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Custom AI marketing agents

Build around the work.
Keep your team in control.

You bring the process, business knowledge, and priorities. We build and manage an agent that uses them to handle an agreed marketing task, with clear rules for when your team steps in.

Plan My First Agent

Start with a 15-minute Marketing Baseline Review with Aaron.

Choose the first job.

These are custom build options. Scope and supported integrations are confirmed for your business before we promise a launch.

AGENT 01

Lead & Estimate Follow-Up

Give every open conversation a next step.

Use inquiry and estimate history to follow up at the right stage, answer approved questions, and route interested customers to your team or booking process.

Your controls

Your team approves messages and timing. Pricing, discounts, and unusual requests go to a person.

What we measure

Replies, qualified leads, and appointments or jobs booked.

AGENT 02

Customer Reactivation

Reconnect when there is a reason to return.

Find eligible past customers and prepare relevant outreach around a service need, seasonal reminder, or approved offer.

Your controls

Exclude opt-outs, active jobs, and open conversations. Your team approves the audience and campaign before sending.

What we measure

Customer replies and repeat appointments or jobs booked.

AGENT 03

Content & Campaign

Turn what you know into marketing you can use.

Turn your voice notes, project photos, customer questions, and approved offers into newsletter, social, and website drafts.

Your controls

Your team reviews facts, images, and offers before publication. No invented projects or testimonials.

What we measure

Approved content published, inquiries, and attributable bookings where tracking supports it.

AGENT 04

Review & Referral

Make asking part of the process.

Request feedback or a referral after an appropriate completed-service milestone, prepare review replies, and surface issues for your team.

Your controls

Use consistent request criteria without filtering for positive feedback. Complaints and sensitive replies go to a person.

What we measure

Requests delivered, reviews received, and referred inquiries.

AGENT 05

Advertising Performance

Know which changes deserve attention.

Review advertising and lead data, flag tracking problems, and prepare campaign tests for your approval.

Your controls

Begin with monitoring and recommendations. Spending or campaign changes require agreed limits and approval.

What we measure

Qualified leads, cost per qualified lead, and booked jobs when the underlying data is available.

A scoped build, followed by ongoing care.

  1. 01 / Map the workflow

    Choose one task, confirm access to the tools and data it needs, and agree on the starting point, approvals, and success measures.

  2. 02 / Build and test

    Test representative situations with your team, including replies, opt-outs, missing information, and human handoffs. Approve the pilot before it goes live.

  3. 03 / Monitor and improve

    Review completed work, exceptions, and outcomes. Adjust the workflow as your business changes, with a named person responsible for oversight.

Your proposal separates setup, ongoing management, and any software or usage costs. We confirm supported integrations, data access, and responsibilities before you commit. An agent can be paused when the workflow needs attention.

Bring one task you want off your list.

We will discuss your current process, the tools you use, and whether an agent is the right fit. You do not need to select all five.

Plan My First Agent

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