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00Use Case Library

57 jobs we take
off your team’s hands.

Each one starts with a problem owners describe in their own words, then shows what we automate or build, which service runs it and how we measure whether it works. Filter by the part of the business you want to fix first.

Department

Service

Showing 57 of 57 use cases

  • Operations

    Turn every booking into a ready job sheet

    Problem
    Booking details get re-typed from phone notes into the job system, and something always goes missing: the gate code, the model number, the access time. Our techs find out on site.
    What we build
    An automation that turns each confirmed booking into a complete job sheet in your job management tool, with the customer's details, the job type, notes from the conversation and the right checklist. It then assigns the job and tells the team.
    What we measure
    • Time from booking to job sheet
    • Job sheets with all required fields complete
    • Handoff errors from re-keyed data
    • Return visits caused by missing information
    MaestroConciergeFull use case →

  • Operations

    Cut no-shows and refill the empty slots

    Problem
    People book and then don't turn up. The slot sits empty, the practitioner is idle, and nobody has time to follow up and rebook them.
    What we build
    Confirmations and reminders on each customer's preferred channel, one-tap rescheduling from the reminder, a rebook offer when someone misses, and a waitlist that fills canceled slots.
    What we measure
    • Show rate
    • Missed appointments rebooked
    • Canceled slots refilled from the waitlist
    • Revenue recovered from rescued no-shows, attributed in the CRM
    CadenzaConciergeMaestroFull use case →

  • Operations

    Onboard every new client the moment they sign

    Problem
    A client signs, then three people send them three different emails asking for the same information. Kickoff slips while we chase forms, documents and logins.
    What we build
    An onboarding workflow that starts when a deal is won or a contract is signed: welcome message, intake form, document and access requests, kickoff booking and internal tasks, each chased until it's done.
    What we measure
    • Time from signature to kickoff
    • Onboarding steps completed without manual chasing
    • Clients asked for the same information more than once
    • Staff hours spent on onboarding admin
    MaestroCadenzaFull use case →

  • Operations

    Automate data entry into systems that have no API

    Problem
    Our core system is older than most of our staff. It has no integrations, so every form and update is typed in by hand, field by field, and replacing it isn't an option this year.
    What we build
    Automation that moves data into and out of older systems through the most reliable route each one allows: file imports, supported database access or, where nothing else exists, supervised screen automation that enters data the way your staff do, with a person handling every exception.
    What we measure
    • Records entered and verified without retyping
    • Entry errors found in review or downstream
    • Exceptions sent to a person, and the reasons
    • Staff hours spent on data entry into the system
    MaestroCustom softwareFull use case →

  • Operations

    Schedule and dispatch jobs without the whiteboard

    Problem
    Scheduling lives in one person's head and on a whiteboard. When a job runs over or someone calls in sick, the whole day gets rebuilt by phone.
    What we build
    Scheduling rules and a dispatch board that assign jobs by skill, location and availability, update the plan when things change and text staff and customers their new times automatically.
    What we measure
    • Staff time spent building and changing the schedule
    • Jobs reassigned without a phone call
    • Customers told about a time change before their original slot
    MaestroConcierge

  • Operations

    Collect client documents without the chasing

    Problem
    We spend days chasing clients for IDs, statements and signed forms by email. Files arrive in the wrong format, incomplete or in someone's personal inbox.
    What we build
    A secure upload request that lists exactly what each client needs to send, checks what has arrived, files it to the right record and sends polite reminders until the set is complete.
    What we measure
    • Time from request to complete document set
    • Requests completed without staff chasing
    • Documents filed to the correct record
    Maestro

  • Operations

    Keep one version of every customer across your tools

    Problem
    A customer's phone number is different in the CRM, the accounts system and the booking tool. We copy details between them by hand and still get it wrong.
    What we build
    Integrations that keep customer, job and payment records in step across your CRM, accounting, calendar and support tools, with one agreed system of record and an alert when a sync fails.
    What we measure
    • Handoff errors from re-keyed data
    • Staff hours spent copying data between tools
    • Sync failures detected and resolved
    Maestro

