every service business runs on the same 5-6 core processes. lead generation. lead response. onboarding. fulfillment. follow up. reporting.

most of these are still done manually.

your team copies data between systems. sends the same emails 40 times a day. chases leads that went cold because nobody responded for 6 hours. builds reports by pulling numbers from 3 different tools into a spreadsheet.

this is where AI fits. not in some futuristic way. right now. in the workflows you already run.

here's what to build first based on what we see across 50+ clients in insurance, real estate, healthcare, construction, and ecommerce.

start with lead response

the fastest win for any service business is speed to lead.

the data is clear. responding to a lead in under 5 minutes makes you 21x more likely to convert. most companies respond in 6+ hours. some take days.

an AI workflow handles this in seconds. new lead comes in through your form, ad, or referral. the system qualifies them, sends a personalized response, and books a call on your calendar. no human needed until the call starts.

we built this for a construction company. their lead response went from hours to 2 minutes. conversion doubled.

this is a $3K-$8K build. takes 2-3 weeks. returns start immediately.

then automate onboarding

onboarding is where most service businesses leak time and money. intake forms. document collection. account setup. welcome sequences. checklists that someone has to manually track.

AI systems handle all of it. a new client fills out one form. the system creates their account, sends their welcome package, assigns their team member, and triggers a checklist that updates in real time.

insurance agencies running 200+ policies a month save 10-15 hours a week on onboarding alone. real estate teams cut their closing process by days.

this is a $5K-$15K build depending on complexity.

automate your reporting

if your ops team spends friday afternoons building reports, you're burning money.

AI pulls data from your CRM, ad platform, project management tool, and accounting software. it builds your weekly or monthly report automatically. sends it to your inbox or slack channel every monday at 8am.

no more pulling numbers. no more formatting slides. no more "the report will be ready by end of day."

this is a $3K-$8K build and one of the highest ROI automations we deploy.

what this looks like by industry

insurance: automate policy renewals, claims intake, client onboarding, and compliance tracking. agencies running on applied epic or hawksoft have massive automation opportunities in workflows that haven't changed in 20 years.

real estate: automate lead routing, property matching, drip campaigns, and transaction coordination. teams running on follow up boss, sierra, or kvcore already have the data. they need the workflows.

healthcare: automate patient intake, appointment reminders, referral management, and billing follow ups. HIPAA compliance adds complexity but the time savings are 10x.

construction: automate bid tracking, subcontractor communication, change orders, and project status updates. companies running on procore or buildertrend leave hours on the table every week.

ecommerce: automate customer support, returns processing, inventory alerts, and ad script generation. brands doing $3M+ have enough volume to see ROI in the first month.

the pattern

every industry is different on the surface. the automation playbook is the same underneath.

map the workflow. identify the bottleneck. build the system. measure the result.

that's what we do on the first call. you tell us where the time goes. we tell you what to build first, what it costs, and how fast it ships.

50+ clients. 4x average ROI. $2M+ saved.

if your company does $1M-$50M in revenue and your team is still doing things manually that AI handles in seconds, you're paying for it every day.