A customer asks for a quote
“We need our office cleaned on Friday. Here’s the address and the size of the space.”
SERVICES
What needs to work
better in your business?
Maybe you’re copying details between programs, answering the same questions or starting every quote from scratch. I help you decide what to tackle first and build the tool we agree on.
Tell me what you need01See what’s included02See what’s included03See what’s included04See what’s included
Where to start with AI
Find the tasks worth improving and what those changes would involve.
Task automation
Move information between your tools without typing it all again.
Custom AI tools
Search your documents or prepare drafts with a tool built for your team.
AI assistants working together
Split the steps of a task between assistants with specific jobs.
EXAMPLES
From an incoming request
to something you can review.
These examples show how a tool could work for your business. They use fictional information and are not client case studies.
- Organizes the details and flags missing information.
- Saves the inquiry and assigns it to someone on your team.
- Prepares a reply for review.
An inquiry ready to handle
Contact details, a summary of the request and a draft reply in one place.
WHAT YOUR TEAM CHECKS
Your team checks the details and decides what to send to the customer.
We compare response times and check how many inquiries go unanswered.
Discuss this for my businessYou know what the customer needs
You have their request, a list of your services and the terms you normally include in a quote.
- Matches the customer’s request to your services.
- Drafts a description of the work and what’s included.
- Flags missing details and questions that need answers.
A draft you can review
An organized quote you can edit, complete and approve.
WHAT YOUR TEAM CHECKS
You check the price, terms and work included before sending the quote.
We compare preparation time and the corrections each draft needs.
Discuss this for my businessSomeone on your team has a question
“What does this service include, and what do we do when a customer hasn’t sent a document?”
- Searches the documents you’ve approved.
- Prepares an answer and shows where it came from.
- Flags missing information or conflicting instructions.
An answer you can check
A short explanation, its source document and any questions that still need an answer.
WHAT YOUR TEAM CHECKS
Your team can open the original document and check the answer before using it.
We measure search time and check whether answers match the documents.
Discuss this for my businessBEFORE WORK STARTS
Know what I’ll build
and what it will cost.
A written proposal
What I’ll build, what the fee covers and which tools you’ll need to pay for separately.
Tests using your work
We try examples from your business together to check whether the tool does what you need.
Instructions for your team
I explain how to use it, who gets access and what ongoing support you can choose.
LET’S TALK ABOUT YOUR BUSINESS
What’s taking up
too much of your time?
Tell me how you handle it today and what you’d like to improve. You don’t need to have a solution in mind or know which tool to use.
Tell me what you need