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Take 30 jobs off your team's plate.

Free downloads that handle the work every small business gets stuck doing by hand. Reminders, follow-ups, lead routing, invoice chasing, recall calls, review requests. Get the hours back, keep them forever.

Lead capture & routing

6 templates

Web form → CRM with AI summary

Captures inbound leads from any web form, summarizes intent and priority with AI, drops into your CRM with a one-line note for the next person to act on it.

Voicemail → transcribed lead

Transcribes incoming voicemails, classifies them, drafts a callback message, routes to the right person with full context attached.

Service businesses

After-hours auto-responder in your voice

Replies to inquiries that arrive outside business hours with a personalized message that sounds like you wrote it. Schedules a callback.

SMS lead → instant qualified reply

When a lead texts your business number, an agent reads the message, checks your CRM for context, replies in your voice within 60 seconds.

Real estateMed spa

Multi-source lead deduplication

Pulls leads from web, email, ads, and referrals. Detects duplicates by name, email, phone, or company. Merges into one CRM record with all sources logged.

Lead scoring agent trained on your wins

Scores incoming leads against the patterns of your closed deals from the last quarter. Flags hot leads to the top of the queue.

Real estateAgencies

Customer follow-up & retention

5 templates

Post-service follow-up

Sends a personalized check-in 48 hours after every appointment, purchase, or service. Routes responses to the right inbox.

Review request automation

Sends a Google review request 2 hours after appointment ends. Skips patients or customers who recently complained.

RestaurantsDentalMed spa

Birthday + anniversary touch

Wishes clients a happy birthday or anniversary with a personalized message and an offer that fits their history with you.

Inactive customer re-engagement

Detects customers who haven't booked or purchased in 90 days, drafts a personalized win-back message based on their history.

NPS survey + response routing

Sends quarterly NPS survey, routes detractors to a recovery flow, routes promoters to a referral ask, drops the rest in your CRM.

Scheduling & reminders

5 templates

Dental no-show recovery

Pulls tomorrow's appointments, drafts a personalized SMS reminder per patient using OpenAI, sends via Twilio. Built for Eaglesoft, Dentrix, Open Dental.

DentalMed spaVetGyms

No-show prevention sequence

Three-touch reminder cadence with reschedule self-service. Captures reschedules without front desk involvement.

Self-service reschedule

Patient texts "RESCHEDULE", agent finds open slots, confirms new time, updates calendar. Front desk never touches it.

Calendar conflict detector

Watches your team's calendars for double-bookings, overlaps, and bad timezone math. Auto-fixes or flags for review.

Recall call sequence

6-month and 12-month recall reminders sent automatically. References the patient's last visit. Routes confirmations to the schedule.

Documents & contracts

4 templates

SOW / quote generator from intake

Reads a discovery intake form, drafts a scoped statement of work or quote in your template, sends for review.

E-signature → CRM kickoff

When a contract is signed (DocuSign, PandaDoc), kicks off project setup, expense tracking, milestone alerts. No manual handoff.

AgenciesReal estate

Invoice creation + AR follow-up

Generates and sends invoices on milestone or schedule. Follows up on overdue invoices automatically. Stops if paid.

Document version reconciliation

Detects when a doc has been edited in two places at once. Reconciles the latest version, flags conflicts for human review.

Law firmsAccounting

Internal ops

5 templates

Daily ops digest at 7am

Pulls from your tools and emails the owner one summary at 7am: deals to push, deadlines today, anomalies to watch.

Variance / anomaly flagging

Watches revenue, inventory, payroll, and labor cost. Flags anomalies before they show up in the P&L.

E-commerceRestaurants

Inbox triage agent

Reads incoming email, classifies as customer / sales / vendor / noise. Routes each to the right inbox or person.

Slack channel summary digest

Summarizes a busy Slack channel daily, sends the digest to people who muted the channel but still need the gist.

SOP generator from screen recording

Watches a Loom of someone doing a task, generates a written SOP. New hires onboard in days, not weeks.

Reporting & analytics

5 templates

Friday afternoon dashboard

Pulls the 12 metrics that actually matter from across your stack. Posts to Slack at 4pm Friday so nobody chases reports manually.

Lead-to-close funnel report

Tracks every lead from first touch through close. Calculates stage-by-stage conversion rates. Flags where the funnel leaks.

Real estateAgencies

Team productivity / agent leaderboard

Tracks closes, conversions, response times per team member. Posts a weekly leaderboard. Recognizes top performers automatically.

Real estateSales teams

Customer segmentation generator

Reads your customer list, segments by behavior and value. Outputs a list per segment for personalized outreach.

E-commerceMed spa

Stalled-deal email parser

Reads the email thread on a stalled deal. Identifies what derailed it. Recommends the next move based on the objection pattern.

AgenciesReal estate

Want any of these built for you?

Templates are the recipe. Custom builds are us connecting them to your actual stack, configuring your voice, maintaining them when APIs break, and handing back something that runs without your team thinking about it.

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