Stop reading about AI. Start running on it.
Done-for-you AI implementation for owner-operated service businesses — every workflow built to a measurable ROI, with the first one live in 30 days and the numbers in writing.
AI Opportunities Audit
Diagnosis matrix · sample
- $52K/yr
Missed after-hours calls
AI Workflow
- $38K/yr
Quote turnaround (5 days → 36hr)
Hybrid
- $61K/yr
Dormant database reactivation
AI Workflow
- $24K/yr
Monday reporting (manual)
Foundation
- $31K/yr
CRM hygiene & follow-up gaps
Foundation
- … 15 more items, with the annual cost of each $667K/yr
Total mapped
$873K/yr
Conservative annual benefit · admin time + recovered revenue · phased over 4–6 months.
Our work
Inside the systems you already use
ROI commitment
Typical voice agent payback
~$50K/yr
Starter project · 2–3 weeks
Don't lose a call.
A voice agent that answers when your team can't — after-hours, lunch, weekends. Captures the caller's name, number, and what they want. Pings the right person inside 60 seconds.
~$50K/yr in protected revenue · 4 deals × average fee saved
See what's includedFull offer · 4–6 month delivery
AI Opportunities Audit.
A 60–90 minute interview. Two weeks later: a report mapping every operational bottleneck in the business, with the annual cost of each and a phased plan. You decide what to start with.
15–25 issues mapped · $500K–$1M+ annual benefit at full ramp
See the methodologyNot sure which fits? That's what the discovery call is for. We'll tell you on the call.
The real problem
You're not behind on AI. You're behind on admin.
Most established service businesses we look at have the same week. Forty-plus enquiries sitting untouched. The office manager losing every Monday morning to a spreadsheet. Saturday's calls arriving on someone's phone, then disappearing until Tuesday. Quotes that take three days when the prospect already had two competing quotes by lunchtime. A ChatGPT subscription nobody's logged into since March. The problem isn't that you don't understand AI. It's that the gap between 'we should be doing something' and 'here's what we're doing on Monday' is twelve hours nobody on the team has.
- Calls missed at 9pm Saturday — gone by Monday
- Three-day quote turnarounds in a 24-hour market
- 15,000-name databases nobody's touched in two years
- Manual reporting that eats the owner's Monday
“We thought we were good at the phones. Turned out we were good at the phones during business hours. The Saturday-night calls were just leaking. The voice agent is more polite than I am at 9pm — and it never misses one.”
Principal
30-staff regional real estate agency
$56K/yr
Protected revenue + admin time saved · 18 days from kick-off to first captured call
Read the full storyMore engagements, same approach
Healthcare · 4-clinic dental group
Recall attendance from 58% to 71% in 60 days.
~$120K/yr in additional treatment revenue · 14,000-patient database, back in the chair
Read the case studyTrades · 22-tradesman electrical firm
Quote-to-first-visit from 5 days to 36 hours.
~$48K/yr admin time saved + ~7 deals/yr held from going cold
Read the case studyThe workflows we build, over and over.
Different industries, same shapes. Here's what most engagements look like.
Voice agent for missed calls
Answers when you can't — after-hours, lunch, weekends. Captures name, number, what they want, pings the right person inside 60 seconds. Your moat is "we answer the phone." We protect it.
Lead-to-appointment automation
Every new enquiry contacted within five minutes, qualified, and booked into the right person's calendar — at 9pm Saturday or 7am Monday, no team member needed.
Quote-to-onboarding flow
Quote drafted from your CRM data, sent for signature, deposit collected, onboarding kicked off — without your team chasing a single document.
Recall and reactivation
Lapsed clients, dormant candidates, expired patient recalls — contacted on schedule with personalised messaging, until they reply or opt out.
Reporting automation
Every metric you care about, every Monday, in your inbox, in plain English. Exceptions flagged so you spend the morning on what's broken, not what's running.
Internal knowledge base
A private AI assistant trained on your SOPs, policies, and product docs. Staff ask in plain English and get answers from your own materials, not the open internet.
Who this is for
Owner-operated service businesses, $1M–$10M, where AI strategy decks haven't moved the needle.
