Agency Decision Intelligence · for creative and digital agencies

Win the right work.

Querixo helps your agency decide what each enquiry is worth doing about — pursue, clarify, re-scope, price, propose, or let go — from the commercial guardrails you set and what your own finished work has taught it.

14 days or 5 intakes freeNo credit cardIt stays out of delivery
Harbour Mill · discovery sessionReading
Conversation
What is the one thing the current site fails to do?
Direct bookings. Everything goes through the aggregators and we lose 18% on every room.
Then the booking flow is the project, not the brand. Roughly what is 18% of a year?
Around £140k. We have signed off up to £60k to fix it, and I sign it off.
Client is typing
Extracted evidence5 / 5
project_typeBooking flow rebuild
scopeRates, availability, checkout
budget£60,000 signed off
decision_makerIn the conversation
timelineBefore spring season
Send a proposalStrong commercial fit
£48,000 – £62,000· likely value
Evidence: strong
Proposal drafted — two phases, fee band attached
Built for agencies that sell fixed scope
Design studiosDevelopment shopsMarketing agenciesBranding & content teamsIndependent consultants
Priced from your own work
Your closed projects are the comparables, never an industry average.
Your brand, not ours
Every client-facing surface renders in your logo, type and colour.
Your data stays yours
One workspace, one tenant. Handling is documented, not badged.
It stays out of delivery
No time tracking, no project management, no CRM ambitions. It returns once, when the work is done, to ask how it went.
01 / The problem

More enquiries is not the same as more good work.

Agencies rarely lose money on the work they turn down. They lose it on the work they take.

Chasing poor fit

Hours spent on an enquiry that was never going to become the right project.

Quoting too early

A number given before the scope was clear, and lived with afterwards.

Under-pricing

Work priced from instinct rather than from what comparable projects actually closed at.

Winning the wrong thing

A project delivered, invoiced, and quietly regretted — and nothing recorded so it does not happen again.

The question underneath all four is not can we win this? It is should we want to? — and it is not a question a pipeline tool can answer, because the answer depends on the agency.

02 / The decision

One decision, and the facts it was made from.

Every completed session ends in one decision, and the counted facts behind it. Not a score — an action, with the evidence it rests on and how much of it there is.

Send a proposalNothing is outstanding — this is ready to quote.
PursueNothing recorded currently counts against it.
Clarify firstSome of what a quote would rest on is still unanswered.
Revisit the priceThe figure sits outside what your comparable work closed at.
Re-scope before quotingIt would need a different shape or different terms to fit.
DeprioritiseIt falls outside the guardrails you have recorded.
Hospitality
Harbour Mill — direct booking platform

Send a proposal

Strong commercial fit
Why
  • Nothing is outstanding — this is ready to quote.
Agency floor £12,000 · priced against 9 closed hospitality projectsEvidenceStrong
Membership
Meadowbank Trust — member portal

Clarify first

Not enough evidence yet
Why
  • Budget must be established before this can be decided.
  • No clear budget has been stated yet.
Agency floor £12,000 · no budget stated yetEvidenceThin
FMCG
Kestrel Foods — brand and packaging system

Revisit the price

Strong commercial fit
Why
  • The budget sits below the £38,000–£52,000 your comparable work has closed at.
Comparable work closed between £38,000 and £52,000EvidenceStrong
Retail
Tolbury Cycles — ecommerce replatform

Re-scope before quoting

Poor fit
Why
  • The stated budget of £7,500 is below your agency minimum of £12,000.
Agency floor £12,000 · stated budget £7,500EvidenceStrong
Financial services
Calder & Vane — investor microsite

Re-scope before quoting

Dangerous win
Why
  • Of 6 comparable wins you answered for, 4 were marked as work you would not take again.
  • Of 6 comparable wins with a delivery result recorded, 4 went mixed or poorly.
  • Nothing is outstanding — this is ready to quote.
6 comparable completed wins · 4 marked “would not take again”EvidenceStrong

Five illustrative enquiries for one imagined agency. The names and figures are invented; the decisions are not — each one is produced by the same engine the product runs, from the evidence shown.

03 / Trust

Querixo can disagree with you — and show you why.

