A model built on 30+ successful AI projects.
Then we put it to work for you — in four steps.
We are a managed service, not another app you configure yourself. We build AI employees that do real operational work inside the tools you already run — your CRM, your scheduling, your inbox. Across 30+ projects with solar, HVAC, and property-management operators, the same four-step model has held up. Here is how it runs for you.
1. Discover
Find the highest-leverage work to automate.
We sit with your team and map how work actually moves — the requests, hand-offs, and follow-ups that eat hours or slip through the cracks. Then we pick the workflows where an AI employee returns the most, and we agree on what success looks like before we build anything.
- Workflow and systems map across your CRM, scheduling, and inbox
- Shortlist of the highest-leverage tasks to automate first
- Defined outcomes and metrics to measure against
- Scoped access plan for the tools the agents will touch
2. Build
Build the AI employees around those workflows.
We build each AI employee around the work it owns — permits, dispatch, resident requests, quoting, follow-ups, back-office tasks — and wire it into your existing tools. No rip-and-replace, no migration. The agents operate inside your systems with scoped, audited access.
- AI employees configured per workflow, not a generic bot
- Integrations into your current CRM, scheduling, and inbox
- Scoped, audited permissions for every action an agent takes
- Review of edge cases and hand-offs back to your team
3. Tune
Measure against real outcomes and keep improving.
Once agents are live, we watch how they perform against the metrics we set in Discover. We read the logs, catch where they fall short, and tighten the work until the numbers move. This is where a managed service earns its keep — the system gets better without you managing it.
- Performance tracked against your agreed outcomes
- Audited logs of every agent decision and action
- Ongoing adjustments to handle new cases and volume
- Regular reporting on results and what changed
4. Enable
Train your team to own and extend it.
The AI employees work for your business, so your team should be able to run them. We train the people who manage the work day to day, hand over clear controls, and set you up to add new workflows as your needs grow.
- Hands-on training for the team that oversees the agents
- Clear controls to review, pause, and adjust their work
- A path to extend agents to new workflows over time
- Ongoing support as a managed partner, not a one-off build
What makes this different
Most AI tools hand you software and wish you luck. We deliver outcomes, and we run the system so you do not have to.
Tied to real work
We agree on metrics up front and tune against them. You see what changed, not a dashboard of activity.
Inside your tools
Agents work in your existing CRM, scheduling, and inbox with scoped, audited access. No rip-and-replace.
We run it
You get AI employees that are built, tuned, and managed for you — not another app to configure and maintain.
Want to see where an AI employee would pay off in your operation? Start with an audit.
Book an AI audit