No more missing documents in the sales file
Between instruction and completion, a sale piles up dozens of documents arriving from everywhere, in every format. The same details get typed three times, and the missing document turns up the week of completion.
Sound familiar?
If two of these sentences get said in your company, this process is costing you money every week.
- Someone retypes the same details into the instruction, the contract and the software.
- A document is missing and it surfaces the week of completion.
- Each sale is tracked in an email thread: if you weren't copied in, you don't know where it stands.
- Finding a document from a sale completed six months ago takes twenty minutes.
How we do it
Every document is logged as soon as it arrives
Photo, PDF attachment, email: it doesn't matter where it comes from. It's logged straight away, not when someone finds the time to file it.
The details are read and checked
They're extracted once and compared with what you already have. If something doesn't match, a person is told. The tool never guesses.
You always know what's missing
The missing document, who has to provide it, and by when. And six months later you find any document in ten seconds, because it's been filed from day one.
A rough order of magnitude
35 min of retyping per sale × 40 sales a month
= 23 hours a month retyping details that already exist
Where we apply it
Start tonight, without us.
Four short how-tos, with the full prompts. We road-test them on client work before publishing. Free, no sign-up.
Set up your AI in 20 minutes
The first move: give it your context once.
20 min · once · no technical skillsOpen the workshop1:1s that prepare themselves
Everything gets transcribed, an agent files it, your check-ins prepare themselves.
20 min to set up · then 2 min before each check-inOpen the workshopEmails written in your voice
It learns your style from your sent mail, and drafts your replies.
20 min for the style · 10 more for the automationOpen the workshopYour company context, written down
What the AI needs to know about your company, written once and maintained.
20 min for v1 · then 15 min a weekOpen the workshopYour company already generates data. Make it generate margin.
Thirty minutes to identify the first process worth automating. You leave with an answer, whether you hire us or not.
Request your audit30 minutes · no commitment