Right Hand NWA Free check-up

Services · Right Hand NWA

Admin and AI services for Northwest Arkansas small businesses

Everything Right Hand NWA can take off your plate: 38 services in six lines, from receipts and invoices to scheduling, documents, AI setup and reviews. Each one shows what you hand off, what comes back, where AI helps, where a person checks, what we never do, and an example.

  • AI drafts.
  • We check.
  • You approve.
Get my free admin check-up See all services

30 minutes, at your shop or on video. Free. You keep the plan.

How every service works

AI drafts, a person on our team checks, and you approve. Nothing goes out in your name until you have approved it. Taxes, payroll, legal work and moving money stay with you and your licensed pros. We prep, draft and remind. You approve.

  • AI drafts, we check, you approveAI makes a first draft, a person on our team checks it, and you approve it. 21 services.
  • We do itA person on our team does the work. Most of these need no AI at all. 17 services.

Every example below describes a made-up Northwest Arkansas business, written to show how the service works. They are not clients, and they are not results.

Service line 1 of 6 · 7 services

Money admin

Prep only. You and your CPA decide.

AI drafts, we check, you approve

Receipt capture and categorizing

Receipts and bills gathered in one place, sorted, with questions flagged weekly.

You hand off
Receipt photos and emailed bills, sent whatever way is easiest for you.
You get back
Everything in one place, like QuickBooks receipt forwarding or the app you already use, with the queue cleared weekly and a short question list.
Where AI helps
AI reads each receipt and suggests the vendor, date, amount and category.
Where a person checks
A person checks every category. You or your bookkeeper approve.
What we never do
We never file taxes and never hold your bank logins.
Example
a Springdale food truck snaps receipts at the commissary all week, and by Friday they are sorted with three questions waiting.

See it in the demo

AI drafts, we check, you approve

Monthly expense review

Totals by category each month, checked against last month and traced to receipts.

You hand off
An export from your books, or view-only access you set up in QuickBooks or your accounting app.
You get back
Totals by category, checked against last month, with every line traced to its transaction and receipt and open questions flagged for you.
Where AI helps
AI drafts the month's summary and points out lines that look different from last month.
Where a person checks
A person traces every line to its transaction and receipt before you see it.
What we never do
We never change your books without your OK, file anything or move money.
Example
a Cave Springs insurance agency sees software costs jump in March, and the review flags a duplicate charge to ask about.

See it in the demo

AI drafts, we check, you approve

Invoices and overdue follow-ups

Reminders on, past-due follow-ups drafted, and a weekly who-owes-what list.

You hand off
Your invoicing tool, like QuickBooks or Square, and the customers you want followed up.
You get back
Automatic reminders turned on in your invoicing tool, personal follow-ups drafted for anything past due, and a weekly who-owes-what list.
Where AI helps
AI drafts polite follow-ups in your voice from the invoice details.
Where a person checks
A person checks each draft against the invoice. You approve the wording before anything sends.
What we never do
We never collect or move money, change terms, add fees or threaten anyone.
Example
a Rogers HVAC company after a cold snap has forty open invoices, and Monday's list shows who to nudge first.

See it in the demo

AI drafts, we check, you approve

Quotes and estimates

Quotes drafted from your own price sheet and a job-site voice note.

You hand off
Your price sheet and a quick voice note or photos from the job site.
You get back
A clean quote ready for your review, plus a follow-up if the customer goes quiet.
Where AI helps
AI turns your voice note into line items, using only your own price sheet.
Where a person checks
A person checks every line against your price sheet. You set every price.
What we never do
We never set, change or discount a price, and never send a quote you have not approved.
Example
a Fayetteville landscaping crew records a two-minute walkthrough, and the quote is waiting for review before the truck leaves.

We do it

Bills-due and renewals calendar

Reminders before licenses, insurance, permits and registrations come due.

You hand off
Your license, insurance, permit and registration paperwork, or just a list of what you renew each year.
You get back
Reminders 60, 30 and 7 days out for licenses, insurance, vendor certificates, domains, permits, vehicle registrations and the state annual report.
Where AI helps
Not needed for this one. It is a calendar built from your paperwork.
Where a person checks
A person checks every date against the paperwork and updates the calendar after each renewal.
What we never do
We never file or pay anything. You or your licensed pro file and pay.
Example
a Lowell trucking outfit gets a 60-day heads-up on three truck registrations and its insurance renewal.

