Service checklist

What we can run for you.
Tick what you would want handled.

Tick anything you would want handled and leave the rest blank. This is a menu, not a test, and most operations start with one line and grow from there. Nothing you tick is a commitment — we take your selections into a written proposal with real numbers before anything gets built.

We text only people who contacted you first or opted in, honor STOP on every message and keep to quiet hours. Your AI says it is an assistant when asked and never pretends to be a person. You keep your existing phone number. On every line: never legal advice, never tax advice or filings, never money moved on your behalf, never clinical advice, and no patient information until the compliance paperwork (a BAA) is signed. Approvals are a one-tap text or link, and everything reports through one owner report.

Recommended starting point

Start with the front desk. It is the piece that changes your day fastest, and everything else plugs into it later.

Step 1 — Front desk. Covers all your locations, and web chat is included.
Step 1b — Website, only if yours is failing on phones. If your site already books well on a phone, skip it.
Step 2 — Marketing and Google Business Profile, once the front desk is answering everything and you can see where the bookings come from.

We would rather get the basics right first than hand you the whole stack on day one.

01 / 16

Front desk & phones

Calls are handled with the consent notice your state requires; we set the exact wording with you before anything goes live.

AI Receptionist — 24/7 inbound voiceAnswers every call in your name, books, takes messages, transfers to the right person with a whisper of who is calling, screens out sales calls, keeps every promised callback, and sends you a note after each call with the transcript on file.
Missed-call text-backAny call that slips gets an instant personal text offering to book.
After-hours & overflow coverageCovers you around the clock, all week, and picks up when your desk is too busy to answer.
Multi-location & multi-provider routingOne front desk routes callers between your locations and your people, by your rules.
Chat, texts and email answered and bookedWhether someone writes to you on your website, by text or by email, they get a real answer and a booking in minutes, any hour.
Urgent-call routingEmergency or time-critical language is never treated as a booking; it goes wherever you tell us to send it.
Multilingual answeringAnswers in the languages your customers actually speak, so a generic English bot does not erase a differentiator.

02 / 16

Scheduling & visits

"Booked into the software you already use" is scoped per system — some vendors do not open a booking path, and we tell you which before you sign.

Booking into your calendarAppointments booked straight into your calendar, a deposit taken by a link from your own payment account when you want one, and changes or cancellations handled on the call or by text.
Booked into the software you already useBookings land in the practice, shop, dispatch, salon, property or hotel system you already run, so your team never re-keys anything.
Appointment reminders & no-show recoveryReminders that get confirmed, same-day closure or delay notices when your day changes, no-shows won back, and patients who drift off a care plan nudged to come back.
Pre-visit paperwork sent and chasedIntake and consent forms go out by text the moment someone books, get chased until they are done, and are waiting for your staff before the visit — no clipboard in the lobby.

03 / 16

Website

Website rebuildA site that books, hosted for you and owned by you (domain and site stay in your name), with the pages and forms your offers need, accessibility fixes, and a watch that tells you if it breaks.
Website maintenanceSmall content changes and upkeep after your site goes live, handled for you. Optional.

04 / 16

Marketing & visibility

Marketing is never piecemeal — the pieces only work together.

Google Business Profile repairClaim and verify, fix wrong titles and map pins, one consistent name, address and phone everywhere, plus categories, hours and photos.
Profile management & local SEOWeekly posts, a steady flow of photos, questions answered, your details kept consistent across the web, more reviews coming in, and a monthly report.
Review enginePost-visit review asks through the front desk, monitoring, and every review answered in your voice.
Monthly marketing contentStarts with your brand voice written down, then every month: social posts, the customer newsletter, website articles and service pages, and your events and promotions announced on Google, by email and by text.
Photo, video and creator placementsReal photos, produced or short-form video where it fits, and local creators placed for you.
AI-search visibilitySo that when someone asks an AI assistant about your business, it describes you correctly.
Reputation intelligenceWhat your customers are really saying — reviews, call transcripts and surveys read weekly and turned into the few things to fix.
Google, Facebook and Local Services adsYour Google, Facebook and Local Services ads written, watched daily and tuned, spending from your own ad account with your approval on every budget.

05 / 16

Lead generation & outreach

We do not send cold texts. Outbound texts and calls go only to people who have given consent, and every message carries a way to opt out.

Speed-to-leadEvery form, ad, chat, email and marketplace lead (Thumbtack, Angi, Yelp, Zillow, Local Services) answered in under a minute, routed to the right person with a backstop if they are slow, and nurtured until they book.
Referral asks that run themselvesHappy customers are asked for a referral at the right moment with their own link, and every referral is tracked and thanked, with the reward yours to give, without anyone keeping a spreadsheet.
Outbound outreachComing — not available yet.Prospecting calls and messages made for you, in a natural voice that never pretends to be human.
Lead intelligence for real estateComing — not available yet.For agents and brokerages: high-intent buyers identified for you.

