For consultants managing 3 to 6 clients
Everest reads your week's email and calendar over the weekend, and delivers one briefing for every active client — before your first call on Monday. No dashboards. No setup.
Good morning, Seb. Three of your five clients have calls this week.
VP Sales emailed Fri 6:40pm re: OTE ranges. Unanswered. 3 deals slipped Commit → Best Case.
Ramp plan you drafted in March is now live. Naming it signals execution, not just strategy.
Quiet week. One Slack DM re: forecasting model.
The Monday Tax
It is 8:47am. Your 9am is with the CEO who will decide next quarter's plan. Over the weekend, their VP of Sales emailed a quiet panic, Slack pinged three times, and a Notion doc landed Friday at 7pm. You open the call and, in the first thirty seconds, you can feel that you are not ahead of them. The whole week shifts its weight onto that moment.
Multiply that across four or five clients, every week of the year, and the Monday tax is the largest hidden line item on your calendar. Everest was built to remove it.
What Everest Does
Not a dashboard, a CRM, or another productivity tool asking you to maintain it. One email, before your first call, with the context you would have gathered yourself — if you had the two hours.
Gmail and Google Calendar today. Slack, HubSpot, and call recordings as the product grows. Everest watches the channels you already live in.
Everest infers your client relationships from your inbox. You confirm the list once during onboarding — it stays current automatically.
Each brief tells you what changed, what you committed to, what is likely to come up, and the one thing worth raising proactively. Reading is different from being ready.
3 deals slipped Commit → Best Case. Marcus started as SDR — Rachel mentioned him twice in Slack.
Share benchmark comp data by Fri Apr 24.
The ramp plan you drafted is quietly live now. Naming it signals execution.
Quiet week. One Slack DM from the VP of Sales re: forecasting model.
How It Works
The whole setup is under five minutes. After that, Everest runs quietly in the background and shows up only when it has something worth your attention.
One-click OAuth. No API keys, no configuration forms. Read-only by default — write access is explicit and per-action.
Everest scans the last 30 days and proposes a client list from your inbox patterns. You confirm, merge, or rename in one screen.
One email. One section per active client. Four sub-sections each. Land it before your first call and react to what matters.
The Artifact
Structured the way a thoughtful chief of staff would brief you before a meeting. No more, no less.
Recent email threads, calendar shifts, deal movement, and new hires. The signal, not the noise.
Commitments extracted from your own emails and past calls. Tracked across weeks until they close.
Open loops, stalled threads, and questions the client is likely to raise on the next call.
One proactive angle Everest noticed. Often the highest-leverage sentence of the meeting.
Good morning. Three of your five clients have calls this week. Here's what matters.
Walk Priya through the Q3 pipeline cut before the board meeting.
Board packet is missing a Q2 retention slide. Propose adding it.
Built For A Specific Person
Everest is built for independent professionals whose Mondays have become the bottleneck for everything else. Early access opens first to GTM consultants and fractional go-to-market executives.
Running 3–5 fractional engagements. Arrives at Monday calls without last week's pipeline shifts in memory.
Advising 3–4 growth-stage startups. Spends hours each week producing client status updates from scratch.
Monitors multiple client CRM instances across 2–4 clients. Needs to catch anomalies before they become problems.
Prepares for coaching calls with early-stage founders. Needs specific, evidence-based feedback at hand.
Trust, Then Autonomy
Your clients are often early-stage companies with sensitive internal data. That is not incidental — it is the reason the product is built the way it is.
Nothing is sent on your behalf without explicit approval — per action type, per client. Autonomy is earned, not assumed.
Everest does not train on your data. Client context is strictly isolated at both the database and the agent layer.
Every OAuth connection is scoped, listed in your settings, and revokable at any moment. Revocation purges cached data immediately.
Nothing from one client workspace is ever visible from another. Isolation is a hard rule at the data layer, not a prompt instruction.
Everest stores URLs and metadata, not document copies. Your clients' files never live on our servers.
We start with read scopes. Write access to Gmail or Calendar is opt-in, per integration, with a clear consent step.
FAQ
One feature: the Monday Brief. Every Monday at 7am local time, one email with a prepared section for each of your active clients — four sub-sections per client: what changed, what you committed to, what's likely to come up, and one thing worth raising. Everything else in the product roadmap (Command Center, draft queue, pre-meeting briefs, client-facing pages) is deferred until the brief is trusted.
Those tools are reactive — you ask, they answer. Everest is proactive. It runs every weekend without being prompted, maintains a persistent memory per client, and arrives in your inbox already prepared. You don't open an app, you open a brief.
Gmail and Google Calendar. That is deliberate — those two channels reveal most of the operational signal for an independent consultant. Slack, HubSpot, Gong, Fathom, Notion, and Microsoft 365 parity are planned but explicitly not launch blockers.
Not in the first release. Everest drafts, you decide. As trust builds, autonomy can be expanded per action category and per client — not via a global slider. Executive contacts and sensitive categories always require review.
$49/month per user once generally available. Waitlist members get early access and a short onboarding call to calibrate the brief to how you run your week.
We're opening access in small waves to ensure every brief we send is worth reading. First waves prioritize GTM consultants and fractional executives. Join the waitlist and we'll reach out within a few days.
Yes. Every client workspace is strictly isolated at the data and agent layers. We do not train on your data. We do not store document copies — only URLs and metadata. Every OAuth connection is revokable in one click, and revocation purges cached data immediately.
Early Access
Leave your work email and we'll reach out with an invite and a short call to calibrate the brief to how you run your week.
No spam. One invite, one note when you're up.