No long-term contract · Works with your tools
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End-to-end workflow partner for service businesses

We Design, Implement & Manage the
Revenue Workflows That Make AI Useful in Your Business.

Every system we run is driven by the AI Control Room — not an AI receptionist or a chatbot, but the command center that captures every lead, watches the calendar, keeps work moving, and surfaces what needs a human, across the full lead-to-cash lifecycle.

Book Free Strategy Call See how we work
Pricing from $1,500/month Works with your existing tools No long-term contract
The engine

Meet the AI Control Room

The AI Control Room is the named system behind everything on this page — proven in a live New Jersey service operation before it was offered to anyone else.

The AI Control Room

Not an "AI receptionist" or a chatbot — the command center that captures every lead, watches the calendar, keeps work moving, and surfaces what needs a human, across the full job lifecycle.

LeadEstimateScheduledCompletedPaidReview
Read the client study
24/7
Every inbound call answered and turned into a structured CRM record automatically.
In seconds
The owner is alerted with the caller's name, number, and business — already logged.
Live today
Running in production on a real service operation — not a demo or a slide deck.

Built for service teams with manual workflows to systemize

Construction & Trades
Real Estate & Property Ops
Healthcare
Recruiting & Staffing
SMB Operations
The problem

The Workflows That Quietly
Cost You Revenue

The work is done manually, so it breaks under pressure. Calls go unanswered, old leads are forgotten, and every handoff depends on someone remembering to do it.

Missed Calls

Leads that never call back

Unanswered calls become lost customers
Web forms sit too long before anyone replies
No record to follow up on later
Fixed by missed-call text-back

Forgotten Leads

Revenue sitting in a spreadsheet

Old inquiries never get re-engaged
CRM contacts go cold with no follow-up
You already paid to generate them
Fixed by lead reactivation

Manual Operations

Handoffs that break under load

Invoices slip and balances go overdue
Appointments booked by hand, phone tag
Every step depends on someone remembering
Fixed by connected workflows
Stop the Leaks

Start with lead recovery, then scale into complete revenue operations — we only build what your operation actually needs

Missed Call Recovery

Every Missed Call Gets
an Instant Text Back

Instead of a missed call becoming a lost customer, the lead gets an instant reply, a way to book, and a record your team can follow up on.

Smith Plumbing · Messages
Missed call · (732) 555-0148
Hi! Sorry we missed your call at Smith Plumbing. How can we help? You can book here 👉
Need someone for a leak, asap
Got it — I can get you 2:30 or 4:00 today. Which works?
2:30
Booked for 2:30 ✅ Confirmation sent.
How we work

What to Expect When
We Run Your Workflows

No templates and no black boxes. Every engagement follows the same five stages — so you know exactly what happens, in what order, and who stays in control.

  1. 01

    Map the full lead-to-cash workflow

    We trace how a lead becomes cash in your business — every call, form, estimate, job, invoice, and follow-up — and document exactly where it leaks. Your operation, not a generic checklist.

  2. 02

    Connect the tools you already use — or evolve them

    We build on your existing CRM, calendar, and phone stack. Nothing that's working gets replaced; anything holding you back gets elevated. No rip-and-replace.

  3. 03

    Define human approval and escalation rules

    Before anything runs, every action gets a trust tier:

    L1

    Runs on its own

    Reminders, FAQs, review requests, and job-prep instructions.

    L2

    Proposes — you approve

    Quote follow-ups, objection responses, and payment-plan info.

    L3

    Human only

    Pricing, technical diagnoses, contracts, and anything legal or health-adjacent.

    This is how the AI Control Room runs in production today — it never quietly makes a high-stakes call.

  4. 04

    Measure recovered revenue — not messages sent

    The metric we track for you is booked jobs and collected payments that would otherwise have slipped through — not vanity counts of texts fired off.

  5. 05

    Operate and improve the system monthly

    Workflows aren't handed off — they're monitored, QA'd, and tuned month over month. This is where most agencies stop, and where we keep going.

Human-in-the-loop

Automation, But Your
Team Stays in Control

We build approval points and alerts so your team stays in command of the moments that matter — hot leads, high-value accounts, and anything that needs a human touch.

