01 / BUILD IT

AI that acts.
You approve.

Most AI tools just give you ideas. These answer your phone, text back missed callers, follow up on leads and book appointments, using rules you set.

I help you set up ChatGPT, Claude, Gemini, Perplexity, and connected automations for specific business tasks. Available connections and actions depend on the tools and plans selected and are confirmed before work starts.

77%of U.S. small and midsize businesses now use AI regularly, up from 48% about 18 months earlier.
Source: Intuit QuickBooks 2026 AI Impact Report
  1. 1. Your problem1/6
    Missed callsCallers hang up or hit voicemail while you’re on a job
  2. 2. AI agent or skill1/8
    AI voice agentAnswers calls 24/7, books or transfers to you
  3. 3. Connects to1/6
    Your phone lineKeep the number customers already know
Already use a CRM?Turn on to add your CRM as a connection option.
Hours savedEst. example5–10 hrs/week
Setup timeEst. example1–2 weeks
PricingScoped in writingCustom quote
Free AI quick win — locked

Flip all three cards to unlock one tip you can use today (0/3 flipped).

Your setup

Problem
Missed calls
AI agent or skill
AI voice agent
Connects to
Your phone line
Already use a CRM
No
Start my 30-day pilot Or call Jeremy: 971-446-5221

Hours and setup times are examples, confirmed in a written scope. Third-party software costs are separate. No guaranteed results.

02 / THE 30-DAY AI PILOT

One problem. One month.
Real numbers.

  1. Week 1Set up

    One AI agent or skill, on one problem, connected to the tools you already use.

  2. Weeks 2–4Run and measure

    It runs while we track what matters to an owner: calls answered, reply speed, appointments booked and hours saved.

  3. Day 30Report and decide

    A one-page report and a short call. Keep it, adjust it or expand it. No long contract.

Setup is included in the 30-day pilot period. The written scope confirms the schedule, access requirements, and any changes needed if approvals or access are delayed.

Before work starts, your scope explains account ownership, handoff, and what happens to connected workflows and subscriptions if you stop. Optional ongoing support is quoted separately before you decide to continue.

Custom quote, agreed before work starts.

Your price depends on the workflow, the tools involved, expected usage, and the support required. You approve the scope and costs before work begins. Third-party software subscriptions and usage costs are separate.

Optional ongoing support is quoted separately before you decide to continue.

03 / FAIR QUESTIONS

What owners ask
before they start.

  • “Is my data safe?”

    I only connect the tools you approve, and you can switch anything off anytime. Before launch, we agree on what the system may do automatically, what needs your approval, and when it must hand off to a person.

  • “What if the AI makes a mistake?”

    Every pilot starts with one problem and clear rules. You test and approve what the agent does before it goes live. Payments, purchases, and other financial actions are outside the pilot unless explicitly included in the written scope with defined approval requirements.

  • “I don’t even know what AI can do for me.”

    That’s what the builder above is for. Pick a problem, flip the cards, and send me your setup. I’ll tell you plainly what’s realistic for your business.

READY WHEN YOU ARE

Start with one problem.
See what it’s worth.

Tell Jeremy what’s costing you time or customers, and which tools you already use.

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