Megan is a full AI employee that plugs into your CRM, email, phone, and 3,000+ tools. She manages your office, grows your revenue, and runs your operations 24/7.
Plugs into the tools you already use:
Office staff quit. VAs need constant management. You're still the one updating the CRM, chasing estimates, and keeping the business running between jobs.
Your Day
Answering calls between jobs. Updating the CRM at night. Following up on estimates from your truck. Running the business and doing the work.
Megan handles it. Calls, texts, CRM updates, follow-ups, scheduling. All of it. You just do the work.
Revenue Leaks
You have 15 open quotes sitting in your CRM. Leads going cold. Customers calling competitors. Revenue slipping through the cracks every day.
Chases every dollar. Follows up on estimates, nurtures leads, sends reminders, and closes jobs you would have lost.
Office Staff
Takes 3 weeks to hire. Costs $40,000/yr. Takes 6 weeks to train on your CRM. They eventually quit for $2/hr more.
Starts today. Learns your CRM, your pricing, and your business rules instantly. Never quits. Works nights and weekends.
Phone, text, email, chat. Megan answers 24/7, qualifies leads, books jobs, and follows up. Customers talk to her like a real person.
CALLS + TEXT + EMAIL + CHAT
Plugs into your CRM, email, calendar, and 3,000+ integrations. Creates customers, books jobs, assigns techs, sends invoices, updates records. She doesn't just read your systems, she works inside them.
3,000+ INTEGRATIONS
Daily briefings, estimate follow-ups, appointment reminders, lead nurturing, review requests. You set the rules once. Megan runs them every day, forever. Your COO that never sleeps.
YOUR AI COO
Learns your pricing, service area, customer preferences, and business rules. Text her from the truck. She remembers everything and gets better every week.
LEARNS YOUR BUSINESS
Text Megan a task. She executes it in your CRM, makes the calls, sends the texts, and reports back. Like texting your best employee.
“Megan, follow up on all unsold estimates over $1,000”
Done. Called 4 customers, texted 2 more. Mrs. Garcia wants to schedule her $2,400 AC install for next Thursday. I booked it. Updated all 6 leads in ServiceTitan.
“Assign the 2pm water heater job to Mike”
Done. Assigned to Mike Thompson. He has no scheduling conflicts. I texted him a heads-up with the address.
“We don't service the 90210 zip code anymore”
Got it. I'll decline any leads from 90210 going forward and let callers know we don't cover that area. Updated my rules.
“Text all of tomorrow's customers to confirm their appointments”
Sent. 6 customers confirmed via text. Mrs. Patterson wants to reschedule from 9 AM to 2 PM. Want me to move it?
Scans open estimates in your CRM, flags 3 for follow-up today.
Sends automated text messages to remind today's customers of their appointments.
Answers a call while you're driving. Qualifies the lead, gets the address, and books a drain cleaning directly into ServiceTitan.
Texts you: "Good morning. You have 3 jobs today, and 1 new lead came in overnight. It's on your board."
"Follow up on all estimates over $1,000." Megan calls 4 customers, texts 2 more, books 1 job, updates all leads in CRM.
Automatically calls a customer whose estimate has been sitting open for 5 days to check in. Updates CRM with the outcome.
The office is closed, but a call comes in. Megan answers, applies your $150 emergency dispatch fee, and books the dispatch.
Sends you a quick text summary of everything booked and handled today so you can sleep easy.
Megan adapts to your trade, your CRM, and your way of doing business.
Megan runs your ServiceTitan. She books drain calls, follows up on sewer line estimates, sends appointment reminders, and handles after-hours emergencies with your dispatch fee. She knows a dripping faucet from a burst pipe and triages accordingly.
| Capability | Human Employee | Megan |
|---|---|---|
| Cost | $3,500/mo | Fraction of the cost |
| Available | 9-5 M-F | 24/7/365 |
| Works in your CRM | Maybe | Natively |
| Follows up on estimates | If reminded | Automatically |
| Runs daily automations | No | Every morning |
| Manages 3,000+ tools | No | Yes |
| Learns your business | 6 weeks | Day 1 |
| Quits | Eventually | Never |
“How much revenue slipped through the cracks last month?”
/01
We get on a 30-minute demo. You tell us your pricing, your service area, and how you like to talk to customers.
/02
Give us access to your CRM. Turn on call forwarding for when you don't answer. That's the entire setup process.
/03
Next time you miss a call, Megan answers it, has a full conversation, qualifies the lead, and puts the job on your calendar.
Megan pays for herself after one booked job.
See what she can do for your business.
30-Minute Demo • No Commitment