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See it work

Watch AI agents do real work.

Six short simulations, one per job. Each runs from the first message to the finished result, with the checks and handoffs we build in, and ends with what the work is worth.

  • Under a minute each
  • Pause, replay or skip ahead
  • A full transcript for every demo
Book a free AI assessmentStart with the Customer Agent

Simulated demos. The businesses, people and figures are fictional and illustrative.

Agents on shiftIllustrative
  1. Customer AgentA late-night chat becomes a booked job.Booked
  2. Analyst AgentA messy export becomes a clear answer.Report ready
  3. Executive AssistantAn overflowing inbox becomes a short list.Inbox cleared
  4. Marketing DirectorAn ad audit becomes a running test plan.Test running
  5. Sales AgentA cold prospect becomes a personal email.Waiting on you
  6. ConsultingA P&L becomes a ranked plan.Plan ready
01AI Agents · Customer Agent

A late-night chat becomes a booked job.

9:47 p.m., and the office is closed. A homeowner asks Larkfield Plumbing & Air’s website chat about a noisy AC. The agent runs a safety check, quotes from the price book and books the visit.

Explore the Customer Agent

Watch for

  • A safety check before anything else
  • Prices from the company’s own price book, not a guess
  • A clean handoff for the question it shouldn’t answer
Larkfield Plumbing & Air · Website chatWebsite chatlarkfieldair.example/contact
Tue 9:50 pm · Office closedSimulated demo
What the customer sees
LPLarkfield Plumbing & AirAI assistant · Replies instantly
Hi! I’m Larkfield’s AI assistant. I can answer questions, give price ranges and book service, day or night. What’s going on?
Hi, my AC started making a loud buzzing noise this afternoon. It’s still cooling but it’s loud. How much to have someone look at it, and how soon can you come?

Sorry about that. Let’s get it sorted.

First, a quick safety check: any burning smell, smoke or sparks near the unit?

Then two questions so we send the right tech with the right parts:

  1. Is the noise coming from the outdoor unit or from inside the house?
  2. When the system kicks on, does the fan on top of the outdoor unit start spinning right away?
No smell or smoke. It’s the outdoor unit. It buzzes for a few seconds when it kicks on and the fan is slow to start. The system is about 9 years old.

Thanks, that helps. A buzz at start-up with a slow fan usually points to a weak capacitor or contactor: a common repair, usually done in one visit.

From our price book:

  • Diagnostic visit: $89, credited toward the repair
  • Capacitor or contactor replacement: $165–$265 total

Since it’s still cooling, a regular visit tomorrow avoids our $149 after-hours fee.

I can get a technician to you tomorrow, Wednesday, July 15. Which window works best?
8:00–10:00 am
Perfect. What’s your full name, the service address and a mobile number for text updates?
Jenna Morales, 418 Larkspur Lane, (480) 555-0148
You’re booked

AC repair · Diagnostic visit

  • Wed, Jul 15 · 8:00–10:00 am
  • Technician: Marcus R.
  • 418 Larkspur Lane
  • Capacitor or contactor: $165–$265 total, $89 diagnostic credited

Your technician confirms the price before any work starts.

I’ve texted you a confirmation, and Marcus will text when he’s on his way. Tonight, if you notice a burning smell or the buzzing won’t stop, switch the system off at the thermostat and reply here. I’ll get our on-call technician on the phone.
Thanks! Since it’s 9 years old, do you offer financing if we end up replacing it?
Good question. Financing depends on the system and the plan you choose, so I’ve asked Renee, our office manager, to call you tomorrow by 10 am. She’ll have this conversation in front of her, so you won’t need to repeat anything.
Messagesnow

Larkfield Plumbing & Air Hi Jenna, you’re confirmed for AC repair Wed 7/15, 8–10 am with Marcus R. Your $89 diagnostic is credited to any repair. Reply R to reschedule. Reply STOP to opt out.

Behind the scenes
Halyard Agent consoleLarkfield Plumbing & Air
ActionsWebsite chat
  1. Ran safety check9:47 pmBuzzing can be electrical: asked about smell, smoke, sparks
  2. Safety rule: not triggered9:48 pmNo smell, smoke or sparks reported
  3. Looked up price book9:48 pm4 items · residential
  4. Checked dispatch calendar9:48 pmWed 7/15 · 2 open windows
  5. Created booking9:49 pm#BK-4127 · Marcus R. · Wed 8–10 am
  6. Sent text confirmation9:49 pm(480) 555-0148
  7. Updated customer record9:49 pmScheduling system · new customer
  8. Tagged9:49 pmAC repairAfter-hoursPlan prospectReplacement lead
  9. Handed off to a person9:50 pmFinancing question → Renee K., office manager · callback Wed by 10 am · transcript attached
Escalation rule · Safety

If the customer reports: burning smell, smoke, sparks, or water near electrical parts

Then: tell them to switch the system off, call tonight’s on-call technician (Luis P.) and send him the transcript

Status:Not triggered

More rules: no heat in freezing weather · active leak · complaint or complex quote → office manager

Price book · Residential
DIAG-01Diagnostic visit$89, credited to the repair
CAP-RPLCapacitor replacement$165–$245
CON-RPLContactor replacement$185–$265
AH-FEEAfter-hours visit fee+$149
Dispatch · Wed, Jul 15
Technician8:00–10:00 am10:00 am–12:00 pm1:00–3:00 pm
Marcus R.OpenBookedBooked
Alicia T.BookedBookedOpen
Dev K.BookedBookedBooked
Customer recordNew customerTranscript attached

Jenna Morales · (480) 555-0148 · 418 Larkspur Lane

Source
Website chat, after hours
Job
AC repair. Buzzing at start-up, outdoor unit
Equipment
about 9 years old · no maintenance plan
Booking
#BK-4127 · Wed 7/15, 8:00–10:00 am · Marcus R.
Tags
AC repairAfter-hoursPlan prospectReplacement lead
Callback
Renee K., Wed by 10 am
Handoff rule · Sales and financing

If the customer asks about: financing, a new system, or a quote over $1,500

Then: don’t quote. Book a callback with the office manager and attach the transcript

Status:Triggeredcallback task created for Renee K.

Safety ruleNot triggered

Handoff ruleTriggered

Result

Illustrative example
2minFirst message to confirmed bookingFirst message 9:47 pm, booked 9:49 pm; first reply in 2 seconds vs a typical ~60 min web reply.2 sources
0minOffice time to book, confirm and logvs about 5 staff minutes by phone the next morning, if the customer hasn’t booked elsewhere by then.1 source
$215Estimated job valueMidpoint of the quoted $165⁠–⁠$265; about $86 gross profit at a 40% service-job margin.2 sources
See a full-year exampleBook a free AI assessment
Handed off to Renee K. · callback Wed by 10 am
Step 1 of 99:47 pm. The office is closed. A homeowner opens the website chat.

This demo needs JavaScript. Here's the step-by-step version instead.Motion is reduced, so every step is shown at once. Press Play to step through them one at a time.