  • Operations

    Keep stock and orders in step across every channel

    Problem
    We sell on our own site and on marketplaces, and stock counts drift between them. We oversell, cancel orders and apologize.
    What we build
    Integrations that sync orders, stock levels and fulfillment status across your store, marketplaces, warehouse and accounts, and flag mismatches before they reach a customer.
    What we measure
    • Orders canceled because of stock errors
    • Time from order placed to order visible in fulfillment
    • Stock mismatches flagged and resolved
    Maestro

  • Operations

    Give your team one place to ask for things

    Problem
    Requests for time off, purchases, IT help and approvals arrive by text, email and hallway conversation. Things get lost, and nobody knows what's been approved.
    What we build
    A simple internal portal with a form for each common request, routing to the right approver, status updates for the person asking and a log of every decision.
    What we measure
    • Time from request to decision
    • Requests lost or duplicated
    • Requests submitted through the portal
    Maestro

  • Operations

    Enter every purchase order without retyping it

    Problem
    Purchase orders arrive as PDFs, emails and spreadsheets, each in its own format. Someone retypes every line into our order system, and one wrong quantity means a wrong delivery.
    What we build
    Automation that reads each incoming purchase order, checks items, prices and quantities against your catalog and customer terms, and creates the order in your system. Anything that doesn't match goes to a person before it's entered.
    What we measure
    • Purchase orders entered without manual retyping
    • Time from purchase order received to order confirmed
    • Order errors traced to data entry
    • Purchase orders held for review, and the reasons
    Maestro

  • Operations

    Put the job sheet, photos and sign-off in your team's pocket

    Problem
    Our technicians get jobs by text, write notes on paper and send photos to a group chat. Back at the office, someone pieces it all together to build the invoice, and details get lost.
    What we build
    A mobile app for your field team with the day's jobs, customer details, checklists, photos, parts used and customer sign-off, working offline. When a job is marked done, automation updates the office system and starts the invoice.
    What we measure
    • Jobs closed with complete notes, photos and sign-off
    • Time from job completed to invoice sent
    • Office follow-up calls needed to complete a job record
    Mobile appsMaestro

  • Operations

    Turn the spreadsheet that runs your business into software

    Problem
    One spreadsheet runs half our operations. Only two people really understand it, it breaks when someone sorts the wrong column, and we can't tell who changed what.
    What we build
    A simple web application that keeps the logic of your spreadsheet and adds what it lacks: proper sign-in and roles, forms that stop bad data at entry, a change history, automatic calculations and a view for each role.
    What we measure
    • Data errors caught at entry instead of later
    • Time spent maintaining and fixing the spreadsheet
    • Changes traceable to a person and a time
    • People who can use the tool without help
    Custom software

  • Operations

    See the whole operation on one screen

    Problem
    To know how this week is going, I log into four tools and ask three people. By the time I've pieced it together, the numbers are already out of date.
    What we build
    A live dashboard that pulls the figures you run the business on from your existing tools, refreshes them automatically and alerts you when something moves outside the range you set.
    What we measure
    • Time spent compiling weekly figures by hand
    • Figures refreshed automatically, by source
    • Alerts raised, and the action taken
    Custom softwareMaestro

  • Finance

    Keep the books current without the data entry

    Problem
    Every month someone spends days downloading statements, typing in receipts and matching payments by hand. The books are always behind, so we make decisions without current numbers.
    What we build
    Automation that collects bills, receipts and bank activity, reads the details, suggests categories and matches transactions in your accounting software, then queues everything for your bookkeeper to review. A qualified person keeps the judgment, the tax decisions and the sign-off.
    What we measure
    • Days from month end to reconciled books
    • Transactions matched and categorized without manual entry
    • Items flagged for review, and the reasons
    • Staff hours spent on bookkeeping data entry
    MaestroCustom softwareFull use case →

  • Finance

    Send accurate quotes the same day

    Problem
    Every quote is built by hand from an old template. It takes days to go out, and the numbers aren't always consistent from one quote to the next.
    What we build
    A quote builder that drafts each quote from what the customer asked for and your pricing rules, sends it to you for one-click approval and delivers it with an option to accept online.
    What we measure
    • Time from request to quote sent
    • Quotes sent on the day they're requested
    • Quotes corrected after sending
    MaestroConcierge

  • Finance

    Invoice the moment the job is done

    Problem
    Invoices go out days or weeks after the work is finished, whenever someone gets to the admin. Cash comes in late, and some jobs never get billed at all.
    What we build
    An automation that issues the invoice in your accounting system when a job or milestone is marked complete, using the quoted amounts and any approved changes, and sends it with a payment link.
    What we measure
    • Time from completion to invoice
    • Completed jobs without an invoice
    • Invoices corrected after sending
    Maestro

