Will the AI answer my customers?

Not by default. It reads, summarises, files and flags. Replying is a separate decision, made per case, and most businesses keep it human. The value is in the reading, not the replying.

Is my email safe with this?

It runs in your accounts with your credentials under your control, and the AI provider is chosen with data terms that suit your business. For regulated work I configure it so that no message content is retained by the provider.

What does it get wrong?

Tone and sarcasm, occasionally. Urgency it reads well. The shadow week exists so you see the misses before they matter, and the flag rules are tightened from what you find.

Every email and call read, summarised and filed, before you sit down

You do not have an email problem. You have a reading problem. Hundreds of messages and calls a week, most of them routine, a few of them urgent, and no way to tell which without opening every one.

Send me the situation How it works

Read and answered by me, usually within the day. If a spreadsheet and a checklist would do, that is the answer you get.

Fort Myers, serving Lee, Collier and Charlotte counties
Scoped in writing, priced before work starts
Your account, your data, documented as it is built
Not affiliated with any software vendor. No resale, no commission.

Twelve

companies operated, six of them his own, on automations he built

15,868

records synced between two systems every run, zero failures

3,984

recorded calls transcribed and graded by an agent, not a person

1,350

pages produced by one 24-agent workflow, every one reviewed

What it costs to leave it

The urgent message is the one that gets missed, because it looks like the other two hundred. A customer complaint, a payment question, a lead that mentioned a deadline. Missing it costs more than the hours spent reading everything else.

How ai inbox and call triage is built here

The starting point

An agent reads each inbound email and call transcript and writes a two-line summary: who, what, what they need, how urgent.

The build

It files the summary to the customer, job or deal record in your CRM, so the history is complete without anyone typing.

What runs by itself

It flags by rule. A complaint, a cancellation, a payment dispute, a lead with a date in it. Those go to a person immediately. The rest go to a digest.

What you own

I have run this over nearly four thousand recorded calls in my own companies. It is where I learned what the CRM was missing.

Scope and timing

Triage is a two-week build. It connects your mailbox and your phone system, defines the summary format and the flag rules with you, and runs in shadow mode for a week so you can check its judgment before it acts. It never sends a reply on its own unless you decide it should for a specific, narrow case.

Straight answers

Will the AI answer my customers?: Not by default. It reads, summarises, files and flags. Replying is a separate decision, made per case, and most businesses keep it human. The value is in the reading, not the replying.
Is my email safe with this?: It runs in your accounts with your credentials under your control, and the AI provider is chosen with data terms that suit your business. For regulated work I configure it so that no message content is retained by the provider.
What does it get wrong?: Tone and sarcasm, occasionally. Urgency it reads well. The shadow week exists so you see the misses before they matter, and the flag rules are tightened from what you find.

By industry

Precious metalsBullion dealers, coin shops, refiners, gold buyers and private vaults.Luxury retailFine jewelers, watch dealers, art galleries and luxury boutiques.ConstructionBuilders, roofers, pool and seawall crews, remodelers and the specialty trades.Legal servicesSolo practitioners, small firms, practice groups and legal referral networks.Real estateBrokerages, agent teams, apartment locators and property managers.

Also set up

Workflow automationThe map of how work flows, then the automation that runs it. On n8n, Zapier, Make or code.Quote and invoice automationQuotes generated from a form, invoices raised on a stage change, reminders on a schedule.Data sync between systemsYour CRM, accounting, inventory and spreadsheets agreeing with each other, on a schedule.Reporting automationThe numbers you actually run the business on, built and sent every Monday without anyone opening a spreadsheet.

Built for businesses in Fort Myers, Naples, Cape Coral, Bonita Springs, Estero, Punta Gorda. What each market changes.

Tell me what is in the way.

One form, read by the person who would build it. If the honest answer is a checklist and no software, that is what you will hear.

Send me the situation Email instead