The details are spread out.
The CRM, email, spreadsheets, documents, and the people who know how everything works each hold part of the answer.
AI implementation for established service businesses
AI infrastructure built to scale your service business.
We design and install connected systems across sales, operations, finance, and marketing so your team can handle more work and your business can grow more efficiently.
From finding the first opportunity to building, integrating, testing, and training your team, we handle the implementation.
Book an AI Business AuditFor service businesses doing $1M or more a year, with a team, existing software, and recurring work that creates bottlenecks.
CONNECTED BUSINESS SYSTEMS4 FUNCTIONS
Sales
Operations
Finance
Marketing
Your AI Operating System
Your tools · Company information · Human approvals
Defined jobs. Clear responsibilities. Measured results.
The work behind the growth
More jobs bring more work to coordinate.
There are more quotes to prepare, invoices to check, and questions coming back to you. The same team has more to manage, and you start wondering whether another hire is needed just to keep up.
Your people keep chasing it.
Gathering details, preparing updates, and checking records take time every week. Routine questions keep returning to the owner.
The improvement is hard to name.
You may already pay for ChatGPT or other AI tools. Yet the recurring work continues, and it is hard to point to a measurable business improvement.
- More capacity from your team
- Less repetitive work
- Faster handoffs and follow-up
- Better business visibility
- More room to grow
- Less dependence on the owner
- A measurable reason for the investment
Our 4 implementation areas
Build around the work your business does.
These are examples of work we can assess and implement. The audit determines which workflows are appropriate for your business.
Sales
Help the team move inquiries and opportunities forward.
- Collect customer information before a call.
- Bring customer notes and job details together.
- Prepare quotes using approved business rules.
- Support follow-up and keep the CRM updated.
- Send approved quotes and payment links.
Operations
Help the team deliver work with fewer manual handoffs.
- Gather missing job details and prepare summaries.
- Organize onboarding and recurring steps.
- Route tasks and information to the right person.
- Make approved company knowledge easier to find.
Finance
Support routine financial administration and clearer reporting.
- Check invoice and payment records.
- Organize payment inquiries.
- Prepare replies for staff approval.
- Pull information into reports.
- Highlight items that need someone’s attention.
Marketing
Connect lead generation, follow-up, and performance reporting.
- Capture incoming leads and connect sources to the CRM.
- Support approved inquiry follow-up.
- Assemble campaign reports and show what each campaign brought in.
- Organize repeat content and campaign tasks where appropriate.
How the AI Operating System works
Connected tools, built around specific jobs.
We connect the relevant business tools and information, then build workflows with a clear starting point, a defined task, and a useful result.
1. Start with the request
A new inquiry, record, or recurring task starts the workflow.
2. Use company information
The system follows your instructions and approved business rules.
3. Include the human step
A person reviews the work, handles an exception, or makes the decision.
4. Deliver the result
The approved output reaches the right person or connected tool.
Our implementation team defines the responsibilities and approval steps with your business before the workflow goes live.
Our implementation process
Find it. Build it. Check the result.
Discover and measure
We learn who does each task, how often it comes up, how long it takes, which tools are involved, and where the information lives. We establish the starting numbers.
Prioritize and design
We identify the first workflow worth fixing. We agree on what it should do, the systems it needs, who will use it, and how we will measure whether it works.
Build and integrate
We build the workflow and connect the relevant tools. Company information, instructions, handoffs, and approval steps become part of the process.
Test and train
We test with the people who do the work. We check outputs, exceptions, and approvals, then train the team on how to use the workflow.
Measure the result
We compare the workflow before and after implementation, including the time still spent reviewing the work and maintaining the system.
Case example / Follett Outdoors
From job details to a quote and deposit.
For Nick at Follett Outdoors, we set up AI to collect job photos and details, build a custom quote, and send it to the prospect with a payment link. The prospect can pay the deposit without Nick or his team having to reply by hand.
Job photos and details
Custom quote
Quote and payment link
Customer can pay the deposit
Workflow described in Arturo Johnson’s approved company materials.
Assess the investment
Use the business’s actual numbers.
We look at the cost of the current process, the capacity a change could create, and the work required to implement it.
10 hours a week at $30 an hour
$15,600 a year
10 hours × $30 × 52 weeks in team time.
Measure the work that remains.
Retime the task and include review and upkeep. Explain the resulting value using the client’s actual numbers, then decide whether the next workflow is worth building.
Arturo Johnson / Founder
Built from the work of running a business.
I got into this because I was trying to get time back in my own business. I knew what it felt like to want more customers and still wonder who was going to handle the extra work.
We help business owners find the repeat work worth fixing, install the system, and check whether it is making a difference.
Acquisition and Merger.ai is an AI implementation firm for established service businesses.
Questions before the audit
How implementation works in practice.
What exactly do you implement?
We build connected AI workflows across sales, operations, finance, and marketing. The audit identifies the first workflow worth building for your business.
We already have someone doing this work. How would this help?
We identify repeat steps taking up that person’s time so they can focus on work that needs their judgment.
We already use AI. What would change?
We look at the business process and its result. Which task improved, how much time does it take now, and is the improvement worth the investment?
Will our team need technical skills?
We handle the build, test it with your team, and train the people who will use it.
Can you work with our current software?
We review the existing tools and their connection options before agreeing on the build.
How will we know whether it works?
We agree on the workflow and measure the starting point. Then we compare the result after implementation, including the review and upkeep that remain.
Where does a person stay involved?
We build approval, exception handling, and decision points into the workflow wherever human judgment is needed.
What does implementation include?
The agreed workflow design, build, integrations, testing, and team training. We confirm the scope and any ongoing support before the project begins.
How much does it cost?
The scope and price depend on the workflow, the tools involved, and the work required. The audit helps establish what is worth building and what implementation would involve.
The AI Business Audit
Find the first workflow worth fixing.
On the call, we will look at where your team gets held up, what that work costs today, and what fixing it could be worth. We will identify the first workflow worth addressing and explain what we would build and how we would measure it.
01 / FRICTION
Where does the work stall?
02 / COST
What does it cost today?
03 / VALUE
What could fixing it be worth?
Choose an available time for the 30-minute audit. Web conferencing details are provided upon confirmation.