Owner alerts
Action needed
🔥 Hot lead replied
Dave R. — Roofing estimate
"Yes, can you come Thursday?"
Approve follow-up Hold
Booking confirmed
Lisa M. — Consultation
Thu 10:30am · added to calendar

What We Install
One Workflow at a Time

Proven systems that stop the obvious leaks — built on the tools you already use, then maintained and improved after they ship.

From Tier 2 · Every missed call answered

Missed-Call Text-Back

An immediate text-back on every unanswered call, so leads know they were heard and have a clear next step to book — with a record your team can follow up on.

Instant reply within seconds
Booking link + logged in your CRM
Learn more
Auto-reply sent
12s
Call
Text
Book
Remind
Log
Recover

Four core systems, unlocked by tier — each one maintained and improved after it ships.

Transform Biz

Missed-call recovery
that books, confirms,
and follows through.

Instant text replies to every missed call
Bookings and confirmations onto your calendar
Follow-ups that reactivate old leads
Book Free Strategy Call See how we work

Works within your existing CRM, calendar, and phone tools — no rip-and-replace.

Auto-reply · Live
Do you do same-day service?
We do! I have 2:30pm or 4:00pm open today. Want me to lock one in?
4pm works
Booked for 4:00pm ✅ Reminder scheduled.
Examples

Examples of Workflows
We Can Improve

Every business is different, but the bottlenecks rhyme — scattered inputs, repetitive steps, unclear handoffs, and slow follow-up.

Turn messy intake forms into clean, organized client profiles
Distill long calls, emails, and documents into clear next steps
Draft follow-ups automatically after calls, estimates, and appointments
Route every request to the right person by type or workflow stage
Build internal SOP assistants that answer team questions on demand
Deploy AI agents for recurring research, summaries, and admin work
Clean and structure messy spreadsheet, CRM, and form data
Generate recurring reports, status updates, and internal briefs
Standardize onboarding, review, documentation, and handoffs

Built for the Workflows
That Slow Teams Down

The starting point isn't your industry — it's the workflow, or the agent opportunity, that's quietly slowing your team down.

AI Agent Deployment
Intake & Onboarding
Admin & Back-Office
Customer Follow-Up
Intake & Routing Agents
Internal Knowledge Base
Research & Summarization
Document Review
Data Cleanup & Structure
Task Routing & Handoffs
SOP & Process Automation
Sales & CRM Workflows
Recruiting & Hiring
Service Delivery Ops
Reporting & Documentation
Who we work with

Built for Your
Industry

The strongest fit is a business that depends on calls, forms, appointments, payments, or internal handoffs — and is losing time because those workflows still run by hand.

Tap an industry to see how we help.

Construction & TradesFor contractors losing jobs to slow follow-up. +

HVAC, plumbing, roofing, electrical, and general contractors that lose jobs when calls go unanswered or estimates sit too long. We install missed-call text-back, estimate follow-up, and booking so a busy crew never loses work.

Real Estate & Property OpsFor agents, brokers, and property managers. +

Agents, brokers, property managers, and investor teams that need faster lead response and cleaner showing and consultation handoffs. We speed up first response and keep showings, consultations, and lead reactivation moving without manual chasing.

HealthcareFor practices and clinics with busy front desks. +

Practices and clinics that need reliable appointment booking, reminders, and intake follow-up without adding front-desk workload. We automate scheduling, confirmations, and reminders so the team can focus on patients instead of phone tag.

Recruiting & StaffingFor agencies juggling candidate pipelines. +

Agencies juggling candidate and client pipelines that need fast follow-up, scheduling, and status updates kept moving automatically. We keep candidates engaged and clients informed with automated outreach, interview scheduling, and pipeline updates.

Small to Mid-Sized BusinessesFor teams that outgrew manual follow-up. +

Growing teams that have outgrown manual follow-up and need operational systems that scale without adding headcount. We map how work moves through the business and install connected workflows so you can grow without piling more onto the same people.

Not sure if you fit?

If your revenue depends on calls, forms, appointments, or payments — we can help.

Book a strategy call

Works With the Tools
You Already Use

We install systems on top of your current CRM, calendar, and phone tools rather than forcing a rip-and-replace — so adoption is smooth for your team.

