VOL. 02 · EXAMPLE WORK FOUR WORKFLOWS · BUILT FOR LOCAL OPERATORS

What we actually build for you.

After the $999 assessment, most owners pick one or two of these to implement first. Here are four of the most common — what the workflow looks like, how we wire it up, and what it gives back.

Case 01 · Inbox

Email triage that sorts your inbox by what matters.

You open your laptop to 140 unread emails. Eight are urgent, twelve are leads, the rest is vendor noise, CC-chains, and newsletters. We train an AI agent on your priorities — what "urgent" looks like for your business, which customers are VIP, which subject patterns are lead inquiries — and it labels, sorts, and drafts replies before you sit down.

Time back / week
6–9 hrs
Typical cost
$15–40 / mo
Stack
Gmail / Outlook + GPT-4 + Zapier
Setup time
1–2 days
Inbox · sortedTODAY · 7:42 AM
Case 02 · Speed to lead

An AI agent that calls and texts every lead in 60 seconds.

Real estate agents spend thousands per month on leads — and follow up with less than 3%. The other 97% come in at 9:47 PM, during a showing, between meetings, on a Saturday — and go cold. We deploy a voice + SMS AI agent that calls and texts every new lead the moment it comes in, qualifies them in plain English, and books the ones that are ready straight onto your calendar. The leads you'd never have called back? Now they're contacted, qualified, and waiting for you.

Response time
< 60 sec
Contact rate
90%+
Stack
Vapi / Retell + Twilio + GPT-4 + your CRM
Setup time
2–3 days
Lead activity · liveTONIGHT · 9:47 PM
Case 03 · Chatbot

A chatbot that actually knows your business.

Generic chatbots make things up. We train yours on your docs — your pricing sheets, service FAQs, warranty terms, scheduling rules — so it answers like your best front-desk employee would. Every question is logged, so you can see what customers actually ask and spot gaps in your copy.

Questions handled
80–90%
Typical cost
$40–120 / mo
Stack
Chatbase / Custom + your docs
Setup time
2–3 days
Live chat · your siteRAG · 14 SOURCES
Do you service HVAC units outside Scottsdale? I'm in Mesa.
Yes — we service all of the East Valley, including Mesa, Gilbert, Chandler, and Tempe. Our standard dispatch radius is 30 miles. Want me to grab a same-week slot for you?
SOURCE · service-areas.pdf · p. 2
What's the warranty on a new install?
Our installs come with a 10-year parts warranty and a 2-year labor warranty. Extended labor is available as an add-on at $299 / 5 yrs.
SOURCE · warranty-terms-2026.docx
Case 04 · Dashboard

One dashboard for every number that matters.

Your numbers live in six places — QuickBooks, your CRM, Google Ads, Stripe, ServiceTitan, a spreadsheet Linda owns. We pull them into one view that refreshes every morning: revenue, pipeline, ad spend, collections, service calls. You know where the business stands before your first coffee — and you stop asking your bookkeeper for the same report every Monday.

Sources unified
5–10 tools
Typical cost
$30–80 / mo
Stack
Google Sheets / Looker + Zapier + APIs
Setup time
3–5 days
Daily dashboardAUTO · 6:00 AM
Revenue · MTD
$184K
▲ 12.4% vs last mo
Open pipeline
$312K
▲ 8 new leads
Ad spend · ROAS
4.2×
▲ 0.6× vs 7-day
A/R > 30 days
$47K
▼ 2 overdue
Service calls · last 12 wks
Ready?

Find out which of these move the biggest needle for your business.

The $999 assessment gives you a prioritized list — which of these four (or something else entirely) will give you the most hours back, fastest. One week, start to finish.

Book your assessment →