Lead
Founder and Lead Advisor
Adam Agresta
Sets the strategy, brings in the right people and stays accountable for the result, from the first chat to handover.
- Strategy
- Sales
- Partnerships
Partners
The experts, apps and agencies behind the plan.
One accountable lead, and a trusted network for everything else. I bring in the right expert, tool or agency for each part of your plan, brief them against it and check the work.
At a glance
Promptwise Advisory partners are the experts, apps and agencies founder Adam Agresta brings in for clients. Experts include build partners, senior specialists in CRM, outbound, paid media, lifecycle, GEO and content, plus accountants, commercial lawyers, investors and recruiters. Apps are the software he uses and recommends, such as HubSpot, ActiveCampaign, Fathom and Aircall. Agencies cover GEO, paid ads, content, email, SEO and web, branding, PR and creators.
- Lead
- Adam Agresta, Founder and Lead Advisor
- Experts
- Build partners, specialists, accountants, lawyers, investors, recruiters
- Apps
- HubSpot, ActiveCampaign, Psyke, Fathom, Aircall and more
- Agencies
- GEO, paid ads, content, email, SEO and web, branding, PR, creators
01 · Experts
Experts
The people I work with and introduce you to: my build partners, senior specialists, and the business experts every growing company needs.
The delivery team
AI and build network
Head of Technology
Designs the architecture behind a build: the apps, portals and integrations that tie your stack together.
- Apps and portals
- Integrations
- Architecture
AI and build network
AI Automation Engineer
Builds the AI agents and automations that take admin off your plate, with guardrails and a person signing off anything sensitive.
- AI agents
- Workflows
- MCP connectors
Specialist network
RevOps and CRM Specialist
Sets up and cleans up your CRM, pipeline stages and reporting, so every number you look at can be trusted.
- HubSpot
- Pipeline design
- Reporting
Specialist network
Outbound and Data Specialist
Builds target lists, enriches and verifies the data, and runs outbound that reads like a person wrote it.
- Clay
- Sequencing
- Deliverability
Specialist network
Paid Media Specialist
Plans and runs Google, Meta and LinkedIn campaigns, with conversion tracking that feeds back into the CRM.
- Google Ads
- Meta
- LinkedIn Ads
Specialist network
Growth and Lifecycle Marketer
Turns leads into customers and customers into repeat buyers with nurture, onboarding and lifecycle email.
- Email nurture
- Funnels
- Experiments
Specialist network
GEO and SEO Specialist
Gets you found in Google and recommended by ChatGPT, Claude and Perplexity, from technical fixes to content.
- AI search
- Technical SEO
- Structured data
Specialist network
Content and Video Producer
Produces the short-form video, YouTube content and client stories that build trust and earn AI citations.
- YouTube
- Short-form
- Case studies
Business experts
I don’t give legal, tax or financial advice. When you need it, I introduce you to people I trust.
Business experts
Accountants and Bookkeepers
Tax, GST, BAS, cash flow and the systems behind them, so your numbers are right before you scale.
- Tax and GST
- Bookkeeping
- Cash flow
Business experts
Commercial Lawyers
Client contracts, partner and referral agreements, terms and IP, written by a lawyer, not a template.
- Contracts
- Partnerships
- IP
Business experts
Investors and Capital Raising
When growth needs funding: introductions to investors and advisers who help you get ready to raise.
- Investor intros
- Raise readiness
- Pitch decks
Business experts
Recruiters and Talent
When it is time to hire your first salesperson or marketer, recruiters who hire to the bar you set.
- Sales hires
- Marketing hires
- Hiring to the bar
Where I lead, and where I bring in specialists
Honest about what I do myself and where a specialist does it better.
I lead
- B2B sales strategy and process
- Sales team leadership and coaching
- Sales and marketing alignment: one funnel, one number
- CRM, lifecycle and email automation
- Partnerships and channel programs
- GEO strategy and AI search visibility
- How to use AI day to day in sales and marketing
Specialists lead
- Paid media
- Influencer and creator execution
- Design and video
- Technical SEO and GEO implementation
- Deeper AI engineering and custom builds
Three ways specialists work with you
Option 1
I brief and manage them
I find the right specialist, brief them and manage the work alongside everything else, as one team.
Option 2
You work with them, I check the work
You engage the specialist directly, and I review their work against the plan, billed by the hour.
Option 3
A straight introduction
I introduce you to the right person and step back. If I receive a referral fee, I’ll tell you in writing first.
How the team works together
Three layers, so nothing falls between the strategy and the build.
One accountable lead
Adam sets the strategy, writes the briefs, checks the work and stays your single point of contact from the first chat to handover.
Trusted AI and build contacts
When the scoping shows something worth automating or building, I bring in the right AI or build contact, with a clear brief. In some cases I set it up myself.