  1. 9:47 pm. The office is closed. A homeowner opens the website chat.
  2. She describes a noisy AC and asks about price and timing.
  3. Safety check first. Then two questions a good dispatcher would ask.
  4. No red flags. It quotes from Larkfield’s own price book, not a guess.
  5. It checks the live dispatch calendar and offers real openings.
  6. Name, address and mobile number. The job is booked.
  7. A text confirmation goes out, and the customer record is updated.
  8. A question it shouldn’t answer goes to a person, with full context.
  9. Booked in 2 minutes, after hours, with zero office time.
0:00 / 0:43
Read the step-by-stepHide the step-by-step
  1. 9:47 pm. The office is closed. A homeowner opens the website chat.
    • AI assistant: Hi! I’m Larkfield’s AI assistant. I can answer questions, give price ranges and book service, day or night. What’s going on?
  2. She describes a noisy AC and asks about price and timing.
    • Jenna: Hi, my AC started making a loud buzzing noise this afternoon. It’s still cooling but it’s loud. How much to have someone look at it, and how soon can you come?
  3. Safety check first. Then two questions a good dispatcher would ask.
    • Agent console: Ran safety check. Buzzing can be electrical: asked about smell, smoke, sparks.
    • Escalation rule · Safety. If the customer reports a burning smell, smoke, sparks, or water near electrical parts: tell them to switch the system off, call tonight’s on-call technician (Luis P.) and send him the transcript. Status: checking.
    • AI assistant: Sorry about that. Let’s get it sorted. First, a quick safety check: any burning smell, smoke or sparks near the unit? Then two questions so we send the right tech with the right parts: 1. Is the noise coming from the outdoor unit or from inside the house? 2. When the system kicks on, does the fan on top of the outdoor unit start spinning right away?
  4. No red flags. It quotes from Larkfield’s own price book, not a guess.
    • Jenna: No smell or smoke. It’s the outdoor unit. It buzzes for a few seconds when it kicks on and the fan is slow to start. The system is about 9 years old.
    • Agent console: Safety rule not triggered (no smell, smoke or sparks reported). Looked up the residential price book: Diagnostic visit $89, credited to the repair · Capacitor replacement $165–$245 · Contactor replacement $185–$265 · After-hours visit fee +$149.
    • AI assistant: Thanks, that helps. A buzz at start-up with a slow fan usually points to a weak capacitor or contactor: a common repair, usually done in one visit. From our price book: Diagnostic visit: $89, credited toward the repair. Capacitor or contactor replacement: $165–$265 total. Since it’s still cooling, a regular visit tomorrow avoids our $149 after-hours fee.
  5. It checks the live dispatch calendar and offers real openings.
    • Agent console: Checked the dispatch calendar for Wed, Jul 15: 2 open windows (Marcus R. 8:00–10:00 am, Alicia T. 1:00–3:00 pm).
    • AI assistant: I can get a technician to you tomorrow, Wednesday, July 15. Which window works best? Options: 8:00–10:00 am · 1:00–3:00 pm · Another day.
    • Jenna taps 8:00–10:00 am.
  6. Name, address and mobile number. The job is booked.
    • AI assistant: Perfect. What’s your full name, the service address and a mobile number for text updates?
    • Jenna: Jenna Morales, 418 Larkspur Lane, (480) 555-0148
    • Agent console: Created booking #BK-4127 · Marcus R. · Wed 8–10 am.
    • Booking card: You’re booked. AC repair · Diagnostic visit. Wed, Jul 15 · 8:00–10:00 am. Technician: Marcus R. 418 Larkspur Lane. Capacitor or contactor: $165–$265 total, $89 diagnostic credited. Your technician confirms the price before any work starts.
  7. A text confirmation goes out, and the customer record is updated.
    • AI assistant: I’ve texted you a confirmation, and Marcus will text when he’s on his way. Tonight, if you notice a burning smell or the buzzing won’t stop, switch the system off at the thermostat and reply here. I’ll get our on-call technician on the phone.
    • Text message from Larkfield Plumbing & Air: Hi Jenna, you’re confirmed for AC repair Wed 7/15, 8–10 am with Marcus R. Your $89 diagnostic is credited to any repair. Reply R to reschedule. Reply STOP to opt out.
    • Agent console: Sent text confirmation to (480) 555-0148 · Updated customer record in the scheduling system (new customer) · Tagged: AC repair, After-hours, Plan prospect.
  8. A question it shouldn’t answer goes to a person, with full context.
    • Jenna: Thanks! Since it’s 9 years old, do you offer financing if we end up replacing it?
    • Handoff rule · Sales and financing. If the customer asks about financing, a new system, or a quote over $1,500: don’t quote. Book a callback with the office manager and attach the transcript. Status: triggered, callback task created for Renee K.
    • AI assistant: Good question. Financing depends on the system and the plan you choose, so I’ve asked Renee, our office manager, to call you tomorrow by 10 am. She’ll have this conversation in front of her, so you won’t need to repeat anything.
    • Agent console: Handed off to a person. Financing question → Renee K., office manager · callback Wed by 10 am · transcript attached. Tag added: Replacement lead.
  9. Booked in 2 minutes, after hours, with zero office time.
First message to confirmed booking
2 min
Office time to book, confirm and log
0 min
Estimated job value
$215

Simulated demo. Larkfield Plumbing & Air and the people named are fictional. Figures are illustrative.

02AI Agents · Analyst Agent

A messy export becomes a clear answer.

Margin feels off at Cobalt Creek Supply Co., a regional distributor. The controller drops in the raw Q3 sales export, mixed dates, duplicate rows and all, and asks what’s going on.

Explore the Analyst Agent

Watch for

  • Every cleanup step logged for review
  • Real formulas your team can follow
  • Findings in plain English, each with a fix and a dollar figure
Q3_sales_raw.xlsx · Cobalt Creek Supply Co.Q3_sales_raw.xlsx
Ready for reviewSimulated demo
Chart 1

Gross margin % by product line · Q3

Jul–Sep 2026 · from the Pivot sheet

Chart · data from Pivot!A11:D15100%
Halyard AnalystQuickBooks · read-only
Here’s Q3 sales. Clean it up, show me margin by product line by month, and tell me what’s going on. Margin feels off.
Q3_sales_raw.xlsx4,318 rows · 412 KB
Priya Shah · Controller

Cleaned: 4,318 → 4,222 rows · 1,906 changes logged · ties to QuickBooks

Built

  • Gross margin, column K: =H2-I2-J2
  • GM %, column L: =IFERROR(K2/H2,0)
  • Pivot: gross margin by product line and month (SUMIFS, updates as rows are added)
  • =SUMIFS(Clean!$K:$K,Clean!$E:$E,$A5,Clean!$A:$A,">="&B$4,Clean!$A:$A,"<="&EOMONTH(B$4,0))
  • Chart: gross margin % by product line, Jul–Sep

What’s going on

Sales grew 5.6% from July to September, but gross margin dollars barely moved (+0.3%). The margin rate fell from 25.8% to 24.5%. Two things explain the drop, and a third has been leaking all quarter.

1Freight is eating Paper goods margin

Paper goods margin fell from 22.4% to 18.6% as freight rose from 7.6% to 11.4% of sales. Your carrier added fuel and small-shipment surcharges on Aug 4, and 46% of Paper goods deliveries are under 10 cases.

Cost vs. July’s freight rate: $23,056 in Aug–Sep

Fix: add a $45 delivery fee on Paper goods orders under 10 cases (148 in September) and rebid the route with two carriers.

2A supplier increase never reached your prices

Nitrile glove costs rose 9% on Aug 18, but sell prices didn’t change. Safety & PPE margin slid from 29.0% to 25.6%.

Cost: $9,724 in Aug–Sep

Fix: raise prices on the 14 affected glove SKUs by 9% this week.

3An expired promo is still discounting Janitorial

Six accounts still get 12% off list from a promo that ended in 2025. Their contract tier is 5%.

Cost: $14,000 in Q3, on $176,000 of sales

Fix: move the six accounts to the 5% tier at renewal.

Together: $46,780 of Q3 margin, about $28,000 a month at September’s pace.

Completed in 3 min 48 s

Result

Illustrative example
36minModeled time saved this runThe agent ran 3 min 48 s and Priya still reviews the Log, so we count 10% of a ~6-hr manual job, the measured rate for spreadsheet work.2 sources
$46,780Q3 margin leaks foundIdentified, not yet recovered: freight $23,056 + glove costs $9,724 + expired discount $14,000.2 sources
~$28Ka monthAt stake at September’s paceSep: freight $15,265 + gloves $8,227 + discount $4,667 (Q3’s $14,000 ÷ 3), on a 25.3% margin.2 sources
See a full-year exampleBook a free AI assessment
Done in 3 min 48 s · ready for review
Step 1 of 7The controller drops in Q3’s raw export. It’s a mess.

This demo needs JavaScript. Here's the step-by-step version instead.Motion is reduced, so every step is shown at once. Press Play to step through them one at a time.