06 / 16

Lead follow-up & sales support

Lead qualification & CRM loggingEvery lead qualified and logged, your CRM kept clean — deals going cold chased, duplicates fixed, a weekly cold-deal list — and sales calls that run through your numbers summarized for you.
Booking source tracking & monthly proof reportWhich calls, forms and ads actually became bookings, what each lead source cost you, in one plain monthly report.
Call-tracking numbersOptional dedicated lines, so you can see exactly which channel produced which call.
Unsold quotes and estimates followed upEvery estimate, quote or consultation that did not turn into a job — including repairs a customer declined — gets personal, persistent follow-up until it is a yes, a no or a later, and the answer is logged.
Database reactivationYour existing list worked systematically — customers, old inquiries and lost deals — with recalls, maintenance-agreement renewals, service-due reminders and seasonal pushes.
Loyalty & VIP programsRepeat customers rewarded, memberships and renewals kept current, and the right upsell offered at the right time.

07 / 16

Customer support

Answers come from your own policies and records. Anything involving money moving, a legal question or medical advice goes to a person.

Support inbox answered around the clockEvery support email, text and chat from an existing customer answered from your own policies within minutes, any hour; anything outside what you approved is drafted for you, and you can step into any thread with the full history.
Billing and account questions answeredDid my payment go through, resend my invoice, what is this charge, how many sessions are left, when does it renew — answered from your own records on any channel; anything that would move money goes to you.
Complaints answered and followed upA complaint on any channel gets a same-hour reply in your voice, a case with what happened, an alert to you, and follow-up until it is closed — so the unhappy customer hears back before they post.

08 / 16

Legal-department support

Administrative and operational support only.

Law-firm intake line24/7 intake: matter type, urgency, conflict-check names and source captured; consults booked; urgent matters escalated to an attorney immediately. Never legal advice, and speaking with intake creates no attorney-client relationship.
Client status calls answered from approved notesExisting clients asking "where is my case" get an answer from the status notes your attorney approved, any hour, and anything beyond that goes straight to the attorney. Administrative status only — never legal advice.
Case prep & document organizationFiles organized, prep packets built, outstanding items tracked. Organization and preparation only — never legal advice, never a substitute for your attorney.
Contract & vendor-terms adminContracts intaken and summarized in plain English, renewal and auto-renew deadlines tracked, non-standard clauses surfaced for a human to approve. Summaries, dates and flags for you to decide on — never legal advice, never a risk opinion.
Client onboarding for law firmsComing — not available yet.Intake forms, document collection and client setup handled without staff time. Never legal advice.

09 / 16

Payroll admin

Administrative work built around the payroll provider you already use — your provider keeps running payroll and tax compliance.

Timesheet collection & approval chasingHours collected, and the manager who has not approved yet gets chased. We collect and chase; your provider runs the payroll.
New-hire paperwork chaseW-4, I-9 and direct-deposit forms collected, tracked and reminded. We chase and track only — we never complete or attest employment-eligibility verification.
Pre-run checks & anomaly flagsTimecards over 40 hours, missing state forms, rate-change sanity checks. Raised as questions for you to confirm with your provider, never as determinations.
Payroll deadline calendarRun cutoffs, deposit schedules, quarter-ends and year-end season tracked, with a deposit-verification reminder. Reminders only — you and your provider verify every deposit.
Report pulls & cross-system reconciliationPayroll, timeclock and your accounting ledger reconciled against each other. Read-only — no changes to your payroll or your books.
Tax & agency notices routedEvery tax, unemployment-claim or garnishment letter is scanned, its deadline logged and the right person told — so nothing sits in a drawer past its date. Intake and routing only — we never correspond with a tax agency on your behalf, and never tax advice.
Payroll admin beyond the items aboveMultiple entities, weekly runs, or a clerk-sized workload. Still administrative only — no money movement, no filings, no tax advice.

10 / 16

Hiring & HR support

Hiring decisions stay yours. We tell you exactly where AI is used in your process so you can make any disclosure your state's law requires, and we never screen on protected characteristics.

Job postings written and posted everywhereTell us the role once and the posting goes out in your voice — on your careers page, in Google's job listings, through your own job-board account and on your Google Business Profile — and past applicants are told when a role opens.
Applicants answered within minutesEvery application gets a personal reply and your must-have questions within minutes, any hour, then lands in one list with a plain checklist per person and status updates as they move — so good candidates do not take the other job while they wait.
Hiring funnelCandidate screening calls, interview scheduling and reference chasing, run for you.
Employee onboarding & document collectionFrom the signed offer letter on: every form collected and tracked, the background check invitation chased, the benefits-enrollment window reminded, and the accounts to set up listed for your IT person.
Staff line: time off, call-offs & payOne number your staff text or call for a day off, a sick call at 5 a.m., a pay-stub or W-2 question, or an employment verification — the request reaches the right manager, the open shift is offered by text to the staff who opted in and the first yes is locked in, and every answer lands back with the employee. Logistics only — leave decisions and substantive pay questions stay with you.
Offboarding — access off, equipment backWhen someone leaves, the checklist runs itself from one living list of who has which logins and devices: turn-offs sent to you and your IT person the same day, equipment and keys chased back, final-pay timing flagged to your payroll provider, benefits hand-off routed to your broker, and you get a done-list.

