No. 1 · Conversion
Call-to-Proposal
The fastest payback on the list. About a week to set up, and it saves hours on every proposal while helping you win the deal.
Pick a stage. Pick one thing.
Not sure where to start with AI? Choose the part of your customer journey that hurts most, then pick one of these. Each has a proven approach, a clear cost or revenue lever, and a first step you can take this week.
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If you only pick one
These five have the best mix of a proven approach and a real payoff. Most teams start with one of them.
No. 2 · Awareness
Voice Engine
Content is the problem I hear about most. It’s also how I run content for my own business.
No. 3 · Delivery
Delivery Copilot
The biggest margin lever in most service businesses. The approach is proven; the task it targets is yours.
No. 4 · Onboarding
Day-One Kickoff
Fixes four onboarding problems at once, in about a week.
No. 5 · Consideration
First Responder
Running in days, and the revenue lever is easy to see.
Not sure which fits? That’s what the free consultation is for.
Book a free consultationAwareness
Get found by the right people.
Sounds like: Marketing stalls. Nobody outside your network knows you. Writing in your own voice takes forever, and there aren’t enough leads.
- Voice EnginePublish every week without writing every week.A content pipeline that turns your ideas into weekly posts in your voice. You approve instead of write.
- Found by AIYour buyers are asking AI who to hire. Are you in the answer?Find out whether ChatGPT, Claude and Perplexity recommend you, and fix it if they don’t.
- Signal OutboundGet known outside your network, one relevant message at a time.Small-volume, well-researched outbound to the accounts that fit you best. AI does the research. A person approves every message.
Consideration
Turn interest into a serious conversation.
Sounds like: The same questions on every call. Replies that take a day. No way to tell who’s serious until you’ve spent an hour with them.
- First ResponderBe the first one who answered.Every inquiry gets a specific, useful reply within the hour. AI drafts it, and you send it.
- Always-On AnswersAnswer the same question for the last time.An assistant on your site and in your inbox that answers prospect questions only from your real pricing, scope and FAQs.
- Fit FilterSpend your calendar on buyers, not browsers.Score and enrich every inquiry against your real definition of a good customer.
Conversion
Win the deal while they’re still warm.
Sounds like: Proposals take hours. Deals go quiet. Pricing lives in one person’s head.
- Call-to-ProposalSend the proposal before they’ve finished thinking about you.Your sales call becomes a first-draft proposal, in the customer’s own words, the same day.
- Deal RescueNo deal dies of silence again.Spot deals going cold and send a follow-up that references the actual conversation.
- Quote EngineStop guessing your price.Your pricing logic, taken out of your head and turned into a tool that quotes consistently in minutes.
Onboarding
Start strong the day they sign.
Sounds like: Onboarding is different every time. New clients wait to hear from you, and you spend weeks chasing them for logins and files.
- Day-One KickoffThey said yes. Make sure they hear from you today.The day a deal closes, the welcome note, kickoff plan, intake checklist and handover brief are drafted and ready to send.
- Intake AutopilotGet everything you need from new clients without chasing them.A guided intake that collects only the information you need, explains why, and chases the gaps on its own.
- Setup ConciergeExplain it once. Never explain it again.An assistant that answers new customers’ setup questions from your documentation, so you stop being the help desk.
Delivery
Do the work faster, and the same way every time.
Sounds like: Repetitive work eats your best people’s week. Support never stops. Reports get built by hand, and know-how lives in one or two heads.
- Delivery CopilotDeliver more without hiring.An AI first draft for the delivery task your team does most, so they edit and approve instead of starting from a blank page.
- Support Desk CopilotGet your week back from the inbox.Sort incoming support, answer the known questions, and draft replies for the rest with context attached.
- Reports on AutopilotYour client reports, written before you open the spreadsheet.Client updates drafted from the numbers and the activity log, ready for you to check and send.
- Company BrainStop being the person everyone has to ask.Your documents, past projects and decisions, searchable in plain language, so know-how doesn’t leave when a person does.
Retention
Keep the customers you’ve already won.
Sounds like: No regular check-ins. Feedback nobody reads. Renewal prep that takes days, so most accounts never get a proper review.
- Never Out of TouchNo customer should hear from you only at renewal.Timely check-ins with every customer, drafted from what has actually happened on their account.
- Renewal ReadyWalk into every renewal with the proof on the page.Renewal and account-review packs assembled automatically, so prep takes about an hour, not days.
- Customer Voice ReadFind out what your customers have been telling you.A year of surveys, reviews, tickets and call notes, turned into ranked themes with the quotes to prove them.
Advocacy
Turn happy customers into your next customers.
Sounds like: Nobody asks for referrals. Testimonials are painful to collect. Great results never get written up.
- Delight TriggerAsk when they’re happiest.Spot the moment a customer is happiest and ask for the referral right then, with the message already drafted.
- Testimonial HarvestYour best testimonials are already in your inbox.Testimonials drafted from what customers have already said, sent for one-click approval.
- Case Study EngineEvery finished project becomes proof.Writing up the win becomes part of closing the project. Records go in, a case study draft comes out, and customer approval is built in.
None of these fit? Tell me what’s eating your week. We’ll find the starting point together.
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