  • Finance

    Get paid on time without awkward chasing

    Problem
    Chasing late payments is awkward, so we put it off. Overdue invoices pile up, and we only notice when cash is tight.
    What we build
    Polite, scheduled reminders before and after each due date, with a payment link, that stop the moment an invoice is paid and pass long-overdue accounts to a person.
    What we measure
    • Days from invoice to payment
    • Invoices paid by the due date
    • Overdue balance by age
    MaestroCadenza

  • Finance

    Take deposits at the moment of booking

    Problem
    We hold dates and slots on a promise. When people cancel late or don't show, we lose the booking and the deposit we never took.
    What we build
    Deposit requests built into your booking flow, with a secure payment link by text or email. Bookings are confirmed once the deposit is paid, and unpaid holds get a reminder before they're released.
    What we measure
    • Bookings secured with a deposit
    • Time from booking to deposit paid
    • Unpaid holds released and rebooked
    MaestroConcierge

  • Finance

    Get your monthly numbers without building the report

    Problem
    Every month someone spends a day exporting from three systems and pasting into a spreadsheet. By the time the report is ready, the numbers are already old.
    What we build
    Automated reports that pull from your CRM, accounting, booking and ad tools, reconcile the numbers and arrive in your inbox or dashboard on schedule.
    What we measure
    • Reports delivered on schedule with reconciled numbers
    • Staff hours spent assembling reports
    • Corrections made after a report is sent
    Maestro

  • Finance

    Capture every receipt without the month-end hunt

    Problem
    Receipts live in glove boxes, inboxes and camera rolls. Month-end means chasing the team for them and guessing at what's missing.
    What we build
    A capture flow where staff text or upload a photo of each receipt. It's read, categorized, matched to the right job or card transaction and posted to your accounting system for review.
    What we measure
    • Card transactions without a matching receipt
    • Time from purchase to receipt filed
    • Staff hours spent on month-end expense admin
    Maestro

  • Support

    Answer routine questions instantly, day or night

    Problem
    Our team answers the same questions all day: opening hours, prices, what's included, where to park. Every one pulls someone away from a customer who needs real help.
    What we build
    A chat agent on your website and messaging channels that answers from your real services, prices and policies, says when it doesn't know, and hands everything else to your team with the conversation attached.
    What we measure
    • Questions resolved without a person
    • Time to first response in chat
    • Handoffs resolved without the customer repeating themselves
    • Answers flagged as wrong or incomplete
    ConciergeCadenzaFull use case →

  • Support

    Give clients one place to see status, share files and approve work

    Problem
    Clients email to ask where things stand, send documents to whoever they last spoke with and approve work in a reply buried in a long thread. We spend hours every week answering 'any update?'
    What we build
    A secure client portal where each client sees the status of their work, uploads and downloads files, approves drafts and messages the team, with status kept current automatically from the systems where the work happens.
    What we measure
    • Status questions received by email and phone
    • Documents received through the portal instead of email
    • Time from approval requested to approval given
    • Clients active in the portal each month
    Custom softwareMaestroFull use case →

  • Support

    Tell customers where their order is without looking it up

    Problem
    Our inbox fills up with people asking where their order is. Each one means looking it up in two systems and typing the same reply.
    What we build
    A chat and voice agent connected to your store, shipping and job systems that looks up the live status of an order or job and answers on the customer's channel. Delays and exceptions go to your team with the details attached.
    What we measure
    • Status questions answered without a person
    • Time to first response on status questions
    • Exceptions escalated with order details attached
    ConciergeMaestro

  • Support

    Route every support request to the right person first time

    Problem
    Requests come in by email, chat, phone and DMs, and someone has to read each one and decide who handles it. Urgent issues sit in the same pile as routine ones.
    What we build
    AI triage across your support channels that tags each request by topic and urgency, attaches the customer's record and routes it to the right person or queue. Routine questions get answered on the spot.
    What we measure
    • Time to first response, by urgency
    • Requests routed correctly the first time
    • Requests resolved at triage
    ConciergeMaestro