We do it

CPA and bookkeeper prep

Statements, receipts and reports gathered and labeled for the pros who file.

You hand off
Statements you download, your receipts, and the request list from your CPA or bookkeeper.
You get back
One labeled folder that matches your CPA's list, with gaps flagged early instead of in April.
Where AI helps
Not needed for this one. It is gathering, labeling and checking a list.
Where a person checks
A person matches every item to your CPA's request list before anything is shared.
What we never do
We never prepare or file returns, give tax advice or hold your bank logins.
Example
a Farmington salon owner hands over a shoebox of paper in January, and the CPA gets a labeled folder by February.

We do it

Software subscription cleanup

Every software subscription listed with seats, renewal dates and overlaps flagged.

You hand off
Statements you download, or a list of the apps your team logs into.
You get back
One list of every subscription with seats, renewal date and any overlaps flagged.
Where AI helps
Not needed for this one. A person reads the statements and builds the list.
Where a person checks
A person confirms each seat count with you before anything is marked unused.
What we never do
We never cancel anything for you or promise savings. You decide every cancel.
Example
a Centerton marketing office finds two video tools doing the same job, and the owner decides which one stays.

Service line 2 of 6 · 7 services

Customers and front desk

Nothing goes out in wording you have not approved.

AI drafts, we check, you approve

Inbox triage and reply drafts

Your inbox sorted daily, with replies drafted in your voice for you to send.

You hand off
Access to your Gmail or Outlook inbox, plus a few notes on who matters most.
You get back
Labels and filters, a daily list of what needs you, and replies drafted in your voice waiting in Drafts.
Where AI helps
AI sorts mail into labels and drafts replies from your past emails and approved facts.
Where a person checks
A person checks the daily list and every draft. You send.
What we never do
We never agree to prices or dates you have not set, and never delete mail permanently.
Example
a Bentonville supplier office has its inbox sorted before 8 AM, with five reply drafts ready to review.

See it in the demo

We do it

Missed-call text-back and booking

Missed callers get an instant text offering your real open slots.

You hand off
Your business phone number, open hours, and the wording you want missed callers to see.
You get back
An instant text to every missed caller, in wording you approved, that offers your real open slots and holds one until you confirm.
Where AI helps
Not needed for this one. The text is your approved wording, sent by your phone system.
Where a person checks
A person sets up carrier registration (A2P 10DLC) with you before anything sends, then checks the message log weekly.
What we never do
We never send marketing blasts, text before registration is approved, or ignore a STOP reply.
Example
a Springdale auto shop misses a call during an oil change, and the caller picks Thursday at 10, held until the owner confirms.

See it in the demo

AI drafts, we check, you approve

AI phone answering, inbound only

An assistant answers inbound calls from approved facts and routes urgent ones to you.

You hand off
Your hours, services, service area and the facts you approve, plus which words mean urgent.
You get back
Calls answered with the caller's name and reason taken, and urgent words like leak or no heat routed to your phone.
Where AI helps
AI answers inbound calls from your approved facts and says it is an assistant. After hours, a person replies the next business day.
Where a person checks
We run test calls with you before launch and review transcripts weekly for the first month.
What we never do
We never make outbound AI calls, and the assistant never quotes prices you have not approved.
Example
a Prairie Grove plumber gets a no-water call at 9 PM routed to his cell, while routine calls wait for morning.

AI drafts, we check, you approve

Website chat assistant

A chat assistant that answers from your approved FAQ and hands off the rest.

You hand off
Your FAQ, hours and policies, or the questions customers ask you most.
You get back
A chat on your site that answers only from your approved FAQ and collects contact details for everything else.
Where AI helps
AI answers from your approved FAQ only and introduces itself as an assistant.
Where a person checks
Anything outside the FAQ goes to a person, and we read the chat logs with you to update the FAQ.
What we never do
We never let it guess, quote prices you have not approved, or pretend to be a person.
Example
a Bentonville bike shop gets asked about Sunday hours at midnight, and the chat answers straight from the FAQ.

We do it

Lead intake form that routes itself

One short form that logs each request and alerts the right person.

You hand off
The questions you need answered before you call someone back, and who handles what.
You get back
A form on your site and Google profile that logs each request in a sheet or CRM, alerts the right person and sends a we-got-it reply.
Where AI helps
Not needed for this one. Simple rules route each request.
Where a person checks
A person test-submits the form with you and checks that every alert lands.
What we never do
The form never asks for card numbers, SSNs or health details.
Example
a Fayetteville roofer in a hail week gets sixty requests, each one logged and routed to the right crew lead.

