AI Automation Services for Small Businesses

You've probably tried a few things — a CRM that nobody uses, a Zap that broke six weeks in, a consultant who left a 40-page report and a bill. We work differently. Find the leaks, fix what matters most, keep it running. That's the whole plan for our AI automation services for small businesses: a $750 Clarity Audit, then one system at a time at $1,200 setup and $250 a month.

  1. Step 1

    Clarity Audit

    A two-week diagnostic. We map how your business actually runs, put a dollar figure on the 2–3 places time and money are leaking, and hand you a one-page plan: what to fix first, what it's worth, and whether it's even worth building. Yours to keep, whether you hire us or not.

    $750 / one-time

  2. Step 2

    Build and Run

    One focused workflow, built in 2 to 3 weeks and kept running. Lead intake, estimating, follow-up, scheduling, reporting, or back-office handoffs. Hosting, monitoring, fixes, and small changes included. Month to month; your audit fee is credited toward setup.

    $1,200 + $250/mo / setup + monthly, per system

New Service

AI Search Optimization

More customers are finding businesses through ChatGPT, Perplexity, and Google AI Overviews. We make sure yours is one of them. From a one-time audit to ongoing monthly management, we handle every part of your AI search presence.

Starting at $497 / audit or monthly retainer

See AI search optimization →

Each step in detail

1. Find the leaks — Clarity Audit

$750. Two weeks. You'll know exactly where you're leaking and what it costs to fix.

We sit with you and map your current workflow end to end — the calls, the quotes, the follow-up, the handoffs that depend on someone remembering. Then we put a dollar value on each leak.

What's included

  • Workflow discovery and process mapping
  • The 2–3 places worth fixing, ranked by payback
  • Build recommendations matched to the tools you already use
  • Cost, timeline, and ROI before you commit to a build
  • An honest "don't bother" if the fix isn't worth it

Start a Clarity Audit

2. Build it and keep it running: Build and Run

$1,200 setup, then $250 a month per system. Live in two to three weeks. Your audit fee is credited toward the setup.

We build the single highest-payback system from your audit: lead capture, quote follow-up, dispatch routing, review requests, reporting, whatever earned its way to the top of the list. Then the $250 a month keeps it running: hosting and platform management, monitoring and error alerts, fixes when an integration breaks, up to an hour of small changes a month, and a short monthly check-in.

Ideal fit

Owners who know where the bleeding is and want one reliable system in production without disrupting how the team already works. Month to month; cancel anytime and you keep what we built. Each additional system is its own setup and monthly fee.

What you can expect from us

  • We will not sell you something you don't need. If the audit says don't build it, we'll say so.
  • We'll tell you when DIY is the right answer. Sometimes the right fix is a $40 tool and an hour of your time. We'll be honest about when hiring help is worth it versus building internally.
  • You own everything we build. Always. No platform lock-in. Cancel the monthly and it stays yours.
  • Pricing is published. No surprises. No "let's hop on a call to discuss." Review what each engagement costs before we talk.
  • We focus on outcomes, not hours. The point is recovered jobs and reclaimed evenings — not invoice line items.

What happens if you don't fix this

Another year goes by and you're still the bottleneck on every customer touchpoint. The team stays busy but the business doesn't grow. Leads you paid to acquire keep going cold before someone follows up. A competitor with worse service takes market share because their systems are tighter. The kind of burnout that creeps up over years instead of weeks.

Nothing dramatic. Just the quiet cost of doing nothing.

What it looks like when this is done

Imagine ending the week knowing every lead got followed up, every quote got sent, every customer got the review request — and you didn't touch any of it. You can take a vacation and the business still runs. You know exactly what's happening inside your operation without asking three people. That's the picture. The audit is how we find out which of those wins are closest.

Other ways to start

  • Just need missed calls handled?

    Missed call text-back replies to every unanswered call in seconds, on the number you already use. $750 one-time, live in a day, no monthly fee to us.

    See missed call text-back →
  • Looking for a workflow automation consultant?

    We map where your business is losing time between tools and handoffs, then build reliable systems that fix them.

    Work with a workflow automation consultant →

Common questions

How do we decide which process to automate first?

We start with workflow discovery and prioritize opportunities by time saved, money protected, implementation complexity, and business impact. The first build should be small enough to ship and important enough to matter.

Will we need to replace our current tools?

Usually no. We design around your existing stack first and only recommend new tools when they materially improve reliability or speed.

How quickly can we launch the first workflow?

Most first systems are launched in two to three weeks after scope is finalized, with a review step to make sure your team knows how it works.

Do you support optimization after launch?

Yes. We monitor outcomes, fix brittle spots, and help you roll improvements into the next phase of your roadmap.

More questions? Read the FAQ.

Ready to find your leaks?

A few sentences about where the time goes is enough to start. Prefer to talk? Call (719) 314-1500.

No obligation to build afterward. If a fix isn't worth it, the audit says so.

Call Request an audit