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Services

Everything we set up, in one place.

Each of these runs inside the tools you already use and is built around how your business works. Most owners start with one, then add more.

  • A proposal built for your business
  • Works inside the tools you use
  • Live in 2 to 4 weeks

Answering new inquiries

Calls, texts, emails, web forms and messages answered in minutes, at any hour. The AI asks the questions you would ask and collects the details.

Missed call text back, in detail
  • Plumber

    A missed call gets a text back in seconds, and the job details come back to you.

  • Tax office

    A web form inquiry gets your fees and next steps within two minutes.

  • Online store

    A shipping question gets an answer with the tracking link.

Follow-ups that go out on time

Quotes, proposals, unsigned agreements, unpaid invoices and renewals, followed up on the schedule you set. Every follow-up stops the moment the customer replies.

Quote follow-up, in detail
  • Cleaning company

    An office cleaning quote is followed up on day 2, 5 and 10.

  • Law office

    An unsigned retainer gets a polite reminder.

  • Agency

    An overdue invoice gets a friendly nudge with the payment link.

Booking and reminders

Customers book from your real open times, by text or online. Reminders go out the day before, and reschedules happen by text.

Booking and reminders, in detail
  • Salon

    A cut and colour is booked by text with the right stylist.

  • Property manager

    A showing is booked for Saturday after a few screening questions.

  • Law office

    A consultation is confirmed the day before.

Paperwork and data entry

Invoices, receipts, forms and contact details entered where they belong. Anything that does not match is flagged for you.

  • Any business

    Supplier invoices are entered in QuickBooks or Xero and matched to the job.

  • Bookkeeper

    Client receipts are sorted into the right file and totalled.

  • Agency

    A new client is added to your CRM with every detail from the email thread.

Customer updates

The messages customers wait for, sent at the right moment: order status, arrival times, ready-for-pickup notes and thank-yous.

  • HVAC

    An on-the-way text goes out with the arrival window.

  • Auto shop

    The customer hears the car is ready, with the invoice attached.

  • Any business

    A thank-you note goes out after the job with a link to leave a review.

Reports and summaries

One summary of what happened today, and the numbers from your tools each week, in your inbox or on your phone.

  • Any business

    A 5 pm summary of everything the system handled, and what needs you.

  • Online store

    Weekly sales, refunds and top sellers pulled from Shopify.

  • Contractor

    Every open quote with its age and last reply, in one list.

Custom workflows

Anything your team does the same way every week. If it follows steps, it can usually be automated.

  • Accounting firm

    New clients are onboarded with the forms, the welcome email and the first appointment.

  • Property manager

    Maintenance requests are routed to the right vendor by type and building.

  • Fitness studio

    Waivers and intake forms are collected before the first class.

Questions

About our services.

Where should we start?

With the work that comes up most often, usually answering inquiries or following up. On the free call we pick the one that pays off first.

Can one system do several of these?

Yes. Most systems start with one job and grow. A second job added later builds on the same setup.

Do we have to change our software?

You keep what you use. The system works inside your phone line, email, calendar, accounting and the other tools your team already knows.

How much does it cost?

Every business gets its own proposal, written after a free 20 minute call around how you work and what you need. We go over pricing there.

The next step

A free 20 minute call.

You tell us how your business runs. We tell you what we would set up first. If it fits, a proposal written for your business follows within 48 hours.