  • Support

    Hand off to a person without making customers repeat themselves

    Problem
    When a customer finally reaches a person, they have to explain everything again. They're frustrated before the real conversation even starts.
    What we build
    Handoff rules for your AI agents that transfer or escalate to the right person with the full conversation, a short summary and the customer's record attached, as a live transfer or a callback task.
    What we measure
    • Handoffs resolved without re-asking the customer
    • Time from handoff request to a person picking it up
    • Handoffs with a summary and record attached
    ConciergeCadenza

  • Support

    Sort real emergencies from routine calls at night

    Problem
    Our on-call tech gets woken up for things that could wait until morning, and sometimes misses the call that couldn't. There's no way to tell which is which before picking up.
    What we build
    An after-hours voice agent that asks your triage questions, pages the on-call person for genuine emergencies with the details attached and books everything else for the morning. Callers who describe a risk to life or safety are told to contact emergency services.
    What we measure
    • Time from emergency call to on-call acknowledgment
    • On-call pages that turn out not to be urgent
    • Non-urgent calls booked for the next working day
    ConciergeMaestro

  • Support

    Process returns and refunds without long email threads

    Problem
    Every return starts with a long email thread: order number, reason, photos, where to send it. The refund waits until someone has time to piece it all together.
    What we build
    A chat flow that checks each request against your returns policy, collects the order number, reason and photos, sends the return label or instructions and queues the refund for approval in your store or accounting system.
    What we measure
    • Time from return request to refund or replacement
    • Requests completed without follow-up questions from staff
    • Refunds processed within your policy window
    ConciergeMaestro

  • Support

    Respond to every review and route complaints fast

    Problem
    Reviews come in across several sites and nobody checks them every day. A bad one sits unanswered for a week, and we hear about the problem after everyone else has.
    What we build
    Review monitoring that drafts on-brand replies for your approval, sends negative reviews to the right manager with the customer's record attached and tracks each one until it's resolved.
    What we measure
    • Time from new review to published response
    • Reviews with a published response
    • Negative reviews with an owner and a recorded outcome
    CadenzaMaestro

  • Support

    Sort the shared inbox before anyone opens it

    Problem
    Everything lands in one shared inbox: customer questions, invoices, supplier updates, job applications and spam. Urgent messages get buried, and three of us end up reading the same email.
    What we build
    AI that reads each incoming email, tags it by type and urgency, routes it to the right person or queue and files attachments where they belong. Routine questions get an answer from your approved information, and anything sensitive goes to a person.
    What we measure
    • Time from email received to first response, by type
    • Emails routed to the right person or queue the first time
    • Routine questions answered without staff time
    • Urgent emails flagged, and time to action
    MaestroConcierge

  • Sales

    Answer every after-hours call

    Problem
    After 6 PM our calls go to voicemail. Callers hang up, and by the time we call back in the morning they've booked someone else.
    What we build
    An AI voice agent that answers your line after hours in your business's name, finds out what the caller needs and books them or escalates urgent cases. Every call lands in your CRM as a lead with a summary and a next step.
    What we measure
    • Answer rate after 6 PM
    • Appointments booked outside staffed hours
    • After-hours callers with a next step in the CRM
    • Urgent calls escalated to the on-call person
    ConciergeCadenzaFull use case →

  • Sales

    Reply to every new lead within a minute

    Problem
    Web forms and portal leads land in a shared inbox and wait until someone is free. By the time we reply, they've already spoken to whoever answered first.
    What we build
    A speed-to-lead system that sends a real, personal reply to every new inquiry within a minute, on the channel it came from. It offers a booking or a call, answers questions and logs the lead in your CRM.
    What we measure
    • Speed to lead: median and 90th percentile
    • New leads replied to within a minute
    • Leads who respond to the first reply
    • Inquiries booked into a call or appointment
    CadenzaConciergeFull use case →

  • Sales

    Qualify every lead before it reaches your team

    Problem
    Our team spends hours on calls with people who were never a fit: wrong area, wrong budget, wrong service. The good leads wait while we sort through the rest.
    What we build
    AI voice and chat agents that ask your qualifying questions at first contact or on a consented callback, apply the rules you set and route qualified leads to the right person with a summary attached.
    What we measure
    • Time from inquiry to qualification
    • Qualified leads per 100 inquiries, by source
    • Team calls held with qualified leads
    • Handoffs where the team didn't re-ask qualifying questions
    ConciergeCadenzaFull use case →

