Your Business. Your Stack. Built Around What You Need Most.

We don't sell software. We don't run generic playbooks. Every engagement starts with a real strategy conversation, and ends with a custom AI system built specifically for your biggest bottlenecks.

01

Strategy First

We start with a free audit to understand where your business is losing time and revenue. No assumptions. We map your current workflow, identify the highest-leverage gaps, and build a plan before a single tool is touched.

02

Right Tools, Right Stack

Most businesses already have tools they're underusing. We start there, connecting, configuring, and activating what you have before adding anything new. When we do add tools, every one has a clear ROI rationale.

03

Custom Agents Built for You

Where off-the-shelf tools stop, we build. Custom AI agents that run your specific workflows, your language, your systems, your customers. Set up once, running in the background every day.

Strategy and Advisory, Not Just Builds

Most engagements start with thinking, not building. Here is the strategic work that backs every build I deliver.

AI Roadmap Development

A 6 to 12 month plan that prioritizes what to build, in what order, based on your highest-value revenue and operational gaps.

Tool Stack Audit and Consolidation

An honest review of every tool you're paying for, what's redundant, what's underused, and what's missing.

Vendor Evaluation

Independent analysis of which AI tools and platforms to buy, which to pass on, and what to negotiate.

Team AI Literacy and Training

Workshops and ongoing coaching so your team can run, adapt, and extend the systems we build together.

Compliance and AI Governance

Practical guardrails for regulated industries: data handling, client communication, and accuracy standards built into every workflow.

Fractional CAIO Support

Ongoing access for AI questions, vendor pitches, new tool evaluations, and quarterly strategy reviews.

What We Build

A sample of the agents we deploy for clients. Every engagement is different. These are the building blocks we pull from based on what your business needs most.

Outbound Email Sequencer

Finds ICP prospects, locates verified emails, and runs a personalized 4-step email sequence automatically

Generates 5 to 12 qualified meetings per month at typical SMB scale.

Outbound & Prospecting

LinkedIn Connection Agent

Sends targeted connection requests and follow-up messages to ideal prospects daily

Outbound & Prospecting

Prospect Research Agent

Enriches a prospect list with business size, decision-maker info, and buying signals before outreach begins

Outbound & Prospecting

Referral Partner Outreach Agent

Identifies and contacts potential referral partners with a templated introduction sequence

Outbound & Prospecting

Trade Association Scraper

Builds targeted prospect lists from industry association and trade group member directories

Outbound & Prospecting

Hiring Signal Monitor

Tracks job postings from target companies as a real-time buying signal for outreach timing

Outbound & Prospecting

Inbound Lead Responder

Replies to new leads within 60 seconds of form submission with a personalized message and booking link

Clients typically see 2 to 3x higher booking rates from inbound leads.

Lead Follow-Up

No-Show Re-Engagement Agent

Detects missed appointments and sends a re-booking message automatically within 30 minutes

Reduces no-show revenue loss by roughly half for most service businesses.

Lead Follow-Up

Dormant Lead Reactivation Agent

Re-engages contacts who went cold after initial outreach 30-90 days ago

Recovers 5 to 12 percent of cold leads on average.

Lead Follow-Up

Quote Follow-Up Agent

Follows up on sent proposals at 48 hours and 5 days if no response

Lifts close rates on outstanding proposals by 15 to 25 percent.

Lead Follow-Up

Post-Appointment Follow-Up Agent

Sends a recap and next-step prompt after every completed sales call

Lead Follow-Up

Inactive Customer Win-Back Agent

Identifies customers who haven't returned in 6-18 months and runs a personalized reactivation campaign

Reactivates 8 to 15 percent of dormant customers in a typical campaign.

Customer Reactivation

Lapsed Subscription Agent

Sends a timed win-back sequence to churned members or subscribers

Customer Reactivation

Annual Review Prompt Agent

Reaches out to clients approaching their 12-month mark to schedule a renewal conversation

Customer Reactivation

Seasonal Reactivation Agent

Triggers outreach to dormant customers ahead of seasonal peaks with timely messaging

Customer Reactivation

Lost Deal Re-Engagement Agent

Re-engages closed-lost deals after 90 days with a low-pressure check-in

Customer Reactivation

Review Request Agent

Sends a Google review request automatically after a completed transaction or appointment

Most clients see review volume increase 3 to 5x within 60 days.

Reputation

Review Monitor & Alert Agent

Monitors review platforms daily and flags negative reviews immediately with a draft response

Reputation

Review Response Agent

Drafts and posts responses to new reviews using the business's tone and voice

Reputation

Competitor Review Tracker

Monitors competitor review profiles weekly and summarizes what customers love and complain about

Reputation

Invoice & Payment Follow-Up Agent

Sends automatic payment reminders at 7, 14, and 30 days past due with a payment link

Cuts average days-to-payment by 30 to 50 percent.

Admin & Ops

Contract & Document Status Agent

Tracks unsigned contracts and sends follow-up reminders until executed

Admin & Ops

Staff Onboarding Coordinator Agent

Sends onboarding checklists, collects forms, and pings the manager at each completed step

Admin & Ops

Meeting Prep Brief Agent

Pulls CRM history, recent emails, and company news into a one-page brief 30 minutes before every call

Admin & Ops

Weekly Business Recap Agent

Delivers a plain-English summary of the week: leads, calls booked, reviews, overdue tasks, every Friday

Admin & Ops

SOP Documentation Agent

Observes repeated tasks and drafts step-by-step SOPs automatically to reduce training time

Admin & Ops

Competitor Monitoring Agent

Tracks competitor websites, pricing, and job postings weekly and alerts the owner to meaningful changes

Research

Industry News Digest Agent

Aggregates relevant industry news and regulatory updates into a weekly digest

Research

Grant & Funding Finder Agent

Scans federal, state, and local grant databases for relevant funding opportunities weekly

Research

Vendor & Supplier Price Monitor

Monitors vendor pricing for products the client regularly purchases and flags changes

Research

Google Business Post Agent

Drafts and publishes weekly posts to Google Business Profile to keep the listing active

Content & Social

Social Media Scheduler Agent

Takes a monthly content brief and schedules posts across Facebook, Instagram, and LinkedIn

Content & Social

Testimonial Repurposing Agent

Pulls new 5-star reviews and reformats them as social proof content for social channels

Content & Social

LinkedIn Thought Leadership Agent

Drafts 2-3 LinkedIn posts per week for the owner based on a topic prompt, ready for one-click publish

Content & Social

Not Sure Which Agents Apply to Your Business?

Every engagement starts with a free 30-minute audit. We'll map your workflow, identify your biggest gaps, and show you exactly what we'd build, before you commit to anything.

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