How We Work
Two ways to put AI to work in your business: done-for-you agents built around your workflows, and hands-on advisory and training to get your team moving. Below: the agents we build, then the advisory and training that point you in the right direction.
Your agent, built around your process
No off-the-shelf software. No one-size-fits-all templates. We work with businesses of all technical abilities to automate the tasks that quietly bleed time and revenue.
Discovery
15-minute call. You tell us where your team loses time — we identify what an agent can handle.
Design
We design an agent around your exact workflow — your tools, your data, your business rules.
Build
Built on Gmail, Excel, your CRM — whatever you already use. No new software to learn or pay for.
Results
You only pay when the agent delivers. If it makes or saves your business money, it's working.
Speed-to-Lead
The problem: A potential customer fills out your contact form at 2pm on a Tuesday. You see it at 4pm and send an email, hoping they're still interested. They're not — they booked with whoever called back in the first five minutes. Businesses that respond within 5 minutes are 9x more likely to close.
How It Works
Lead comes in — form submission, Facebook lead ad, or inbound call triggers the agent instantly, day or night.
Agent qualifies and responds — sends a personalized text and email within seconds, asks qualifying questions, and offers booking slots from your calendar.
Hot lead lands in your inbox — you get a notification with the conversation summary and they're booked on your calendar.
ROI Example — Dental Clinic
$5,000/month ad spend, 100 leads. At 12% close: 12 new patients. After Speed-to-Lead: 25% close — 25 new patients. 13 additional patients from the same budget, at $800+ each.
Document Processing
The problem: Someone on your team opens a PDF — an invoice, a contract, an inspection report — reads it, and types the important parts into a spreadsheet. This costs $15–$25 per document and introduces errors that compound downstream. 20 documents a day is $300–$500 daily on a task a machine handles in seconds.
How It Works
Document arrives — email attachment, shared folder upload, or scan triggers the agent. PDFs, Word docs, images, and handwritten forms.
Agent reads and extracts — pulls names, dates, amounts, line items, or any fields you define. Handles messy layouts and varying formats.
Data lands where it belongs — rows appear in your spreadsheet, records update in your CRM, or a summary email goes to the right person.
ROI Example — Construction Company
45 minutes/day entering subcontractor invoices. At $35/hour loaded cost, that's over $10,000/year — not counting errors. Processing time reduced by 90%, error-driven rescheduling eliminated.
Database Reactivation
The problem: You have thousands of past customers and cold leads in a spreadsheet or CRM. They already know you. Some need you right now. But nobody has time to reach out to 4,000 people, so that dormant list quietly represents tens of thousands in recoverable revenue.
How It Works
We import your list — export a spreadsheet or point us at your CRM. We segment by recency, last service, and fields that matter for your business.
Agent runs the outreach — personalized texts and emails go out in batches, referencing their history with your business. Non-responders get a follow-up sequence.
Interested contacts book or buy — the agent handles objections and scheduling so warm leads reach you ready to convert.
ROI Example — Local Gym
4,000 contacts — former members and cold leads. At 2–3% reactivation: 80–120 people return. At $400 average membership value: $32,000–$48,000 in recovered revenue from a list that was doing nothing.
Custom Reporting
The problem: Your numbers are scattered — revenue in QuickBooks, leads in a spreadsheet, appointments in scheduling software. Getting a clear picture means opening five tabs and copying numbers. Most owners just don't bother and make decisions without the data they already own.
How It Works
We connect your sources — plug into QuickBooks, Google Sheets, your CRM, scheduling software, without requiring a new platform.
Agent compiles the report — on your schedule (daily, weekly, monthly), pulls numbers, calculates the metrics you care about, formats it clearly.
Report lands in your inbox — no new dashboard to log into. A clean summary email with the numbers that matter, ready when you start your day.
What You Get
No new SaaS subscription. No BI tool. The report arrives in plain language — revenue vs. last week, leads vs. closes, jobs in progress. Built once, runs automatically.
AI Diagnosis
The problem: Everyone says you should "use AI," but nobody tells you where it actually pays off in your business. So you either do nothing, or you chase a shiny tool that solves a problem you don't have. The result is wasted budget and a team that's no further ahead.
How It Works
We map your operations — a structured walkthrough of how work actually flows through your business, where time leaks, and where your data already lives.
We score the opportunities — every candidate is ranked by ROI, effort, and risk, so the easy wins and the big bets are obvious at a glance.
You get an AI Opportunity Map — a written plan of the highest-ROI moves, in priority order, that you can act on with us or your own team.
What You Get
A clear, written AI Opportunity Map — not a sales pitch. The highest-ROI moves ranked by payoff and effort, so you know exactly where to start and what to skip. Yours to keep either way.
Workshops & Talks
The problem: Your team is curious about AI but stuck — half are afraid of it, half are pasting work into the wrong tools, and nobody's sure what's safe or actually useful. Generic online courses don't touch the way your business really runs.
How It Works
We tailor the session — built around the tools your team already uses and the work they do every day, not abstract demos.
We run it hands-on — a fixed-fee workshop or talk where your team practices on real tasks and walks out with prompts and workflows they can use Monday.
Your team leaves fluent — confident about what AI can and can't do, where the guardrails are, and how to apply it without breaking anything.
What You Get
A fixed fee, a date on the calendar, and a noticeably more capable team — practical AI skills mapped to your actual tools and workflows, with no ongoing subscription.
No-Code Training
The problem: You want AI working inside your business, but you don't have engineers — and hiring an agency for every small automation gets expensive fast. The capability ends up locked outside your walls, and every change means another invoice.
How It Works
We start from your workflows — we pick real automations your team wants to build, using no-code tools that don't require writing code.
We build alongside your team — a hands-on program where your people design, test, and ship their own AI workflows with us guiding every step.
The capability stays in-house — your team can build and adjust their own automations long after we're gone, no engineers required.
What You Get
A team that can build with AI on its own — shipping and tweaking automations without waiting on an agency or paying for every small change.
A partnership, not a vendor invoice
Behind all of this is an operator with Fortune 500 experience in AI, data, operations, and leadership — so the recommendations are grounded in what actually works at scale, then sized for a small business. For agent work, we aim to price on the value we create together — you win, we win. You only pay when an agent makes or saves your business money, so our incentives stay pointed at your results.
The Promise
Agents: you only pay when they make or save your business money. Advisory and training: clear, fixed scope and price, with a written deliverable you keep. Either way, no new software to buy.
Your workflow is unique. Your agent should be too.
Tell us where your team loses the most time. We'll design a solution around it — 15 minutes is all it takes to start.
Book a Free Callor email us at sam@thornwoodai.com