Small business automation
Automation that picks up the phone.
Most small business automation moves data between apps. The work that eats your day is talking: answering calls, onboarding clients, booking meetings, chasing invoices. An AI Employee does that work, on your phone, on Zoom and on your website. Twelve of its jobs are below. It is on this page if you want to hear it.
Two kinds of automation
Moving data is easy. Talking is the work.
App-to-app automation
A form fills a spreadsheet. A tag sends an email. Useful, and it never answers a question.
Phone menus and chatbots
Press 1 for sales. Callers hang up, and the bot books nothing.
An AI Employee
Answers the call, holds the conversation, books the time, writes the record. The part you were doing yourself.
The 12 tasks
What an AI Employee runs for a small business.
On the phone
- 01
Answer every call
By hand: 2 to 4 minutes a call, when you can
With the AI Employee: answered on the first ring, at any hour, two at once
24/7 reception - 02
Take the booking
By hand: back and forth by text
With the AI Employee: offers two times and books into your calendar
Appointment setting - 03
Confirm and remind
By hand: a reminder text the day before, if you remember
With the AI Employee: reminder calls and texts, reschedules on the spot
End the no-show - 04
Screen the new lead
By hand: a 20-minute call to find out it is not a fit
With the AI Employee: asks your fit questions first, books only the fits
Discovery calls
On Zoom and on your website
- 05
Onboard the new client
By hand: 2 to 6 hours per client
With the AI Employee: runs the onboarding call, fills the form, sets the next step
Client onboarding - 06
Answer the website visitor
By hand: a contact form and a wait
With the AI Employee: a live conversation on the page, then a booked time
- 07
Run the demo or the intake meeting
By hand: your calendar
With the AI Employee: joins the Zoom meeting as a participant and runs it from your script
Delegate your seat - 08
Interview applicants
By hand: 30 minutes each, most not a fit
With the AI Employee: phone-screens every applicant and sends you the shortlist
Phone screening
Follow-up
- 09
Follow up the quote
By hand: the call you keep meaning to make
With the AI Employee: calls back on day 1, 3 and 7 with one question each
- 10
Chase the invoice
By hand: awkward emails
With the AI Employee: polite reminder calls and a payment link
Collect receivables - 11
Ask for the review
By hand: never
With the AI Employee: a short call after the job, then the link by text
- 12
Write it all down
By hand: notes, if there is time
With the AI Employee: transcript and summary on every conversation, into HubSpot or Go High Level
Every task runs from the same AI Employee, on your number, your Zoom and your website.
How to automate a small business with an AI Employee
Pick the task that costs you the most time
For most small businesses it is the phone.
Give it your answers
The questions you ask, the answers you give, the times you offer.
Put it on the line
Your number, your Zoom link, your website. It answers from the first day.
Read the record
Every conversation lands in your CRM with a summary. Add the next task when you are ready.
What it costs
One plan. Twelve jobs.
Operator, $99 a month
190 minutes, 2 parallel calls, phone, Zoom and web
Scale, $299 a month
575 minutes, 3 parallel calls, priority support
Seat, $749 a month
1,440 minutes, three AI Employees, one for each job
Minutes are included on every plan. Add more in bundles when you need them.
Talk to the AI Employee nowQuestions
Questions small business owners ask
What is small business automation?
Software that does a repeated job without you. Most tools move data between apps. An AI Employee automates the talking: answering calls, onboarding clients, booking meetings and following up.
Which business processes should a small business automate first?
The phone. It is the task that interrupts everything else and the one most often left to voicemail. After that, booking, reminders and follow-up calls.
Can an AI Employee automate client onboarding?
Yes. It runs the onboarding call on Zoom, on the phone or on your website, fills your onboarding form from the conversation and sets the next step. See the client onboarding guide.
Does it work with my apps?
HubSpot and Go High Level are connected today. Zoom is native. It runs on your phone number and on your website. Every conversation is written into the CRM record.
How long does it take to set up?
You give it your questions and answers, put it on your number or your Zoom link, and it answers from the first day. Most small businesses start with one task and add the next within the month.
What does it cost?
Plans for a real process start at $99 a month. Minutes are included; add more in bundles when you need them. There is an $8 test plan if you want to hear your own AI Employee first.