The work you don't want,
taken off your desk.
Every build we do puts a set of tools behind your work. This page names each one and tells you the job it takes off your desk. It also says where AI is worth paying for, and where a plain piece of software does the same job for less. Your own test result decides which of them you end up with.
Boring software first. AI where judgment is the job.
A booking rule does not need AI, and we will not sell you one with AI bolted on. The steps in your week that never change run on plain software instead. That costs you very little, and it does the same thing at nine on a Tuesday when you are not there to watch.
AI earns its place where the job in front of you is really reading and deciding. It sorts your inbox and drafts a reply in your own words, ready for you to send. It reads a long contract and pulls out the dates and the money you owe. We use it there without flinching. How much of your work runs with nobody watching is your call to make. Most of what we build stops and waits for a person before anything touches money or a client.
You do not get the whole list. Your Professional Profile is what the test on this site finds about how you work best. That, and what your trade demands, decide which parts of this page apply to you. We say no to the rest on your behalf.
Nine layers. You will not need all nine.
We do not resell any of this software, so we have no reason to push one brand at you. What matters is the job each layer does for you. The product that fills it gets swapped the day a better one turns up.
The wiring between your tools
When a client books a call, this is the part that wakes everything else up. It tells your calendar, your client list and your billing to each do their bit, in the right order. You never open any of them. It keeps a record of what ran and when, so you can go and check.
Takes off: copy-paste between appsInquiries and booking
An inquiry reaches you as a filled-in form, so the job and the money sit in the same place every time. You stop working out what someone wants from a paragraph sent at midnight. The booking, and any change of date later, happens without you writing a single email.
Takes off: chasing to book a callYour client list
Each call and each email gets filed against the right person on its own. You never have to remember to log it. The next nudge goes out on the date you set, even if that client is nowhere near your mind that week.
Takes off: forgotten follow-upProposals and contracts
Your proposal comes out of a template with the details already filled in. It goes out to be signed and comes back signed, then files itself where you can find it. You stop building the same document from scratch every time a client asks for one.
Takes off: rebuilding the same proposalGetting paid
A deposit is taken before the work starts. Bills go out as you hit each stage you agreed, and the reminders get firmer on their own. So you are never the one writing the awkward second email about money that is weeks late.
Takes off: chasing late paymentKeeping clients posted
Your client is told where the job has got to, from the real state of the work rather than from your memory. The update writes itself and sends itself. They stop asking, and you stop writing the same note over and over.
Takes off: the "any update?" emailFinding what you already have
Your files and your old jobs can be searched in plain English. You ask the way you would ask a colleague who has been here for years. The answer comes back with a link to the file it came from, so you lose no more afternoons to the hunt.
Takes off: hunting for the fileSmall AI workers
Each one does a single job, like sorting your inbox or writing up a call for you. It runs at a set time and leaves the result where you will see it. There are examples further down this page, with what each one is stopped from doing.
Takes off: reading and draftingPicking the right AI, then watching it
We try the models on your own work, rather than on a score chart from the internet. Then we keep watching the one we picked for you. If it slows down, or the bill starts to climb, you hear it from us before you find out the hard way.
Takes off: guessing, and bill shockThese layers are written in broad terms because the detail depends on your trade. Take a plumber who wants a deposit before a callout at night. A clinic that bills an insurer and then waits to be paid is a world away from that. The same goes for how your inquiries reach you and what your paperwork has to prove. What we build for you, and what is possible in your tools, is set out in your proposal. Terms and conditions apply.
A new inquiry, from the first email to the first day of work.
Here is how an inquiry turns into a client who has signed and paid. Every stage is a handover. Some of them need you in the room, and the rest do not. We work out which is which for your business, and that is most of the work at the start.
It arrives and gets read
Every inquiry reaches you in the same shape. It gets read and put in order of what is worth your time. What lands in front of you is a short brief you can take in standing up, rather than an inbox to dig through.
The conversation
The part nobody should automate for you. You turn up already briefed on them, and the notes write themselves once you are done.
Proposal and contract
It is built at the price you publish, so nothing gets cut in the room to keep things pleasant. Then it goes out, and you are told when they open it and when they sign.
Your one approval
One read and one click. Anything that touches money or a contract stops here on purpose and waits for you to say yes.
Paid, and underway
The deposit lands and the job opens. Your welcome pack goes out, and the first date is on your calendar before you have closed the tab.
The exact steps and the wording behind each stage get built for your business, and they stay with it.
An agent does one job, then stops.
An agent is a small program with one job and a set time to do it. Nobody here is selling you a robot member of staff. The useful ones hand you back something you can check quickly, and then they get out of your way. Here is what that looks like on your desk.
- Your morning postSorts the mail into reply now, reply later and leave it. A draft is already sitting on the first pile when you open it.
- Before you meet someoneReads their site and their recent news, then writes you a short note. You keep it in front of you while you talk.
- Reading a contractPulls out the dates and the money and lays them side by side. You see what you agreed to without reading the whole thing twice.
- One talk, used twiceTurns a recorded call into a post and a newsletter piece in your own words, ready for you to edit.
- The last readGoes over your work before you send it, and flags the missing file or the figure that is out of date.
- The other sideArgues against a decision you cannot undo, before you make it. You get the case against your own plan, in writing.
Each one is held to a single task and shown only the files it needs for that task. Every run is written down, so you can look up what it did for you and when. You decide where your own sign-off sits. We set it there while we build, at whatever level lets you sleep. How each agent is built, and what it is stopped from doing, is part of what you pay us for.
Which of these you need depends on how you work.
The free test reads how you work before anyone picks a single tool for you. It tells you which of the eight founder types you are, and none of them ranks above another. It takes about five minutes.
Take the free test →