  1. The controller drops in Q3’s raw export. It’s a mess.
  2. It finds every problem: mixed dates, duplicates, merged cells, totals.
  3. Cleaned and logged: 4,318 rows in, 4,222 out, tied to the books.
  4. Margin columns and a pivot, with real formulas your team can follow.
  5. Then it charts gross margin by product line, month by month.
  6. Plain-English findings, each with a fix and a dollar figure.
  7. Done in under 4 minutes, with every change logged for review.
0:00 / 0:36
Read the step-by-stepHide the step-by-step
  1. The controller drops in Q3’s raw export. It’s a mess.
    • Priya (controller): Here’s Q3 sales. Clean it up, show me margin by product line by month, and tell me what’s going on. Margin feels off.
    • Attached: Q3_sales_raw.xlsx · 4,318 rows · 412 KB
  2. It finds every problem: mixed dates, duplicates, merged cells, totals.
    • Scanning 4,318 rows × 10 columns. Found 6 kinds of problems:
    • Dates in 5 formats: 1,204 cells · Duplicate rows: 87 · Merged cells: 14 ranges, 312 blank cells · Subtotal and total rows: 9 · Numbers stored as text: 236 cells · Inconsistent product-line labels: 58 cells.
  3. Cleaned and logged: 4,318 rows in, 4,222 out, tied to the books.
    • Cleaned, every change logged: 1,204 dates converted to YYYY-MM-DD · 87 duplicate rows removed · 14 merged ranges split, 312 cells filled down · 9 subtotal rows removed · 236 text values converted to numbers · 58 labels standardized to 4 product lines.
    • 4,318 rows in → 4,222 rows out · 1,906 changes in the Log sheet.
    • Revenue $5,379,900 · matches QuickBooks Q3 sales ($0 difference).
  4. Margin columns and a pivot, with real formulas your team can follow.
    • Built: Gross margin, column K: =H2-I2-J2 · GM %, column L: =IFERROR(K2/H2,0) · Pivot: gross margin by product line and month (SUMIFS, updates as rows are added).
    • Pivot!B5: =SUMIFS(Clean!$K:$K,Clean!$E:$E,$A5,Clean!$A:$A,">="&B$4,Clean!$A:$A,"<="&EOMONTH(B$4,0))
    • Q3 gross margin: Packaging $456,300 · Janitorial $459,700 · Paper goods $247,900 · Safety & PPE $195,200 · Total $1,359,100.
  5. Then it charts gross margin by product line, month by month.
    • Chart: gross margin % by product line, Jul–Sep.
    • Packaging 23.4%, 23.6%, 23.2% · Janitorial 30.1%, 30.6%, 30.4% · Paper goods 22.4%, 20.5%, 18.6% · Safety & PPE 29.0%, 28.4%, 25.6%. Note on the chart: freight surcharges from Aug 4.
  6. Plain-English findings, each with a fix and a dollar figure.
    • What’s going on: Sales grew 5.6% from July to September, but gross margin dollars barely moved (+0.3%). The margin rate fell from 25.8% to 24.5%. Two things explain the drop, and a third has been leaking all quarter.
    • 1. Freight is eating Paper goods margin. Paper goods margin fell from 22.4% to 18.6% as freight rose from 7.6% to 11.4% of sales. Your carrier added fuel and small-shipment surcharges on Aug 4, and 46% of Paper goods deliveries are under 10 cases. Cost vs. July’s freight rate: $23,056 in Aug–Sep. Fix: add a $45 delivery fee on Paper goods orders under 10 cases (148 in September) and rebid the route with two carriers.
    • 2. A supplier increase never reached your prices. Nitrile glove costs rose 9% on Aug 18, but sell prices didn’t change. Safety & PPE margin slid from 29.0% to 25.6%. Cost: $9,724 in Aug–Sep. Fix: raise prices on the 14 affected glove SKUs by 9% this week.
    • 3. An expired promo is still discounting Janitorial. Six accounts still get 12% off list from a promo that ended in 2025. Their contract tier is 5%. Cost: $14,000 in Q3, on $176,000 of sales. Fix: move the six accounts to the 5% tier at renewal.
    • Together: $46,780 of Q3 margin, about $28,000 a month at September’s pace. Completed in 3 min 48 s.
  7. Done in under 4 minutes, with every change logged for review.
Modeled time saved this run
36 min
Q3 margin leaks found
$46,780
At stake at September’s pace
~$28K a month

Simulated demo. Cobalt Creek Supply Co. and the people named are fictional. Figures are illustrative.

03AI Agents · Executive Assistant

An overflowing inbox becomes a short list.

Monday, 7:30 a.m. The owner of Coppervale Electric Co., a 25-person contractor, has 63 unread emails and a Q3 review to prepare. The agent clears the way before his first coffee.

Explore the Executive Assistant

Watch for

  • Every email sorted by what it needs from him
  • Tasks handed to the right person, with due dates
  • Replies drafted in his voice, waiting for his OK
Mail · Coppervale Electric Co.Mail
Mon, Oct 5 · 7:34 amSimulated demo

Needs you · 6Priority order

  • Needs you6
  • Customers11
  • Team9
  • Vendors & invoices10
  • Calendar4
  • Receipts & notifications9
  • Newsletters & promos14

Laura ChenEast lot lights out + LED retrofit quote?6:58 am

FromLaura Chen, Property Manager, Oakmont Business Park

SubjectEast lot lights out + LED retrofit quote?

Hi Mike, about half the parking lot lights on the east side have been out since Thursday, and tenants are noticing. Also, can you send the LED retrofit quote we talked about by Thursday? Laura

Draft reply

Hi Laura,

Thanks for flagging the east lot, and sorry for the trouble. Jorge will have a crew there tomorrow morning to get those lights back on.

On the LED retrofit: you’ll have our quote by Wednesday, a day ahead of your deadline. One suggestion: add photocell and timer controls, since we logged 4 service calls on those fixtures last winter.

Would a 15-minute call on Wednesday at 2:00 pm work to go over it?

Thanks,
Mike

Draft · not sentEditApprove & send

Sources

Service log: east-lot fixtures, 4 calls last winter

Open request: Oakmont LED retrofit quote

Calendar: Wed 2:00 pm free

Tone: matched to Mike’s sent mail

Greg HoltRe: RFP: Pine Hollow Medical Plaza electrical servicesDraft readySun 4:30 pm

Confirms Thursday’s 10:00 am walk-through with Kelly.

Hilltop Electrical SupplyRe: Delivery update: order #44817Draft ready6:41 am

Asks for a firm ship date and whether another branch has the panelboard.

Kelly BrooksRe: PTO request: Oct 19–23Draft readyFri 5:47 pm

Approves; Jorge covers Kelly’s projects. No calendar conflicts.

Northgate HOA BoardRe: Invoice #2291Draft readyFri 3:15 pm

Agrees to two payments of $2,430, due Oct 15 and Nov 15.

Amy LindqvistYour GL & auto renewal: decision by Oct 9DecisionFri 11:02 am

$21,760/yr (+6%). Needs Mike by Fri, Oct 9.

Halyard Assistant

6 need you
Morning briefingMon, Oct 5 · 7:34 am
  • Inbox: 63 → 6 need you. 5 replies drafted for your OK.
  • Decide: insurance renewal, $21,760/yr (+6%), due Fri.
  • Delegated: 5 tasks to Jorge, Theo, Lena, Kelly and Tasha.
  • Booked: Q3 Operations Review, Thu 8:00 am. Deck attached.
  • Today: 10:00 am Maple Court site visit · 2:00 pm payroll review with Tasha.
  • Heads-up: the Maple Court panelboard is late; Lena is on it.
Tasks · 5 new

  • Send a crew to restore the east-lot lights at Oakmont Business Park

    Tue, Oct 6From: East lot lights out + LED retrofit quote?

  • Oakmont LED retrofit quote, with a photocell and timer option

    Wed, Oct 7From: East lot lights out + LED retrofit quote?

  • Get a firm ship date for the Maple Court panelboard; move the rough-in if needed

    Mon, Oct 5 (today)From: Delivery update: order #44817

  • Prep site notes for the Pine Hollow walk-through (Thu 10:00 am)

    Wed, Oct 7From: RFP: Pine Hollow Medical Plaza electrical services

  • Set up the two-payment plan for Northgate HOA invoice #2291 ($4,860)

    Thu, Oct 8From: Invoice #2291

Posted to the team task board · each person notified

Q3 Operations Review

Thu, Oct 8 · 8:00–9:00 am · Conference room + video link

Mike Alvarez, Jorge Ramirez, Theo Okafor, Lena Price, Kelly Brooks, Tasha Green

Q3_Operations_Review.pptx · 6 slides

7:32 amInvites sent to 6 · replied to Jorge: “Booked for Thu 8:00 am. Deck to follow.”

Rule: internal scheduling replies can send without approval

  1. 1. Q3 Operations Review
  2. 2. Q3 at a glance
  3. 3. Revenue by segment
  4. 4. Field hours vs. budget
  5. 5. Quality & safety
  6. 6. Q4 priorities

Result

Illustrative example
4minAgent time, 7:30 to 7:34 am63 emails (a Monday backlog; ~32 a day is typical), 5 replies drafted, 5 tasks, 1 meeting, 6 slides.1 source
57min backOwner time, this morning57 emails handled at ~1 min each; deck and drafts still need his review, so not counted; $65 at $68/hr.3 sources
63 → 6Unread emails to decisions57 sorted, filed or archived; 5 of the 6 have replies waiting for approval (~3 replies a workday).1 source
See a full-year exampleBook a free AI assessment
Briefing ready · 6 decisions for Mike
Step 1 of 8Monday, 7:30 am. The owner has 63 unread emails.

