AI Solutions for Owner-Operators: 36 Operational Modules.
A catalog of 36 operational fixes organized into four pillars — Finance, Operations, Sales, and Quality / Safety / Training. Each module is priced, each is anchored to a real dollar-leak our free Operations X-Ray can surface in 20 minutes, and each can be financed through BDC LIFT.
Why catalog-based, not generic AI?
McKinsey’s State of Organizations 2026 found 88% of companies that deployed AI saw no impact on the bottom line, and that for every $1 spent on AI tools, roughly $5 needs to be spent on people and process to get any return. MIT NANDA’s 2025 State of AI in Business report separately found 95% of GenAI pilots fail to make it to production. Allianz, quoted in the same McKinsey report, said its AI rollout reclaimed 4 hours per week per employee — but only after months of training, process redesign, and structured deployment. Generic AI tools don’t do that work. Our 36-module catalog does.
Three ways to engage, ladder by depth.
Once the free X-Ray surfaces something worth fixing, we work with you at the depth you need — from a 1-week verified audit through ongoing operations partnership and full transformation advisory.
X-Ray Express Audit
A verified audit of your top-3 leak points based on real data we review with you — fixed scope, fast turnaround, refundable against any module we build.
What you get
- Verified Leak Index based on your real numbers (not just a self-reported quiz)
- One-page priority plan: top 3 fixes ranked by ROI
- Price-locked module quote for whichever fix you go with
- Refundable against the first build engagement
Full Operations Audit
A comprehensive audit covering operations, tools, data, governance, and ROI projections — for owners ready to make an AI investment of $20K+.
What you get
- Operations workflow map (current state, by department)
- Tools + integration audit and data quality assessment
- Use-case prioritization matrix (effort × impact, top 5–7 candidates)
- ROI projections + 30/60/90-day implementation roadmap
- Governance + compliance baseline (HIPAA / GDPR / PCI as relevant)
- Executive summary deck for board / partners
- Decision artifact: price-locked quote for top 3 modules
Operations Partnership
We run the operational AI for your business — AR follow-ups, scheduling, receiving, customer-facing agents, coordination work. Built on our platform, integrated with your systems.
What you get
- Custom AI flows that run the work eating your nights
- Integration with QuickBooks, POS, scheduling, email, voice — whatever you already use
- Monthly optimization, new automation rollouts, quarterly business review
- Ongoing accountability — your operations live on the platform we built
AI Transformation Advisory
For larger organizations or one-time strategic engagements: AI strategy, vendor selection, build-vs-buy decisions, technical architecture, and team enablement.
What you get
- AI strategy aligned to commercial outcomes
- Build-vs-buy analysis with honest tradeoffs
- Architecture and integration design for production AI
- Team enablement so your people can run what we build
What we build
The capabilities that show up in real engagements. We don't sell point solutions — we compose these into systems that run real operational work.
Workflow automation
AR collection, receiving, scheduling, internal coordination — the work that lives in your head
Customer-facing AI agents
Chat agents trained on your business — handle inbound customer questions, qualify leads, escalate cleanly when humans are needed. SMS follow-up via Twilio included. Voice agents in active development — launching Q3 2026.
Appointment & follow-up
Intelligent booking, reminders, no-show recovery, post-service follow-ups
Systems integration
We connect what you already run — QuickBooks, Jobber, POS, Stripe, email, calendar
Team enablement
Your people own the platform after we build it — we train, document, and stay accountable
Operational analytics
Real-time visibility into what AI is running, accuracy benchmarks, and human escalation rates
AI delivers on four fronts — when implemented right.
These aren't promises. They're outcomes reported by Canadian businesses already using AI.
35% of businesses using an AI chatbot reduced their costs
Higher than any other AI tool. Chatbots handle high-volume questions so your team focuses on higher-value work.
BDC, The AI Imperative, 2024
49% of businesses using AI operations tools increased their sales or output
AI that optimizes production, maintenance, and workflow pays back in revenue — not just efficiency.
BDC, The AI Imperative, 2024
73% satisfied with AI forecasting tools · 47% make better planning decisions
Know what's coming before it hits. AI forecasting turns guesswork into strategy.
BDC, The AI Imperative, 2024
22% of AI users reduced their need to hire additional employees
AI doesn't replace your team. It lets your existing team do more — and makes you a better place to work.
BDC, The AI Imperative, 2024
What to expect
We're not a fast-yes vendor. The audit step is intentional — it filters mismatches before either of us spends real money or time.
- 1Discovery call (30 min, free): We understand your operations, where the friction is, and whether we're a likely fit.
- 2Audit ($5K–$10K, 2–3 weeks): Structured engagement. You walk away with a real plan whether or not you continue with us.
- 3Build (30 days): First operational AI flows live in your business. Not a demo — actual production.
- 4Operate (ongoing): We run the AI alongside your team, refine as the business evolves, ship new automations as opportunities emerge.
Stop being the bottleneck
of your own company.
A 30-minute conversation about the operational work eating your week — and whether AI can actually run any of it for you. No demo theatre.