Run it better with AI.
Practical AI for small and mid-size businesses. We set it up, we test it with you, and a person stays on the switch.
You don't need a tech team to use AI. You need the right few jobs handed off, set up well, and checked by a person. We do this in a specialty insurance agency we co-own. Now we do it for other small and mid-size businesses, whether you just bought one or have run yours for years.
Who it's for
- Owners who just bought a business and want it to run with less manual work
- Owners who have run their business for years and want the busy work off their plate
- Small and mid-size businesses where leads, quotes, and follow-up live in inboxes and spreadsheets
- Teams that tried an AI tool, didn't get far, and want it set up right
- PE add-ons that need simple systems after close
Problems we solve
Leads that go cold.
AI drafts the follow-up. A person approves it before it goes out.
No real CRM.
We set up a CRM and pipeline, so every lead has a stage and an owner.
Messy quotes and intake.
A quote form that asks the right questions and drops the answers into the CRM.
No time for content.
AI drafts posts and emails in your voice. You approve them.
Few reviews.
Automated review requests go out after the job is done.
Back-office busy work.
AI assistants handle lead research, reminders, data entry, and first drafts.
How it works: 3 steps
- 1.
Assessment. We look at how work moves today: leads, quotes, follow-up, reviews, and the back office. We pick the two or three jobs where AI will save the most effort. You get a short written plan.
- 2.
Build. We set up the CRM, the forms, the automations, and the AI assistants. We test them with real work before anything reaches a customer.
- 3.
Hand-off, with a human on the switch. We train your team, write down how it works, and set the approval steps. A person approves anything that goes to a customer. You can turn any piece off.