This demo needs JavaScript. Here's the step-by-step version instead.Motion is reduced, so every step is shown at once. Press Play to step through them one at a time.

  1. Monday, 7:30 am. The owner has 63 unread emails.
  2. The agent reads all 63 and sorts them by what each one needs.
  3. It drafts replies in Mike’s voice, using job history and his calendar.
  4. Action items become tasks for the right people, with due dates.
  5. Jorge asked for a Q3 review. It finds an hour that works for all six.
  6. It builds the Q3 deck on the company template. Six slides.
  7. By 7:34 am, Mike has a one-screen briefing and six decisions.
  8. Four minutes of agent time. Almost an hour back for Mike.
0:00 / 0:41
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  1. Monday, 7:30 am. The owner has 63 unread emails.
    • Mike Alvarez’s inbox: 63 unread. Newest first: Laura Chen, “East lot lights out + LED retrofit quote?” (6:58 am); Hilltop Electrical Supply, “Delivery update: order #44817” (6:41 am); Jorge Ramirez, “Q3 review this week?” (Sun 8:12 pm); Greg Holt, “RFP: Pine Hollow Medical Plaza electrical services” (Sun 4:30 pm); Wire & Panel Weekly, “Copper prices and 5 job-site safety tips” (Sat 6:00 am); Kelly Brooks, “PTO request: Oct 19–23” (Fri 5:47 pm); Northgate HOA Board, “Invoice #2291” (Fri 3:15 pm); Amy Lindqvist, “Your GL & auto renewal: decision by Oct 9” (Fri 11:02 am). Plus 55 more unread.
  2. The agent reads all 63 and sorts them by what each one needs.
    • Sorted: Needs you 6 (stays in the inbox, in priority order) · Customers 11 (labeled for the team) · Team 9 (labeled; action items pulled out) · Vendors & invoices 10 (labeled; invoices sent to Tasha’s queue) · Calendar 4 (invites and changes added to the calendar) · Receipts & notifications 9 (filed) · Newsletters & promos 14 (archived). Total 63.
    • Needs you · 6, in priority order: Laura Chen, Greg Holt, Hilltop Electrical Supply, Kelly Brooks, Northgate HOA Board, Amy Lindqvist.
    • Log: Read 63 emails · 57 sorted, filed or archived · 6 need you.
  3. It drafts replies in Mike’s voice, using job history and his calendar.
    • Laura Chen, Property Manager, Oakmont Business Park: “Hi Mike, about half the parking lot lights on the east side have been out since Thursday, and tenants are noticing. Also, can you send the LED retrofit quote we talked about by Thursday? Laura”
    • Draft reply, not sent: “Hi Laura, Thanks for flagging the east lot, and sorry for the trouble. Jorge will have a crew there tomorrow morning to get those lights back on. On the LED retrofit: you’ll have our quote by Wednesday, a day ahead of your deadline. One suggestion: add photocell and timer controls, since we logged 4 service calls on those fixtures last winter. Would a 15-minute call on Wednesday at 2:00 pm work to go over it? Thanks, Mike”
    • Sources: Service log: east-lot fixtures, 4 calls last winter · Open request: Oakmont LED retrofit quote · Calendar: Wed 2:00 pm free · Tone: matched to Mike’s sent mail.
    • Greg Holt · Re: RFP: Pine Hollow Medical Plaza electrical services: Draft ready. Confirms Thursday’s 10:00 am walk-through with Kelly.
    • Hilltop Electrical Supply · Re: Delivery update: order #44817: Draft ready. Asks for a firm ship date and whether another branch has the panelboard.
    • Kelly Brooks · Re: PTO request: Oct 19–23: Draft ready. Approves; Jorge covers Kelly’s projects. No calendar conflicts.
    • Northgate HOA Board · Re: Invoice #2291: Draft ready. Agrees to two payments of $2,430, due Oct 15 and Nov 15.
    • Amy Lindqvist · Your GL & auto renewal: decision by Oct 9: Decision. $21,760/yr (+6%). Needs Mike by Fri, Oct 9.
  4. Action items become tasks for the right people, with due dates.
    • Jorge Ramirez: Send a crew to restore the east-lot lights at Oakmont Business Park. Due Tue, Oct 6. From: East lot lights out + LED retrofit quote?
    • Theo Okafor: Oakmont LED retrofit quote, with a photocell and timer option. Due Wed, Oct 7. From: East lot lights out + LED retrofit quote?
    • Lena Price: Get a firm ship date for the Maple Court panelboard; move the rough-in if needed. Due Mon, Oct 5 (today). From: Delivery update: order #44817
    • Kelly Brooks: Prep site notes for the Pine Hollow walk-through (Thu 10:00 am). Due Wed, Oct 7. From: RFP: Pine Hollow Medical Plaza electrical services
    • Tasha Green: Set up the two-payment plan for Northgate HOA invoice #2291 ($4,860). Due Thu, Oct 8. From: Invoice #2291
    • Posted to the team task board · each person notified.
  5. Jorge asked for a Q3 review. It finds an hour that works for all six.
    • Find a time · Q3 Operations Review · 60 min · 6 people: Tue 4:00 pm, 4 of 6 free (Jorge, Theo: Maple Court site); Wed 3:00 pm, 5 of 6 free (Kelly: client meeting); Thu 8:00 am, 6 of 6 free · Booked.
    • Q3 Operations Review: Thu, Oct 8 · 8:00–9:00 am · Conference room + video link. Mike Alvarez, Jorge Ramirez, Theo Okafor, Lena Price, Kelly Brooks, Tasha Green. Attachment: Q3_Operations_Review.pptx (building…).
    • Invites sent to 6 · replied to Jorge: “Booked for Thu 8:00 am. Deck to follow.” Rule: internal scheduling replies can send without approval.
  6. It builds the Q3 deck on the company template. Six slides.
    • Sources: QuickBooks · Q3 P&L; Job management · hours, callbacks, inspections; Shared drive · crew hours (from Jorge).
    • Slide 1, Q3 Operations Review: Coppervale Electric Co. · July–September · Prepared Oct 5.
    • Slide 2, Q3 at a glance: Revenue $1.42M (+8% vs. Q3 last year) · Gross margin 31.5% · Service calls 486 · Callback rate 1.2%.
    • Slide 3, Revenue by segment: Tenant improvements $604K · Service & maintenance $512K · New construction $231K · Lighting retrofits $71K. Total $1,418K.
    • Slide 4, Field hours vs. budget: Jul 3,020 vs 2,900 · Aug 3,140 vs 2,950 · Sep 2,860 vs 2,800 hours, actual vs. budget. Q3: 9,020 hrs, 4.3% over budget. August +6.4%: inspection delays and two open journeyman spots.
    • Slide 5, Quality & safety: Callbacks: 6 of 486 service calls (1.2%) · Failed inspections: 2 of 38 · Recordable injuries: 0.
    • Slide 6, Q4 priorities: Submit the Pine Hollow bid by Oct 30 · Hire 2 journeyman electricians · Raise service rates 4% on Jan 1 · Get callbacks under 1%.
    • Attachment: Q3_Operations_Review.pptx · 6 slides ✓.
  7. By 7:34 am, Mike has a one-screen briefing and six decisions.
    • Morning briefing · Mon, Oct 5 · 7:34 am
    • Inbox: 63 → 6 need you. 5 replies drafted for your OK.
    • Decide: insurance renewal, $21,760/yr (+6%), due Fri.
    • Delegated: 5 tasks to Jorge, Theo, Lena, Kelly and Tasha.
    • Booked: Q3 Operations Review, Thu 8:00 am. Deck attached.
    • Today: 10:00 am Maple Court site visit · 2:00 pm payroll review with Tasha.
    • Heads-up: the Maple Court panelboard is late; Lena is on it.
  8. Four minutes of agent time. Almost an hour back for Mike.
Agent time, 7:30 to 7:34 am
4 min
Owner time, this morning
57 min back
Unread emails to decisions
63 → 6

Simulated demo. Coppervale Electric Co. and the people and businesses named are fictional. Figures are illustrative.

04AI Marketing Director

An ad audit becomes a running test plan.

Stillbrook Dental Group spends $24,000 every four weeks on Google and Meta ads across four offices, but can’t say which dollars book new patients.

