A late-order early warning
Who for? Firms waiting on dozens of supplier orders at once.
What does it do? Checks every open order against its promised date, daily.
What changes? You hear about a slip while you can still act.
Read the full answersGot here from an email we sent? Same people, right place.
Have you ever been pitched AI and still not known where to start?
Every vendor has a demo. None of them has looked at how your week runs.
We find the work nobody wants to do, and we automate it. In sales, finance, operations, HR, service and marketing.
Who is it for? Owner-led US firms of roughly 20 to 1,000 people, where good staff still read, match and chase by hand.
Where would it start in a firm like mine?
Twelve places it tends to pay, in six departments.
Each card opens with a question owners ask. Find yours.
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SalesRenewals
Promises from your sent folder, kept on time
BeforeDid the renewal quote you promised by Friday ever go out?
AfterEvery promise in your sent mail gets a date. Overdue ones rise to the top.
Clients get what you said before they have to chase.
Insurance agencies · Wealth management
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SalesEnquiries
Web enquiries answered while the buyer is still looking
BeforeHow long does a 9 p.m. enquiry wait for a reply?
AfterEach one is read as it lands. By morning, a reply is drafted for the right salesperson.
You're the first firm back, not the third.
Construction · Staffing · Manufacturing
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FinanceCollections
Late payers reminded before month end
BeforeWho chases unpaid invoices when everyone is busy?
AfterOverdue accounts are listed weekly, each with a polite reminder drafted. A person sends it.
Cash lands sooner, and nobody dreads the call.
Staffing · Accounting and tax
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FinanceSign-offs
Everything waiting on your yes, on one page
BeforeHow much work is stuck because it needs your approval?
AfterDrafts, discounts and payment runs waiting on you sit in one list, oldest first.
Ten minutes a day, and the work starts moving again.
Construction · Wholesale distribution
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OperationsSuppliers
Late deliveries spotted a week early
BeforeWhen did you last learn an order was late on the day it was due?
AfterEach morning, open orders are checked against promised dates. Silent suppliers get a chase drafted.
You re-plan while there's still room to.
Manufacturing · Wholesale distribution · Construction
Read the full answers -
OperationsMorning mail
The client email that needs you, on top by 8 a.m.
BeforeIs the message that matters buried under last night's alerts?
AfterOvernight mail is read and ranked before you start. The few that need you come first.
The right client hears from you first thing.
Staffing · Insurance agencies
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HRApplications
Every application read the day it arrives
BeforeIs your best candidate sitting unread in a pile of two hundred?
AfterEach application is read against the role, with the reasons shown beside it.
Recruiters decide faster, and strong people hear back.
Staffing · Home health
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HRTeam routines
The one-to-ones and reviews that quietly stopped
BeforeWhen did your monthly numbers review last actually happen?
AfterYou name the routines that matter. Two missed cycles in a row, and you get one line.
You keep each habit, or drop it on purpose.
Healthcare practice groups · Staffing · Manufacturing
Read the full answers -
Customer serviceClient documents
Clients who ignore the portal, chased in your own words
BeforeWhy do the same clients ignore every portal reminder, every year?
AfterEach week, everyone still owing documents gets a personal note drafted. Staff approve and send.
Returns start on time, and your staff stop chasing.
Accounting and tax · Wealth management
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Customer serviceOnboarding
New-client forms that go in complete
BeforeEver had a whole packet bounce for one blank signature box?
AfterEach returned form is checked for blanks, signatures and dates before it's submitted.
New clients start sooner, and trust you more for it.
Wealth management · Insurance agencies · Staffing
Read the full answers -
MarketingClient letter
A client letter that goes out every month
BeforePromised clients a monthly newsletter and sent two this year?
AfterA draft arrives each month, written from your own material and this month's client questions.
Clients hear from you when it's useful to them.
Wealth management · Accounting and tax · Insurance agencies
Read the full answers -
MarketingLead sources
Which channel actually brings paying clients
BeforeCan anyone say where last quarter's best clients came from?
AfterOnce a month, every lead source is traced to the work it produced.
You stop paying for channels that never bring a client.
Home health · Construction
Does it look different in my industry?
The jobs change names. The pattern stays put.
- Accounting and tax
- Engagement letters signed and source documents in before January ends.
- Insurance agencies
- Loss runs requested on time, and renewals sent with what you promised.
- Wealth management
- Transfer forms checked before the custodian ever sees them.
- Staffing
- A new client's credit form complete before the first invoice goes out.
- Wholesale distribution
- Inbound containers confirmed before a stock-out, not after.
- Manufacturing
- Bar stock and parts chased before second shift needs them.
- Construction
- Windows, steel and change orders tracked against the crew's schedule.
Does any of this sound like our week?
Most weeks leak time in the same few places.
A form goes back out because one box was blank.
A supplier's new date sits unread in the purchasing inbox.
The monthly review gets moved, then quietly dropped.
None of it is hard. Nobody has the hours.
Can you show me one in detail?
Four of them, worked through question by question.
Each one belongs to a family of similar jobs. Yours won't look exactly like these.
A new-client paperwork check
Who for? Firms where each new client means a stack of forms.
What does it do? Reviews every form before it's submitted, and chases gaps.
What changes? Packets go in complete and stop bouncing back.
Read the full answersA monthly client letter
Who for? Firms that keep clients close by writing to them.
What does it do? Drafts each month's letter from your own material.
What changes? Review becomes editing, and the letter goes out.
Read the full answersA routine check for owners
Who for? Owners whose good routines fade in a busy stretch.
What does it do? Notices when a meeting you care about has quietly lapsed.
What changes? You keep it or drop it on purpose, never by accident.
Read the full answersWhat would it be worth to us?
Only your numbers can say. Here's how to find them.
231 open purchase orders checked
- On track
- 204 confirmed against their promised dates
- Unconfirmed
- 13, chase emails drafted for the buyer
- Running late
- 9, of which 4 hold up customer orders this week
- Arrived short
- 5, discrepancy notes drafted
No chase leaves until a buyer sends it.
Your own sum
Pick one card above.
About hours a year.
Multiply by an hourly cost to see what it costs today.
How do you decide what's worth building?
We look for where the hours go, then check it pays.
Most of the work isn't building. It's knowing where AI pays.
We'll tell you when AI is the wrong answer. Sometimes a checklist does the job.
Your people spend their week on the work that needs them.
So what's the next step?
Talk it over with one of our co-founders.
- It's free and runs about an hour.
- It needs no access, and there's nothing to prepare.
- Bring every problem on your list, not just one.
Leave your name and work email. We'll write back to arrange it.
A person reads every message and replies, usually within one working day.
Thanks. It's with a person now.
Expect a reply, usually within one working day.