03 · Systems
AI agents, dashboards & Google Workspace
The behind-the-scenes setup that answers leads faster, shows you your numbers, and keeps your team’s email and files in order.
AI agentic solutions
AI agents & automation
Setup from [$X,XXX], plus [$XXX] a month
An AI agent is software that can read a message, decide what to do, and do it in your tools. I set them up for the repetitive work that eats a small business owner’s evenings.
Honest advice: if a simple automation will do the job, I’ll build that instead. It costs less and breaks less often.
Common jobs for an agent
- Lead responder. Replies to new website and Google messages within minutes, day or night, asks your screening questions, and books the good ones on your calendar.
- Quote follow-up. Checks in on open quotes after [2] and [7] days, so fewer jobs go quiet.
- Review requests. Asks every customer for a review after a finished job and flags complaints for you to handle personally.
- Inbox and intake. Sorts email and form submissions, drafts replies for you to approve, and logs details in your CRM or spreadsheet.
- Hiring assistant. Organizes applications and schedules phone screens. People make every hiring decision.
Built on tools you already use, like [Google Workspace, your CRM, and your phone system]. You approve anything important, and every action is logged.
Tailored business dashboards
Business dashboards
From [$X,XXX] to build
One screen with the numbers you actually check, updated on its own, so you stop logging into five apps every Monday morning.
How it starts: a 45-minute call about the decisions you make each week. The dashboard is built around those, not around every number we can find.
What it can show
- Leads by source: Google, your website, referrals, and ads
- Calls, form fills, and booked appointments
- Sales and revenue from [QuickBooks, Square, or your POS]
- Google reviews and your rating over time
- Hiring: open roles, applicants, and time to hire
- Built in [Looker Studio or Google Sheets], shared with your team, and refreshed [daily]
Timeline: [2–3 weeks]. Optional upkeep from [$XXX] a month.
Google Workspace setup
From [$XXX]
Professional email at your own domain (you@yourbusiness.com), plus shared files and calendars your team will actually use.
Good to know: Google bills you directly for Workspace licenses. My fee covers the setup.
Included
- Google Workspace account and domain setup
- An email address for each person, plus shared ones like info@
- Moving your old email, contacts, and calendar
- Shared drives with a folder structure that makes sense
- 2-step verification and basic security settings
- A [30-minute] walkthrough for you and your team
Timeline: [about 1 week].