Practical AI & automation for owner-run businesses

Find the workflow costing your business the most. Then fix it.

Start with a free 7-Day First Fix Plan: we sit down with you on site or remotely, put numbers on what manual work and missed leads cost, and map the first fix worth building.

REVIEWED · JC/PT
First Fix Plan
01
Leads lost between phone, DMs, and emailFIX FIRST8 intake channels, one owner checking them
$5,900/mo
02
Quote follow-up dying on second touchno reminder past the first reply
$2,750/mo
03
Retyping orders between systemssame order entered three times
9.5 hrs/wk
ESTIMATED RECOVERABLE$8,650/mo

Sample plan. Yours gets built from your numbers, and it's yours either way.

Founded by two Kelowna operators who have built and sold their own companies.

Dragons' Denpitched on CBC; offers from every Dragon
450 storesretail brand built across Canada, sold in 2019
27 yearscombined across revenue and operations, both sides of the business
114k linesof our own code; 320 modules run our business today

Everyone is selling AI to the Fortune 500. We work for the businesses that run your town.

Owners tell us the same story. They tried ChatGPT, bought a tool or two, got nowhere, and the only other option was an agency that wants $50,000 before the first fix. Four in ten owners have brought AI into their business; barely one in ten has it working in daily operations. Most were never shown which workflow to fix first, and that's where we start.

First, we find the leak. Free.

We sit down with you on site or remotely and trace the path a customer takes to reach you or receive your services: every phone call, form, DM, email, and handoff. Within seven days you get your First Fix Plan: a ranked list of what's leaking, what each item costs you per month, and the first fix worth building. It's yours to keep whether or not you hire us.

Get my free plan
Sample First Fix Plan: three ranked leaks with monthly costs and the circled recoverable total

One workflow at a time. We'll talk you out of the rest.

Most AI projects fail because someone bought a tool before diagnosing the problem. We do the opposite: pick the single workflow with the clearest payback, usually lead intake and follow-up, and build it on the software you already own. No rip-and-replace, no six-month roadmap. It's working in weeks. When it proves itself, we look at the next one.

Find your first workflow
A walkthrough list of eight automation candidates: seven crossed out in red with reasons like 'a form does this' and 'no payback', and one boxed to build first: lead intake and follow-up

The best AI is no AI.

Strange thing for an AI company to say, but we mean it. Wherever a plain rule does the job, we use the rule: it's cheaper, faster, and it never hallucinates. AI goes only where it earns its place, and it is always disclosed. Your customers will never wonder whether they're talking to a robot pretending to be a person, and your staff get trained on everything we build.

How we use AI, honestly
FRI 11:42 PM · after-hours call
Automated assistant · disclosedHi, you've reached Elena's Catering after hours. I'm their automated assistant. Want me to take your event details so Elena can call you back first thing?
Yes! Wedding for ~120 people, Sept 19 in Penticton.
Text to the owner, 11:44 PMNew lead: wedding, ~120 ppl, Sept 19, Penticton. Number saved. Call back queued for 8 AM.

The math, in writing, before a dollar is spent.

Every build starts with a business case you can hold us to: what it costs, what it should recover, and how we'll measure it. If we can't show a plausible payback, we'll say so and not take the job. The work carries a conditional guarantee tied to the metric we agreed on. Ask the last person who sold you software for that.

See what things cost
Sample business case: low, medium, and high scenarios with the medium payback of five weeks circled in red

We stay after launch.

An automation nobody maintains is a liability with your name on it. Every build includes a stabilization period, and the Keep-It-Running Plan answers the question owners always ask us: who fixes it when it breaks? We do. By name, with a response time we commit to.

Talk to us
KEEP-IT-RUNNING · WEEKLY STATUS
Leads captured this week14
Median response time4 min
Follow-ups sitting stale0
Alerts needing a human1 · resolved Tue
Next review call: July 18 · Philip

The bottleneck looks different in every business. Underneath, it's usually the same.

Leads arrive from everywhere, follow-up depends on one exhausted person, and nobody knows what it costs.

Trades & home services

Every call missed while you're out on a job is quoted work that went to whoever answered.

Professional services

Intake, follow-up, documents retyped three times. For privacy-sensitive work, we can run AI on a server you own.

Restaurants & catering

The $8,000 catering inquiry that rings at 11:40pm or lands in a DM nobody checks.

Something else? The plan works anywhere leads and admin do. Get yours.

About the founders

Two operators who have built and sold their own companies.

Jon Caldwell

Jon grew a consumer brand from an Amazon side hustle into 450 stores across Canada, pitched it on CBC's Dragons' Den, where every Dragon made an offer, and sold the company in 2019. He has spent 12 years on the revenue side of businesses, served four years in the Canadian Forces, including a deployment to Afghanistan, and lives in West Kelowna with his family.