Calendar & Booking

Appointments booked straight onto your calendar
Automatic confirmations and reminders
Google Calendar, Calendly & more

CRM, Lead Routing & Payments

Leads pushed to your CRM with full call notes
Reply & escalation alerts for hot leads
Invoice reminders on overdue balances

Phone & SMS

Missed-call text-back on your existing number
Every call logged with notes and outcome
SMS follow-ups from a number clients recognize
Your path with us

One Ladder, Climbed
At Your Pace

Every engagement starts with onboarding, then you pick the tier that matches your pipeline today — and move up when the results say so.

  1. Onboarding

    Onboarding & Implementation

    Covered by your one-time onboarding fee.

    Lead database review
    System & channel connection
    Workflow configuration
    Reporting baseline
    Included with every tier
  2. Tier 1

    Reactivate & Recover

    Turn old leads into new opportunities.

    Up to 500 eligible leads reactivated per month
    Personalized follow-up campaigns
    Qualification & appointment booking
    Monthly performance reporting
  3. Tier 2

    Revenue Recovery & Automation

    Recover opportunities and automate follow-up.

    Up to 1,000 eligible leads per month
    Missed-call response workflows
    Up to three connected workflows
    Human review + monthly pipeline analysis
    See pricing below
  4. Tier 3

    Complete Revenue Operations

    A customized system managed for your business.

    Up to 2,500 eligible leads per month
    Up to six workflows, five integrated systems
    Invoice & payment follow-up workflows
    Dedicated account manager, weekly reviews
  5. Later

    AI COO Layer

    Operating intelligence you can act on.

    Weekly KPI brief
    Capacity signals
    Lead-source quality
    Market & seasonality intelligence
    Later stage

Every tier is delivered as one managed monthly partnership — starting at $1,500/month after a one-time onboarding fee. No long-term contract.

Three tiers, one partnership

Start Where You Are.
Scale as Revenue Grows.

Three managed tiers, each a flat monthly partnership that runs inside the systems you already use. Every step up raises how many leads we work, how many workflows we connect, and how closely we manage the results.

Tier 1 · Lead Recovery

Reactivate & Recover

Turn old leads into new opportunities.

$1,500/month

Plus $750 one-time onboarding fee

What's included

Lead database review and segmentation.
Reactivation of up to 500 eligible existing leads per month.
Personalized follow-up campaigns using approved communication channels.
AI-assisted message personalization and response categorization.
Qualification of interested prospects.
Appointment booking and calendar coordination.
Basic CRM updates and lead-status tracking.
Monthly performance reporting.
The outcomeReconnect with prospects who previously expressed interest and turn qualified responses into new sales opportunities.

Best for: small businesses with an existing customer or lead database but limited time for consistent follow-up.

Book Free Strategy Call
Core offer Tier 2 · Core Offer

Revenue Recovery & Automation

Recover opportunities, automate follow-up, and keep your sales pipeline moving.

$3,000/month

Plus $2,000 one-time implementation fee

Everything in Tier 1, plus:

Reactivation and management of up to 1,000 eligible leads per month.
Automated follow-up for new and existing inquiries.
Missed-call response workflows.
Appointment confirmations and reminders.
CRM and calendar integration.
Up to three connected automation workflows.
Automated lead assignment and notifications.
Follow-up sequences for estimates and proposals.
Human review and intervention for conversations requiring additional attention.
Monthly pipeline analysis and performance optimization.
The outcomeA managed follow-up system that helps businesses respond faster, reconnect with old prospects, and reduce the manual work required to move leads through their sales pipeline.

Best for: established businesses generating consistent inquiries that need both lead recovery and automated sales operations.

Book Free Strategy Call
Tier 3 · Premium

Complete Revenue Operations

A customized revenue-recovery and automation system managed for your business.

$5,000+/month

Plus $5,000+ one-time implementation fee

Everything in Tiers 1 and 2, plus:

Reactivation and management of up to 2,500 eligible leads per month.
Custom automation architecture and workflow development.
Up to six connected automation workflows.
Integration with up to five existing business systems.
Automated lead nurturing throughout the customer journey.
Customer re-engagement and repeat-business campaigns.
Invoice reminder and administrative payment follow-up workflows.
Custom reporting dashboards and revenue attribution.
Dedicated account management.
Weekly performance reviews and ongoing workflow optimization.
Priority support and agreed service-response commitments.
The outcomeAn integrated revenue-operations system that connects customer acquisition, follow-up, scheduling, re-engagement, and administrative payment processes.

