Your busywork, automated and proofed like it's our own.
Most of the busywork in a small business is the same message sent by hand, over and over: the quote follow-up, the invoice reminder, the reply to a new lead. We pick one task and build an automation that does it in your name. Every message gets mapped, marked up, dry-run and signed off before anything sends. Scroll through a project, from the first call to the first morning it runs.
Notes from our first call
- Harbor Event Catering: weddings, offices, parties
- Quotes go out from QuickBooks, by email
- Follow-ups forgotten half the time
- Mondays: an hour chasing unpaid invoices
- Must sound like Lauren, not a robot
- they reply
- they accept
- they opt out
Ready for you 3 waiting · Tuesday 8:02 AM
Subject Your quote for the 18th
Dear Valued Customer, we are following up regarding Quote #2207.Hi Dana, just checking that the quote for your party on the 18th came through.
Happy to adjust the menu or the headcount if anything doesn't fit. Kind regards, Harbor Event Catering TeamThanks, Lauren
Dry run · 14 days
APPROVEDNOW LIVE
Handled this week
2314 follow-ups, 6 invoice reminders, 3 lead replies. 4 customers replied and were handed to you.
Concept project for a fictional business. Names and numbers are example data.
Your part is short.
You know how you like to talk to customers. We handle the rest.
- The task that eats your weekOne sentence is enough. We dig in on the call.
- A few messages you've sentReal ones, so it sounds like you from day one.
- Access to the tools it runs onYour email and books, set up with you on a short call.
- Your rulesWho never gets a message, which hours, what to skip.
- Ten minutes on the proofMark up the drafts. As much as you like.
Built in phases, proofed at each one.
How long each phase takes depends on the task and the tools it runs on. Here's the order it always runs in.
Your proposal has a fixed price and a dated timeline before anything starts.
It runs, and we stay.
Going live isn't where we disappear.
Approve each message, or switch a task to automatic once it's earned it. Pause anything in one tap.
Proofmark Pulse checks that every automation ran. If one stops or starts failing, we hear about it first.
One reply and they're off the list for good. We keep the record so it never happens twice.
Once the first task runs well, the next one goes faster because the pieces are already in place.
About Automate.
Is AI writing to my customers?
AI drafts each message from your wording and the details of that customer. You see it in your queue before it sends. Until you switch a task to automatic, nothing goes out without your tap.
What if it gets something wrong?
That's what the queue and the dry run are for. You catch it before a customer sees it, and we adjust the wording or the rules. Every amount and date in a message comes straight from your own books, never from a guess.
Do I need new software?
No. We connect to what you already use: your email, QuickBooks, Square, your point of sale or your practice software. If something can't be connected, we tell you on the first call.
Will customers know it's automated?
Messages go out from your own email address or number, in your wording, signed by you. They read like a note from you because you approved the wording.
How is it priced?
A fixed price to build it, in writing after our first call, and a monthly fee that covers the AI and texting costs, Pulse watching it every day, and small changes as your business changes.
Tell us what's eating your week.
One sentence about the task you'd hand off first. We'll tell you on a quick call whether it's a good fit and what it would take.
Your business isn't off the shelf.
Neither is our work. Tell us about your business and what you need, and we'll get back to you the same day in most cases to set up a time to talk. Or call us at (314) 467-8699.
Let's talk