Explore the Marketing Director

Watch for

  • Waste found and sized in dollars
  • Tests that keep running until there’s a clear winner
  • Budget moves capped at 20% a week, as the owner set
Halyard Marketing Director · Stillbrook Dental GroupStillbrook Dental Group
Simulated demo
Spend · week 8$6,000same
Bookings39▲+4vs week 1
Cost per booking$154▼−10%
Waste found$4,364per 4 weeks
CampaignsExperimentsWeek 4BudgetTrend

Google AdsMeta Ads

Cost per new-patient booking · weekly

Spend held at $6,000 a week

Experiment results · week 4

TestChangeProbabilityDecision
A · Headline−12%64%PromisingRun 3 more weeks
B · Audience0%50%No clear differenceKeep current
C · Landing page−17%61%PromisingRun 3 more weeks
Agent feedHalyard Marketing Director

Guardrails· set by Stillbrook

  • Budget changes: max ±20% per campaign per week
  • Weekly total stays at $6,000
  • New ads use pre-approved claims; Jess approves new creative
  • No patient data is sent to ad platforms

  1. Week 8

    Week 8 report · for Dr. Park

    39 new-patient bookings at $154 each (week 1: 35 at $171). Same $6,000 a week.

    What worked: cutting search waste and moving budget to the lowest cost per booking.

    Still testing: the “Same-Week Appointments” headline and the implant consult page.

    Next: a Saturday-hours message for Eastgate.

  2. Week 5

    Budget moved

  3. Week 4

    Results in

  4. Week 2

    3 experiments live. A test wins at 90% probability or better.

  5. Week 2

    Fixes live

    • Implants: 43 negative keywords added; broad match → phrase match
    • $99 exam: tired video paused; 3 new ads live
    • Near me: 12-mile radius around each office; people in the area only

    Approved by Jess MorganMon 10:12 am · 3 changes logged

  6. Week 1

    Audit: 6 campaigns, 1,912 search terms, 14 ads · 6 min

  7. Week 1

    Connected (read-only): Google Ads · Meta Ads · practice-management bookings

Result

Illustrative example
$4,364per 4 weeksWaste found in a 6-minute auditBroad-match terms $2,132 + tired creative $1,336 + out-of-area clicks $896: 18% of spend.1 source
$171 → $154Cost per new patient, week 1 vs. week 8 (−10%)Fixed $6,000 a week; 35 → 39 bookings; matches a 10% modeled gain from 8 weeks of tuning.2 sources
+4a weekNew patients, same budget≈ $5,120 contribution per 4 weeks: 16 patients × $800 first-year collections × 40%.2 sources

Every budget move stayed within ±20% a week.

See a full-year exampleBook a free AI assessment
Week 8 report ready for Dr. Park
Step 1 of 8Stillbrook Dental: 4 offices, 6 campaigns, $24,000 every 4 weeks.

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  1. Stillbrook Dental: 4 offices, 6 campaigns, $24,000 every 4 weeks.
  2. It audits every campaign, search term and ad: 18% of spend is waste.
  3. Fixes go live: 43 negative keywords, fresh creative, tighter radius.
  4. Then it designs three experiments to find what books more patients.
  5. Three weeks later: no clear winner yet. Two tests keep running.
  6. Budget moves to what works, never more than ±20% per week.
  7. Week 8: cost per new patient is down from $171 to $154.
  8. Same budget. Four more new patients every week.
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  1. Stillbrook Dental: 4 offices, 6 campaigns, $24,000 every 4 weeks.
    • KPIs: Spend · last 28 days $24,000 · New-patient bookings 141 · Cost per booking $170 · Est. ROAS 6.8x.
    • Campaigns, last 28 days: Search · Dentist near me (Google): $6,400 · 40 bookings · $160 each · est. ROAS 5.0x; Search · Emergency dentist (Google): $3,600 · 24 bookings · $150 each · est. ROAS 4.3x; Search · Dental implants (Google): $5,200 · 13 bookings · $400 each · est. ROAS 9.0x; Meta · $99 new-patient exam (video) (Meta): $4,200 · 30 bookings · $140 each · est. ROAS 5.7x; Meta · Clear aligner consult (Meta): $2,800 · 14 bookings · $200 each · est. ROAS 10.0x; Meta · Retargeting: site visitors (Meta): $1,800 · 20 bookings · $90 each · est. ROAS 8.9x. Total: $24,000 · 141 bookings · $170 each · est. ROAS 6.8x.
    • Booking = a new-patient appointment booked online or by phone. Est. ROAS = bookings × average first-year collections per new patient for that service ÷ spend (general $800, emergency $650, implants $3,600, clear aligners $2,000).
    • Guardrails · set by Stillbrook: Budget changes: max ±20% per campaign per week; Weekly total stays at $6,000; New ads use pre-approved claims; Jess approves new creative; No patient data is sent to ad platforms.
    • Feed: Connected (read-only): Google Ads · Meta Ads · practice-management bookings.
  2. It audits every campaign, search term and ad: 18% of spend is waste.
    • Week 1 · Audit: 6 campaigns, 1,912 search terms, 14 ads · 6 min.
    • Search · Dental implants, flag “Broad-match waste”: 41% of spend ($2,132) matched searches that never book: “dental implant school” $412, “free dental implants” $388, “dental implants overseas” $356, “implant dentist jobs” $301, “denture repair kit” $244, + 38 more terms $431.
    • Meta · $99 new-patient exam (video), flag “Creative fatigue”: Frequency 7.4. CTR down from 1.9% to 0.8% in 4 weeks. Weekly cost per booking: $95.45 → $131.25 → $175.00 → $210.00 $1,336 spent above its week-1 cost per booking.
    • Search · Dentist near me, flag “Out-of-area clicks”: 14% of clicks came from 15+ miles from any office. None of the 40 bookings did. $896.
    • Waste found: $4,364 per 4 weeks (18% of spend).
  3. Fixes go live: 43 negative keywords, fresh creative, tighter radius.
    • Week 2 · Fixes live:
    • Implants: 43 negative keywords added; broad match → phrase match.
    • $99 exam: tired video paused; 3 new ads live.
    • Near me: 12-mile radius around each office; people in the area only.
    • Approved by Jess Morgan · Mon 10:12 am · 3 changes logged.
  4. Then it designs three experiments to find what books more patients.
    • Week 2 · 3 experiments live. A test wins at 90% probability or better.
    • A · Headline test · Google Search: Dentist near me (one ad group per office). Current: “Family Dentist in Eastgate | New Patients Welcome”. New: “Same-Week Appointments | Most Insurance Accepted”. Split 50/50 · 3 weeks · Measure: cost per booking.
    • B · Audience test · Meta: $99 new-patient exam (new ads). Current: Adults 25–65 within 10 miles of an office. New: Adults 25–65 within 5 miles of an office. Split 50/50 · 3 weeks · Measure: cost per booking.
    • C · Landing page test · Google Search: Dental implants. Current: Homepage. New: Implant consult page with price ranges, financing options and online booking. Split 50/50 · 3 weeks · Measure: cost per booked consult.
  5. Three weeks later: no clear winner yet. Two tests keep running.
    • Week 4 · Results in.
    • A · Headline: current $2,400 · 15 bookings · $160.00 each; new $2,400 · 17 bookings · $141.18 each; cost per booking −12%; 64% probability new is better. Promising: run 3 more weeks.
    • B · Audience: current $1,575 · 11 bookings · $143.18 each; new $1,575 · 11 bookings · $143.18 each; cost per booking 0%; 50% probability new is better. No clear difference: keep current.
    • C · Landing page: current $1,950 · 5 consults · $390.00 each; new $1,950 · 6 consults · $325.00 each; cost per booking −17%; 61% probability new is better. Promising: run 3 more weeks.
    • Chance the new version books more patients per dollar. We call a winner at 90%.
  6. Budget moves to what works, never more than ±20% per week.
    • Week 5 · Budget moved. Week 4 → week 5:
    • Search · Dentist near me: $1,600 → $1,920 (+20%). Lowest search cost per booking after the radius fix. Wanted +35%, capped.
    • Search · Dental implants: $1,300 → $1,460 (+12%). Negatives cut the waste; highest value per patient. Search volume limits more.
    • Meta · Clear aligner consult: $700 → $700 (0%). Steady at 10.0x.
    • Search · Emergency dentist: $900 → $720 (−20%). Lowest value per new patient ($650).
    • Meta · $99 new-patient exam: $1,050 → $840 (−20%). Audience test: no clear difference.
    • Meta · Retargeting: $450 → $360 (−20%). Frequency 9.1; audience worn out.
    • Total: $6,000 → $6,000 (0%).
    • All changes within ±20% · weekly total unchanged. Queued for week 6: Dentist near me +12.5% to $2,160 (guardrail).
  7. Week 8: cost per new patient is down from $171 to $154.
    • Cost per new-patient booking, weekly, at $6,000 a week: week 1 $171 (35 bookings), week 2 $167 (36 bookings), week 3 $167 (36 bookings), week 4 $162 (37 bookings), week 5 $162 (37 bookings), week 6 $158 (38 bookings), week 7 $158 (38 bookings), week 8 $154 (39 bookings).
    • Annotations: week 1 Audit; week 2 Fixes live; weeks 2–4 Experiments; week 5 Budget moved; weeks 6–8 Weekly budget steps (±20% cap).
    • KPIs, week 8: Spend · week 8 $6,000 (same) · Bookings 39 (+4 vs week 1) · Cost per booking $154 (−10%) · Waste found $4,364 per 4 weeks.
    • Week 8 report · for Dr. Park: 39 new-patient bookings at $154 each (week 1: 35 at $171). Same $6,000 a week. What worked: cutting search waste and moving budget to the lowest cost per booking. Still testing: the “Same-Week Appointments” headline and the implant consult page. Next: a Saturday-hours message for Eastgate.
  8. Same budget. Four more new patients every week.
Waste found in a 6-minute audit
$4,364 per 4 weeks
Cost per new patient, week 1 vs. week 8 (−10%)
$171 → $154
New patients, same budget
+4 a week

