Put AI to work in your business.
You know your customers, your work, and what needs to get done. Learn how to give AI useful work and guide it toward a result you can use.
All the information here is free. I’m not selling anything.
See it in actionFind the follow-ups hiding in your inbox.
Use an AI tool you’ve already given access to your business email. Ask it who might need a reply, then guide what it does next.
Fictional example. Thread links are placeholders.
- Owner
Look through my business email from the last three months. Find customers or open estimates that might need a follow-up. For each one, show me the email thread, the last message date, and why you flagged it. Don't send anything or change any records. If you can't see phone calls or job records, say so.
- Agent
I found eight possible follow-ups. Here are three to look at first:
- Patio estimate [thread link] — Customer asked about paver colors 18 days ago. I can’t see an email reply.
- Deck repair [thread link] — Estimate sent 15 days ago. I can’t see a response.
- Fence job [thread link] — Customer asked about timing 9 days ago. I can’t see an answer.
- Owner
We already spoke to the deck customer by phone. Remove that one. Focus on open estimates and customer questions we haven’t answered.
- Agent
Deck repair is off the list. The patio color question and fence timing question still need your review. I can see email, not your calls or job records, so check those before following up.
- Owner
I have both paver samples in the truck. Draft a reply asking if Tuesday afternoon works for me to bring them by.
- Agent
“Hi Maya—I’ve got both paver samples available. Would Tuesday afternoon work for me to bring them by so you can see the colors in person?”
Draft only. Review it before sending.
Try it with your own inbox. Copy the owner’s first message into your AI tool.
You don’t need to get the first instruction perfect. Tell it what it missed, add what you know, and ask it to improve the result.
What else could you put AI to work on?
Turn finished project photos into marketing.
Use your job photos and notes to draft social posts and a project story for your website.
Organize incoming job documents.
Sort invoices, receipts, and notes into the right job folders so you can find them when you need them.
See what your marketing produced.
Bring leads, appointments, and completed marketing work into one clear weekly report.
Explore all free resourcesWhat I’ve built and how we use it.
I build our own internal sales software, custom skills—reusable instructions for jobs we do repeatedly—and workflows that connect the steps. I manage and run them in our home improvement business. That’s what makes the work easy for us to repeat.
Our agent prepares pricing and quotes, puts the PDF together, and drafts the customer email. Each week, it pulls our marketing data and suggests what to do next. I review the suggestions, approve the work, and it starts the tasks.
I keep reviewing and improving how these tools work together. I’m sharing what I learn, including the instructions and examples, so other owners can build that capability in their own businesses. All of it is free.
Read my story