We do it

CRM setup and cleanup

Contacts cleaned up in one simple pipeline with follow-up tasks.

You hand off
Your contact lists, spreadsheets and old email, and how you track jobs today.
You get back
Contacts imported and de-duplicated, a simple pipeline (New, Quoted, Won, Lost) and follow-up tasks.
Where AI helps
Not needed for this one. It is careful importing, matching and setup.
Where a person checks
A person checks merged duplicates by hand. You approve the stages.
What we never do
We never buy lists or send cold bulk email.
Example
a Rogers event venue tracking inquiries in three spreadsheets moves to one pipeline with every open date in view.

AI drafts, we check, you approve

Quote follow-ups

Polite nudges on open quotes, drafted for your OK.

You hand off
Your list of open quotes, or access to the tool where they live.
You get back
A weekly list of quotes gone quiet, each with a short, polite nudge drafted for your OK.
Where AI helps
AI drafts each nudge from the quote details and your past wording.
Where a person checks
A person checks every draft against the quote. You approve before anything sends.
What we never do
We never discount, change the scope or pressure a customer.
Example
a Gentry fence company has twelve quotes over two weeks old, and Friday's nudges are ready to approve in one batch.

Service line 3 of 6 · 6 services

Scheduling and follow-ups

Your hours and your rules. We never book outside them.

We do it

Booking page

Online booking in the tool you already use, with real hours and reminders.

You hand off
Your hours, your services, how long each one takes and the buffer you need between them.
You get back
A booking page in the tool you already use, with your real hours, buffer times and reminders turned on.
Where AI helps
Not needed for this one. Your booking tool does the work once it is set up right.
Where a person checks
A person books test appointments with you before the page goes live.
What we never do
We never open hours you did not set or change your cancellation policy.
Example
a Fayetteville hair studio adds longer buffers on Razorback home-game weekends, when traffic makes clients run late.

We do it

Appointment reminders and no-show follow-ups

Reminders before every appointment and a kind follow-up after a no-show.

You hand off
Your booking tool and the reminder wording you want, approved once.
You get back
Reminders before each appointment and a follow-up after a no-show, in wording you approved once.
Where AI helps
Not needed for this one. Your booking tool sends the approved wording.
Where a person checks
A person checks the send log weekly and fixes anything that bounced.
What we never do
We never add no-show fees, and texts wait until carrier registration (A2P 10DLC) is approved.
Example
a Johnson nail studio sends a reminder the day before and a rebook link after a missed visit.

We do it

Calendar management

A weekly check of your calendar with conflicts flagged early.

You hand off
Access to your Google or Outlook calendar and the hours you keep.
You get back
A weekly check with double-bookings, travel gaps and conflicts flagged, plus invites answered by the rules you set.
Where AI helps
Not needed for this one. A person reads the week ahead with you.
Where a person checks
A person does the weekly check and asks you before moving anything.
What we never do
We never book outside the hours you set.
Example
a Pea Ridge architect learns on Monday that a site visit overlaps a school pickup on Thursday.

We do it

Staff schedule drafts

Weekly staff schedule drafts built from availability, for your approval.

You hand off
Staff availability, time-off requests and how many people each shift needs.
You get back
A draft schedule each week with gaps and long weeks flagged, ready for your approval.
Where AI helps
Not needed for this one. A person builds the draft in your scheduling tool or a shared sheet.
Where a person checks
A person checks every request against the draft. You approve before staff see it.
What we never do
We never handle payroll or post a schedule you have not approved.
Example
a Tontitown restaurant gets Grape Festival week drafted early, with every time-off request already counted.

We do it

Vendor and delivery coordination

Vendor confirmations and follow-ups kept on one shared list.

You hand off
Your vendor contacts, open orders and expected delivery dates.
You get back
Delivery confirmations, follow-ups on anything late, and one shared list everyone can check.
Where AI helps
Not needed for this one. It is steady follow-up and one clean list.
Where a person checks
A person checks the list against your orders each week and flags anything late.
What we never do
We never place, change or pay for orders. You approve every order.
Example
an Elkins cafe tracks three produce vendors and a coffee roaster on one list, with a late Tuesday delivery flagged by noon.