  • Sales

    Book appointments straight into your calendar

    Problem
    Booking means phone tag. We go back and forth on times, someone forgets to write it down, and the details we need are missing when the customer arrives.
    What we build
    AI voice and chat agents that check your real availability, book the right appointment type into your calendar and collect the details your team needs. Confirmations and reminders go out automatically.
    What we measure
    • Booked appointments per 100 inquiries, by channel
    • Time from first contact to confirmed booking
    • Bookings with all required details captured
    • Show rate
    ConciergeCadenzaMaestroFull use case →

  • Sales

    Follow up every quote until you get an answer

    Problem
    We send the quote, then nothing. Nobody has time to chase it, so we never find out whether they went elsewhere, are still deciding or just forgot.
    What we build
    A follow-up sequence that starts the moment a quote is sent: timed calls, texts and emails that answer common questions and offer a conversation. It stops as soon as the customer replies, accepts or declines, and records the outcome.
    What we measure
    • Sent quotes with a recorded outcome
    • Time from quote sent to decision
    • Quote acceptance rate, by service and source
    • Reasons for lost quotes, recorded in the CRM
    CadenzaMaestroFull use case →

  • Sales

    Restart conversations with leads that went quiet

    Problem
    We have years of old inquiries in the CRM and inbox that never turned into anything. Some of them are ready to buy now, but nobody has time to go through the list.
    What we build
    A consented reactivation campaign: we clean and segment your old leads, send relevant messages by text, email or WhatsApp, and let Concierge, our AI sales and service agents, handle the replies, qualify interest and book the people who are ready.
    What we measure
    • Reply rate by segment
    • Reactivated leads booked into a call or appointment
    • Revenue from reactivated leads, attributed in the CRM
    • Opt-out and complaint rate
    CadenzaConciergeFull use case →

  • Sales

    Build a lead management system that fits how you sell

    Problem
    Leads come in from the website, ads, listing sites, phone calls and referrals, and they land in five different places. We don't know who's been contacted, who owns each lead or which source brings actual customers.
    What we build
    A lead management system built around your sales process: every lead from every source captured into one record, routed to the right person, tracked through each stage and followed up automatically until it's won, lost or parked.
    What we measure
    • Leads captured into one record, by source
    • Time from lead received to first contact
    • Open leads with an owner and a next step
    • Lead-to-customer rate, by source
    Custom softwareCadenzaFull use case →

  • Sales

    Text back every missed call

    Problem
    When we're on a job or with a customer, the phone rings out. The caller doesn't leave a message, and we never find out who it was or what they wanted.
    What we build
    An automatic text sent seconds after a missed call, in your business's name. An AI chat agent picks up the conversation by SMS, captures what the caller needs and books them or queues a callback.
    What we measure
    • Missed calls followed by a text back
    • Time from missed call to first reply
    • Text-back conversations that reach a booking or callback
    ConciergeCadenza

  • Sales

    Get proposals signed instead of forgotten

    Problem
    We send a proposal and wait. Weeks later it's still unsigned in someone's inbox, and we've lost track of which deals are actually alive.
    What we build
    E-signature tracking connected to your CRM that reminds signers on a schedule, flags stalled proposals to the account owner and starts onboarding the moment the last signature lands.
    What we measure
    • Time from proposal sent to signature
    • Proposals with a recorded decision
    • Proposals stalled past the agreed follow-up window
    CadenzaMaestro

  • Sales

    A website that books customers, not one that only describes you

    Problem
    Our website looks fine, but it's a brochure. Visitors read about us, then have to call during office hours or send a form and wait for a reply.
    What we build
    A fast website built around one job: turning a visit into a booking. Clear service pages, live availability or a quote request on every page, and an AI chat agent that answers questions and books appointments at any hour.
    What we measure
    • Visits that end in a booking or quote request
    • Bookings made outside office hours
    • Chat conversations that reach a booking
    • Mobile page speed, measured with Core Web Vitals
    WebsitesConcierge

  • Sales

    Give regular customers an app to book and rebook

    Problem
    Our best customers book with us every week or every month, but each time they have to call, message or fill out the same form again. Rebooking takes more effort than it should.
    What we build
    An iOS and Android app for your repeat customers: book in a few taps from your real availability, rebook a favorite service, pay, get reminders and see their history, all connected to the system you schedule in.
    What we measure
    • Bookings made through the app
    • Repeat bookings per active customer
    • Booking changes handled without a call
    • Active app users, by month
    Mobile appsCustom software