Every decision opens onto the counted facts it was made from: which guardrail matched, what the budget was against your floor, how many questions are still unanswered, what comparable work closed at. Nothing rests on a confidence percentage, because a model’s certainty about its own answer is not evidence.

You can overrule it in one click. Querixo records that you did.

Why this decision
  • The stated budget of £4,000 is below your agency minimum of £12,000.
  • Three questions are still unanswered.
  • Of 6 comparable wins you answered for, 4 were marked as work you would not take again.

That third line is the one agencies stop at. A deal can be winnable and still be bad business. Querixo calls it a Dangerous Win, and it can only say so once you have recorded how finished projects actually went.

Illustrative figures from the seeded demo agency, not a customer.

04 / The signature idea

A deal can be winnable and still be bad business.

Most sales software answers one question well: can we win this? It is the right question, and it is not the only one. Querixo asks the one an agency owner asks second, usually too late — should we want to win it like this?

Everything looks right
  • Budget clears the agency floor — £34,000 against £12,000.
  • Nothing is outstanding. It is ready to quote.
  • The evidence behind all of that is strong.

A pipeline view would put this near the top and tell you to send the proposal.

Your own history disagrees
  • Of 6 comparable wins you answered for, 4 were marked as work you would not take again.
  • Of 6 comparable wins with a delivery result recorded, 4 went mixed or poorly.

4 of 6 is not a verdict on the client. It is a pattern in work your agency has already finished.

Querixo decision
Re-scope before quotingDangerous win

Not walk away. The work needs different terms or a different shape before it fits what this agency has learned about itself — which is a conversation to have now, while it is still a conversation.

Winning revenue and winning good work are not the same thing, and only one of them is visible in a pipeline.

The Querixo decision panel on a live opportunity, reading Deprioritise and flagged as a dangerous win. It says the work may well be won but that the agency's own history suggests winning it as structured may not be good business, and lists the evidence: the stated budget is below the agency minimum, six of eight comparable wins were marked as work they would not take again, and six of eight delivered mixed or poorly. Evidence is labelled strong.
Product view — demo workspace
05 / Decision Memory

Querixo remembers the decision, not just the deal.

Most systems record whether you won. Querixo records what it recommended, what you decided, whether it was won, how the work actually went, and whether you would take that kind of work again. Five facts, kept together, about one opportunity.

Investor microsite · financial servicesone remembered decision
  1. Querixo recommendedAt the decisionRe-scope before quoting
  2. The owner choseAt the decisionRevisit the price
  3. OutcomeLaterWon
  4. DeliveryAfter deliveryMixed
  5. Would take againAfter deliveryNo

One of the six comparable wins behind the Dangerous Win above. Querixo keeps the record; it does not read a cause into it. What the owner chose and how the work went are two facts, not an explanation of each other.

Agency Brain

What you tell Querixo is true about your agency: services, pricing, who you are good for, what you decline. Declared, and yours to change whenever it stops matching how you want to work.

Decision Memory

What actually happened: the recommendation, your choice, the result, the delivery, and whether you would do it again. Observed, and not editable into a nicer story.

None of this is required to start. From day one Querixo decides from your Brain, your pricing and the conversation in front of it. Recorded outcomes are what let it eventually say something no general model could — that work like this, at your agency, is worth having.

06 / The loop

From enquiry to outcome — then back into the next decision.

Querixo does not stop when the work is won. It records what happened after the decision — including whether you would take that work again — and future decisions use more of your agency’s own recorded evidence because of it.

Agency BrainYour services, rate card, guardrails and what you decline — the standing context every stage below is judged against.
  1. 01DiscoveryAn enquiry answers questions in your brand, one at a time.
  2. 02EvidenceAnswers become structured, verified facts — not notes.
  3. 03DecisionPursue, clarify, re-scope, price, propose or let go, against your guardrails.
  4. 04ActionThe commercial move: pricing, the proposal, and the choice you actually make.
  5. 05OutcomeWon or lost, how delivery went, and whether you would take it again.
  6. 06Outcome MemoryEnough comparable outcomes become a pattern, with the projects behind it.
Outcome Memory returns to Decision. The next opportunity that resembles this one is judged with what actually happened to the last one.
05b / Outcome Memory

Most systems remember whether you won. Querixo remembers whether winning was good for you.