Specialists for each job
Paid media, CRM, outbound, lifecycle marketing, GEO and content specialists are brought in only for the parts of your plan that need them, and briefed against the strategy.
02 · Apps
Apps
The software I use, recommend and set up for clients. Each one links to its page in the Tool Directory, with what it does, who it suits and what it costs.
Sales and CRM
HubSpot
All-in-one CRM with free tier; easiest to start on and grow with
See in the Tool Directory →ActiveCampaign
Email marketing and automation with a built-in sales CRM
See in the Tool Directory →Attio
Modern, data-driven CRM popular with start-ups
See in the Tool Directory →Apollo.io
Contact database, enrichment and sequencing in one
See in the Tool Directory →Clay
Pulls together data from many sources to build and enrich lists
See in the Tool Directory →Instantly
Cold email at volume with mailbox warm-up
See in the Tool Directory →Aircall
Cloud phone system that integrates with your CRM
See in the Tool Directory →Fathom
AI notetaker with summaries and CRM sync
See in the Tool Directory →Marketing and AI search
Psyke
AI platform producing LLM and AI search-optimised content
See in the Tool Directory →Ahrefs
Keyword, backlink and competitor research
See in the Tool Directory →Sprout Social
Publishing, inbox, listening and reporting
See in the Tool Directory →Canva
Design for everyone, with brand kits and AI
See in the Tool Directory →Proposals, payments and finance
LetSign
AI-agent proposals and contracts that clients sign and pay
See in the Tool Directory →Qwilr
Interactive web-page proposals with sign-off
See in the Tool Directory →Airwallex
Multi-currency accounts, FX and company cards
See in the Tool Directory →Xero
Cloud accounting loved by Australian small businesses
See in the Tool Directory →Recommendations are never paid for. Some links are affiliate links, so Promptwise may earn a commission at no extra cost to you. Browse all 220+ tools →
03 · Agencies
Agencies
Some work needs a full team running it every week. I scope it with you first, then introduce the right agency and brief them against your plan, so you are not paying an agency to work out the strategy.
GEO and AI search
Get your brand found and recommended in ChatGPT, Claude, Perplexity and Google’s AI answers, at scale.
When I bring one in: When the GEO strategy is set and you need ongoing content and technical work.
Paid ads
Google, Meta, LinkedIn and TikTok campaigns, with tracking that feeds back into your CRM.
When I bring one in: When the funnel converts and you are ready to pay to fill it.
Content and video
Short-form video, YouTube, articles and case studies that build trust and earn AI citations.
When I bring one in: When you know what to say and need it made every week.
Email marketing and lifecycle
Nurture, onboarding, win-back and newsletter programs, built and run in your email platform.
When I bring one in: When the journeys are mapped and need building and running.
SEO and web development
Technical SEO, site speed and new websites or landing pages that convert.
When I bring one in: When your site is holding the funnel back.
Branding and design
Logos, brand identity, decks and sales collateral that look the part.
When I bring one in: When the brand no longer matches the business you are building.
PR and communications
Media coverage, launches and founder profiles that earn trust and third-party mentions.
When I bring one in: When you have a story worth telling and want it told well.
Influencer and creator
Finding, briefing and managing creators, especially for D2C and consumer brands.
When I bring one in: When creators can reach your buyers better than ads can.
Agencies are introduced by name once we have scoped the work. If I receive a referral fee, I’ll tell you in writing first.
FAQ
Frequently asked questions
Who are Promptwise Advisory’s partners?
Promptwise Advisory works with three kinds of partner: experts (build partners, senior specialists and business experts such as accountants, commercial lawyers, investors and recruiters), apps (the software Adam Agresta uses and recommends) and agencies (GEO, paid ads, content, email marketing, SEO and web, branding, PR and creators).
Is Promptwise Advisory an agency?
No. Promptwise Advisory is a consultancy with one accountable lead. Instead of a large in-house team, it brings in the right expert, tool or agency for each part of your plan and briefs them against the strategy, so you only pay for what you need.
Who will I deal with day to day?
Adam Agresta is your single point of contact from the first chat to handover. He writes the briefs, checks the work and reports against the goals you agreed.
Does Promptwise Advisory give legal, tax or financial advice?
No. When you need legal, tax or financial advice, Adam introduces you to accountants, lawyers and advisers he trusts.
Are the app recommendations paid?
No. Recommendations are never paid for. If a link ever earns Promptwise Advisory a fee, the page will say so clearly.
Can I work with the specialists directly?
Yes. Where a specialist or build partner is the right fit, Adam introduces you with a clear brief and you can work with them directly, with Adam staying involved by the hour if you want him checking the work.
Want to know who would work on your plan?
Book a free 30-minute chat and we’ll walk you through it.