Pilot services
Ten small, hands-on services for small businesses
Each one turns a file you already have (a call log, an estimates list, an invoice export, a video) into a short report, a list of next steps, or ready-to-edit drafts.
These are pilots: we are learning which ones are worth building further. Every report is reviewed by a person before it reaches you, and nothing is sent to your customers on your behalf.
1. Missed-Call and Web-Inquiry Follow-Up List
Every missed call and unanswered website inquiry in one list, most urgent first, with a draft reply for each.
Ready for a paid pilot.
For: Owners and office managers of home-service businesses (plumbing, HVAC, electrical, roofing, cleaning, landscaping) that take work by phone and web form. Pilot price: $199 for the two-week pilot (three lists). See the sample.
2. Stale Estimate Follow-Up List
A weekly list of estimates that have gone quiet, the dollar value waiting, and a draft follow-up for each.
Ready for a paid pilot.
For: Contractors and home-service companies that send ten or more estimates a month (remodelers, roofers, HVAC, landscapers, painters). Pilot price: $249 for four weekly lists. See the sample.
3. Job-Cost Exception Report
Budget against actual for each job, and a short list of costs worth a second look, with the transactions behind each.
Ready for a paid pilot.
For: Owners, project managers and bookkeepers of small construction firms (general contractors, remodelers, specialty subcontractors) with 3 to 30 active jobs. Pilot price: $449 for up to 10 jobs: the report and one refresh. See the sample.
4. Receipt and Invoice Match Review
A month of card and bank transactions matched to receipts and invoices, with every exception explained for your bookkeeper.
Ready for a paid pilot.
For: Bookkeepers, and owners of small businesses who chase missing receipts at month end. Pilot price: $99 for one month of one business (bookkeepers: $149 for three client-months). See the sample.
5. Unpaid Invoice Tracker with Draft Reminders
A weekly aging report, which invoices need a reminder this week and why, and a draft reminder for each.
Ready for a paid pilot.
For: Owners and office managers of small service businesses, agencies and trades with 20 or more open invoices. Pilot price: $149 for four weekly reports. See the sample.
6. Website Health, Accessibility and Booking-Form Check
The Website Snapshot Report, live at $49, with a new pilot check of your booking and contact forms.
Not taking orders yet.
For: Small businesses whose website takes bookings or inquiries: clinics, salons, trades, studios. Price: $49 for up to 5 pages. See the sample.
7. CRM Duplicate and Data-Quality Check
Duplicate contacts grouped with a suggested record to keep, plus bad emails and phones and stale leads, as a review sheet.
Ready for a paid pilot.
For: Small sales teams, agencies and service businesses with 1,000 to 20,000 contacts in a CRM or a spreadsheet. Pilot price: $99 for one report on up to 5,000 records. See the sample.
8. Support Inbox Triage with Reply Drafts
A week of support email sorted by type and urgency, with a reply draft for each message that needs one.
Not taking orders yet.
For: Small e-commerce, software and service teams with a shared support inbox of 50 to 500 emails a week. Pilot price: $79 for one week of email, up to 150 messages. See the sample.
9. Product Catalog Cleanup and Cross-Store Check
Two stores' product exports checked for missing fields, bad barcodes, and price or stock differences, with proposed fixes.
Ready for a paid pilot.
For: E-commerce sellers on two or more sales channels, such as an online store plus a marketplace, with 100 to 5,000 SKUs. Pilot price: $99 for one report on up to 1,000 SKUs. See the sample.
10. Short-Form Ad Variations from Your Video
Three vertical 15-second cuts of a video you own, each with a different opening hook and captions.
Not taking orders yet.
For: Local businesses and small brands with existing video footage who post short vertical video. Pilot price: $99 for three variations. See the sample.
Nothing is charged on this page. If the pilot fits, we confirm the scope and the price with you by email before you send any files, and the delivery date before you pay. You pay nothing until we have checked that your files can be read.