Distribution · retail · law · accounting · insurance

Wholesale, retail & professional.

Local distributors, specialty retailers, law firms, accounting practices, insurance offices. Ordering portals, intake, billing, and customer communication.

Sound familiar?

  • Orders arrive by phone, text, email, and fax, then get rekeyed by hand
  • Client intake means the same questions asked three times
  • Billing follow-up is a monthly afternoon of awkward calls

What we typically set up

  • Online ordering portals your customers actually prefer over calling
  • Intake forms that fill the file before the first meeting
  • Automatic invoices that follow up until they're paid
Example solutions

Things we can set up for you.

01
Back office · Paperwork

Streamlined paperwork

Customer lists, job records, inventory, and spreadsheets that finally talk to each other. The admin work that eats your nights and weekends.

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04
Get paid · Cash flow

Automatic invoices

Invoices out the day the job closes, automatic reminders on late payers, and pay-by-link so the money lands before the truck leaves the block.

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05
Get found · Marketing

Marketing & content, done for you

Social posts, email campaigns, flyers, and the words on your website. We write it and design it. You approve it before anything goes out.

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06
Get found · Websites

Websites, basic or custom

A clean, fast site that gets found on Google and turns visitors into calls. Start with a simple brochure site or go fully custom with booking, quotes, and payments built in.

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How we work

Start small. See it work. Go from there.

01
Assessment · Start here

Find Your Starting Point

Not sure where AI fits in your business? We figure that out with you: a free 30-minute consult, a free online assessment, and an optional $495 walkthrough (credited toward any build).

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02
Fixed-scope project

Build & Setup

We build the system, set it up, train your team, and hand you the keys. One project, one fixed price, one thing off your plate for good.

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03
Monthly partnership

Ongoing Partner

We stay in your corner: keeping your systems running, adding the next improvement every month, and giving you one number to call.

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Get in touch

Tell us how you run your business. We'll show you where it can be easier.

Thirty minutes, no slides. If we're a fit, great. If not, you'll still leave with a few ideas you can use.

Phone
(973) 370-4379 Call or text.