AI for service businesses
If your business runs on email, a CRM and repeat processes, we can help. Each industry loses time in different places. Below are the industries we see most, and where we usually start with each.
A few we work with often
Paperwork that keeps up with the work
Quotes, job follow-ups, supplier emails and invoicing chase you home every night. We connect AI to ServiceM8, Xero and your inbox so the paperwork keeps up with the work. We're building a Simpro connector too.
Where we'd usually start
- Inbox sorting and a daily or weekly job brief14-Day AI Assistant
- Quote follow-ups and job remindersCRM & Follow-Up System
- Getting the team using AI with confidenceAI Workshop
Fast replies and steady nurture
We build CRM follow-ups so leads get fast replies and your database gets steady nurture, and we give your AI your product knowledge and tone.
Where we'd usually start
- Emails drafted in your tone, with your product knowledge14-Day AI Assistant
- Lead follow-up, database nurture and client updatesCRM & Follow-Up System
- Getting the team using AI with confidenceAI Workshop
"Our new-lead conversions improved, our existing database is now consistently nurtured, and our client journey is far more reliable and repeatable."
Lots of enquiries, lots of moving parts
Every deal means updates to send and people to chase. We map where automation helps first.
Where we'd usually start
- Inbox, admin and research handled14-Day AI Assistant
- Enquiry follow-up and client updates through each dealCRM & Follow-Up System
- Getting the team using AI with confidenceAI Workshop
"The report was practical, easy to understand, and tailored to how we actually operate day-to-day."
Routine emails and follow-ups handled
For accountants, planners, consultants and practices, AI drafts the routine emails, summarises the meetings and keeps the follow-ups moving.
Where we'd usually start
- Email drafting and meeting notes14-Day AI Assistant
- Client onboarding and follow-upsCRM & Follow-Up System
- Getting the team using AI with confidenceAI Workshop
Different industry, same leaks
Most service businesses lose time in the same places: the inbox, lead follow-up, a CRM nobody updates and a team unsure how to use AI. If that sounds like yours, we can help. Tell us how you run and we'll tell you where we'd start.
Where we'd usually start
- Inbox, admin and the daily or weekly brief14-Day AI Assistant
- Lead follow-up and client updatesCRM & Follow-Up System
- Getting the team using AI with confidenceAI Workshop
Not sure where AI fits in your business?
That's what the discovery call is for. It's 45 minutes on Google Meet: we look at where your time goes and tell you if we can help.
Or call 0488 060 568.