Feedback program · free now · $49 after betaHome services
Run Estimate-to-Dispatch Operations
One full workflow agent keeps each job together. It covers estimates, follow-up, work orders, routes, crews, and trucks. It checks materials.
- Business value
- A full workflow agent with a local estimate workspace, follow-up queue, work-order handoff, research notes, and daily dispatch packet
Sales follow-upHome services
Close More Open Estimates
Know which open estimates to call first. Get follow-up messages and a clear next step.
- Business value
- A ranked follow-up list, next steps, and message drafts
MarketingProfessional services
Build a LinkedIn Content Engine
Turn what you know into LinkedIn posts that build trust and bring in leads.
- Business value
- A four-week plan, post ideas, drafts, and a calendar
Sales operationsSales growth
Run a Better Weekly Sales Review
See which deals need help now. Give each owner a clear next step.
- Business value
- A simple sales scorecard, risk list, and owner task list
Customer successProfessional services
Build a Customer Onboarding Journey
Give each new customer a smooth start. Keep tasks, dates, and owners clear.
- Business value
- A kickoff plan, milestone list, and customer messages
People operationsRecruiting and hiring
Build an Employee Onboarding System
Help each new hire get ready faster. Make training, tools, and goals clear.
- Business value
- A first-day checklist, training plan, and manager task list
AI readinessBusiness operations
Plan an AI Automation Roadmap
Find the best AI job to start with. Plan a small test before you spend more.
- Business value
- A list of good AI jobs, a scorecard, and a first test plan
Sales outreachSales growth
Build a Personalized Cold Outreach Campaign
Plan outreach that feels personal. Give your team clear groups, message drafts, and launch steps.
- Business value
- A clean lead list, outreach plan, message drafts, and launch checklist
Sales follow-upSales growth
Revive Stalled Sales Opportunities
See why good deals went quiet. Pick the ones worth saving and plan the next step.
- Business value
- A stalled deal list, key roadblocks, message drafts, and owner tasks
Sales processSales growth
Turn Leads into Proposals
Move each good lead from first call to a clear proposal. Keep the price and next step easy to check.
- Business value
- A lead check, call plan, follow-up drafts, and proposal
Customer successCustomer success
Protect Customer Renewals
Spot customer risks before renewal time. Make a plan to keep the account strong.
- Business value
- A renewal score, risk list, shared action plan, and message drafts
Customer supportBusiness operations
Reduce the Support Backlog
Find the support tickets that need help first. Give each one an owner and next step.
- Business value
- A ranked ticket list, owner tasks, common causes, and a catch-up plan
Customer insightCustomer success
Turn Feedback into a Product Action Plan
Turn what customers say into a short list of changes to make.
- Business value
- Top customer needs, a ranked task list, and a plan to share updates
Website growthMarketing and growth
Improve Website Lead Conversion
See where your website loses leads. Know which pages, forms, and words to fix first.
- Business value
- A problem list, test ideas, page plans, and simple success checks
Brand strategyMarketing and growth
Build a Brand Messaging System
Help your team and AI explain what you sell in one clear and steady voice.
- Business value
- A clear main message, proof list, key points, and voice guide
LeadershipBusiness operations
Build an Executive Operating Review
Turn team updates into a short meeting with clear choices, owners, and next steps.
- Business value
- A business update, scorecard, choice list, and owner task tracker
Project controlAgency and professional services
Protect Scope and Project Margin
Find extra work and slow client choices before they hurt profit.
- Business value
- An extra work list, profit outlook, choices, and a fix plan
Service profitabilityHome services
Improve Job Profitability
See which jobs make money and which jobs lose it. Learn what drives the gap.
- Business value
- A job profit scorecard, gap report, key causes, and fix list
Cash managementFinance and accounting
Improve Cash Flow and Collections
See what cash may come in and what must go out. Know who to follow up with first.
- Business value
- A cash plan, follow-up list, risk list, and weekly tracker
Cash controlsFinance and accounting
Reconcile Bank Statements
Match your bank activity to your books. See each item that does not line up.
- Business value
- A balance check, matched item list, and list of gaps to review
Expense controlsFinance and accounting
Reconcile Credit Card Statements
Match card charges to your books. Find missing records and charges that may show up twice.
- Business value
- A card balance check, matched item list, and missing record list
Payment operationsFinance and accounting
Reconcile Stripe Payouts
See how sales, fees, and refunds became each Stripe bank payout.
- Business value
- A payout breakdown, bank matches, and list of gaps to review
Commerce financeFinance and accounting
Reconcile Shopify Orders to Cash
Trace Shopify orders to the cash in your bank. Keep sales and refunds from being counted twice.
- Business value
- An order-to-cash check, payout matches, and a list of gaps
ReceivablesFinance and accounting
Apply Customer Payments
Match customer payments to bills. See which payments still need a choice.
- Business value
- A payment match list, open cash list, and review sheet
Bookkeeping reviewFinance and accounting
Clean Up Transaction Coding
Find costs in the wrong place or with no label. See why each fix may help.
- Business value
- A coding check, suggested fixes, and a list for final review
Expense controlsFinance and accounting
Find Possible Duplicate Expenses
Find bills and charges that may show up twice. Keep normal repeat costs apart.
- Business value
- A possible duplicate list, reasons, and total money to review
Spend reviewFinance and accounting
Review Vendors and Recurring Costs
See what you spend with each vendor. Spot price changes and repeat costs to review.
- Business value
- A vendor spend list, repeat cost list, and price change list
ReceivablesFinance and accounting
Reconcile Accounts Receivable
Show how bills, credits, and payments make up the money customers owe you.
- Business value
- A money-owed summary, balance check, and open cash list
PayablesFinance and accounting
Reconcile Accounts Payable
Show how bills, credits, and payments make up the money you owe.
- Business value
- A money-owed summary, balance check, and unmatched payment list
Revenue reviewFinance and accounting
Explain Revenue, Refunds, and Chargebacks
See how sales, refunds, fees, and card disputes changed the money you made.
- Business value
- A revenue change summary, item list, and gaps to review
Close supportFinance and accounting
Prepare Journal Entry Proposals
Turn checked gaps into draft journal entries. Nothing is posted without your approval.
- Business value
- A balanced entry sheet, source links, and approval list
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