We load your business context: services, pricing, hours, policies, FAQs and brand voice, from one kickoff interview.
Your back office, handled.
We install and run an AI crew that answers leads, quotes, books, follows up and reports, on the tools you already use. Nothing goes to a customer until you tap Approve.
- ✓ Live in 21 days
- ✓ Draft-first by default
- ✓ One-click shutoff
Your team is buried in admin. Leads wait, quotes stall and follow-ups slip, while the work that actually pays sits behind the inbox.
Your crew handles these, draft-first
Less inbox. More business.
An extra team member that never sleeps, never forgets a follow-up and always asks before it speaks for you.
Web forms, missed calls, DMs and emails get a reply drafted in under a minute.
Drafted from your price book, approved by you with one tap.
Follow-ups, reminders, status emails and paperwork handled. Proven in your weekly report.
Packages start at $750 a month with no new software to learn.
Outcome goals, not guarantees. Every client gets a results report with their real numbers.
A missed call becomes a booked job.
Watch the crew handle a lead end to end. You only tap Approve.
- 1. Message arrives
- 2. Ivy reads + drafts
- 3. You tap Approve
- 4. CRM + calendar update
- 5. Promise → task
- 6. Weekly report
Eight roles. One crew.
Each crew mate is an AI agent with one job and a written playbook. Pick the ones you need; rename them if you like.
Finds and qualifies new leads, replies in minutes and books the good ones.
Answers every inquiry, collects details and routes it to the right person.
Offers times, books, confirms and reminds, so no-shows drop.
Drafts quotes, forms and letters for your approval.
Sends invoices, chases late payments politely and logs what is paid.
Turns every promise into a task and nudges open quotes and no-shows.
Sends the weekly recap: leads, bookings, hours saved, what is waiting.
Welcomes new customers, gathers what is needed and runs your checklist.
Know. Connect. Train. Run.
- 01Week 1Know
We load your business context: services, pricing, hours, policies, FAQs and brand voice, from one kickoff interview.
- 02Week 1–2Connect
We link your email, calendar, CRM, phone and accounting with least-privilege access, labeled and revocable.
- 03Week 2Train
Every recurring task becomes a step-by-step playbook with examples of good work and named approvers.
- 04Week 3 → liveRun
Your crew works on a schedule or when something happens. Drafts first: you approve, it learns, trust widens.
For the first two weeks every message is a draft you approve. Your corrections become the playbook. Message types move to auto-send one at a time, only when you say so. Sensitive ones stay approval-only.
The full process →What slow replies cost you.
Move the sliders to match your business.
Estimate only, based on your inputs and an assumption that the crew handles about 60% of repeat admin. Your audit replaces this with real numbers.
Missed calls, invoices, follow-ups, quotes and reminders: handled.
A crew trained for your kind of work.
Each industry gets its own playbooks, approvals and compliance guardrails.
Law firms
Every lead answered before the other firm calls back.
Home services & contractors
Never lose a job to the contractor who called back first.
Accounting & CPA firms
Stop chasing documents all tax season.
Insurance agencies
Quotes compared while you’re out on a claim.
Gyms & fitness studios
Every trial followed up. Every lapsing member nudged.
Daycares & childcare
Tour requests answered during nap time.
Dental offices & med spas
Fill the schedule and bring back overdue patients without adding front-desk headcount.
Real estate teams
Every lead answered day or night and nurtured until they’re ready to move.
Restaurants & catering
Catering inquiries answered fast, reviews answered daily, and the team off the phone.
Print shops & apparel
Same-day quotes, proofs chased to approval, and order updates without digging through email.
Auto shops & locksmiths
Every after-hours call becomes a dispatched job, with ownership verified.
Churches & nonprofits
Every visitor followed up, every volunteer slot filled, every donor thanked.
Ecommerce brands
Support answered in minutes and abandoned carts recovered while you sleep.
Simple packages. No surprises.
Live in 21 days or your next month is free.
Confidential stays confidential.
Your crew sees only what you approve, works in its own isolated space and never sends, pays, signs or deletes without a person’s OK.
Only what you approve
Nothing shared
Agents draft, people send
Every action logged
Good questions.
Straight answers about safety, pricing and setup.
What is an AI agent crew?+
A small team of AI assistants, each with one job (leads, scheduling, follow-ups, billing). We set them up on the tools you already use and write a step-by-step playbook for every task.
Will it send messages without me?+
Not at first. For the first two weeks every message is a draft you approve with one tap. Message types that are consistently right can move to auto-send one at a time, only when you say so in writing. Sensitive messages stay approval-only.
Do I have to switch software?+
No. The crew works inside your email, calendar, CRM, phone and accounting tools. If a tool has no ready connector we can build a custom integration.
How fast can we go live?+
Most packages go live in 21 days, draft-first. If we miss that, your next month is free.
What does it cost?+
Packages start at $1,500 setup and $750 a month. Growth is $3,500 setup and $1,500 a month. Larger teams get a custom quote after a paid discovery that is credited if you sign. See the pricing page.
Is my data safe?+
Yes. Least-privilege access, a separate workspace for every client, human approval on anything that goes out, encrypted credentials and a full activity log. You own your data; we delete our copies when the engagement ends and confirm it in writing. See our Security & Privacy page for details.
See your crew in action.
Free 30-minute automation audit: we map your week, find the biggest time leak and show you a live demo for your industry.
No obligation · Live in 21 days or your next month is free