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Back Office Crew
● AI back-office crew for small business

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
The Back Office Crew: three glossy robot crew mates
Lexi · Leads11:02 PM
New lead answered in 42 sec. Reply drafted and ready.
ApproveEdit
Example notification
The problem

Your team is buried in admin. Leads wait, quotes stall and follow-ups slip, while the work that actually pays sits behind the inbox.

Missed calls after 5 pmQuotes sent days lateInvoices nobody chasesNo-shows with no reminderInbox at 200 unreadReviews never requestedNotes lost after callsFollow-ups promised, forgotten

Your crew handles these, draft-first

What changes

Less inbox. More business.

An extra team member that never sleeps, never forgets a follow-up and always asks before it speaks for you.

Minutes
Every lead answered, even at 11 pm

Web forms, missed calls, DMs and emails get a reply drafted in under a minute.

Same day
Quotes and estimates go out today

Drafted from your price book, approved by you with one tap.

10+ hrs
Back every week (our goal)

Follow-ups, reminders, status emails and paperwork handled. Proven in your weekly report.

< 1 hire
A whole crew for less than a part-timer

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.

Live demo · home services

A missed call becomes a booked job.

Watch the crew handle a lead end to end. You only tap Approve.

2:14 PM5G ▮▮▮
Ivy · Intake
● working for you
Missed call → SMS · Dana R.2:14 PM
Hi, I just called. Water is dripping from the ceiling under our upstairs bathroom. Can someone come look this week?
Example data · fictional names
  1. 1. Message arrives
  2. 2. Ivy reads + drafts
  3. 3. You tap Approve
  4. 4. CRM + calendar update
  5. 5. Promise → task
  6. 6. Weekly report
CRM pipeline
Missed call
Dana R. · Leak
new
Visit booked
Calendar
8:00
9:30
11:00
Promise → task
Weekly report · Sage
example
—
Missed calls recovered
—
Estimates same day
—
New reviews
Tap Approve on the phone, or let it play. Nothing is sent without that tap.
See the demo for your industry →
Meet the crew

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.

Lexi, the leads crew mate
Lexi
Leads

Finds and qualifies new leads, replies in minutes and books the good ones.

Ivy, the intake crew mate
Ivy
Intake

Answers every inquiry, collects details and routes it to the right person.

Cal, the scheduling crew mate
Cal
Scheduling

Offers times, books, confirms and reminds, so no-shows drop.

Drew, the documents crew mate
Drew
Documents

Drafts quotes, forms and letters for your approval.

Penny, the billing crew mate
Penny
Billing

Sends invoices, chases late payments politely and logs what is paid.

Remy, the follow-ups & tasks crew mate
Remy
Follow-ups & tasks

Turns every promise into a task and nudges open quotes and no-shows.

Sage, the reports & recaps crew mate
Sage
Reports & recaps

Sends the weekly recap: leads, bookings, hours saved, what is waiting.

Ollie, the onboarding crew mate
Ollie
Onboarding

Welcomes new customers, gathers what is needed and runs your checklist.

How it works

Know. Connect. Train. Run.

  1. 01
    Week 1
    Know

    We load your business context: services, pricing, hours, policies, FAQs and brand voice, from one kickoff interview.

  2. 02
    Week 1–2
    Connect

    We link your email, calendar, CRM, phone and accounting with least-privilege access, labeled and revocable.

  3. 03
    Week 2
    Train

    Every recurring task becomes a step-by-step playbook with examples of good work and named approvers.

  4. 04
    Week 3 → live
    Run

    Your crew works on a schedule or when something happens. Drafts first: you approve, it learns, trust widens.

Draft-first safety

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 →
Missed-lead calculator

What slow replies cost you.

Move the sliders to match your business.

Revenue left on the table each month
≈ 6.5 jobs a month from missed or slow replies
Time your crew could give back
worth about $1,364 a month

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.

Industries

A crew trained for your kind of work.

Each industry gets its own playbooks, approvals and compliance guardrails.

Juno ▶ Demo

Law firms

Every lead answered before the other firm calls back.

See the crew →
Dash ▶ Demo

Home services & contractors

Never lose a job to the contractor who called back first.

See the crew →
Tally ▶ Demo

Accounting & CPA firms

Stop chasing documents all tax season.

See the crew →
Quinn ▶ Demo

Insurance agencies

Quotes compared while you’re out on a claim.

See the crew →
Max ▶ Demo

Gyms & fitness studios

Every trial followed up. Every lapsing member nudged.

See the crew →
Bea ▶ Demo

Daycares & childcare

Tour requests answered during nap time.

See the crew →
Rosa ▶ Demo

Dental offices & med spas

Fill the schedule and bring back overdue patients without adding front-desk headcount.

See the crew →
Kai ▶ Demo

Real estate teams

Every lead answered day or night and nurtured until they’re ready to move.

See the crew →
Mia ▶ Demo

Restaurants & catering

Catering inquiries answered fast, reviews answered daily, and the team off the phone.

See the crew →
Proof ▶ Demo

Print shops & apparel

Same-day quotes, proofs chased to approval, and order updates without digging through email.

See the crew →
Gus ▶ Demo

Auto shops & locksmiths

Every after-hours call becomes a dispatched job, with ownership verified.

See the crew →
Grace ▶ Demo

Churches & nonprofits

Every visitor followed up, every volunteer slot filled, every donor thanked.

See the crew →
Cora ▶ Demo

Ecommerce brands

Support answered in minutes and abandoned carts recovered while you sleep.

See the crew →
Pricing
Ready when you are.
Pricing

Simple packages. No surprises.

Live in 21 days or your next month is free.

Starter
Solo and small teams
$750/mo
+ $1,500 one-time setup
Start with a free audit
Most popular
Growth
Most local businesses
$1,500/mo
+ $3,500 one-time setup
Start with a free audit
Pro
Multi-role teams, 2+ locations
$2,500/mo
+ $7,500 one-time setup
Start with a free audit
Custom
Departments, locations, enterprise
Custom
Retainers from $4,000/mo · by quote
Request a quote
Security & privacy

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.

How we protect your data →
Least-privilege access

Only what you approve

Isolated per client

Nothing shared

Human approval gates

Agents draft, people send

Full audit trail

Every action logged

FAQ

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

The Back Office Crew mascots
Book a free automation audit