Simulated demo. Stillbrook Dental Group and the people named are fictional. Figures are illustrative.

05AI Sales Agent

A cold prospect becomes a personal email.

Parkline IT wants more law and accounting firms as clients. The agent finds one worth writing to, does the homework and drafts a short note to the managing partner.

Explore the Sales Agent

Watch for

  • Firms skipped when there’s no real reason to write
  • Every fact in the email traced to a source
  • Five quality checks, then a person approves the send
Halyard Sales Agent · Parkline ITParkline IT
ScheduledSimulated demo

Ideal customer profileParkline IT5 criteria

Who:
law and accounting firms with 10–50 staff
Where:
within 40 miles of Riverside
Signals:
recently expanded, or hiring for operations roles
Decision-maker:
managing partner or firm administrator
Exclude:
current clients, open deals, past opt-outs
  • Law & accounting
  • 10–50 staff
  • Within 40 miles
  • Expanded or hiring

Searched 186 firms · checked against the CRM · 8 match

  1. 94Hollis & GrantLaw · 22 staff · 6 miOpened a second office last month; hiring an office manager
  2. 88Calder & Finch CPAsAccounting · 31 staff · 12 miPosted an IT coordinator role
  3. 85Ostrow & PellLaw · 14 staff · 9 miMoving to a larger office in December
  4. 81Marchbank Accounting GroupAccounting · 18 staff · 22 miNew managing partner in August
  5. 77Varga & Quist LLPLaw · 41 staff · 35 miNear the top of the size range

3 more match the profile · skipped: no clear reason to write yet

Dossier · Hollis & GrantDana Whitaker · Managing partner10-point check: 10 of 10 complete
  1. 1Opened a second office in Riverside on Sep 8.VerifiedCompany website · News page
  2. 2Added two attorneys this year and plans to reach 30 staff by 2027.VerifiedLocal news · County business journal, Sep 12Context
  3. 3The office manager role includes “handling IT and vendor relationships.” Posted Sep 29.VerifiedJob posting · Firm careers page
  4. 4Managing partner since 2019; writes about running a two-office firm.VerifiedProfessional profileShapes the tone
  5. 522 people: 9 attorneys and 13 staff; 4 attorneys work from both offices.VerifiedCompany website · Team pageShapes the proof point
  6. Current IT provider: not foundUnverified, so it stays out of the emailLeft out

Also checked: not a client · no open deal · no opt-out · tools: Microsoft 365 (from the job post) · reviews: no recurring IT complaints · email address verified

Reason to write now

A new office, and IT just landed in an office manager’s job. Offer the second-office checklist. No meeting request.

Draft · written for Dana89 wordsSales AgentGeneric AI
FromSam Ortiz <sam@parklineit.example>
ToDana Whitaker <dana@hollisgrant.example>
SubjectIT for the new Riverside office

Hi Dana,

Congratulations on opening the Riverside office last month.1

I noticed the office manager role you posted includes “handling IT and vendor relationships.”2 At a two-office firm, that usually turns into password resets, laptop setups and quietly wondering whether last night’s backup ran.

We look after IT for 11 law and accounting offices3 in the county, including secure remote access for attorneys who split time between locations.

Would it help if I sent the one-page checklist we use when a firm opens a second office? No call needed.4

Sam OrtizParkline IT · 400 Example Avenue, Suite 2, RiversideNot the right person, or not interested? Reply “no thanks” and I won’t email again.

  1. 1Firm news page, Sep 8
  2. 2Job posting, Sep 29 (quoted)
  3. 3From your approved claims list
  4. 4Useful first. No meeting request.

Quality check5 of 5 passed

  • Personalization depth: 2 facts about Hollis & Grant, each linked to its source (minimum 2)
  • Fact check: both facts match their sources; “11 law and accounting offices” is on your approved claims list
  • Tone: plain and direct; no phrases from the cliché list; no meeting request
  • Length: 89 words before the signature (limit 120)
  • Compliance footer: sender, postal address and opt-out line included

Ready for Sam’s approval

Approval · every first email

Approved by Sam Ortiz · Mon, Oct 12 · 4:12 pm

  • Scheduled: Tue, Oct 13 · 7:40 am (Dana’s time zone)
  • Tuesday’s queue: 9 of 20 (per-inbox daily cap)
  • Logged in the CRM: Hollis & Grant · Stage: Contacted

Follow-up planonly if there’s no reply

  1. Day 3 · Fri, Oct 16a two-line note in the same thread, with the second-office checklist attached
  2. Day 9 · Thu, Oct 22a new angle only if research finds one, such as the office manager hire
  3. Day 14 · Tue, Oct 27a short note to close the loop, then pause for 90 days

Stops on any reply, bounce or opt-out · each follow-up passes the same 5 checks · every touch logged in the CRM

Same sender, same prospect

Generic AI email

SubjectPartnership opportunity1 for Hollis & Grant

Hi Dana,

I hope this email finds you well!2 I came across Hollis & Grant and was really impressed by your firm’s commitment to excellence3 and client satisfaction.

At Parkline IT, we provide innovative, end-to-end managed IT solutions that help businesses like yours streamline operations, enhance security and drive growth. Our team of experts is passionate about delivering world-class service tailored to your unique needs.

I’d love to set up a quick 15-minute call to explore how we can add value to your organization. Are you available this Thursday or Friday?

Looking forward to connecting!

Best regards,Sam

4
  1. 1A pitch in the subject line
  2. 2Filler
  3. 3Fits any firm. No research.
  4. 4No facts, no address, no opt-out

Written by the Sales Agent

SubjectIT for the new Riverside office

Hi Dana,

Congratulations on opening the Riverside office last month.1

I noticed the office manager role you posted includes “handling IT and vendor relationships.”2 At a two-office firm, that usually turns into password resets, laptop setups and quietly wondering whether last night’s backup ran.

We look after IT for 11 law and accounting offices3 in the county, including secure remote access for attorneys who split time between locations.

Would it help if I sent the one-page checklist we use when a firm opens a second office? No call needed.4

Sam OrtizParkline IT · 400 Example Avenue, Suite 2, RiversideNot the right person, or not interested? Reply “no thanks” and I won’t email again.

  1. 1Firm news page, Sep 8
  2. 2Job posting, Sep 29 (quoted)
  3. 3From your approved claims list
  4. 4Useful first. No meeting request.

Result

Illustrative example
~6.5min vs ~10 minSam’s time per prospect, with reviewAgent drafts in 90 s; Sam’s checks keep a 35% saving on a 10-minute manual baseline.2 sources
2/2facts sourcedEvery claim checkedBoth facts link to the dossier (firm news page, Sep 8; job post, Sep 29); the proof point is on Parkline’s approved claims list.
5/5checks · 3 skippedQuality before volume5 checks incl. the CAN-SPAM footer and Sam’s approval; 3 matching firms skipped for lack of a reason.1 source
See a full-year exampleBook a free AI assessment
Scheduled for 7:40 am · logged in the CRM
Step 1 of 9Parkline IT wants more law and accounting firms. First, the profile.

This demo needs JavaScript. Here's the step-by-step version instead.Motion is reduced, so every step is shown at once. Press Play to step through them one at a time.