  • Sales

    A CRM built for teams that live on the phone

    Problem
    Our agents jump between the phone system, a spreadsheet and their own notes to find out who called before and what was promised. Callbacks get missed, and managers can't see who is working which list.
    What we build
    A CRM designed for phone-led teams, with caller history on screen as the phone rings, one-click call outcomes, callback queues, manager views and AI-answered calls logged to the same record. Worcia has built and run a call-center CRM in production.
    What we measure
    • Callbacks completed by the promised time
    • Calls logged with an outcome
    • Time agents spend on after-call notes
    • Leads contacted per agent, per day
    Custom softwareConcierge

  • Marketing

    Show up when nearby customers search for what you do

    Problem
    When someone nearby searches for what we do, competitors show up on the map and we don't. Our Google profile is half finished, and our website lists every service and every town on a single page.
    What we build
    Local search work across your Google Business Profile, your website and the directories that matter: a complete, accurate profile, a real page for each service and area you cover, consistent business details everywhere and an honest way to ask for reviews.
    What we measure
    • Appearances in local map results for your core searches
    • Calls, direction requests and website visits from your Business Profile
    • Leads from local search, by service and area
    • Accuracy of your business details across listings
    SEO & GEOWebsitesFull use case →

  • Marketing

    Ask every customer for a review at the right moment

    Problem
    Customers would leave a review if we asked, but we forget to ask. The reviews we do get are mostly from people with a complaint.
    What we build
    Review requests sent to every customer at the right moment after a job or visit, with a direct link to your review profile and an easy way to tell you privately if something went wrong.
    What we measure
    • Completed jobs or visits that get a review request
    • Reviews received per 100 requests
    • Private feedback received and resolved
    Cadenza

  • Marketing

    Know which marketing brings in paying customers

    Problem
    We spend on ads, listings and sponsorships, but we can't tell which ones bring in paying customers. Phone calls and walk-ins never get tagged at all.
    What we build
    Source tracking on every form, call and chat, carried into the CRM and through to the sale, with a report that shows inquiries, bookings and revenue by source.
    What we measure
    • Leads with a recorded source
    • Conversion by stage, by source
    • Revenue by source, attributed in the CRM
    CadenzaMaestro

  • Marketing

    Stay in touch with leads who aren't ready yet

    Problem
    Plenty of our inquiries aren't ready to buy this month. We mean to stay in touch, but by the time they're ready, they've forgotten us.
    What we build
    Nurture sequences and a regular newsletter, segmented by interest and stage, that send useful content on a schedule and alert your team when a lead replies or shows signs of being ready.
    What we measure
    • Nurtured leads who book a call or appointment
    • Replies and clicks by segment
    • Unsubscribe rate
    Cadenza

  • Marketing

    Turn happy clients into referrals

    Problem
    Our best new clients come from referrals, but we never actually ask for them. It depends on clients remembering us at the right moment.
    What we build
    A referral request sent at a natural high point, such as a finished project or a positive review, with a simple way to introduce someone and tracking so every referral is credited and thanked.
    What we measure
    • Referral requests sent per completed project
    • Referred leads, tracked in the CRM
    • Referred leads who become customers
    Cadenza

  • Marketing

    Follow up every event contact within a day

    Problem
    We come back from a trade show or open house with a stack of contacts and good intentions. A week later, many of them still haven't heard from us.
    What we build
    Contact capture by form, badge scan or sign-in sheet, a personal follow-up within a day and a sequence that offers the next step, with every contact logged in your CRM.
    What we measure
    • Time from event to first follow-up
    • Event contacts with a next step recorded
    • Event contacts booked into a call or visit
    CadenzaConcierge

  • Marketing

    Bring lapsed customers back

    Problem
    Customers who used to come regularly quietly stop. We don't notice for months, and by then they've found someone else.
    What we build
    Lapse detection from your booking or order history, with consented, relevant offers and reminders at the right interval. Concierge, our AI sales and service agents, handles the replies and rebooks the customers who are ready.
    What we measure
    • Lapsed customers who return
    • Revenue from returning customers, attributed in the CRM
    • Opt-out rate
    CadenzaConcierge

