Lead Finder

Builds a list of prospects that fit your best customers.

Lead Triage

Sorts new inquiries by fit and urgency so the good ones get called first.

Speed-to-Lead Responder

Drafts an instant, personal reply to every new inquiry or missed call.

Call List Builder

Turns your contacts into a prioritized list of who to call today and why.

Outreach Composer

Writes personal outreach emails and texts that don't sound like a template.

Proposal Builder

Turns your notes into a clean, professional proposal in minutes.

Pipeline Builder

Plans the week's prospecting so the pipeline never runs dry.

Past-Customer Reactivation

Writes win-back messages to customers who haven't booked in a while.

Call Prep

One-page brief before any sales call: who they are, what to ask, what to offer.

Objection Handler

Gives you calm, honest answers to the pushback you hear every week.

Prospecting Drafts

Drafts first-touch and follow-up messages for a named prospect.

Pipeline Review

Walks your open deals and flags what's stuck and what to do next.

Forecast Builder

Builds a realistic sales forecast from your pipeline.

Deal Review

Pressure-tests a single deal before you commit it.

Quote Follow-up Sequencer★ new

Writes the 3-touch follow-up for every quote that hasn't been answered.

Estimate & Bid Builder★ new

Turns your walkthrough notes and numbers into a clean bid with scope, exclusions, and terms.

Maintenance Plan Seller★ new

Scripts and follow-ups that turn one-time calls into maintenance-plan members.

Tech Job Recap & Upsell Notes★ new

Turns a tech's quick notes into a customer recap with honest recommendations.

Instant Quote Responder★ new

Replies to quote requests in minutes with a range and the next step.

Photo-to-Quote Estimator★ new

Turns customer photos into a ballpark quote and a booking message.

Seasonal Renewal Campaign★ new

Writes the renewal letters, emails, and follow-ups before the season starts.

Membership Program Builder★ new

Designs a membership offer and writes the launch and sign-up messages.

Treatment Plan Follow-up★ new

Writes general follow-up templates for unscheduled treatment — your team adds details inside your practice software.

Intro-Offer Conversion Sequence★ new

Turns intro-offer sign-ups into members with a timed follow-up sequence.

Catering Inquiry Closer★ new

Replies to catering inquiries fast with options, pricing, and the next step.

Advisory Upsell Brief★ new

Spots advisory opportunities in a client file and drafts the conversation.

Repair Explainer & Approval Text★ new

Explains a repair in plain English and drafts the approval text.

Expansion Finder

Spots what else an existing customer could buy from you, and drafts the conversation.

Content Strategy

Plans what to post and why, for the customers you actually want.

Social Content Engine

Turns one idea into a week of posts in your voice.

Marketing Monday

A 20-minute weekly marketing plan: what to do this week and what to skip.

Ad Copy & Campaign Helper

Writes ad copy variations and a simple test plan for local ads.

Search & AI Visibility

Shows how to show up in Google and AI answers for the searches that matter locally.

Brand Style Guide

Captures how your business sounds so every message matches.

Short Video Scripts

Hooks, scripts, and shot lists for short videos you can film on a phone.

Email Sequence Writer

Writes a multi-email sequence for a promo, launch, or nurture.

Campaign Planner

Plans a campaign end to end: offer, audience, channels, calendar.

Google Business Post Writer★ new

Writes weekly Google Business Profile posts and review-worthy updates.

Treatment Rebook Nurture★ new

Writes rebook reminders timed to each treatment's cycle — no clinical details needed.

Empty-Chair Filler★ new

Writes last-minute opening posts and texts to fill the book today.

Product Listing Writer★ new

Writes product descriptions that sound like your shop, not a catalog.

Drop & Launch Email★ new

Writes the teaser, launch, and last-call emails for a new arrival or drop.

Recall Reactivation★ new

Writes recall and overdue-hygiene reminder campaigns.

Listing Launch Kit★ new

Listing description, social posts, and open-house emails from your listing notes — fair-housing-safe.

Sphere Nurture★ new

Monthly touches to your past clients and sphere that don't feel like spam.

Service Reminder Reactivation★ new

Writes service reminders and win-backs for customers who are overdue.

Inbox Manager

Sorts your inbox and drafts replies to the messages that matter.

Common-Question Answerer

Builds ready answers to the questions you get asked every day.

Reply Drafter

Drafts a calm, on-brand reply to any customer message.

Review & Reputation

Asks happy customers for reviews and drafts replies to every review, good or bad.

FAQ & Phone Script Builder★ new

Turns how you answer the phone into scripts your front desk can use.