A CRM records what happened. Querixo helps decide what should happen next — and then learns from what actually happened, so the decision after this one is made with more than an opinion.

  1. 01Every decided opportunity is keptWhat Querixo recommended, what you chose, whether it was won, how delivery went, and whether you would take that kind of work again.
  2. 02Enough of them becomes a patternNothing is called a pattern until at least three comparable projects agree, and the evidence is labelled thin, moderate or strong by how many stand behind it. Every finding lists the projects it was counted from, so you can check it.
  3. 03The next opportunity meets that historyWhen new work resembles work you regretted, or work that delivered badly, the decision says so and names the count. You still decide — it is your history, and the guardrails are yours.

This starts empty. Outcome Memory is built from work you have actually finished, so it says nothing at all until you have closed a few projects and answered two questions about them — and it will keep saying nothing rather than guess.

Outcome Memory showing a repeated pattern of work the agency regrets winning, in the ongoing-retainer segment. Six of eight answered wins, labelled strong evidence, with a control to view the six projects the finding was counted from.
Product view — demo workspace
06 / How it knows

How Querixo knows enough to decide.

The evidence captured in the first conversation is the same evidence the decision is made from, the same evidence that prices the proposal, and the same evidence that briefs delivery. Nothing is re-typed, and nothing is inferred twice.

Discover

9 questions · answered in the client's own time

Send a link or embed the widget on your own site. One question at a time, in your voice, each one shaped by the answer before it. The client never fills in a form.

SURFACELink or widgetMicrosite you send, or a bubble on your site.
PERSONALITYThree, structurally differentModern, creative or corporate — not one theme recoloured.
BRANDINGYours throughoutLogo, type and colour. The client never sees ours.
07 / The evidence

Discovery is how the evidence gets gathered.

A chatbot answers questions. Querixo is doing something else while it talks: reading each answer against your services, your prices and your past projects, and writing structured evidence you can act on. The conversation is the easy half.

northgate.studio/discover
Client view · your brand
Northgate
You mentioned the current site was built in-house. What is the single thing it fails to do today?
Client
Direct bookings. Everything goes through the aggregators and we lose 18% on every room.
Flagged as a commercial driver
Then the booking flow is the project, not the brand. Roughly what is 18% of a year for you?
Client is typing
What the model is asked to return
understoodWhat it just heard, in one line, so the client is never left guessing.
next_messageOne question, shaped by every answer before it.
extracted_factsThe delta only — merged server-side, never overwriting something already known.

The conversation is handed to the client before it is written to the database. Nobody waits on our bookkeeping.

The client knows it is an assistant

The discovery surface renders in your brand and says plainly that it is running intake for you. Hiding it would be the fastest way to lose the trust the conversation depends on.

Three personalities, structurally different

Modern, creative or corporate. Different question sets and different surfaces, not one template recoloured.

08 / Agency Brain

It gets better because it knows your agency, not because the model got bigger.

Import your own site and Querixo builds the Brain: what you sell, what it costs, who you are good for, and what you decline. Those are the guardrails every decision is measured against, and the half you declare. What Querixo observes is the other half — see Decision Memory above.

What the Brain holdsimported from northgate.studio
Services, priced7 · fixed & day rate
Past projects with outcomes34 · won / lost
Proof — case studies, testimonials12
Smallest project you take£18,000
Work you decline4 rules
Poor-fit signals6
Tone of voicecaptured
Agency Intelligence · what it learns back

Your hospitality work wins at more than twice the rate of your retail work, and you under-quote checkout builds by roughly a fifth.

Win rate
41%
of proposals sent
Quote drift
−19%
under, on checkout work
Median decision
9d
proposal sent to answer
Win rate by sector
Hospitality62%
Professional services38%
Retail24%

Figures shown are from the seeded demo agency, not a customer.

09 / When the answer is propose

When the decision is propose, the draft is already waiting.

Scope, phases, deliverables, exclusions and fee, written from the transcript and your own past proposals. You edit rather than start.