11 / 16

Finance & bookkeeping support

We work around your bookkeeper and CPA, never instead of them, and you make every payment from your own bank or bill-pay tool.

Invoicing & payments automationQuotes to invoices to reminders in Stripe or QuickBooks, overdue invoices reminded by email and text, failed cards on memberships recovered, rent reminders for property clients, and card-processor deposits matched to invoices in your books. Reminders only — never collection.
Vendor bills and receipts entered for approvalSupplier bills and staff receipts that arrive by email, photo or text are read, checked for duplicates, matched to the order, coded and placed in your books as bills waiting for your one-tap approval — and vendors asking "did you get my invoice" are answered from that queue.
Month-end packet for your bookkeeperBy the 3rd of each month your bookkeeper gets one packet — every question answered, every missing receipt chased, every oddity flagged — and at year-end the same packet goes to your CPA with the open items and W-9 gaps, so the close takes days, not weeks.
Cash-flow forecastingA weekly who-owes-you / who-you-owe view and a monthly budget-versus-actual, rolled into a forecast with named risks flagged before month-end.

12 / 16

Knowledge, SOPs & reporting

Internal AI knowledge baseTrained on your own documents — SOPs, handbook, policies, menus, how-tos — answering your staff instantly by chat, text or phone.
SOPs & house policies written downYour procedures and house policies — cancellations, no-shows, deposits, texting opt-in wording — captured from a short interview and kept current.
Public FAQ / trained knowledge baseA public FAQ trained on your answers, with the questions it could not answer flagged to you weekly so the gaps close.
Owner reports & dashboardsYour numbers from your own sources — daily text, weekly and monthly report — per location, per provider or staff member, including hiring, support and marketing, side by side.
Alerts when a number goes wrongA plain-English heads-up the day bookings, no-shows, call volume or a cost moves off its normal range — with what to check, not a wall of charts.

13 / 16

Research & analysis

Watching the outside world for you — competitors, prices, rules and the businesses you are about to sign with. Findings and sources only; your attorney and CPA still advise.

Competitor watchKnow within a day when a competitor you name changes prices, hours, services, staff or promotions, what ads they are running, and when a new competitor applies for a license near you — without anyone on your team checking.
Rule and law changes that affect youWhen a rule that touches your business changes, you get a plain note that it changed and a link to the official source. Information only — we never interpret it or tell you what to do; that is your attorney's call.
Due-diligence packet from public recordsBefore you sign with a vendor, take on a big customer or buy a business: one packet from public records — who owns it, good standing, licenses, public lawsuits, reviews, news and web presence.
Research report on any business questionA researched, cited answer to a real question — is there demand for a second location in that suburb, who serves that niche, what do vendors charge — in days, not weeks.

14 / 16

Compliance & documentation

We track, draft and keep the records — a human signs off. Never legal advice. When an inspector, insurer or auditor asks, we hand you the binder.

License, permit & insurance renewals trackedEvery business license, health or liquor permit, state annual report, professional license and insurance policy you hold, in one calendar with reminders that escalate until the renewal is actually done.
Staff training & licenses kept currentEvery employee's must-haves — the trainings, cards and licenses your business and your state require, CPR, handbook sign-offs, review dates — tracked by due date, reminded, chased until the certificate is uploaded, with a one-page "who is out of date" view. You decide what applies — we track it.
Incidents written up and followed throughA guest slips, an employee is hurt, a laptop goes missing, an inspector leaves a notice — reported by text or phone in a minute, written up properly, sent to the person you named, and chased until it is closed.
Daily checklists by text, with photo proofOpening, closing, cleaning, temperature and sterilization checklists sent to the right person by text each shift and answered with a photo, then one morning report per location that shows you only what was missed — and an inspection becomes a printout, not a scramble.

15 / 16

Back office & operations

Property / operations command centerOne engineered view and workflow set: vendor management, bids and renewals, project and deadline tracking, multi-property reporting.
Vendor management & deadline trackingVendors, contracts, software subscriptions and renewals tracked and chased; W-9s, certificates of insurance and the privacy agreements your vendors owe you collected before they lapse; vendor bids compared line by line; reorder alerts where your books track inventory.
Back-office document workflowsIncoming documents filed where they belong, and engagement letters, leases, change orders and proposals sent for e-signature, the signer reminded, and the executed copy filed.
Personal AI executive assistantYour inbox and calendar triaged with a daily brief, meeting notes and action items chased when you already use a note-taker, your numbers answered on request, and approvals handled by a one-tap text.
Custom build — you think it, we build itWe audit the operation, find where hours and money leak, and scope in writing what to build. If a person does it on a schedule, this can usually run it.
Quarterly strategy session & priority operationsA working review with you every quarter, plus priority handling in between.

Something you need that isn't on the list?Tell us what you need handled and we'll tell you if we can do it. Describe it the way you'd explain it to a new hire — what happens, how often, and what "done" looks like.

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Nothing you tick is a commitment. We turn your selections into a written proposal, and nothing is owed until you approve it.

What we can run for you.Tick what you would want handled.