  • Marketing

    Get recommended when customers ask AI for a business like yours

    Problem
    Some customers tell us they asked ChatGPT who to hire. We have no idea whether AI tools mention us, or what they say when they do.
    What we build
    We check how AI assistants describe your business for the questions your customers ask, then make clear, consistent, well-structured facts about you easy to find and cite: on your website, in your listings and in the sources these tools draw from.
    What we measure
    • Mentions of your business in AI answers to your core questions
    • Accuracy of what AI answers say about you
    • Visits and leads referred from AI tools
    SEO & GEO

  • Marketing

    Give every service its own page that gets found and gets inquiries

    Problem
    All our services are crammed onto one page, so we don't show up when people search for any one of them, and our ad clicks land on a homepage that doesn't answer their question.
    What we build
    A dedicated page for each service you sell, written around the questions buyers ask, with real photos, answers to common objections and one clear next step. Each page loads fast, is structured for search engines and AI tools, and can serve as the landing page for matching ads.
    What we measure
    • Search visits, by service page
    • Visitors who become a lead, by service page
    • Leads by service and source
    WebsitesSEO & GEO

  • HR

    Screen every applicant within a day

    Problem
    We post a job and get dozens of applications. Phone screens take days to schedule, and good candidates accept other offers while they wait.
    What we build
    An AI voice or chat screen applicants can take as soon as they apply, asking your structured questions about availability, licenses and experience, with a summary sent to your hiring manager. Hiring decisions stay with your team.
    What we measure
    • Time from application to completed screen
    • Applicants screened
    • Screened candidates who reach interview
    ConciergeMaestro

  • HR

    Book interviews without the email ping-pong

    Problem
    Finding a time that works for the candidate and three interviewers takes a dozen emails. Some candidates drop out before we've settled on a slot.
    What we build
    Self-scheduling links tied to your interviewers' real calendars, with confirmations, reminders and easy rescheduling for candidates and interviewers alike.
    What we measure
    • Time from shortlist to booked interview
    • Interview no-show rate
    • Reschedules handled without staff involvement
    MaestroConcierge

  • HR

    Have every new hire ready on day one

    Problem
    New starters arrive and their accounts aren't set up, their paperwork isn't done and nobody has told them where to be. The first week goes on catching up.
    What we build
    An onboarding workflow triggered by a signed offer that sends paperwork, requests accounts and equipment, schedules training and gives the new hire and their manager a checklist to follow.
    What we measure
    • New hires with paperwork and accounts complete before day one
    • Time from signed offer to fully onboarded
    • Staff hours spent on onboarding admin
    Maestro

  • HR

    Keep every shift covered

    Problem
    Staff forget shifts or swap them by text without telling anyone. We find out about the gap when the shift starts.
    What we build
    Shift reminders by text or WhatsApp, a simple way to confirm or request a swap, and automatic offers to available staff when a shift opens up, with managers kept informed.
    What we measure
    • Shifts confirmed ahead of time
    • Shifts uncovered at start time
    • Time to fill an open shift
    MaestroConcierge

  • HR

    Give staff answers without interrupting a manager

    Problem
    Staff ask managers the same questions every week: how to book leave, what the expense limit is, what to do when a customer asks for a refund. The answers are in a handbook nobody reads.
    What we build
    An internal chat assistant that answers from your own handbook, policies and procedures, links to the source document, says when it doesn't know and routes anything sensitive to HR or a manager.
    What we measure
    • Policy questions answered without a manager
    • Answers flagged as wrong or out of date
    • Questions routed to HR or a manager
    MaestroConcierge

  • HR

    Turn timesheets into payroll-ready data

    Problem
    Every pay period we collect hours from paper sheets, a phone app and text messages, then spend a day checking them and typing them into payroll. Mistakes turn into awkward corrections on the next paycheck.
    What we build
    Automation that gathers hours from every source, checks them against schedules and your pay rules, flags missing punches and overtime for a manager, and prepares a payroll-ready file. A qualified person keeps the judgment, tax and sign-off and approves every pay run; the automation gives no payroll or tax advice.
    What we measure
    • Timesheets collected on time, by source
    • Exceptions flagged before payroll, and the reasons
    • Corrections needed after a pay run
    • Staff hours spent preparing payroll data
    Maestro

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