How we deliver
The stack and the process behind the offer.
One platform we build and operate ourselves. A human team that stays on your account. A schedule you can hold us to.
Why we can promise the work
We are not reselling software.
Every program in the partnership runs on hiublue, the platform our own engineers built and run. When something needs to change for your business, the people who wrote the code are the people on your account. There is no vendor to wait on.
AI without humans is just software that breaks. So every account gets AI workers to do the daily volume, a named team lead who reviews their work, and the engineering team behind both. You get one point of contact and one monthly report.
The stack
What runs your programs.
Nine parts of one platform. Each replaces a subscription on the Software Cut List, and all of them write to the same customer record.
One inbox for every channel.
Calls, iMessage and SMS from a business line, email, WhatsApp, Telegram, LinkedIn, Facebook, and Instagram messages land in one queue. Every conversation is kept against the customer it belongs to.
Voice that answers and calls.
Inbound calls are answered around the clock in a natural voice, booked onto your calendar, and transcribed. Outbound calls follow up estimates and past customers who never replied to a text.
AI workers with people behind them.
Named workers handle the front desk, follow-up, and collections. A human team lead reviews the queue every day, and our engineers fix anything that breaks the same week.
Customer records and segments.
Your customer, estimate, and invoice history in one place, tagged and segmented into who to reactivate, which estimates to chase, and who to enroll in a membership.
Campaigns and workflows.
Multi-step sequences by text, email, and phone that stop the moment someone replies. Rules that run each program the same way every day, with a log of every step taken.
Calendar and booking.
Bookings from calls, texts, and a booking link land on one calendar and route to the right person on your team. No double bookings, no callbacks to confirm.
Documents and e-signature.
Membership agreements, proposals, and estimates go out for signature from the same record and are tracked until they are signed.
Invoices, payments, and books.
Invoices, payment links, and reminder cadences on the platform, with every transaction categorized and reconciled to the bank for the monthly close.
Reports and the Owner's Playbook.
The monthly one-page report is built from live records, not a spreadsheet. The Playbook lives where the workers and your team read it, so it is proof the business runs without you.
Program by program
What runs each part of the offer.
- Customer Vault Reactivation: segments, campaigns, and the inbox.
- Estimate Rescue: open estimates tracked on the record, follow-up sequences, and outbound calls.
- Membership Builder: agreements sent for signature, recurring invoices, and renewal reminders.
- 24/7 Front Desk: voice answering, the business line, and calendar booking.
- Collections Desk: invoices, payment links, reminder cadences, and a call when texts go unanswered.
- Owner's Playbook: recorded conversations turned into written processes in the knowledge base.
- Buyer-Ready Books and Data Room: the monthly close, the report, and twelve months of history in one export.
Your field service or dispatch software stays. We work beside it, and the front desk books onto whatever calendar your team already runs on.
The process
What happens, and when.
The four phases from How it works, at the level of what you will actually see each week.
- 1
Week 0. Records in.
You give us access to your current software, your customer and invoice history, and your subscriptions. We import everything onto your own workspace and score the business the way a buyer would.
- 2
Weeks 1 to 3. Found Money Report and plan.
You receive the Found Money Report, the Software Cut List, and a written plan with the order we will build in. We agree the plan on a recorded call before any build starts.
- 3
Days 1 to 60. Build and go live.
Business line, front desk, reactivation, estimate follow-up, membership agreement, invoicing, and collections go live in that order. One recorded 45-minute call with you each week. Nothing goes out to a customer until you have heard it or read it.
- 4
Every day. Run and review.
The workers run the programs. Your team lead reviews the queue, handles anything a worker escalated, and sends anything unusual to the named person on your team the same day.
- 5
Every month. Close, report, adjust.
Books closed and reconciled by the tenth. The one-page report goes to you: revenue by source, members added, estimates won, money collected, software cost, and owner hours. A 30-minute review call, and one change to the plan if the numbers call for it.
- 6
Months 10 to 12, or at sale. Handover.
The Playbook, the books, twelve months of reports, and every conversation and document are packaged for your broker and your buyer. Your buyer keeps the systems running if they want them.
Who is on your account.
- A named team lead who runs your weekly call and owns the monthly report.
- AI workers with names, one per program, that your team can message directly.
- The engineers who build the platform, on call for your account.
- A bookkeeper for the monthly close, working with your CPA rather than around them.
What stays yours.
- Your customer records, conversations, documents, and books. Export them at any time.
- Your field service software, your bookkeeper, and your broker.
- The platform, the servers, and the workers are ours. You pay for the outcomes, not the software.
Questions owners ask about the stack.
A voice worker answers every call, day or night, and books it onto your calendar. Your team lead reviews the transcripts. Anything the worker cannot handle is sent to the named person on your team, with the recording.
See it running before you decide.
On the Found Money call we walk through your own records on the platform, not a demo account.