Turn more service leads into booked jobs.
Revenue Assistant AI captures new inquiries, qualifies prospects, drafts fast replies, follows up automatically, and gives your team a clear weekly pipeline — with human approval where it matters.
Most businesses do not need more leads first. They need fewer lost ones.
Revenue leaks happen when inquiries arrive from too many channels, replies are delayed, quote follow‑ups depend on memory, and owners cannot see what is slipping through the cracks.
Slow first response
A prospect asks for help. The team is busy. Hours pass. A competitor replies first.
Manual qualification
Staff waste time asking the same questions instead of focusing on real opportunities.
Forgotten follow-up
Quotes are sent, then disappear into email history with no clean next step.
A practical AI workflow, not another bloated software project.
We install a focused revenue assistant around the tools your business already uses.
- ✓Lead intake from forms, emails, messages, CRM notes, and call summaries
- ✓AI summaries with urgency, service type, and missing information
- ✓Reply drafts and booking prompts for fast response
- ✓Quote follow-up reminders and opportunity tracking
- ✓Human approval before customer-facing messages by default
- ✓Weekly pipeline report: new leads, open quotes, stuck deals, next actions
Built first for service businesses that sell through conversations.
Alarm, CCTV & access control
Qualify site visits, urgency, property type, system needs, and quote follow-up.
Home & commercial services
Handle estimate requests, service areas, scheduling, and job priority.
Clinics, agencies & consultants
Triage inquiries, send next steps, and keep prospects moving toward booking.
Simple pilot packages.
Start as a done-for-you implementation. If it produces revenue, expand it. Revolutionary concept: make it useful before making it complicated.
Lead Intake
from $500/mo
AI summaries, lead tracker, reply templates, and basic follow-up reminders.
Sales Follow-Up
from $1,000/mo
CRM workflow, quote follow-ups, booking workflow, urgency tags, and weekly reports.
Revenue Ops AI
Multi-location workflows, dashboards, reactivation campaigns, and advanced reporting.
Pilot pricing is scoped after a quick lead-flow audit. The goal is to automate the first revenue leak before expanding the system.
Common questions.
Does it replace our CRM?
No. It works around the tools you already use: inboxes, forms, CRM notes, and call summaries.
Will AI message clients automatically?
Pilot workflows are draft-first by default, with human approval before anything customer-facing.
Who is it best for?
Quote-based service teams that sell through calls, forms, emails, appointments, and follow-up.
Want to see where your leads are leaking?
Send us a sample of your current lead flow. We’ll map a simple AI workflow and show what can be automated first.
For pilot projects, we start with a short lead-flow audit and recommend the fastest automation path first.