  1. Parkline IT wants more law and accounting firms. First, the profile.
  2. Matching firms, scored. Three are skipped: no real reason to write.
  3. Deep research on the top prospect: five facts, each with a source.
  4. An 89-word email built on what it found. Specific, no fluff.
  5. Next to a generic AI email: one could go to anyone. One couldn’t.
  6. Every email passes five quality checks before anyone approves it.
  7. Sam approves. It’s scheduled for 7:40 am, Dana’s time.
  8. Follow-ups are planned, and stop the moment she replies.
  9. A researched, personal email in 90 seconds, sent with approval.
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  1. Parkline IT wants more law and accounting firms. First, the profile.
    • Ideal customer profile. Who: law and accounting firms with 10–50 staff. Where: within 40 miles of Riverside. Signals: recently expanded, or hiring for operations roles. Decision-maker: managing partner or firm administrator. Exclude: current clients, open deals, past opt-outs.
  2. Matching firms, scored. Three are skipped: no real reason to write.
    • Searched 186 firms · checked against the CRM · 8 match
    • Fit 94: Hollis & Grant, Law · 22 staff · 6 mi. Opened a second office last month; hiring an office manager.
    • Fit 88: Calder & Finch CPAs, Accounting · 31 staff · 12 mi. Posted an IT coordinator role.
    • Fit 85: Ostrow & Pell, Law · 14 staff · 9 mi. Moving to a larger office in December.
    • Fit 81: Marchbank Accounting Group, Accounting · 18 staff · 22 mi. New managing partner in August.
    • Fit 77: Varga & Quist LLP, Law · 41 staff · 35 mi. Near the top of the size range.
    • 3 more match the profile · skipped: no clear reason to write yet.
    • Why 94: Law firm, 22 staff; Main office 6 miles away; new office in Riverside; Expanded: second office opened last month; Hiring: office manager role includes IT; Not a client, no open deal, no opt-out.
  3. Deep research on the top prospect: five facts, each with a source.
    • Dossier · Hollis & Grant. Dana Whitaker, Managing partner. 10-point check: 10 of 10 complete.
    • 1. Opened a second office in Riverside on Sep 8. Source: Company website · News page. Use: In the email. Verified.
    • 2. Added two attorneys this year and plans to reach 30 staff by 2027. Source: Local news · County business journal, Sep 12. Use: Context. Verified.
    • 3. The office manager role includes “handling IT and vendor relationships.” Posted Sep 29. Source: Job posting · Firm careers page. Use: In the email, quoted. Verified.
    • 4. Managing partner since 2019; writes about running a two-office firm. Source: Professional profile. Use: Shapes the tone. Verified.
    • 5. 22 people: 9 attorneys and 13 staff; 4 attorneys work from both offices. Source: Company website · Team page. Use: Shapes the proof point. Verified.
    • Current IT provider: not found. Unverified, so it stays out of the email.
    • Also checked: not a client · no open deal · no opt-out · tools: Microsoft 365 (from the job post) · reviews: no recurring IT complaints · email address verified.
    • Reason to write now: a new office, and IT just landed in an office manager’s job. Offer the second-office checklist. No meeting request.
  4. An 89-word email built on what it found. Specific, no fluff.
    • From: Sam Ortiz <sam@parklineit.example> · To: Dana Whitaker <dana@hollisgrant.example> · Subject: IT for the new Riverside office
    • Hi Dana, Congratulations on opening the Riverside office last month. I noticed the office manager role you posted includes “handling IT and vendor relationships.” At a two-office firm, that usually turns into password resets, laptop setups and quietly wondering whether last night’s backup ran. We look after IT for 11 law and accounting offices in the county, including secure remote access for attorneys who split time between locations. Would it help if I sent the one-page checklist we use when a firm opens a second office? No call needed.
    • Sam Ortiz · Parkline IT · 400 Example Avenue, Suite 2, Riverside · Not the right person, or not interested? Reply “no thanks” and I won’t email again.
    • Sources: 1. Firm news page, Sep 8 · 2. Job posting, Sep 29 (quoted) · 3. From your approved claims list · 4. Useful first. No meeting request.
  5. Next to a generic AI email: one could go to anyone. One couldn’t.
    • Subject: Partnership opportunity for Hollis & Grant
    • Hi Dana, I hope this email finds you well! I came across Hollis & Grant and was really impressed by your firm’s commitment to excellence and client satisfaction. At Parkline IT, we provide innovative, end-to-end managed IT solutions that help businesses like yours streamline operations, enhance security and drive growth. Our team of experts is passionate about delivering world-class service tailored to your unique needs. I’d love to set up a quick 15-minute call to explore how we can add value to your organization. Are you available this Thursday or Friday? Looking forward to connecting! Best regards, Sam
    • Problems: 1. A pitch in the subject line · 2. Filler · 3. Fits any firm. No research. · 4. No facts, no address, no opt-out
  6. Every email passes five quality checks before anyone approves it.
    • Quality check · 5 of 5 passed.
    • Personalization depth: 2 facts about Hollis & Grant, each linked to its source (minimum 2).
    • Fact check: both facts match their sources; “11 law and accounting offices” is on your approved claims list.
    • Tone: plain and direct; no phrases from the cliché list; no meeting request.
    • Length: 89 words before the signature (limit 120).
    • Compliance footer: sender, postal address and opt-out line included.
    • Ready for Sam’s approval.
  7. Sam approves. It’s scheduled for 7:40 am, Dana’s time.
    • Approval · every first email: Approve, Edit or Skip.
    • Approved by Sam Ortiz · Mon, Oct 12 · 4:12 pm.
    • Scheduled: Tue, Oct 13 · 7:40 am (Dana’s time zone).
    • Tuesday’s queue: 9 of 20 (per-inbox daily cap).
    • Logged in the CRM: Hollis & Grant · Stage: Contacted.
  8. Follow-ups are planned, and stop the moment she replies.
    • Follow-up plan, only if there’s no reply:
    • Day 3 · Fri, Oct 16: a two-line note in the same thread, with the second-office checklist attached.
    • Day 9 · Thu, Oct 22: a new angle only if research finds one, such as the office manager hire.
    • Day 14 · Tue, Oct 27: a short note to close the loop, then pause for 90 days.
    • Stops on any reply, bounce or opt-out · each follow-up passes the same 5 checks · every touch logged in the CRM.
  9. A researched, personal email in 90 seconds, sent with approval.
Sam’s time per prospect, with review
~6.5 min vs ~10 min
Every claim checked
2/2 facts sourced
Quality before volume
5/5 checks · 3 skipped

Simulated demo. Parkline IT, Hollis & Grant and the people named are fictional. Figures are illustrative.

06AI Consulting

A P&L becomes a ranked plan.

Larder & Flame Kitchen Co. runs two restaurants and a catering kitchen, and its margin keeps slipping. The books go in. A ranked plan with owners comes out.

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Watch for

  • Every cost traced to its source: invoices, schedules and fees
  • Savings counted at half, since they depend on the owner’s decisions
  • A 90-day roadmap with an owner for every step
Halyard Consulting · Margin review · Larder & Flame Kitchen Co.Margin review
Ready for your reviewSimulated demo
FindingsTraced to source
  1. Matched 3,912 invoice lines to contract prices23 items billed above contract, avg +6.8%1
  2. Compared recipes with item sales and purchases5 top sellers over-portioned2
  3. Mapped 26 pay periods to covers by hourovertime 6.2% of hours; Mon–Wed 2–5 pm overstaffed3
  4. Read 12 delivery-app statements$648,000 in app sales at a 25% average commission4
  5. Read 12 card statements2.85% effective rate on $2.88M of card sales; two quotes on file at 2.70%5
  6. Read 24 utility bills with interval dataequipment on ~3 hrs before open; HVAC on overnight6
90-day roadmap

Days 1–30 · Quick wins

Switch card processing to interchange-plusNina C. + Carla D. · days 1–21
$4,320/yr
Equipment start-up schedule and HVAC setbacksTyler R. + Simone W. · days 1–14
$5,040/yr
Contract-price check on every invoice; claim creditsAndre M. + agent · days 1–30, then ongoing
$16,200/yr

Day 30: $25,560/yr in place

Days 31–60 · Core fixes

Portion specs and plating photos for 5 top sellersAndre M. · days 31–45
$12,600/yr
Forecast-based schedules at both locationsTyler R. + Simone W. + agent · days 31–60
$23,040/yr

Day 60: $61,200/yr in place

Days 61–90 · Grow direct

Direct online ordering with a bag-insert offerNina C. · days 61–90
$18,000/yr
Weekly margin dashboard; day-90 reviewAgent + Nina C. · days 61–90
Tracks all five

Day 90: all five live · $79,200/yr identified ($39,600 counted)

