Services
Start with one workflow, one department, or one painful admin bottleneck. You don’t have to understand servers or setups first. Every service comes at the right weight for the job: an off-the-shelf tool this week, a guided setup, a custom agent, or a build you own outright.
| If this is your pain… | Start here |
|---|---|
| Missing calls: voicemail, interruptions, lunch-hour roulette | Phone & Reception Agent |
| A shared inbox where messages get buried and replies go out late | Inbox & Email Triage |
| Quotes, estimates, and intake packets waiting for nights and weekends | Quote, Estimate & Paperwork Agent |
| Invoices, estimates, and follow-up going quiet | Follow-Up & Collections Agent |
| Answers scattered across documents or one person’s head | Business Knowledge Base |
| Not sure. It all runs together. | The free AI Assessment |
Quick tools first. Owned agents when the math earns it. You can stop after any step.
Start here
Best for: Owners who know AI might help but don’t know where to start.
Typical starting point: Free. This is the front door to everything else on this page.
Front desk
Best for: Offices missing calls during lunch, after hours, jobsites, or busy front-desk stretches.
Typical starting point: Blueprint before build. Phone workflows deserve mapping first.
Best for: Businesses where important messages get buried in a shared inbox nobody owns.
Typical starting point: Prescription for simple inboxes; blueprint when client or patient details are in the mail.
Paperwork & back office
Best for: Contractors, clinics, agencies, and offices where paperwork waits until nights and weekends.
Typical starting point: Blueprint. Pricing rules and templates get mapped before automation.
Best for: Businesses where the answers live in one person’s head, old PDFs, or scattered email threads.
Typical starting point: Prescription for public and internal docs; blueprint when the material is sensitive.
Sales & follow-up
Best for: Businesses losing money because estimates, invoices, and reminders go out inconsistently.
Typical starting point: Prescription for simple reminder workflows; blueprint for deeper integrations.
Best for: Teams with contacts spread across email, spreadsheets, phones, and memory.
Typical starting point: Prescription. Most CRM problems are workflow problems first.
Team enablement
Best for: Owners and staff who use AI casually but have no safe, repeatable workflows.
Typical starting point: Prescription or concierge. This is habits as much as software.
Best for: Businesses that need adoption, not just software. Tools only pay off when the team uses them.
Typical starting point: A la carte workshop, or folded into a concierge engagement.
Best for: Owners who want a working AI partner twice a month without hiring in-house.
Typical starting point: Best after the assessment or blueprint, once we know which workflows matter.
Overwhelmed by the menu? That’s normal. It’s why the front door is free. Start with the free assessment and the prescription narrows this page to the two or three rows that matter for your shop.
Schedules, general customer contact, public information. Good cloud tools under business terms are fine here. This is where the quick wins live.
Customer lists, pricing, financials. Usable with cloud tools under the right terms (retention off, no training on your data), and worth a conversation before anything is connected.
Patient records, client files, tax and legal matters. These get the sensitive-data conversation first, and usually a local-first or owned-infrastructure answer. We say “HIPAA-aware workflow review,” not “HIPAA compliant.” Certification claims are earned, not printed on a website.
Done with you
Most AI advice fails the same way: a report gets delivered, everyone nods, and nothing changes by March. The concierge is the opposite shape. A standing engagement where we build the workflows with you, on a rhythm, until they’re habits.
Quoted by scope. Early concierge engagements typically start around $1,200–$2,000/month depending on scope and response expectations.
Best after the free assessment or the blueprint, when we already know which workflows are worth improving. Sensitive workflows may call for owned or controlled infrastructure. The sensitivity flags in your assessment say which.
Want the full specifications for the custom agents, what each one does day to day, what it connects to, and exactly what stays on premises? The owned-agent catalog, in depth →
That’s the free assessment’s job: 45 minutes, and the written prescription names the workflows with the clearest return, including the ones you can set up yourself.