Complaint Recovery★ new

Drafts the reply and the make-good when a customer is upset.

Patient Comms Templates★ new

General patient-facing templates — policies, reminders, FAQs — with no patient health info required.

Churn Save Playbook★ new

Scripts and offers for the cancellation conversation.

Client Doc Chaser★ new

Writes the polite-then-firm sequence to get client documents in.

Client Update Writer★ new

Turns jobsite notes into a clear weekly client update.

QBR Builder★ new

Builds a quarterly business review from account notes and results.

Customer Health Check

Flags which accounts are healthy, at risk, or ready to grow — and why.

Renewal Radar

Lists renewals coming up and drafts the prep for each one.

Invoice Chaser

Writes polite, firm reminders for overdue invoices, escalating on schedule.

Bill Pay Planner

Lays out what to pay this week and what can wait.

Bills & Receipts Organizer

Pulls key details from bills and receipts so bookkeeping goes faster.

Cash Flow Snapshot

A plain-English look at cash coming in and going out over the next 13 weeks.

Month-End Close Checklist

Walks you or your bookkeeper through closing the month.

Month-End Prep

Gathers what your bookkeeper or accountant needs before month end.

Tax Season Organizer

Builds the checklist and request list for tax season.

Payroll Prep

Checks hours, commissions, and changes before payroll runs.

Pricing & Margin Checker★ new

Checks whether a price or quote actually leaves you a profit.

Appeal & Prior-Auth Letter Drafter★ new

Drafts appeal and prior-auth letter templates from payer requirements. Use with de-identified info unless on a BAA-covered plan.

Menu Costing Helper★ new

Works out plate cost and suggested price from your recipes and invoices.

Job Post Builder

Writes job posts that attract people who'll actually show up.

Hiring Screener

Screens applicants against what the job needs and drafts interview questions.

New-Hire Onboarding

Builds a first-week plan and checklist for every new hire.

Performance Review Helper

Turns your notes into fair, specific reviews.

Policy Q&A

Answers staff questions from your own handbook and policies.

Employee Handbook Builder★ new

Drafts a plain-English handbook from how you actually run the business.

Stylist Retention Playbook★ new

Check-in scripts, growth plans, and recognition ideas to keep good stylists.

Agent Recruiting Outreach★ new

Personal outreach to agents you'd like on your team.

SOP Writer

Turns how you do something into a step-by-step SOP.

Runbook Builder

Builds a checklist for recurring or high-stakes tasks.

Capacity Planner

Shows whether you have the people and hours for the work coming in.

Vendor Review

Compares vendors and quotes so you pick the right one.

Inventory Planner

Plans what to stock and how much, from what's actually selling.

Reorder Helper

Flags what to reorder and drafts the purchase orders.

SOP from Voice Memo★ new

Talk through a task on your phone; get a written SOP back.

Status Report Writer

Turns scattered updates into a clean weekly status report.

Weekly Report Builder

Builds the weekly numbers report from what you already track.

Meeting Scheduler

Drafts scheduling messages and agendas so meetings actually get booked.

Travel & Itinerary Builder★ new

Builds trip plans and itineraries from confirmations.

Change Order Writer★ new

Writes the change order and the client update the same day the change happens.

Sub & Supplier Follow-up★ new

Drafts the confirm-and-chase messages to subs and suppliers so the schedule holds.

Schedule & Swap Manager★ new

Handles reschedules and cleaner swaps with clear messages to everyone affected.

Route & Day Planner★ new

Lays out the day's jobs by area and time window and drafts the customer ETAs.

Crew Day Sheet★ new

Builds each crew's day sheet with stops, notes, and materials.

Founder's Boardroom

A panel of advisors to pressure-test a big decision before you make it.

Consulting Council

Strategy-consultant-style analysis of a problem in your business.

Leadership Council

Prep for hard leadership conversations and team decisions.

First Principles Check

Tests a plan against the basics: incentives, cash, time, and risk.

EOS Operator

Runs your scorecard, rocks, and weekly meeting prep if you use EOS.

Business Pulse

A weekly read on how the business is doing and what needs attention.

Monday Brief

Your week on one page: priorities, deadlines, and what's slipping.

Contract First Read

Plain-English first pass on a contract: what it says, what to ask about. Not legal advice.

NDA Triage

Quick read on an NDA: standard, or worth a lawyer's time.

Customer Agreement & Waiver Drafter★ new

Drafts customer agreements and waivers for your lawyer to review.

Engagement Letter & Onboarding★ new

Drafts engagement letters and onboarding emails for your review.