01
Week 1Know
We load your business context: services, pricing, hours, policies, FAQs and brand voice, from one kickoff interview.
How it works
Know. Connect. Train. Run.
We install and run an AI crew on the tools you already use. You stay in control: nothing goes to a customer until you approve it.
How it works
Four steps. Three weeks.
Live in 21 days
- 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.
Draft-first rollout
You approve. It learns.
Trust is earned one message type at a time.
- Week 1–2Drafts only
For the first two weeks you review every outbound message before it goes out.
- Week 1–2You correct
Edit a draft and add a short reason: “too formal”, “never quote rush jobs”.
- Week 2–4Crew learns
Every correction is folded back into the playbook so the next draft is closer.
- Week 4+Trust widens
Message types that pass review consistently move to auto-send, one at a time. Sensitive ones stay approval-only.
Standard in every package
Built-in accountability.
Promise-to-task
When the crew tells a customer someone will follow up, it creates a task with an owner and a due date.
Activity log
A running log of what each crew mate did, what’s waiting on you and what’s next.
Meeting notes
Notes and action items from your calls, so every crew mate has context.
Results report
Volume, response times, hours saved and items waiting, delivered where you already work.
Self-checks
Facts confirmed against your systems, links checked, uncertainty flagged instead of guessed.
One-click shutoff
Least-privilege access you can pause or revoke at any time.
The crew
Eight roles. One crew.
Lexi
Leads Finds and qualifies new leads, replies in minutes and books the good ones.
Ivy
Intake Answers every inquiry, collects details and routes it to the right person.
Cal
Scheduling Offers times, books, confirms and reminds, so no-shows drop.
Drew
Documents Drafts quotes, forms and letters for your approval.
Penny
Billing Sends invoices, chases late payments politely and logs what is paid.
Remy
Follow-ups & tasks Turns every promise into a task and nudges open quotes and no-shows.
Sage
Reports & recaps Sends the weekly recap: leads, bookings, hours saved, what is waiting.
Ollie
Onboarding Welcomes new customers, gathers what is needed and runs your checklist.
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