01Scope written from what the client said, quoted back to them
02Exclusions drawn from where your past projects overran
03Fee presented as a band, with the comparables that produced it
04Sent, viewed, accepted or declined — tracked, then handed over
Proposal · draftNot sent

Harbour Mill
Direct booking experience

The problem, in their words

“Everything goes through the aggregators and we lose 18% on every room.”

Phase one — booking flow

Rate display, availability, checkout, confirmation. Four weeks.

Phase two — brand system

Identity applied across the site and the confirmation sequence.

Not included

Property photography, PMS migration, ongoing rate management.

Fee band£48,000 – £62,000
10 / Kickoff

Delivery starts with the context already organised.

When a proposal is accepted, Querixo writes the handover — everything delivery needs that never made it into the proposal. Then it steps back. Nothing here tracks progress, because the moment it did, this would be pretending to be a project tool. It comes back once, after the work is done, to ask how delivery went and whether you would take that kind of work again — and those two answers are the whole of what it keeps.

Where it ends

It is not a CRM. It does not manage the project, track time or invoice. It hands the pack to wherever the work actually gets run, and gets out of the way.

Kickoff pack
Harbour Mill · accepted 2 days ago
Won
The client owes us
PMS credentials and rate feed accessBlocking
Nothing in phase one can be built against a live rate until this exists.
Room photography, current set
Explicitly excluded from scope — confirm they have it.
Risks we flagged during discovery
Spring was stated as a preference, not a deadline. It will harden the moment work starts.
Aggregator contracts were never mentioned. Check for exclusivity before promising direct-rate parity.
Send the handoverDownload pack
11 / Capabilities

Eight parts of one system.

Discovery isn’t one feature bolted onto a form — it’s a straight line from a prospect’s website through the conversation, the evidence it produces, the verdict, the proposal and the handover. Nothing below is a mock-up of a plan; it’s what the running product actually does at each step.

Who signs this off?I do.
Extracting
decision_makerpresent
budget£60,000
AI discovery

One question at a time, in your voice, shaped by every answer before it — and it is already reading each answer for the facts that matter while the client just sees a conversation.

northgate.studio
“We work with independent hospitality groups.”
“No published rates. Three case studies.”
Prospect research

Paste a domain and it reads their site before you ever speak — claims about the business, each with the sentence it came from.

“Everything goes through the aggregators and we lose 18% on every room.”

→
commercial_driverconfirmed
Evidence extraction

Loose talk becomes named fields, merged turn by turn. An empty answer never overwrites something already known.

Send a proposalStrong commercial fitEvidence: strong
The decision

One recommendation from your own guardrails and closed work — with the counted facts behind it.

DraftNot sentReady
Proposal generation

Scope, phases, exclusions and a fee band, drawn from the transcript and your own past proposals.

Discovery
9 of 9 answered
Kickoff pack
Nothing lost
Kickoff handover

What each side owes, what is blocking, and every risk flagged during discovery. Then it steps back while you deliver.

Start your brief
Embeddable widget

One script tag puts discovery on your own site as a bubble. Scroll-locked, full screen on mobile, and it cannot leak styles either way.

EMEllis MordauntOwner
JRJo RhysAdmin
SKSana KaurMember
Team and roles

Owner, admin, manager and member. Everyone sees the same opportunity, and nobody can act on a role they do not outrank.

12 / The workspace

What using it actually feels like.

Three questions, in the order you ask them each morning: what is waiting on me, what is the pipeline worth, and what happened while I was away.

app.querixo.com/dashboard
Command Center
23 / 30 intakesOpen discovery page
Good morning, Ellis.
Two things need you. Querixo is working on two more.
Open pipeline£214k£186k – £242k · 6 live
Qualified11ready to contact
Proposals out31 viewed, no reply
Needs you2oldest waiting 3d
Today2 items
Proposal waiting on yousent 2d ago
Harbour MillDirect booking experience£48k – £62k

Drafted from the discovery conversation. Opened twice, no reply yet.

Review proposal
Needs your judgementwaiting 3d
Ravenhill GroupDiscovery complete · unrated

Querixo could not decide this one on its own. Budget was stated clearly, but the scope they described contradicts the timing they gave.