Philip

Philip has spent 15 years running operations: as a consultant to consulting firms, as a startup CEO, and as the founder of a B2B analytics company in Europe that he built and sold. Most of the 320 purpose-built automation modules running our own company are his work, along with open-source AI tools other developers use. We find the leak together; Philip makes sure the fix keeps working.

Automation we trust enough to run our own business on.

320 purpose-built modules run our company. A few of them:

Instant lead response

Every inbound inquiry gets a personalized, qualified reply in minutes, so no lead sits waiting to be noticed.

Ready-for-review alerts

The moment new work is ready, the right people hear about it automatically. Nobody chases, and nobody asks "is it done yet?"

Walkthrough to costed plan

We walk a business's day to day and hand back a prioritized, priced automation plan. It's the same process behind the First Fix Plan.

Verified research on demand

Answers come back checked against multiple sources instead of one confident guess.

One-click client setup

Onboarding a new client stands up their whole workspace and alerts in a single step.

How engagements work.

Exact pricing comes with your First Fix Plan. Here are the honest ranges so nobody's time gets wasted.

STEP 1
7-Day First Fix Plan

On site where we can, remote where we can't. Delivered within seven days of the visit, and yours to keep either way.

Free · limited spots
STEP 2
Fix-One-Workflow Sprint

The first fix from your plan, built on your existing tools, team trained, measured against the business case. Two to four weeks, typically.

$2,000-$8,000
STEP 3
Stabilization

Two weeks after launch for edge cases and staff adoption. Priced into every build, so there's no surprise invoice.

Included
STEP 4
Keep-It-Running Plan

Monitoring, fixes, improvements, and a human who answers. Most vendors skip this part, and it's the part that matters.

From $500/mo

Canadian funding programs may cover part of an implementation. Eligibility varies by province and changes often; we check what applies to you during the plan work and help with the paperwork.

Frequently asked questions

Why is the First Fix Plan free? What's the catch?

It's currently free for qualified owner-run businesses, and we cap how many we take each month. The catch is that we might tell you not to automate anything yet. That happens, and we'll say so instead of selling you something you don't need.

Do I have to pay for anything to get the plan?

No. The plan is what the free visit produces: the leaks, what they likely cost, and the first fix worth building. Paid work begins only if you ask us to build that fix.

Will AI be talking to my customers?

Only if the workflow calls for it, only with your sign-off, and always disclosed. Nothing we build pretends to be human. Most of what we build isn't customer-facing AI at all: it's routing, capture, follow-up, and handoffs that make sure a person (usually you) gets the right information fast.

Do I need to buy new software?

Usually not. We build on what you already run, and if your current tools genuinely can't do the job we'll tell you what can and what it costs before anything changes. We don't resell software or take kickbacks from vendors.

What happens when it breaks at 9pm on a Friday?

That's what the Keep-It-Running Plan is for: monitoring, a committed response time, and a named human. We don't sell unmonitored automations, because an automation nobody watches causes more trouble than it prevents.

How long does a build take?

Most first workflows are live in one to four weeks.

What does it cost, really?

The plan is free. Most first fixes land between $2,000 and $8,000, and the Keep-It-Running Plan starts at $500 a month. Your exact number arrives with the First Fix Plan, before you commit to anything, alongside what the fix should recover. If the second number isn't clearly bigger than the first, we'll be the ones to point it out.

Who is this NOT for?

Honestly: pre-revenue startups, anyone who wants the whole business automated in a month, and businesses where nobody on the team will own the new system. If you've already decided exactly what tool you want installed, a freelancer will be cheaper than we are.

Do you only work in Kelowna?

We're based in Kelowna and sit down in person across the Okanagan. We take remote clients across North America when the workflow suits it; the plan works fine over a call with screen sharing.

What about our data?

We work inside your accounts with access you grant and can revoke, we document everything we touch, and we never move your customer data into tools you haven't approved. Data handling is written into every agreement. For privacy-sensitive businesses, we can go further: we set up your own AI server at your business, end to end, so client data is handled on a machine you own and never leaves it.

Who are you, anyway?

Two founders who have both built and sold their own companies. Jon grew a consumer brand from an Amazon side hustle into 450 stores across Canada, pitched it on CBC's Dragons' Den, and sold the company in 2019; he's also a Canadian Forces veteran with 12 years on the revenue side of businesses. Philip spent 15 years running operations, as a consultant, a startup CEO, and the founder of a B2B analytics company in Europe that he built and sold. We automated our own business first, people kept asking how, and this company is the answer.

Find out what the leaks are costing you.

A free visit, a ranked plan, and the math in writing within seven days. Worst case, you learn exactly where your leads go and keep the plan. Best case, the most annoying part of your week disappears.

Currently free for qualified owner-run businesses. We respond within one business day.

No pitch. You keep the plan either way.

By submitting, you agree we may contact you about your request. See our privacy policy.