For the owner wearing every hat
You can’t run every department alone.LET AI HANDLE THE REST.
An invoice nobody sent. A lead nobody answered. A quote still using last month’s prices. The AI Operations Dashboard finds them, writes the fix, and waits for your yes.
Clients
Built for businesses like these.
- Denver Real Producers, Publishing & media
- TLS Land Services, Land services
- 13 Irons, Multi-business operations
- Joyful Spaces, Professional organizing
- Golf DEN, Indoor golf simulator, Denver International Airport
- PlattPointe Capital
- Unpacking Excellence, The Mortgage Academy
- Vero
- The Key Club
What it is
The AI Operations Dashboard is one private web page for your business.
AI reads the tools you already use: email, calendar, invoices, projects, leads and reviews. It puts what matters on one screen. What’s done. What needs your decision. What it caught.
Automations do the routine work: sorting your inbox, building invoices from closed milestones, chasing late payments, drafting replies, proposals and posts. They run on their own, or you run them the moment you want. Every draft waits for you to approve, edit or reject.
We build it around your business, connect your accounts, and keep it running. You own the code, the hosting and the database.
Before and after
Your Monday morning, with and without it.
Without it, eight tasks are spread across email, calendar, QuickBooks, a project board, a lead list and reviews, with notifications piling up and a to-do list on a sticky note. With it, the same eight tasks sit in one dashboard: six handled, and two that need you, each one click away.
Same business. Same tools. One page instead of six.
Based on a real client: Denver Real Producers, a magazine team that ran on Monday.com, Dropbox and Excel.
Caught before it cost you
You approved a day off. The job that day needs two people.
Two systems disagreed. Nobody would have noticed until it was expensive.
You approved a day off on Tuesday. The calendar and the project tool never talked, so Friday had one person on a two-person cabinet install. AI caught the gap and named who could cover.
A wasted crew day is about $840.
A proposal was still pricing lumber off February’s sheet. Cedar rose 14 percent in March. AI compared it to the supplier invoices and held the follow-up.
About $1,900 of margin was riding on it.
A client’s retainer renews May 1 and the card on file expires May 3. The next charge would have failed. AI spotted the overlap and drafted the card-update ask.
That is $3,000 a month at risk of a silent lapse.
Each one comes with a button: put someone on Friday, reprice at current cost, send the card-update ask. Nothing happens until you press it.
Inbox tools see one inbox. Chat tools wait for you to ask. This AI reads across all your connected tools and tells you where they disagree.
Already billed for you
It found work you never invoiced.
Work passes inspection. A milestone closes. Then nobody sends the invoice, and the money sits in a drawer.
An automation watches your project tool for closed milestones and builds the invoice. Three were already waiting: work that had closed and never been billed. $9,400 in all. They don’t send until you approve.
$9,400 built and waiting for your approval
AI writes the reminder for every late invoice, and the tone matches the client.
- Fifteen days late for the third time gets a firm note and a payment plan.
- A good payer five days late gets a light nudge.
- A client who has paid late twice gets a heads-up before the due date.
Money you earned stops waiting for you to remember it.
Lead tracking
A lead that waits three days closes 9 percent of the time. Inside a day, 44.
It shows you where the pipeline leaks.
- 44% under 24 hours
- 9% past day 3
- 58% referrals
AI tracks every lead from first contact to close. Over twelve months, 48 came in and 13 were won. Three are sitting past day 3, and it names all three.
It also scores each source. Referrals close at 58 percent, and no referral ask has gone out in ten months, so it drafts one for the three jobs that closed clean. Yelp produced six leads and no jobs in a year, at $89 a month. That is $1,068 for nothing, flagged before the renewal.
You stay in charge
Every email, invoice and post waits for your yes.
Written, not sent.
Everything it drafts waits in a queue: the Instagram post, the review reply, the follow-up email, the client note. Approve, edit or reject. Every card shows what it read.
One screen for the rest.
Settings lists every tool it’s connected to and when each last synced. A connection about to expire is flagged. Every AI call is priced against a monthly ceiling. You choose who sees what.
It works with what you have.
It reads your tools where they are. You don’t move anything.
It works with your people.
Keep the person. Give them a system. AI does the reading, sorting and chasing. The judgment stays with them.
Ready when you are
See it with your business name on it.
Tell us who you are and we’ll set the demo up with your name on it. Or book a walkthrough and we’ll go through it with you.
Before you book
Common questions
Something else on your mind? Ask it on the walkthrough.
Not without you. Everything it drafts waits in a queue until you approve, edit or reject it, and every card shows what it read.
No. We keep what works and connect it. It reads your tools where they are, and you don’t move anything.
Then we’ll tell you. If a simpler tool would solve it, we’ll say so on the call.