What happens when you stop doing it manually.

Challenge

Questions arrived through the website, phone, text and inbox. Bookings and payments lived in separate systems. Event leads needed fast, persistent follow-up, while the venue's operating picture was scattered across twelve data sources. Every handoff was another chance to lose context or lose the guest.

Solution

A connected production platform spanning the AI website agent, AI phone attendant, automated email and SMS follow-up, a custom customer and event-sales CRM, an event-lead power dialer, and a role-gated dashboard for revenue, bookings, calls, reviews, marketing performance, capacity and forecasts.

Also shipped

The same customer can now be recognized across bookings, inquiries, calls, texts and website conversations. Staff can see the full history, work prioritized event leads, compare quoted and paid revenue, reconcile Square with Checkfront, and ask plain-English questions of current operating data.

Challenge

Each new franchise location costs $500K–$2M to open. The client was evaluating sites through gut feel and broker recommendations: no repeatable data-driven process. Bad site decisions were expensive and hard to defend to stakeholders.

Solution

We built a two-module AI platform. Module 1: enter any US street address and get a real-time demographic score against the brand's actual location fingerprint: HIGH / MEDIUM / LOW classification with projected revenue range and confidence score. Module 2: 94 US metros scored and ranked by expansion potential, giving leadership a prioritized pipeline of where to expand next. Runs on public Census data: no paid subscriptions required.

What it replaced

Before: weeks of manual research and broker gut-feel per site, on decisions costing $500K–$2M each, with no way to defend a pick to stakeholders. After: candidate addresses scored through one interface against the brand's real location fingerprint, and a ranked list of all 94 metros for the expansion pipeline.

Challenge

The firm was managing a full project pipeline: proposals, active builds, invoicing, expenses, milestones, client documents: across spreadsheets and email threads. Revenue was slipping through the cracks: unbilled milestones sitting unnoticed, overdue invoices going unfollowed, required documents missing at closing. No single place to see the health of every project at once.

Solution

A fully custom project management system built specifically for the architecture lifecycle: from deal creation to final close. Dashboard surfaces critical action items the moment you log in: upfront invoices not sent, overdue invoices by dollar amount and days past due, unbilled milestones ready to bill, missing required documents, and open checklist items. Includes kanban board, milestone calendar, invoice generation, expense tracking with markup, and a client-facing portal.

What it replaced

Before: spreadsheets and email threads, where unbilled milestones sat unnoticed and overdue invoices went unfollowed until someone happened to check. After: every dollar at risk surfaces on one dashboard the moment anyone logs in, and the required-document checklist makes a missed form at closing structurally impossible.

Challenge

A one-bay shop cannot answer a phone and work at the same time. Most calls were not work: are you open, what time do you close, where exactly are you. Each cost a stop, a wipe of the hands, and whatever was half done. Worse, the business number was the owner's personal mobile, published on the Google listing and every invoice, so it could not be handed to anyone and never stopped ringing.

Solution

A real business line with a three-option recorded menu: hours, address, or put me through. The informational branches answer completely and offer the choice again, so a caller who then wants a person is one keypress away rather than redialing. Choosing a person forwards to the owner, who now gets interrupted for a booking rather than for closing time.

Why not an AI receptionist

The questions were fixed, few, and identical every time, which makes a recorded menu the right tool rather than the cheap one: it cannot mishear, invent an answer, or be talked into a quote, and it runs for a few dollars a month with no subscription. For a one-bay shop, a system that survives a slow month beats a cleverer one that gets cancelled in January.