We work with real estate agencies, trades, healthcare practices, professional services firms, and lifestyle / relocatable-home agencies. Five-plus years trading. Commercially sharp, allergic to consultant jargon, sceptical of AI hype but curious about what actually works. The common thread isn't the industry — it's the moment. Owners have grown to a size where manual processes are starting to break, and adding more headcount isn't the answer it used to be.
- Real estate agencies — agencies losing late enquiries
- Trades — coordination, quoting, follow-ups
- Healthcare practices — recall, intake, reporting
- Professional services firms — quoting, onboarding, reporting
How a first engagement runs
Three steps.
One workflow live by the end.
30-minute discovery call
Six questions, no slide deck. Walk through a typical month and the one number you'd like to move. By the end of the call we'll tell you which offer fits — or that neither does.
ROI Brief and fixed-scope quote
Within 48 hours of the call, you get a one-page ROI Brief: the workflow we'd build, the baseline numbers, the target outcome, and the fixed price. Sign it or don't. There is no second pitch.
Build to live, then we report
Voice agent ships in 2–3 weeks. The full audit takes 2 weeks of interview-and-write-up, then a phased build. Weekly check-ins, no surprises. We track the agreed number through to delivery.
How we run
Six things that
make this different.
If two business owners read this list at Saturday lunch and don't recognise themselves in it, it failed.
Delivery
Done for you, not done with you
You don't need to become an AI expert. We map the workflows, build the automations, train your team. If your team can describe the result, the work is doing its job.
ROI
Every workflow ties to a number
Hours, dollars, deals — agreed before we build, tracked through, reported after. If we can't put a number on it, we don't build it.
Fit
Built into your existing tools
Inside Microsoft 365 or Google Workspace, your CRM, your phone system. No new logins. No parallel dashboards. No "AI control panel" no one opens.
Method
Foundation Fix · AI Workflow · Hybrid
We fix the basics first (CRM, capture, follow-up process), then layer AI. Most "AI consulting" pitches are all AI Workflow — but you can't run AI plays on a broken base.
Posture
Conservative numbers, visible discounts
We'd rather quote a $40K number we can defend than a $400K number we can't. We discount the ceiling and show our working. Trust beats bigger numbers.
Pace
Owner-operator pace
Plain English, dollar / hour / deal language, decisions over coffee. No slide decks. No procurement gymnastics. If we wouldn't say it at Saturday lunch, we don't say it.
Common questions, honest answers.
This sounds expensive for a business our size.
It's priced to be recovered inside 90 days. The voice agent typically protects $40K–$60K/yr in revenue against a setup of a few thousand — less than the loaded cost of one missed deal. We do the maths with you on the discovery call, in your numbers, against your workflows. If it doesn't pay back, we say so.
We've tried automation or AI before and it didn't stick.
Most common reason clients come to us. The previous attempt usually failed for one of three reasons — built by a freelancer with no business context, built on top of the team's workflow instead of inside it, or no one was responsible for it after launch. We design for adoption from day one, and we're still here when something needs to change.
My team won't use anything new.
Good — they won't have to. The voice agent runs on your existing business line. The capture lands in a Google Sheet. The audit's outputs slot into the systems you already use. Your team should notice the work disappearing, not new software arriving.
What about data privacy and security?
Fair concern. The vast majority of what we build runs inside your existing Microsoft 365 or Google Workspace tenancy. Where we use external AI models, they're enterprise-tier APIs that don't train on your data, and we route only the minimum information needed. We document the architecture for your IT or insurer before we touch a thing.
How do I know this won't take six months and produce nothing?
Because the engagement is fixed scope, fixed price, fixed timeline. The voice agent is 2–3 weeks. The audit interview is 60–90 minutes; the report lands two weeks later. If we don't hit the agreed outcome, we keep working at no extra cost until we do.
We were thinking we'd just use ChatGPT.
Use it. It's a great tool. The question is what it actually changes about how your business runs. ChatGPT helps a person draft an email faster — bounded by that person remembering to use it. The voice agent runs without anyone having to remember anything. The lead at 9pm Saturday gets captured before your team opens their laptop on Monday. ChatGPT can't do that on its own.
Worth a 30-minute conversation.
Six questions, thirty minutes, no slide deck. By the end you'll know what we'd build, what it would cost, and what the ROI looks like — or you'll know it's not the right time, and we'll say so.
Book a 30-minute discovery call