Workflows
Start with the problem, not a menu of tools
Each workflow bundles the business assistants that solve one recognizable problem, used in sequence, powered by your Business Profile, and always reviewed by you before anything goes out.
Never Miss a Lead
What fell through the cracks
A quote request sat for two days. Three estimates never got a follow up. The job went to whoever answered first.
Every inquiry gets a fast, professional reply, and no estimate dies in silence.
- 1New Lead Response Assistant, Turns a scrappy note or missed call detail into a ready to send reply in your voice, fast.
- 2Estimate Follow Up Assistant, Builds a timed follow up sequence so sent estimates get chased, not forgotten.
- 3Lost Lead Reengagement Assistant, Revives old quotes and cold leads with a low pressure message worth sending.
Runs as a sweep: show it your pile and it flags what needs you first.
Every message is a draft. You read it, edit it, and send it yourself. Nothing goes to a customer automatically.
Take Better Care of Customers
What fell through the cracks
The inbox is full of repeat questions. An unhappy customer needs a careful reply. A five star job came and went without anyone asking for a review.
Answer questions, defuse complaints, and turn happy jobs into reviews, without losing your day.
- 1Customer Email Responder, Drafts on brand replies to everyday customer email in seconds, with options to choose from.
- 2Complaint & Review Response Assistant, Handles negative feedback with a measured, reputation protecting response you approve.
- 3Customer Review Request Generator, Asks happy customers for a Google review at the right moment, the right way.
Runs as a sweep: show it your pile and it flags what needs you first.
Drafts only. You decide what gets sent. Legal or threatening situations are flagged for a professional, not answered.
Keep Marketing Moving
What fell through the cracks
Nothing has been posted this month. The seasonal promo never went out. You know you 'should be marketing' and never get to it.
The posts, promotions, and updates you keep meaning to do, actually done.
- 1Local Social Content Planner, Turns your slow season, offers, and services into a ready to post content calendar.
- 2Google Business Post Writer, Keeps your Google Business Profile fresh with quick local posts that help you get found.
Runs as a sweep: show it your pile and it flags what needs you first.
You review and post everything yourself. Nothing publishes without you.
Understand the Money
What fell through the cracks
Invoices are overdue and nobody's chasing them. You feel your cash position instead of seeing it. Pricing is a guess.
See your unpaid invoices, cash flow, and margins clearly, and chase what you're owed.
- 1Invoice Follow Up Assistant, Drafts firm, friendly payment reminders so overdue invoices get chased on schedule.
- 2Pricing & Margin Calculator, Organizes your costs and prices into a clear margin view with options to consider.
- 3Cash Flow Review Assistant, Turns your inflows and outflows into a plain summary you can actually read.
Runs as a sweep: show it your pile and it flags what needs you first.
This is administration and analysis support, not financial advice. Tax, accounting, and investment questions are pointed to a qualified professional.
Run a Tighter Business
What fell through the cracks
A new hire needs instructions that don't exist. Every proposal starts from scratch. You walk into sales calls unprepared because there was no time.
Get what's in your head onto paper, proposals, processes, and call prep, handled.
- 1SOP & Employee Training Builder, Turns a process you describe out loud into a written SOP or training doc.
- 2Proposal & Quote Writer, Produces a clean, professional proposal from your scope, pricing, and terms.
- 3Sales Call Preparation Assistant, Builds a quick prep brief and talk track before an important call.
Runs as a sweep: show it your pile and it flags what needs you first.
Internal drafts you review and refine. Employment law questions are escalated to a professional, never answered.
Not sure which one you need?
Pick the sentence that sounds like your week. That's the workflow to start with.