AI drafts, we check, you approve

Meeting and call notes with AI

A summary and action items after each meeting, skimmed by you first.

You hand off
Your meeting or call recordings, with every recording announced to everyone on the call.
You get back
A short summary and action items after each meeting, filed where your team can find them.
Where AI helps
AI transcribes the recording and drafts the summary and action items.
Where a person checks
A person checks the summary against the recording, and you skim it before anything goes to clients.
What we never do
We never record a call without announcing it to everyone on it.
Example
a Springdale logistics broker's weekly carrier calls become one page of who promised what, and by when.

Service line 4 of 6 · 5 services

Documents and how-tos

Your files stay in the accounts you already own.

We do it

One folder system with naming rules

One folder system with naming rules, and your paper scanned and filed.

You hand off
Your shared drives, desktop folders and boxes of paper.
You get back
One folder system with naming rules in Google Drive or OneDrive, whichever you already pay for, with paper scanned and named.
Where AI helps
Not needed for this one. A person sorts, scans and names each file.
Where a person checks
A person spot-checks names and locations, and you approve the folder map before anything moves.
What we never do
IDs and tax forms go in a secure vault, never in shared folders. We never delete your files.
Example
a Bella Vista property manager finds any lease in two clicks instead of three drawers.

We do it

Templates for quotes, forms and checklists

Ready-to-use templates for quotes, intake forms, onboarding and invoice notes.

You hand off
The quotes, forms and checklists you use today, even the messy ones.
You get back
Clean templates for quotes, intake forms, onboarding checklists and invoice notes in the tools you already use.
Where AI helps
Not needed for this one. We build them from the wording you already use.
Where a person checks
A person checks every field with you before the templates go live.
What we never do
We never add legal terms or contract language. Your attorney handles those.
Example
a Greenland electrician sends every new customer the same clean intake form and onboarding checklist.

AI drafts, we check, you approve

Written how-tos (SOPs)

Step-by-step how-tos drafted from a recorded walkthrough, signed off by you.

You hand off
A recorded walkthrough of how you or your best person does the task.
You get back
A plain written how-to, with steps and screenshots your staff can follow.
Where AI helps
AI drafts the how-to from the recorded walkthrough.
Where a person checks
A person edits each draft for accuracy, and you sign off before staff use it.
What we never do
We never hand your team a how-to you have not signed off on.
Example
a Gravette tire shop records its closing routine once, and new hires follow the same steps every night.

AI drafts, we check, you approve

Hiring admin

Job post, applicant inbox, interview scheduling and tracking. You make every decision.

You hand off
Your notes on the role and the times you can interview.
You get back
A job post drafted from your notes, a separate applicant inbox, interview scheduling and a tracking sheet.
Where AI helps
AI drafts only the job post. Applications are never screened, scored or ranked by AI.
Where a person checks
You read every application and make every decision. A person checks the job post with you before it goes up.
What we never do
No background checks, I-9s or payroll. We never reject or rank an applicant.
Example
a Rogers taqueria hiring two cooks gets applicants in their own inbox, with interviews booked into open afternoons.

AI drafts, we check, you approve

Supplier and vendor office support

Notes, follow-ups, filing and report prep for teams that sell to big retailers.

You hand off
Your meeting notes, retailer emails, sales exports and the files your team keeps hunting for.
You get back
Meeting notes, follow-ups, document filing and report prep, so your team spends its time on the account.
Where AI helps
AI summarizes long emails and drafts notes and report text from your exports.
Where a person checks
A person checks every number against the source export before you see it.
What we never do
We never claim any relationship with a retailer, and we never log into retailer portals as you.
Example
a Bentonville supplier team turns Monday's sales exports into a clean one-page recap before the weekly call.

Service line 5 of 6 · 7 services

AI in your business

Nothing new is installed without your yes.

We do it

Workflow automations

Your apps pass work to each other, documented and checked every month.

You hand off
The apps you already use and the copy-paste chores you repeat every week.
You get back
Automations like attachments saved to the right folder, form leads added to the CRM, or a review request queued when a job is marked done.
Where AI helps
Usually not needed. Plain rules move the data, and AI is added only where it clearly helps and you agree.
Where a person checks
Each automation is documented in one line, test-run with you and log-checked monthly.
What we never do
We never automate payments, payroll or anything that sends money.
Example
a Cave Springs cleaning company marks a job done, and the photos file themselves and the review request is queued.