Open opportunity
In flightlive
Analysing northstar.iopage 7 of 14
Writing proposal — Brightlinestarted 40s ago
Pipeline
Discover18conversations started
Understand11evidence complete
Decide7worth pursuing
Propose3drafted or sent
Kickoff2won, not handed over

The workspace is dark because it is a decision surface, not a document — verdicts, figures and queues. Everything your client sees stays light and in your brand.

13 / The discovery page

Your client never sees a form.

They open a page in your brand and answer in their own words. Three templates render the same conversation — choose one, set a colour and a logo, and it is yours. Send it as a link, or embed the same conversation on the site you already have.

The Modern SaaS discovery page: an agency headline beside a consultation card asking its first question.
Modern SaaS

Product and platform teams. Quiet, spacious, and the default.

The Creative discovery page: heavy display type, a running services marquee, and the brief open beside it.
Creative

Studios who would rather be remembered than ranked.

The Corporate discovery page: a serif headline and a structured consultation record in two columns.
Corporate

Consultancies answering to more than one stakeholder.

Answers, not fields

Each question follows from the last one they answered. A form asks all seven of everyone, and gets four back.

Your brand, not ours

Template, colour, logo and wording belong to the agency. Nothing on the page carries our name.

A link or a widget

One address you can send, or the same conversation in the corner of your own site. It is one session either way.

Every answer arrives as evidence on the brief you read. Your client is only ever having a conversation.

14 / Plans

Priced on completed intakes, not seats.

A client who opens the page, types one line and leaves costs you nothing. Only completed conversations count. Every plan includes unlimited teammates.

Start with 14 days or five completed intakes, whichever comes first. No card.

Starter

A steady trickle of enquiries

$49/mo
billed monthly
Choose Starter
20 completed intakes a monthUnlimited teammatesQuerixo Decision Twin, Dangerous Win and Decision MemoryDiscovery page and embeddable widgetAgency Brain, pricing intelligence and proposals
Most agencies
Growth

When enquiries are the constraint

$149/mo
billed monthly
Choose Growth
100 completed intakes a monthEverything in StarterAgency Insights and outcome analysisOutgoing webhooksHigher usage ceilings
Scale

High volume

$299/mo
billed monthly
Choose Scale
300 completed intakes a monthEverything in GrowthOpportunity Autopsy and prospect researchHighest usage ceilingsPriority support

Plan names, prices and features render from plans.ts. We do not sell unlimited AI — Scale is generous fair-use headroom, not a promise the backend cannot meter.

15 / Questions

The ones agencies actually ask.

Does the client know they are talking to AI?

Yes. The discovery surface renders in your brand and says plainly that it is an assistant running the intake for you. Hiding it would be the fastest way to lose the trust the conversation depends on.

Where does the pricing come from?

Your own closed projects. You tell Querixo what you delivered and what you were paid, and it matches new scope against that history — never an industry benchmark, because your rates are not the industry's.

What happens after the proposal is sent?

Querixo writes the kickoff handover when it is accepted, then stays out of the way — it does not manage the project, track time, or replace your CRM. It comes back once, when the work is done, to ask how delivery went and whether you would take that kind of work again. Those two answers are what Outcome Memory is built from.

Can I edit the questions it asks?

Yes. You set the personality and the question set, and you can rewrite or remove any question. Each answer still shapes what comes next.

Will it look like our brand?

Every client-facing surface renders with your logo, type and colour, and stays identical whatever light or dark preference the visitor has set.

Is the AI usage really unlimited on Scale?

No — and we would rather say that plainly than sell you something we cannot back up. Scale includes 150 credits a month, generous fair-use headroom for a single-workspace agency, with top-up packs for genuine outliers. Promising unlimited when the backend meters would be a lie with an invoice attached.

What do you do with our client data?

It stays yours. One workspace, one tenant — handling is documented, not badged, and security details live on the security page rather than a marketing summary.

Spend your agency
on the right work.

Fourteen days or five completed intakes, whichever comes first. No card. Point it at your own site and it will know what you sell, what you charge and what you decline before your first conversation.