For non-technical business owners. Every lead contacted, every quote chased, every past customer hears from you. Built with you, not handed to you.
Apply for a spot
The leads come in. Then life happens. Nobody calls back fast enough, the quote sits in someone's inbox, and the customer who loved you three years ago never hears from you again.
Fixing your follow-up is the fastest money in your business. It's also the job nobody has time to do.
We map where your leads come from, where they stall, and what's already in your tools. You'll see exactly where the money is leaking.
We build the follow-up with you: the texts, emails, reminders and AI-drafted replies, in the tools you already own wherever possible.
It goes live on real leads. You approve what goes out, your team knows how it works, and a human stays in the loop where it matters.
We build the pieces that fit how you sell. You don't need all six on day one.
(Fix the rest of your processes while we're at it.)
If your follow-up isn't live and working on real leads 30 days after kickoff, you get a full refund. I carry the risk because I've done this for 29 years and I know what it takes.
I left the Air Force in 1997 with a wife, an infant son and another on the way, and jumped into commission sales. If I didn't follow up, we didn't eat.
Manila folders. Rolodexes. Faxes. Then CRMs, landing page builders, automated webinars, power dialers and voicemail drops. I've used every major sales tool under the sun, and I've watched owners buy software, build half a campaign, and quit.
The problem was never the software. It's more complicated than they say, and most owners never documented how they market, follow up, quote, close, deliver and retain. Now AI can run most of that machine, but not without the proper setup and oversight.
That's what I do. I don't hand you a course. I build it with you.
“Omg...I was more focused today than I probably have been in the last 90 days!”
Nichole Lucas, Commercial Insurance“Do you know how many businesses I can start between now and 2030 with what you just showed me?”
Chris Naaden, EntrepreneurUsually not. We start with the tools you already pay for. If what you have can't do the job, I'll tell you what to switch to and why before you spend a dime.
Where it helps. AI drafts, sorts and reminds. You approve what goes out, and a human stays in the loop where it matters.
A kickoff call, access to your tools, and a short weekly check-in. We do the building.
It depends on how many lead sources and tools are involved. Apply, and you'll get a fixed quote before you commit to anything.
Your follow-up sequences are live and working on real leads, quotes and past customers. If that isn't true 30 days after kickoff, you get your money back.
Follow-up is where we start, because converting the traffic you already have pays back fastest. Once it runs, we can fix prospecting, quoting, delivery and retention the same way.
Tell me about your business. If it's a fit, you'll get a fixed quote and a start date. If it isn't, I'll tell you that too.
Not ready for a build? Join the Inner Circle for weekly access to me and my tech team, or come to a free Put AI To Work call.