See it in the demo

AI drafts, we check, you approve

AI email drafting in your inbox

AI drafting turned on in the Google Workspace or Microsoft 365 plan you have.

You hand off
An admin invite to your Google Workspace or Microsoft 365 account, for setup only.
You get back
The assistant your plan already includes, set up in your inbox, with a short guide and saved prompts for your common replies.
Where AI helps
AI drafts replies inside your inbox, using the assistant your plan already includes.
Where a person checks
We walk through it with you and review the first week of drafts together.
What we never do
Nothing sends on its own, and we never add a new AI tool or plan without your yes.
Example
a Fayetteville engineering firm turns on drafting in Outlook, and routine client replies start as drafts to edit.

AI drafts, we check, you approve

Weekly owner report

One page every Monday from your own numbers, reviewed by a person first.

You hand off
Exports from your booking, invoicing, phone and review tools, or access to pull them.
You get back
One page every Monday: jobs, calls, money owed and reviews, compared with last week.
Where AI helps
AI drafts the summary lines from your exports.
Where a person checks
A person checks every number against the source before it reaches you.
What we never do
We never present a forecast as fact or fill a gap with a guess.
Example
a Rogers auto shop owner reads Monday's page over coffee and sees that missed calls doubled on Saturday.

See it in the demo

AI drafts, we check, you approve

AI starter workshop

A half day for you and your staff, plus a follow-up a month later.

You hand off
A few real tasks your team does every week, with private details removed.
You get back
A half-day session on drafting, summarizing and checking AI output against the source, plus a follow-up a month later.
Where AI helps
The whole session is about using AI tools well on your own everyday tasks.
Where a person checks
Your team practices checking every AI draft against the source before it gets used.
What we never do
A red list of what never gets pasted in: card numbers, SSNs, health details and other people's private info.
Example
a Bentonville supplier team learns to summarize long retailer emails and check each summary against the original.

AI drafts, we check, you approve

One-page AI use policy

A plain-language page on how your team may and may not use AI.

You hand off
How your team uses AI today, and anything your clients or contracts ask of you.
You get back
One page in plain language: which tools are allowed, what never gets pasted in, and who checks AI work.
Where AI helps
AI helps with a first draft, which a person rewrites in your words.
Where a person checks
A person edits it with you. Your attorney reviews anything formal.
What we never do
We never give legal advice or present the page as a formal HR policy.
Example
a Rogers bookkeeping office hands every new hire the same one-page AI rules on day one.

AI drafts, we check, you approve

Company prompt kit and SOP assistant

Saved prompts and an assistant built only from your own approved documents.

You hand off
Your how-tos, FAQs and templates, with customer personal data and financial records left out.
You get back
A kit of tested prompts and an assistant that answers staff questions from your approved documents.
Where AI helps
AI answers staff questions using only the documents you approved.
Where a person checks
You approve every document that goes in, and we re-test the answers every quarter.
What we never do
We never load customer personal data or financial records into it.
Example
a Lowell coffee shop's new counter staff ask the assistant how to log a catering order.

AI drafts, we check, you approve

Monthly AI office hours

A monthly session to answer questions, screen one new tool and tune automations.

You hand off
Your questions, plus any AI tool someone on your team wants to try.
You get back
Answers, one new tool screened against your stack, and your existing automations tuned.
Where AI helps
We look at AI tools with you and test them on your real tasks.
Where a person checks
A person checks each new tool against your stack and your data rules before you decide.
What we never do
Nothing new is installed without your yes.
Example
a Bella Vista HVAC office asks whether a new scheduling add-on is worth trying and gets a plain yes, no or not yet.

Service line 6 of 6 · 6 services

Local presence and reputation

Honest listings and real reviews only. We never write reviews.

We do it

Google Business Profile and listings upkeep

Hours, posts and photos kept current on Google, Apple, Bing, Yelp and Facebook.

You hand off
Manager access to your listings, plus your own photos.
You get back
Hours, holiday and event hours, posts and photos kept current, with the same name, address and phone everywhere.
Where AI helps
Not needed for this one. A person updates each listing by hand.
Where a person checks
A person checks every listing monthly. You approve each post.
What we never do
We never keyword-stuff your business name or post photos that are not yours.
Example
a downtown Rogers boutique adds its holiday hours once, and they match on every map.

We do it

Honest review requests

A review request to every customer after every job, never with an incentive.

