Services.

Services

• AI Workflow Assessment Two weeks. Find out where AI actually pays off before spending on anything bigger.

  This is a decision tool, not an audit. In two weeks you get what is worth doing, what it is worth, and the order to do it in, so you can make the call instead of continuing to weigh it.

  Includes

  Discovery call, written roadmap, walkthrough call

  Guarantee

  10 hrs/mo in identified savings or a full refund

  Commitment

  None

  Credit

  Credited in full against your first ongoing month if you go ahead

• AI Growth System Eight capabilities covering missed calls to outbound leads. Free 60-day trial.

  Eight capabilities that cover the whole path from a phone ringing to a job on the calendar, individually or as one system. Every inquiry answered on the channel it arrived on within five minutes, day or night. Sold on the money that leaks out between the call and the booking, not on the mechanism that stops it.

  A free 60-day trial. No charge, no setup fee, no card on file. It starts with a signed month-to-month agreement, so what happens after day 60 is settled before anything gets built. If it is working for your business at day 60, it continues month to month. If it is not, it simply ends and nothing was ever charged.

  I take three of these at a time. It is a managed service run by one person, and each one starts with carrier registration and two weeks of tuning against your real calls.

  In exchange for the free 60-day trial I ask to write the result up as a case study. Anonymized if you prefer, and only if it worked.

  Eight named capabilities. Each is real on its own and can be bought individually, or as the complete system, which is priced as one thing rather than the sum of eight. The Ops Dashboard is the one exception: it is not sold separately, because it is how you watch the other seven work and it comes free with any of them.

  • Missed-Call Response

    • Automatic text-back within seconds of a missed call
    • Works 24/7 - after-hours callers get a different message with your booking link
    • Mobile vs. landline detection; landlines flagged for human callback instead of a dead text
    • Automatic voicemail transcription
    • Caller logged to your CRM with source, timestamp and line type
    • Duplicate-call suppression so repeat callers aren't texted twice
    • Spam and robocall filtering
  • Inbound Text Handling

    • Every inbound text classified: new inquiry, reply, STOP, START
    • Instant alert to you with the full message
    • Reply from your email - it sends as a real text from your business number
    • Opt-outs propagate everywhere automatically and permanently
    • CRM updated on every message
    • Delivery confirmation, with alerts only on real failures
  • Lead Pipeline

    • Booking nudges for leads who haven't scheduled
    • Check-ins on leads that have gone quiet
    • Automatic intake questions on pricing enquiries
    • Review requests once a job is marked complete
    • Per-capability auto or draft mode - it sends, or it asks you first
    • Nudge limits and spacing so nobody gets pestered
  • Booking & Appointments

    • Booking confirmations from your existing calendar tool
    • 24-hour and 2-hour SMS reminders, each independently toggleable
    • No-show follow-up with a rebooking nudge
    • Optional SMS self-service booking - reply 1, 2 or 3 to claim a slot
    • Race-safe slot claiming: two people can never take the same time
    • Offers expire automatically so stale slots can't be booked
  • AI Lead Triage

    • Every new inquiry classified for urgency and category on arrival
    • Optional escalation alert on high-urgency inquiries
    • Classification appended to the lead record, never overwriting your notes
    • Runs continuously, no manual review queue
  • Outbound Lead Generation

    • Prospect sourcing by trade and metro, national coverage
    • Contact discovery with SMTP-level verification - invalid addresses never mailed
    • Opening lines written from each prospect's own website, not templates
    • A personalized audit page built for every prospect before any ask
    • Automatic fit scoring, with anything ambiguous held for human review
    • Sending infrastructure isolated from your primary domain
    • Automatic duplicate suppression across every campaign
  • Referrals & Reputation

    • Referral asks to customers after completed jobs
    • Win-back outreach to customers quiet for months
    • 5-star reviews turned into ready-to-post social captions
    • Never invents a reward and never auto-posts on your behalf
    • Reaches only people already in your CRM with consent recorded
  • Ops Dashboard - included free

    • Live count of inquiries caught and answered
    • Five-minute compliance rate and any misses
    • Pipeline activity: nudges sent, reviews requested, referrals asked
    • Upcoming and completed appointments
    • System health across every capability

    Included for free with every customer. Not sold à la carte: it is how you watch the other seven work, so it comes with all of them.

  After 60 days, if it's working

  Every missed call and web form gets a reply within five minutes, automatically, your team is alerted, and every lead is written into your CRM. I set it up, monitor it, and fix it when it breaks.

  Every tool the system needs is set up in your name and on your card, at cost. The phone and messaging, the automation platform it runs on, all of it. I do not resell software and I do not mark anything up, so there is never a margin of mine buried in a tool you are paying for. That is what makes the ownership real rather than a phrase: if you leave, nothing gets switched off and there is nothing of mine to take back. What you are paying me for is building it and then running it. Running it needs an admin login on those accounts for as long as I am managing it, which is the one thing I ask for and the reason the five minute promise is mine to keep rather than yours.

• Team Training Half-day workshop up to a multi-week program, remote or in-person, scoped to your team size and tools.

  Hands-on training built around your team's actual work, not slideware. A short team workshop and a multi-week cohort for larger orgs used to be shown as two separate products; they are one line now, because the format is a scoping detail, not a different offer.

  Format

  Half-day workshop up to a multi-week program, remote or in-person, scoped to your team size and tools.

  Customized

  To your tools and your team's real work

  You keep

  Whatever we build together

• Advisory An AI advisor on call. Two tiers, both month to month.

  • Advisory

    • 1 named seat who can ask anything
    • Answers within one business day
    • An optional weekly call
    • No hands-on build work at this tier
    • Cancel any time
  • Fractional AI Officer

    • 3 named seats, priority same-business-day answers
    • One workflow build included each month
    • Ongoing monitoring of the workflows built under the engagement
    • A written roadmap review at the end of each full quarter
    • Month to month, except the onsite option, which carries a 3-month minimum

  One build a month means one agent, using the same definition used for the AI Growth System: one trigger, doing one job, delivering to one destination. It does not roll over, and net-new systems beyond that allowance are scoped and quoted separately. Monitoring and maintenance cover workflows built under this engagement. Adopting workflows built elsewhere is scoped separately.

• Custom AI Implementation AI agents, n8n workflows, RAG systems, and AI strategy - built in your tools.

  • AI agents

    Custom autonomous agents that handle your busywork, from lead follow-up to customer support, so your team can focus on the work that pays.

  • n8n workflows

    Automated workflows connecting the tools you already use. No more manual data entry or copy-pasting between apps, and no new software to learn.

  • RAG systems

    AI that actually knows your business data. Custom knowledge bases, intelligent search, and document Q&A that give real answers with sources.

  • AI strategy

    A clear roadmap for AI adoption. I audit how the work runs, find the high-impact opportunities, and hand you the implementation plan.

  Every build is a one-time project in tools you own. Ongoing support is optional, never required.

Government team? See AI training for government teams for federal, state, and local teams.