Losing clients you didn't know were unhappy?
A renewal watch
It reads each account ahead of renewal and flags the ones cooling.
What you gain: no renewal arrives as a surprise.
Read the renewal watchCame here from an email we sent? Same people, same work.
Have you ever had work land on you at night that should have run itself?
The renewal nobody prepared. The dawn call-out. The client email that waited all day. It finds you after hours.
What do we do? We automate the work nobody wants to do, in every department.
Who is it for? Owner-led US firms of about 20 to 1,000 people, where good staff still run things by hand.
What do owners ask us first?
Six questions come up in almost every first conversation. Here are straight answers.
- Is this for a firm my size?
- Probably, if you have about 20 to 1,000 people. Smaller than that, the hours rarely add up.
- Where do you usually start?
- With the job that eats the most hours. Often that's service, finance or scheduling. Sometimes it's the owner's own inbox.
- Do you need access to our systems?
- Not to begin. The first conversation needs none at all. Later, you choose what we can read.
- Will it send things in our name?
- No. It drafts and flags. A person on your side approves every message before it goes.
- What if AI is the wrong fit for us?
- Then we say so. Sometimes a checklist or a clearer owner fixes it. We'd rather tell you than build it.
- What does a first conversation cost?
- Nothing. It's about an hour with one of our co-founders. Bring your whole list.
Which jobs do we take off people's desks?
Twelve of them, two in each department. Each shows the job today, after, and what you get back.
Sales
Renewals arriving with no warning?
TodayA renewal shows up as a date. Nobody read the account's last three months first.
AfterEvery account due next quarter comes with a short brief and a next step.
You walk into each renewal ready.
Insurance agencies · Wealth management · Distribution
The renewal watchSales
Promises in your sent mail going overdue?
TodayYou promised a client a revised quote by Thursday. Then a carrier went quiet.
AfterEvery promise in your sent mail is tracked. Overdue ones reach you first.
Nobody has to ask you twice.
Insurance agencies · Staffing
The promise watchFinance
Supplier bills matched by hand?
TodayEach bill is checked against the order and the delivery, one at a time.
AfterClean bills queue for one approval. Mismatches are held with the evidence beside them.
You pay only for what actually arrived.
Wholesale distribution · Manufacturing
Finance
Clients slow to send their papers?
TodayPortal reminders read like system notices. So staff chase by hand, and none of it is billable.
AfterA weekly chase knows who owes what, with a personal note drafted for each.
Busy season starts with a shorter late list.
Accounting and tax · Insurance agencies
Operations
A 6 a.m. call-out wrecking the day?
TodayOne sick call, and the scheduler rebuilds the day by phone before sunrise.
AfterEach gap arrives with three ranked cover options and the messages drafted.
The scheduler picks instead of searching.
Home health · Construction · Staffing
The cover deskOperations
Decisions stuck waiting on you?
TodayChange orders, discounts and finished drafts all wait for your yes. The team has moved on.
AfterOne list of what's waiting on you, oldest first, with what each needs.
One sitting clears it, and the work moves again.
Construction · Marketing agencies
HR
Licenses expiring unnoticed?
TodayRenewal dates live in folders nobody opens until an audit.
AfterEach person's documents are tracked, with reminders drafted weeks ahead.
Nobody works a shift on a lapsed license.
Home health · Staffing
HR
Good applicants waiting a week?
TodayApplications pile up faster than anyone can read them.
AfterEach is read against your requirements the day it lands, with reasons shown.
Strong people hear back while they're still free.
Staffing · Manufacturing
Customer service
A shared inbox nobody can keep up with?
TodayRoutine requests wait behind hard ones. Clients call to ask again.
AfterEvery email is sorted on arrival. Routine answers come drafted for approval.
Clients hear back in minutes.
Insurance agencies · Wealth management · Accounting and tax
The first-response deskCustomer service
Client mail waiting all night for you?
TodayMail lands after the team logs off. The urgent one sits under alerts and invoices.
AfterA morning read puts the emails that need you on top, ready by 8 a.m.
You reply to the right client first.
Staffing · Insurance agencies
Marketing
A client newsletter that never gets written?
TodayEveryone agrees it matters. Nobody has the afternoon to write it.
AfterA first draft arrives each month, built from your own recent work.
You stay in clients' minds between jobs.
Wealth management · Accounting and tax
Marketing
Can you say which source brings paying clients?
TodayEach platform reports its own clicks. None reports signed work.
AfterA monthly view ties each source to the clients it produced.
Spend moves to what works.
Home health · Construction · Wealth management
Which industries do we see it in?
- Insurance agenciesCertificates out before noon. Renewals prepared a quarter early.
- Home healthCall-outs covered by cleared aides, not by whoever picks up.
- Wealth managementClient requests answered fast. Quiet accounts noticed early.
- ConstructionCrews moved by rain re-planned in minutes, not by phone tree.
- Accounting and taxA panicked notice email jumps the queue to the right preparer.
- StaffingShifts filled within hours, with credentials checked first.
- Wholesale distributionContract customers whose orders dip get a call, not a surprise.
Does your week look like this?
- Friday, 9 p.m.: a client email you needed to see at noon.
- Monday, 6 a.m.: three visits and nobody to cover them.
- Tuesday: a renewal you'd forgotten was due.
- Thursday: a promise you made, now two weeks late.
None of that is your team's fault. Nobody designed the work to run itself.
Want to see four in full?
Each is one of a family.
Rebuilding the schedule before sunrise?
A call-out cover desk
It finds the best cover for each gap and drafts the messages.
What you gain: the gap is filled, and the day holds.
Read the cover deskClients chasing you for two-minute jobs?
A first-response desk
It sorts each request on arrival and drafts the routine answers.
What you gain: clients hear back in minutes.
Read the first-response deskFinding old promises in your sent mail?
A promise watch
It notes each promise you make, and tells you when one runs late.
What you gain: your word holds.
Read the promise watchWhat would it be worth to you?
Take the shared inbox as an example, and use your own numbers:
- How many client emails reach the inbox each week?
- How many of them are routine?
- How many minutes does each take, start to finish?
- Multiply by your team's hourly cost.
That's what sorting by hand costs you now. Here's the shape of what replaces it.
Shared inbox · 10:00 a.m.
52 requests since 8:00
- 28routine, answers drafted for approval
- 17routed to the right person, history attached
- 5waiting on the client
- 2urgent: a tax notice and a certificate due today
A person sends every reply.
How do we decide where it fits?
- We look at the week, not the org chart. Where does work wait, and who chases it?
- We'll tell you when AI is the wrong answer. A clear owner sometimes beats a build.
- What we build only drafts and warns. A person approves each message.
Your people spend their week on the work that needs them.
Shall we talk it through?
- It's free and takes about an hour.
- You talk with one of our co-founders.
- No access, no preparation. Bring every problem on your list.
Leave your name and work email. We'll reply with a time.
Who reads it? A person, who replies usually within one working day.
Thank you. It's arrived.
A person will reply, usually within one working day.