You hand off
Your customer list, or the tool where jobs are marked done.
You get back
A short review request sent to every customer after a job, with a direct link to your Google profile.
Where AI helps
Not needed for this one. The request is your approved wording.
Where a person checks
A person checks the send log so every customer gets the same request, not only the happy ones.
What we never do
We never offer incentives, skip unhappy customers or write reviews.
Example
a Farmington pressure-washing crew sends the same request after every driveway, good day or bad.

AI drafts, we check, you approve

Review reply drafts

A reply drafted in your voice for every review, good or bad.

You hand off
Manager access to your review profiles and a few past replies you liked.
You get back
A drafted reply for every review, good or bad, in your voice and waiting for your OK.
Where AI helps
AI drafts each reply from the review and your past wording.
Where a person checks
A person checks every draft for tone and facts. You approve before it posts.
What we never do
We never argue with reviewers, share customer details or post a reply you have not approved.
Example
a Siloam Springs diner gets a calm, specific reply drafted for a one-star review about a long wait.

AI drafts, we check, you approve

Social posts and content calendar

A month of captions drafted in your voice, approved in one batch.

You hand off
Your own photos and a few notes on what is coming up this month.
You get back
A month of captions in your voice on a simple calendar, using your photos, approved in one batch.
Where AI helps
AI drafts captions from your notes and photos.
Where a person checks
A person edits every caption and checks every claim. You approve the batch.
What we never do
We never buy followers, invent claims or use photos that are not yours.
Example
a Eureka Springs gift shop approves October's posts in one sitting, every photo taken in its own store.

AI drafts, we check, you approve

Email newsletter

A newsletter to people who opted in, drafted from your notes.

You hand off
Your opted-in email list and notes on the news, events or offers you want to share.
You get back
A newsletter drafted from your notes, ready in your email tool for your OK, with the unsubscribe link always on.
Where AI helps
AI drafts the newsletter from your notes.
Where a person checks
A person proofreads it and checks every date and detail. You approve before it sends.
What we never do
We never use purchased lists or email anyone who did not opt in.
Example
a Fayetteville yoga studio sends its monthly class schedule to members who signed up at the front desk.

We do it

Digital front door check

How a customer finds and reaches you on a phone, scored with you.

You hand off
A short call where we search for you and contact you the way a customer would.
You get back
A simple scorecard of your listings, site, hours, calls and messages, with the fixes ranked.
Where AI helps
Not needed for this one. A person searches and calls the way a customer would.
Where a person checks
A person runs every step on a real phone and scores it with you.
What we never do
Nothing is changed during the check.
Example
a Springdale bakery learns its holiday hours are wrong on two maps.

Never handed to us

Always stays with you or a licensed pro

We will point you to a licensed pro when something needs one.

  • Tax prep and filing
  • Payroll processing and filing
  • Legal advice, contracts and formal HR policy
  • Moving money, paying bills or collecting debts
  • Signing anything
  • Outbound AI voice calls to your customers
  • Patient or health records

Taxes, payroll, legal work and moving money stay with you and your licensed pros. We prep, draft and remind. You approve.

Ways to work with us

How you can buy it

Start with the free check-up. Everything after it is optional, and you pick the tasks.

  • Free NWA Admin and AI Check-up

    30 minutes with us, then Your Admin Map in 3 business days: what to hand off first and what stays with you.

  • One-month pilot

    One or two tasks for one month, every piece approved by you.

  • Right Hand Desk, monthly

    Ongoing admin from the same team every month, sized to your volume.

    • Desk Basics: books prep and receipts, invoice follow-ups, Monday brief.
    • Desk Standard: Basics plus inbox triage, scheduling and reminders, and review reply drafts.
    • Desk Plus: Standard plus listings upkeep, social and newsletter admin, and monthly AI office hours.

  • AI Builds

    Fixed scope: text-back, phone answering, chat assistant, lead intake, CRM, automations, meeting notes and the review system. Each includes setup, a test run you watch, a one-page how-it-works sheet and a 30-day watch of logs before sign-off. Builds can roll into the Desk plan.

  • AI Starter Workshop

    A half day for owner and staff, plus a follow-up a month later. Sold alone or with any build.

Quoted after your check-up, based on volume.

Start here

Not sure which of these you need?

That is what the check-up is for. 30 minutes, at your shop or on video. Free. You keep the plan.

Get my free admin check-upTry a live demo first