvals. We manage the agents. You run the business.

What kind of work can Marshal actually do?

Marshal works across most operational job functions: sales, customer support, operations, finance, marketing, and AI visibility. Concrete work Marshal handles today includes lead response within minutes, qualification and routing, booking and follow-up, prospect research, support ticket triage, client onboarding, data sync and CRM hygiene, financial reporting, cash reconciliation, and close support. Each agent is scoped to one specific role rather than stretched across everything, which is what keeps it reliable. If a workflow eats hours every week and runs on tools with an API, it is a candidate.

Is Marshal a fit for a business like ours?

Our sweet spot is founder-led and operator-led businesses, roughly $1M to $50M in revenue, with a real go-to-market motion already running and a small team carrying too much manual coordination, follow-up, and admin. SaaS, professional services, legal, education, and other SMBs all fit. If you are pre-revenue with limited runway, you are probably too early. If you are a Fortune 100 with procurement layers, we are probably the wrong shop. Everyone in between is exactly who we built this for.

How is Marshal different from other AI agents?

Most AI agents arrive one of two ways. Either you build the agent on a platform, and your team designs, tests, runs, and maintains it. Or you buy an agent embedded in software you already own, and your team configures, monitors, and babysits it. That includes the newer tools that generate agents for you: self-creating is not self-managing. Marshal is the third way, Managed AI Ops: AI agents that get designed, deployed, and run for you, as a service. The first two doors hand you software plus a second job. Marshal hands you completed work. You stay on approvals and judgment calls.

How does the free trial work?

We offer a free 14-day trial where you can watch Marshal complete real, verified work in your business before paying anything. If you’d like to keep Marshal on the job, simply enroll into a service tier that best fits your needs. No seats, no setup fees. You are paying for successfully completed work, not a credit meter.

How much of our time will this take, and do we need technical people?

Far less than doing it yourself, and no, you do not need engineers. The heavy lifting is ours: scoping, building, integrating, testing, and running the system. You will not troubleshoot APIs or sit watching live runs. All that’s needed from you is bounded and front-loaded: access to the right tools, clarity on the rules, the outcomes you need, and one point of contact for decisions. After that, Marshal works and we run it. The goal is to take work off your plate, not hand you a second job.

What happens when the agent breaks or an API changes?

We fix it. When an integration changes, an API updates, or an agent drifts in month six, that is our problem to catch and repair, not yours. We monitor every agent in production, keep them working as your business processes evolve, and stay fully accountable for them in production. That is the difference between a managed service and a tool you have to operate.

Is our data and our clients' data secure?

Yes. Your data stays where it lives. Your CRM, inbox, tools, and data never move. Agents reach into those systems through credentials you control and can revoke at any time. They take only the specific action the workflow calls for, and log every step in an audit trail. The workflow logic and the agent runtime are inside a secure hosted environment with least-privilege access, encryption in transit and at rest, and full logging on every run. Your data is never used to train AI models, ours or anyone else's. You own everything that runs through the system.

Will agents hurt my brand?

Not when they’re built correctly.

Every Marshal agent is grounded in your rules, your policies, your tone, and your success criteria. Anything involving judgment or brand-sensitive output passes through a human approval gate. You keep control of how your business sounds and what leaves the door.

Do you still do GEO and AI visibility?

Yes. AI visibility is one of the jobs a Marshal agent does, alongside sales, support, operations, and finance.

Our AI visibility agent keeps your business cited and recommended inside AI answers and it monitors and updates that presence on a cycle.

GEO remains a core speciality. We now run it as a managed agent like any other workload, rather than a separate service you have to manage.

Build a business that runs itself.

Join hundreds of small businesses operating at machine speed with agents on the job.