Wellness business
Replies to new leads by phone, text and Messenger
It answers questions, follows up and books consultations, and it logs every conversation in the CRM. Staff can read any conversation and take it over.
AI consulting for small and midsize businesses
Find out where AI will save your business time, and where it won’t.
We start by watching how a job gets done today and measuring what it costs you. Then we tell you what to change first. Sometimes the answer is a better intake form or a clearer handoff, and you won’t need new software at all.
Recent workA lead response system and CRM for a wellness businessWebsites for an electrical contractor and a painting company
Services
We usually start with one of two engagements.
If you already know which part of the business is slowing you down, start with an assessment. If you want a plan for the whole company first, start with a strategy. Either way you get a written plan and decide what happens next.
01For one process that costs you time
AI Readiness Assessment
We follow a real request from the first call or form to the finished job, sit with the people who handle it, and count the hours and inquiries it loses. The report ranks what to change and scopes the first project.
Where the time goesMeasured
What to change firstRanked
What the first project costsScoped
02For a plan before you pick projects
AI Strategy and Roadmap
We talk to whoever runs each part of the business and work out where AI would help. You get written rules for how AI may use your data and talk to customers, plus a plan that puts projects in order with budgets and owners.
Where AI would helpMapped
Rules for data and customer contactWritten
Projects in order, with budgetsPlanned
After either one, we can build what the plan calls for, coach your team while they do it, or hand it over.
Implementation options →
Sample assessment01.
Proposal preparation
35 min
per quote now
18
quotes a month
First recommendation
Use the same note format for every job. It costs nothing.
Sample report
This is what you get at the end of an assessment.
This one is for a service business that spends 35 minutes putting together each quote. The business and numbers are made up, but the report has the same sections a client gets.
Download the sample report (PDF)Client work
Some of what we’ve built once the planning was done.
We describe clients by industry. Their names stay private.
Same client
A CRM built around how they sell
Leads from ad forms, messages and video calls land in one place, sorted into the stages the team already used, each with its next task attached.
Same client
Ad campaigns that start with research
Every research finding links to its source, and the owner signs off on the strategy before any ad is written. Ads are created paused and don’t spend until the owner approves them.
Trade and home service businesses
Websites for local service companies
Sites for an electrical contractor, a painting company and other service businesses, written around the jobs they want more of.
How we work
You’ll see the plan, the price and who’s responsible before we build anything.
01
We look at the work
We talk with you and the people who do the job, then follow a few real examples from start to finish.
02
We agree on what to change
You get the options with their costs and assumptions written down. We choose the first change together and decide how we’ll know it worked.
03
We build it and check it
We set it up, test it with your team and show them how it works. If you want ongoing help, we keep an eye on how it’s used and take on the next change.
How we use AI
We’ll tell you when AI is the wrong tool.
If a change in process or a setting in software you already own will do the job, that’s what we recommend. When we do build with AI, these rules apply.
A
Each system we build has a written description of its job, the information it can see and the actions it’s allowed to take.
B
We decide with you where a person checks the work, and how a customer gets through to someone on your team.
C
Before anything is connected, we tell you where your data goes and which outside services handle it. Savings we estimate are labeled as estimates, and after launch we measure what changed.
What’s taking longer than it should?
Tell us about it on a free call. We’ll say whether an assessment makes sense, or whether it’s something you can fix yourself.