AI agents for the work that runs your business

We don't sell tools. We sell the job, done.

Agents that answer every call, chase every estimate, fill the schedule, and keep every customer. They run on two platforms we built and run ourselves: Groundwork for revenue, SOPHIE for operations. We set each agent up for your business once, on a platform that already knows your customers and your rules. Then it does the job, every day.

Warm light moving through an old redwood forest
Revenue OS
Groundwork RevOS
Bring in the work. Finds buyers, follows up, runs the ads, keeps customers.
Operations OS
SOPHIE
Get the work done. Front desk, schedule, standards, proof.
Front Desk Follow-Up Scheduler Keeper
Two platforms we built and run on Agents for revenue and operations Pilot one job in weeks, not quarters Your data stays yours; a person approves what matters
The agents

Every agent does one job. Start with the one that hurts.

Named for the job, not a person. Each one is set up for your business on a platform that already knows your customers, your schedule, and your rules.

Operations OS · SOPHIE
1
Front Desk
Answers every call

Answers or texts back in under a minute, day or night. Books the estimate or the visit while they're still on the line. Hands the odd ones to a person with the notes.

Revenue OS · Groundwork
2
Speed to Lead
Replies to every lead

Web form, ad click, DM, or email: answered in a minute, qualified, booked. Nothing sits until Monday.

Revenue OS · Groundwork
3
Follow-Up
Chases every estimate

Three touches, the right way, until they say yes or no. You see who's close and who's gone cold.

Operations OS · SOPHIE
4
Scheduler
Keeps the calendar full

Confirms every visit by text. Fills cancellations from the waitlist. Recalls the people who are due.

Operations OS · SOPHIE
5
Proof of Work
Writes up the job

Notes and photos become the write-up and the invoice before the truck leaves the driveway, or before the patient leaves the chair.

Revenue OS · Groundwork
6
Keeper
Keeps every customer

Watches every customer after the sale. Spots the risk before the surprise. Brings them back when they're due.

Pilot one agent How a pilot works
Two platforms

Agents without a platform are bolt-ons. Ours run on the systems that already run the business.

We built both, and we run our own companies on them. Every agent above is set up on one of the two, so it starts with your customers, your schedule, and your rules already in place. Build it once for your business. Then it runs.

Revenue OS

Bring in the work.

One record of every customer, from first click to renewal. Six revenue functions in one system: marketing and prospecting, content and social, pipeline, customer success, product intelligence, partners.

  • Signals from your site, ads, social, email, product
  • Sequences that fire on the signal, inside your rules
  • Ads run and measured in the same place
  • Risk spotted after the sale, before the surprise
See Groundwork →
Groundwork RevOS, Intelligence view
SOPHIE, AI practice operating system
Operations OS

Get the work done.

The operating system for how the work gets done. It reads your system of record every night, builds each person's day with the standard attached, and verifies the work was done. Built in a working practice. Runs any business with customers, a schedule, and standards.

  • Syncs nightly with your system of record
  • Every task carries its standard, verified when done
  • Confirmations, recalls, intake, collections, write-ups
  • One scoreboard the owner reads, not a status meeting
See SOPHIE OperationsOS →
How it works

Pilot. Launch. Run.

One agent on one job first. You see the plan and the number before you buy the rest.

1 · Pilot
Diagnostic
$9,500 · two weeks

We pick the job with you, look at the tools and the numbers, and plan the first agent. You get one page: the job, the number it will move, the plan, the price, and the date.

2 · Launch
Build
From $35,000

The agent is set up for your business and goes live inside it, with the rules written down: what it does alone, what a person approves, what it never does.

3 · Run
Operate
From $5,000 a month

Someone owns the number every month. The next agent gets added here, on the platform that's already in. Each one is faster than the last.

Pick your path

Two ways to start.
Pick the one that sounds like you.

You don't need to know what to buy. Pick a line. It takes you to the right place.

I need help with…
Pick the job. We put AI on it.
Putting AI on one job One job that eats time or leaks money. We make a system do it, in the tools you already use. Take me there → Fixing and running the AI we have It's in, but nobody owns it. We take the number and make it better every month. Take me there → Building an AI product You know the problem and the customers. We build the product, and the company around it. Take me there → Proving what our AI product does Your buyers ask hard questions. We get the answers organized and ready. Take me there →
? Not sure which? Book a free call. We'll point the way.
Exit Incubation™ · in every program

Selling in the next two to seven years? Build the value first.

Buyers pay for a business that runs without its owner. Exit Incubation puts the system in while you still own the business, so the EBITDA is up, the owner dependency is down, and diligence is a walk-through. It runs inside every program, and through the CPAs, brokers, and exit planners we work with.

Talk to us about a sale Advisors: refer a client

A FREE 30-MINUTE CALL

Tell us what you need, or what you run.

Thirty minutes. You tell us what's slow, what's leaking, or what you want to build. We tell you what we'd do first, how long it takes, and what it costs. No pitch. If we're not the right fit, we say so.

Your business gets smarter around you. You stay you.

Contact Us