How It Works
Start with a conversation. Fix what's broken.
Most business owners don't know exactly where they're losing money. We find it—then build systems to stop the bleeding.
No guesswork. No generic templates. No contracts.
30-minute call — We'll tell you honestly if automation makes sense for your business
Three steps from conversation to results
Free discovery call (30 min)
We ask the questions most consultants skip. How many calls are you missing? How long do payments take? Where is your team spending time they shouldn't?
You get an honest answer on whether automation can move the needle—and what the opportunity looks like in dollar terms.
What we cover:
- • Call volume and missed call rate
- • Payment cycle and outstanding invoices
- • Admin tasks eating your time
- • Current software and integrations
- • Biggest operational bottlenecks
Strategy Blueprint
If we find a real opportunity (we usually do), we put together a comprehensive Strategy Blueprint for your business.
What's inside:
- • Complete workflow audit of calls, payments, and scheduling
- • ROI analysis showing exactly what broken processes cost you annually
- • Before/after workflow maps—manual vs. automated
- • Custom ops stack recommendations mapped to your business
- • Phased implementation roadmap
- • Comprehensive report + 1-hour live presentation
Our guarantee:
If we can't find at least $50,000/year in operational waste, we make it right. Typical findings: $100K–$300K/year. (Spoiler: we've never had to make it right.)
We build and run your ops stack
Once the Blueprint is approved, we build it. AI voice agents, payment automation, workflow systems—everything integrates with your existing tools.
Setup takes days, not months. Month-to-month. Cancel anytime.
What you get:
- • AI voice agent (never miss another call)
- • Automated invoicing and payment reminders
- • Scheduling and follow-up automation
- • Review request sequences
- • Real-time reporting dashboard
- • Ongoing support and optimization
What businesses see after 30 days
0
missed calls
was 5–10/week
<2min
response time
was 2+ hours
2–4
extra jobs/mo
from not missing calls
10+
hours saved/week
no more busywork
Common Questions
- What happens on the discovery call?
- We spend 30 minutes learning about your business—call volume, payment flow, team size, biggest bottlenecks. From there we tell you honestly whether automation makes sense and what the opportunity looks like. No pitch. No pressure.
- What is the Strategy Blueprint?
- After the discovery call, if there's a clear opportunity, we put together a custom Strategy Blueprint: a deep-dive into your operations with workflow maps, ROI calculations per process, and a phased implementation roadmap. You keep this document whether you work with us or not.
- What if I don't want to implement after the Blueprint?
- That's completely fine. The Blueprint is yours. Many owners use it to prioritize internally or share with their ops team. There's zero obligation to continue.
- Will the AI sound robotic to my customers?
- No. Our AI is trained for your specific industry and business. It sounds natural, answers common questions about your services, and knows when to route to you. Most customers don't realize they're talking to AI.
- Do I need to change my existing software?
- Nope. We integrate with ServiceTitan, Jobber, Housecall Pro, QuickBooks, Stripe, and most CRMs. You keep using what you're using—we connect to it.
- How fast will I see results?
- AI voice agent goes live within 48 hours of setup. Most businesses book their first extra job within 7–10 days. Payment automation and workflows are typically live within 5–7 days.
- What if it doesn't work?
- We back every engagement with a money-back guarantee. If you don't see measurable improvement in the areas we targeted, we make it right. No questions asked.
- Do you have contracts or minimums?
- Month-to-month. No long-term contracts. Cancel anytime—though we're confident you won't want to once the numbers start moving.
See what you're actually losing
30 minutes on a call. We look at your actual numbers and show you exactly where revenue is leaking—and whether we can fix it.
If we can't find at least $50K/year in waste, the advice is on us.
No pitch. No pressure. Just real numbers.
Find out what your operations are actually costing you
30-minute discovery call. Real numbers. No pitch if it doesn't make sense.