B6 · Ready-made system
Owner's Command Brief
The problem
What's going wrong
No one reviews the calls. KPIs live in five tools. Invoices and reminders wait for the owner. Every question goes through you.
What it fixes
What changes
- No weekly KPIs
- Calls never reviewed
- Invoicing and reminders waiting on the owner
- The owner as the bottleneck for every answer
How it works
Three agents, one system
Agent 1
KPI & call-QA analyst
Pulls numbers from your tools every week and scores a sample of calls against your script.
Agent 2
Back-office assistant
Drafts invoices, payment reminders and routine follow-ups for approval.
Agent 3
"Ask the business" assistant
Answers questions like 'how many inspections did we book last month?' from your own data, with links to the source.
Works with
- CRM
- Accounting (QuickBooks, Xero)
- Phone system
- Google Sheets
Every Monday
You see what it did
A one-page report in your inbox, with numbers from your own phone system and CRM.
Monday owner brief
Your business · week 44
| Calls in | 142 |
|---|---|
| Answered by your team77% | 109 |
| Handled by AI (missed / after hours) | 29 |
| Transferred to a personemergencies + asked for a human | 4 |
| Web leads replied to in < 60 s | 37 / 38 |
| Appointments booked by AI | 11 |
Worth a listen
- Tue 7:42pm: caller asked about financing twice; no follow-up booked yet.
- Thu 2:15pm: transferred emergency, answered in 18 s.
Timeline
3 weeks
Price
$1,500–$3,000 setup + $500–$900/mo
Usage (minutes, SMS, AI) is billed on accounts in your name.
ROI example
- The owner spends 6 hours a week on reports, invoices and reminders
- Half of that comes off their desk
- Owner time valued at $100/hour
About 13 owner hours a month back, worth roughly $1,300/mo at that rate.
Example with stated assumptions, not a promise.
Risks, and how we handle them
- Numbers don't match the source tools.
- Every figure links back to where it came from, and we reconcile in week one.
Best fit
- The owner still does the admin
- Data is spread across several tools
Not a fit: If you already have a weekly dashboard you trust, start elsewhere.
What it looks like in your industry
Roofing
Monday brief: inspections booked, estimates sent, close rate by rep, and three calls worth listening to.
HVAC, plumbing & electrical
Calls booked vs missed, by tech and by day, plus overdue invoices.
Law, accounting & consulting
Billable vs non-billable time, WIP and overdue invoices, every Monday.
Agencies & B2B services
Pipeline, utilization and late invoices in one weekly page.
Find out where you're leaking, free.
We'll call your line, test your form and check your reviews, then send a ~90-second video of what your customers experience.