Managed AI agent team for growing businesses

We staff a managed AI agent team that diagnoses and improves your business.

For owner-led service and growing digital businesses drowning in tool chaos. We bring the agents, the oversight, and the operating discipline. Not DIY chatbot builders.

Discuss your agent team

Human-approved actions. Weekly digests. Clear accountability for spend, publish, and outreach.

Agents integrate with your existing business systems

CRM systemsMarketing platformsAnalytics toolsFinancial softwareCommunication tools
Agent capabilities

A coordinated team that analyzes and acts across your business.

Each agent specializes in a business function while working together toward shared outcomes. Human approval keeps accountability clear.

"Not one AI assistant. A coordinated team."

Agents that understand context and collaborate across your business functions.

01

Data Analytics

Connect, analyze, and report on business data. Identify trends, anomalies, and opportunities in your revenue operations.

02

Sales

Qualify leads, manage pipeline health, automate follow-up sequences, and surface deals that need attention.

03

Marketing

Monitor campaign performance, optimize channel mix, draft content variants, and coordinate multi-channel execution.

04

Operations

Automate recurring workflows, flag process bottlenecks, coordinate cross-functional tasks, and maintain system documentation.

How it works

From diagnosis to continuous improvement in four phases.

We staff your agent team based on your specific business needs. Every action requiring spend, publishing, or outreach requires explicit human approval.

1

Diagnose

Assess your business systems, identify opportunities, and define agent responsibilities.

2

Staff agents

Deploy the right mix of Data, Sales, Marketing, and Operations agents for your needs.

3

Measure

Track agent performance, business outcomes, and areas where human decisions add the most value.

4

Iterate

Refine agent behavior, expand capabilities, and adjust team composition as your business evolves.

Who this is for

Owner-led service and growing digital businesses drowning in tool chaos.

You have a CRM, marketing platforms, analytics tools, spreadsheets, and Slack integrations that don't talk to each other. We staff the agent team that makes sense of it.

Service businesses

Agencies, consultancies, and professional services managing multiple clients across disconnected tools and manual reporting cycles.

Digital businesses

E-commerce, SaaS, and digital product companies with growing channel complexity and scattered operational data.

Local businesses scaling up

Multi-location or regional operations that need coordinated oversight without adding management layers or building internal AI capability.

Trust and safety

Human accountability built into every agent action.

Our agent teams are designed with approval gates, audit trails, and clear ownership. You stay in control.

Human approval for critical actions

Agents cannot spend budget, publish content, send customer outreach, or make production changes without explicit approval from designated team members.

Clear audit trails

Every agent action, recommendation, and decision is logged with context so you can review, understand, and improve agent behavior over time.

Secure system access

Agents use approved credentials with least-privilege access. Sensitive data handling follows documented security and retention policies.

Transparent operation

No black boxes. You understand what each agent does, how it makes decisions, and how to adjust its behavior to match your business needs.

How to engage

Three ways to work with us, designed to prove value quickly.

Pricing depends on scope, complexity, and team size. A written statement of work confirms deliverables and fees before any engagement begins.

Step 1 — Discovery

Agent Audit

Paid engagement1–2 weeks

Map your workflows, data sources, and operational leaks. Identify which agents to staff, where approval gates belong, and what measurable loops to prioritize first.

Start with audit
Step 3 — Ongoing

Managed Agent Team

Monthly retainerChief of Staff + specialists

We manage your agent team: weekly digest of findings and recommendations, approval-gated spend/publish/outreach, continuous optimization, and capacity expansion as needs evolve.

Explore managed service

Pricing is scoped after the Agent Audit based on your specific workflows, tool stack, and approval requirements. These engagement types are starting points for the scoping conversation, not binding quotes.

Founder-led strategy and delivery

Business context matters as much as technical capability.

Cherry Valley Analytics is led by Sergio Flores, whose background spans branding, digital marketing, creative direction, product development, project management, and data analytics.

That combination helps design agent teams that understand business context, not just technical possibilities. Engagements are structured around outcomes, approval workflows, and practical integration with how your team already operates.

10+ years across disciplinesMarketing analyticsProduct developmentProject leadershipAI automationBusiness intelligence
Common questions

Before you deploy your agent team.

Clear expectations about how agent teams work, what they can do, and how human oversight functions.

How is this different from a chatbot?

A chatbot answers questions. An agent team performs work: analyzes data, monitors systems, drafts content, coordinates tasks, and recommends actions. Agents operate continuously and work together across business functions with human approval for critical decisions.

What can agents do without human approval?

Agents can analyze data, generate reports, monitor systems, flag opportunities, draft content, and prepare recommendations. They cannot spend money, publish externally, contact customers, modify production systems, or delete data without explicit human approval.

Do we need to build the agents ourselves?

No. We bring ready agent capabilities and customize them to your business. You define what outcomes you need; we staff the right agents, configure workflows, and set up approval gates.

Which business systems can agents integrate with?

Common integrations include CRM platforms, marketing automation tools, analytics systems, financial software, project management tools, and communication platforms. Custom integrations are assessed during the discovery phase.

What if an agent makes a mistake?

Approval gates prevent agents from taking irreversible actions without human review. All agent work is logged and auditable. When an agent produces poor output, we refine its training and adjust workflows to prevent recurrence.

How long does it take to see results?

The Agent Audit identifies opportunities within 1-2 weeks. Most Agent Sprint engagements deliver measurable value within 2-4 weeks. The Managed Agent Team provides continuous optimization as agents learn your business patterns.

What happens after the initial engagement?

After an Agent Sprint, you receive documented workflows, training materials, and access to your agent coordination interface. You can manage agents yourself, engage us for additional sprints, or move to a Managed Agent Team retainer for ongoing optimization and expansion.

Start the conversation

Tell us what your business needs from an agent team.

This qualification form helps us prepare a useful first conversation. We'll respond within 1-2 business days.

0130-minute agent team scoping call
02Honest assessment of fit and timing
03Clear next steps or alternative recommendations