We Build Your Assistant. You Just Show Up and Work.

Here's exactly what happens from the day you sign up to the day your assistant starts running your business.

The Setup Process

Live in About a Week

Day 1

Discovery Call

60–90 minute call where we learn everything about your business.

1Your services and pricing, service area, scheduling preferences
2How you talk to customers, what your quotes look like, your busiest seasons
3What’s falling through the cracks right now

Days 2–5

We Build Your Assistant

We configure your AI assistant with your exact services, pricing, and business rules.

1Set up your business SMS number
2Connect your calendar, email, and payment tools
3Build your quote and invoice templates
4Load your existing customer list (if you have one)

Days 6–12

Test Week

Your assistant starts handling real inquiries — with your approval before anything sends.

1Everything goes through you for approval first
2You see exactly how it responds, and we fine-tune the tone and accuracy
3Zero risk — nothing goes to a customer without your OK

Day 13+

Go Live

Your assistant runs autonomously within the guardrails you’ve set.

1You get daily briefings and can override or adjust anything via text
2We monitor everything and optimize weekly for the first month
3Ongoing support for any changes or questions

Capabilities

What Your Assistant Handles

A detailed breakdown of everything your AI executive assistant does for you, day in and day out.

Inbound Messages & Lead Capture

•Responds to texts, emails, and form submissions in under 60 seconds
•Qualifies the lead (what service, where, when available)
•Checks your real-time calendar availability
•Books the appointment or presents options to the customer
•Sends you a summary with all the details

Quoting & Estimates

•You text or voice-memo the job details after a site visit
•Assistant generates a branded, professional quote
•Sends it to the customer via text or email
•Follows up if the customer doesn’t respond
•Notifies you when a quote is accepted

Follow-Up & Customer Nurture

•Automated follow-ups on open quotes (2, 5, 10 day intervals)
•Post-job thank you + Google review request
•Seasonal re-engagement (“time for your annual furnace tune-up”)
•Past customer outreach for repeat business

Scheduling & Calendar Management

•Owns your work calendar
•Books, confirms, reschedules appointments
•Sends customer reminders 24 hours before
•Daily morning briefing with your full schedule
•Handles customer reschedule requests without involving you

Email Management

•Monitors your business email
•Responds to customer inquiries
•Sends quotes, invoices, confirmations
•Flags important vendor/supplier emails
•You can instruct it via text: "Email Mrs. Chen the warranty info"

Text It Like an Employee

Real Conversations With Your Assistant

No commands to memorize. Just text what you need.

Who’s on my schedule tomorrow?

Tomorrow you have 3 jobs: 8:00 AM — Water heater install, 114 Pine St 11:00 AM — Faucet repair, 2847 Elm St 2:00 PM — Follow-up inspection, 990 Oak Dr Want me to make any changes?

Send the invoice for the Johnson job, $2,800

Done. Invoice sent to Mike Johnson at mike@email.com. Payment link included. I’ll follow up if he doesn’t pay within 3 days.

Block off Friday afternoon

Done. Friday after 12pm is now blocked. I’ll reschedule the 2pm estimate request — want me to offer Monday morning instead?

What quotes are still open?

3 open quotes: • Chen — $2,800 (sent 2 days ago, follow-up tomorrow) • Park — $1,200 (sent 5 days ago, followed up yesterday) • Davis — $450 (sent today) Want me to follow up on any now?

Move the Chen job to next Tuesday

Moved. I’ve texted Mrs. Chen to confirm the new time. She’ll get a reminder Monday evening.

Ready to stop losing jobs to your voicemail?

Book a 15-minute call. We'll show you exactly how your assistant would work for your specific business.

No contracts. No credit card required. Just a conversation.