AI Concierge for owner-operators
You’re in the trade or practice and still running the business. We find the one bottleneck costing hours or revenue, prove a fix, then run a monthly Concierge that audits, optimizes, and automates, with a Notion hub that makes every win visible.
Book the free 15-minute Mini AssessmentPlain-language strategy, documented systems, and hands-on follow-through for busy local operators.
Who it’s for
Owner-operators: people in the business and in the work (trade or practice) who need time back to work on the business, not just in it. San Gabriel Valley first. Anywhere local next.
You’re a fit if:
- The phone rings, then the week disappears into repeat work
- You’re still the one who closes, schedules, follows up, or unsticks the mess
- Critical steps live in your head (or one key person’s)
- You’ve tried tools, but nothing sticks without an operator beside you
Operator voice
No tool dump. We name the bottleneck, make a useful change, and keep the work moving.
The ladder
Fact-find only
We name one bottleneck. We book Meeting 2. No live prescription dump.
Build the full map
Full walkthrough across Sales, Ops, Finance, Marketing, and Intelligence. You leave with an Impact × Effort punch list and a readout call.
Run the work
Two 45-minute strategy calls per month + async support. Optional weekly cadence at 2 monthly price. Working range: $2,500–$4,000/mo. Retainer is scoped to fit the work.
How it works
Start with the free Mini Assessment (15 minutes).
If it’s a fit, run the Paid Assessment ($999) for the full map.
Join Concierge. Intake required before call one (no form, no call).
Every bottleneck follows Audit → Optimize → Automate.
After each call: recap + Client Hub update in plain language. You own everything we build.
What you get on Concierge
- Two strategy calls per month (or weekly at 2×)
- Async support between calls
- A living Notion Client Hub as home base
- Tools and skills documented so the win isn’t trapped in a chat thread
- Clear ownership: what we build is yours
Get found. Then hold the work.
Google Business Profile work helps local demand show up. Concierge helps you hold and convert that work once the phone rings: intake, follow-up, handoffs, and the repeat ops that bury the owner. Sell together when both fit. Concierge also stands alone.
Book the free 15-minute Mini AssessmentStart with 15 minutes.
Book the free Mini Assessment. We name one bottleneck. You leave with a next step, not a pitch deck.
Book the free 15-minute Mini Assessment