Best for: higher-volume businesses with multiple systems, more complex workflows, and an established sales operation.

Book Free Strategy Call

Speak to a specialist today to find the right package for you.

How the tiers scale. Three things grow from tier to tier. Lead volume: we reactivate and manage up to 500, 1,000, or 2,500 eligible leads per month. Connected workflows: Tier 2 adds up to three connected automation workflows; Tier 3 raises that to six and integrates with up to five of your existing systems. Management cadence: monthly performance reporting in Tier 1, monthly pipeline analysis with human review in Tier 2, and weekly performance reviews with dedicated account management and priority support in Tier 3. The one-time fee covers onboarding and implementation inside the systems you already use; after that, pricing is a flat monthly partnership. No long-term contract.

FAQ

Questions We Hear
Before the First Call

Straight answers on how the three tiers differ, what the one-time fee covers, and how the monthly partnership is priced.

What's the difference between the three tiers?+

Reactivate & Recover ($1,500/month) does one job: it works the lead database you already have — reactivating up to 500 eligible leads a month, qualifying the responses, and booking appointments. Revenue Recovery & Automation ($3,000/month) adds automation on top of recovery — up to 1,000 eligible leads a month, automated follow-up for new inquiries, missed-call response, confirmations and reminders, CRM and calendar integration, and up to three connected workflows with human review. Complete Revenue Operations (from $5,000/month) is a customized system — up to 2,500 eligible leads a month, up to six connected workflows, integration with up to five existing systems, custom dashboards, dedicated account management, and weekly reviews.

What does the one-time fee cover, and is the monthly price ongoing?+

The one-time fee — $750 for Reactivate & Recover, $2,000 for Revenue Recovery & Automation, and from $5,000 for Complete Revenue Operations — covers onboarding and implementation: reviewing your data, connecting the workflows inside the systems you already use, and getting everything running. The monthly price is an ongoing partnership, not a one-time build. It covers the lead reactivation work each month, running and monitoring the workflows, human review, reporting, and continuous improvement.

How do the pricing tiers work?+

Every tier is a flat monthly fee plus a one-time onboarding or implementation fee. Reactivate & Recover is $1,500/month (plus $750 one-time) and covers up to 500 eligible leads a month. Revenue Recovery & Automation is $3,000/month (plus $2,000 one-time) with up to 1,000 eligible leads a month and up to three connected automation workflows. Complete Revenue Operations starts at $5,000/month (plus a one-time implementation fee from $5,000) with up to 2,500 eligible leads a month and up to six connected workflows. Each step up also raises the management cadence — from monthly reporting, to monthly pipeline analysis with human review, to weekly reviews with dedicated account management.

Do I have to replace the tools we already use?+

No. We work within your existing systems rather than forcing a rip-and-replace — and we never change a process that's already working. We analyze your current workflow first, then build on top of your CRM, calendar, and phone tools so adoption is smooth for your team.

Who is the Complete Revenue Operations tier for?+

Complete Revenue Operations is for higher-volume businesses with multiple systems, more complex workflows, and an established sales operation — teams that want a customized revenue-recovery and automation system managed for them. It includes custom automation architecture, integration with up to five existing systems, automated nurturing and re-engagement campaigns, invoice reminder and payment follow-up workflows, custom reporting dashboards with revenue attribution, dedicated account management, weekly performance reviews, and priority support with agreed service-response commitments.

Which businesses is this built for?+

We work with construction and trades, real estate and property operations, healthcare, recruiting and staffing, and growing small to mid-sized businesses. The common thread is manual workflows — calls, forms, appointments, payments, or internal handoffs — that are costing time and revenue.

Get started

Book a Free Strategy Call

We'll map where leads are being missed, where follow-up is breaking down, and where appointment booking can improve. No spam. No pressure.

Call 732-226-1758 Book online

No long-term contract · Works with your existing tools