90-day roadmap

Days 1–30 · Quick wins

Switch card processing to interchange-plusNina C. + Carla D. · days 1–21
$4,320/yr
Equipment start-up schedule and HVAC setbacksTyler R. + Simone W. · days 1–14
$5,040/yr
Contract-price check on every invoice; claim creditsAndre M. + agent · days 1–30, then ongoing
$16,200/yr

Day 30: $25,560/yr in place

Days 31–60 · Core fixes

Portion specs and plating photos for 5 top sellersAndre M. · days 31–45
$12,600/yr
Forecast-based schedules at both locationsTyler R. + Simone W. + agent · days 31–60
$23,040/yr

Day 60: $61,200/yr in place

Days 61–90 · Grow direct

Direct online ordering with a bag-insert offerNina C. · days 61–90
$18,000/yr
Weekly margin dashboard; day-90 reviewAgent + Nina C. · days 61–90
Tracks all five

Day 90: all five live · $79,200/yr identified ($39,600 counted)

Result

Illustrative exampleModeled estimate
2 daysvs ~8 weeksData to findingsOur estimate for data pull, analysis and review, vs a fast traditional provider for the same scope.2 sources
$39,600a yearCounted savingsHalf of the $79,200 identified, because each depends on your decisions or a negotiation.2 sources
7.50%from 6.40%EBITDA marginEBITDA $230,400 → $270,000 on $3.6M, counting half; levers at base rates.3 sources

Typically 3 to 5 weeks from kickoff to readout, mostly gathering data. Not a guarantee.

See a full-year exampleBook a free AI assessment
90-day roadmap ready for your review
Step 1 of 7Larder & Flame: 2 restaurants, catering, 40 staff. The books go in.

This demo needs JavaScript. Here's the step-by-step version instead.Motion is reduced, so every step is shown at once. Press Play to step through them one at a time.

  1. Larder & Flame: 2 restaurants, catering, 40 staff. The books go in.
  2. Every line of the P&L, with the invoices and statements behind it.
  3. It traces each cost to its source: invoices, schedules, fees, meters.
  4. Five opportunities, ranked by dollars a year, with effort for each.
  5. EBITDA margin, counting half of each saving: 6.40% to 7.50%.
  6. A 90-day roadmap: quick wins first, an owner for every step.
  7. $79,200 a year identified, with a plan and owners to capture it.
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Read the step-by-stepHide the step-by-step
  1. Larder & Flame: 2 restaurants, catering, 40 staff. The books go in.
    • Connected · read-only: QuickBooks (P&L, trailing 12 months); POS (sales by hour and item, 12 months); Payroll (hours and overtime, 26 pay periods); Vendor invoices (214 invoices, 3,912 lines); Contracts (produce and protein price agreements); Delivery apps (12 monthly statements); Card processing (12 monthly statements); Utilities (24 bills + interval meter data).
  2. Every line of the P&L, with the invoices and statements behind it.
    • P&L, trailing 12 months: Revenue $3,600,000 (100.0%); Food & beverage cost $1,116,000 (31.0%); Labor (wages, taxes, benefits) $1,152,000 (32.0%); Occupancy (rent, CAM) $288,000 (8.0%); Delivery-app commissions $162,000 (4.5%); Packaging & supplies $126,000 (3.5%); Utilities $108,000 (3.0%); G&A and other $101,520 (2.8%); Card processing $82,080 (2.3%); Repairs & maintenance $72,000 (2.0%); Marketing $54,000 (1.5%); Insurance $43,200 (1.2%); Waste, linen & services $36,000 (1.0%); Software & subscriptions $28,800 (0.8%).
    • Total costs $3,369,600 (93.6%). EBITDA $230,400 (6.4%).
  3. It traces each cost to its source: invoices, schedules, fees, meters.
    • Matched 3,912 invoice lines to contract prices: 23 items billed above contract, avg +6.8%.
    • Compared recipes with item sales and purchases: 5 top sellers over-portioned.
    • Mapped 26 pay periods to covers by hour: overtime 6.2% of hours; Mon–Wed 2–5 pm overstaffed.
    • Read 12 delivery-app statements: $648,000 in app sales at a 25% average commission.
    • Read 12 card statements: 2.85% effective rate on $2.88M of card sales; two quotes on file at 2.70%.
    • Read 24 utility bills with interval data: equipment on ~3 hrs before open; HVAC on overnight.
  4. Five opportunities, ranked by dollars a year, with effort for each.
    • 1. Food cost: enforce contract prices and portion specs. Identified $28,800 a year, counted $14,400 (+0.40 pts). Effort medium, 30–60 days. 23 items billed above contract (avg +6.8%): $16,200. 5 top sellers over-portioned: $12,600.
    • 2. Labor: schedule to forecast, cut overtime. Identified $23,040 a year, counted $11,520 (+0.32 pts). Effort medium, 30–60 days. Overtime 6.2% → 4.8% of hours: $10,800. 680 overstaffed hours × $18 loaded: $12,240.
    • 3. Delivery: move repeat app orders to direct ordering. Identified $18,000 a year, counted $9,000 (+0.25 pts). Effort medium, 60–90 days. Shift $100,000 of $648,000 app sales from a 25% commission to ~7% all-in.
    • 4. Energy: equipment schedule and HVAC setbacks. Identified $5,040 a year, counted $2,520 (+0.07 pts). Effort low, 2 weeks. Fryers and ovens on ~3 hrs before open; HVAC on overnight. ~5% of $108,000.
    • 5. Card processing: switch to interchange-plus. Identified $4,320 a year, counted $2,160 (+0.06 pts). Effort low, 2–4 weeks. 2.85% → 2.70% on $2.88M of card sales; two quotes on file.
    • Total: $79,200 identified, $39,600 counted (+1.10 pts).
    • Counted = half of identified, because each saving depends on your decisions or a negotiation. Revenue held at $3.6M; opportunities modeled independently.
  5. EBITDA margin, counting half of each saving: 6.40% to 7.50%.
    • EBITDA margin · counted savings: EBITDA margin today 6.40% ($230,400) → Food cost +0.40 pts ($14,400) → Labor +0.32 pts ($11,520) → Delivery +0.25 pts ($9,000) → Energy +0.07 pts ($2,520) → Card processing +0.06 pts ($2,160) → Modeled EBITDA margin 7.50% ($270,000).
    • Counted savings only: half of each identified amount, on $3.6M revenue. If all five land in full: 8.60%.
  6. A 90-day roadmap: quick wins first, an owner for every step.
    • Switch card processing to interchange-plus: Nina C. + Carla D., days 1–21, $4,320/yr identified.
    • Equipment start-up schedule and HVAC setbacks: Tyler R. + Simone W., days 1–14, $5,040/yr identified.
    • Contract-price check on every invoice; claim credits: Andre M. + agent, days 1–30, then ongoing, $16,200/yr identified.
    • Portion specs and plating photos for 5 top sellers: Andre M., days 31–45, $12,600/yr identified.
    • Forecast-based schedules at both locations: Tyler R. + Simone W. + agent, days 31–60, $23,040/yr identified.
    • Direct online ordering with a bag-insert offer: Nina C., days 61–90, $18,000/yr identified.
    • Weekly margin dashboard; day-90 review: Agent + Nina C., days 61–90, tracks all five.
    • Milestones: Day 30: $25,560/yr in place · Day 60: $61,200/yr in place · Day 90: all five live · $79,200/yr identified ($39,600 counted).
  7. $79,200 a year identified, with a plan and owners to capture it.
Data to findings
2 days vs ~8 weeks
Counted savings
$39,600 a year
EBITDA margin
7.50% from 6.40%

Simulated demo. Larder & Flame Kitchen Co. and the people named are fictional. Figures are modeled estimates.

07What’s real here

Simulated, but not made up.

These are scripted simulations, not recordings of client work. The workflows, checks, approvals and handoffs are the ones we build.

  • Real

    The steps, the guardrails and the handoff rules.

  • Fictional

    The businesses, the people and the conversations.

  • Illustrative

    Every figure and every result card.

How we estimate

Free AI assessment

Want to see it on your own work?

On a free 30-minute call, we’ll walk through what an agent would do with a real example from your business.

Book a free AI assessmentEstimate your savings

No cost, no obligation. You get a written plan either way.

What you leave with

A written plan for your business

  1. Your top three opportunities, ranked

    By estimated value and effort, specific to how your business runs.

  2. A rough savings estimate

    A modeled estimate, with every assumption shown.

  3. A suggested first step

    The first job to hand an agent, and what it would take.

Yours to keep, whether or not we work together.