AgentOps / Business services
AgentOps for business services firms
We drive down operating costs and make your team more efficient by handing the repeat work to AI agents, one area at a time, starting with a guaranteed pilot.
In a services firm, your people are the product. Too much of their time goes to admin they can't bill for: intake, time entry, scheduling, billing and reports. We hand that repeat work to AI agent pods, one area at a time.
Use this if you run a midsize services firm, your people spend hours on admin they can't bill for, and you want to grow without hiring at the same pace.
In one short call, we map every department, find your 3 biggest time drains, and show what fixing them is worth. Free, and yours to keep.
What you do with the time back
The agents take the repeat work. You decide what your team does next.
Win 1
Grow without hiring
Serve more clients with the same team. The pods take the intake, billing and reporting work.
Win 2
Move good people up
Your experts spend more time on client work and less on admin.
Win 3
Reshape the team over time
As pods take the admin, you decide how to shape the team. On your own schedule.
Pick your field
AgentOps for your kind of firm
Each page shows the repeat work, first pods and systems for that field.
Business services
Accounting and CPA firms
Document chasing, intake, bookkeeping and billing.
See the page →Business services
Staffing and recruiting firms
Screening, timesheets, onboarding and invoicing.
See the page →Business services
Insurance agencies and brokers
Certificates, renewals, submissions and commissions.
See the page →Business services
Marketing and creative agencies
Client reports, status updates, project setup and invoicing.
See the page →Business services
IT services and MSPs
Ticket triage, alerts, user setup and license billing.
See the page →Business services
Engineering and consulting firms
Proposals, project budgets, document control and billing.
See the page →Business services
Logistics, 3PL and freight
Load entry, tracking, PODs and freight bill checks.
See the page →By department
The repeat work most services firms share
Most services firms share the same repeat work, whatever they sell.
Client intake
- Collect client info and documents
- Send agreements for signature
- Set up new clients in your systems
Scheduling
- Book meetings and jobs
- Send reminders
- Handle reschedules
Time and billing
- Chase missing time entries
- Build invoices for review
- Send payment reminders
Proposals and contracts
- Draft proposals from past work
- Track renewals and contract dates
Client updates
- Send status updates
- Answer routine questions from the file
Reporting
- Build the weekly numbers report
- Build the workload report
Your people keep the judgment calls. Agents do the repeat steps and hand anything unusual to a person.
Example pods
Pods for your kind of firm
Click a tab to see example first pods for your field. Each pod runs one set of work from start to finish, beside your team.
to clients, growth and problems only people can solve
Example only. Your Hand-Off Map picks your real first pod.
to clients, growth and problems only people can solve
Example only. Your Hand-Off Map picks your real first pod.
to clients, growth and problems only people can solve
Example only. Your Hand-Off Map picks your real first pod.
to clients, growth and problems only people can solve
Example only. Your Hand-Off Map picks your real first pod.
to clients, growth and problems only people can solve
Example only. Your Hand-Off Map picks your real first pod.
to clients, growth and problems only people can solve
Example only. Your Hand-Off Map picks your real first pod.
to clients, growth and problems only people can solve
Example only. Your Hand-Off Map picks your real first pod.
How your agent division grows
Step 1
Start with the Pilot
One pod goes live in about 30 days. The before-and-after measure is agreed up front.
Step 2
One pod, one set of work
Each pod runs one set of work from start to finish, and logs every step.
Step 3
Add the next pod
When the first pod proves itself, we add the next one from your plan.
Step 4
Your division takes shape
Pod by pod, they add up to a second division that works beside your team.
Systems
Works with the tools you already use
Common systems we see in this field. No need to switch.
- Practice or job management software
- CRM (HubSpot, Salesforce)
- QuickBooks, Xero or NetSuite
- Microsoft 365 or Google Workspace
- Client portals
- E-signature tools
- Slack or Teams
We check first. Your free Hand-Off Map checks every system you use: can we connect, and can we automate? If the answer is no, we say so and pick a different first pod.
Enterprise value
What it means for your company's value
In a services firm, people are the biggest cost. Hours back go straight to margin.
Buyers of services firms look at margin and at how much depends on the owners. Pods that take the admin lift margin and make the firm run on process. Both show up in what a buyer will pay.
Every pod is tracked against a before-and-after measure, so the gain is written down, not guessed.
Start free
See what you can hand off first. Free.
Use this if you want to know which department to hand to AI agents first, what its bottleneck costs you each month and whether it's safe to start.
What you get
- 1Every department, scannedThe biggest bottleneck in each one, and the systems it runs on.
- 2Hours and dollarsWhat each bottleneck costs you each month, and what fixing it could add to EBITDA and company value. Shown as estimates.
- 3Your top 3 hand-offsRanked on a simple value-vs-ease chart, so your first pick is clear.
- 4A yes or no for every systemOur Tech Check covers tools like Practice or job management software, CRM, QuickBooks, Xero or NetSuite, Microsoft 365 or Google Workspace and more. Can we connect? Can we automate?
- 5A security snapshotGreen, yellow or red: where your data lives, who can reach it and what stays with a person.
- 6A 30-day pilot planFor your first pick, with the before-and-after measure agreed up front. Ready to approve.
- 7A one-page board summaryForward it to your board, partners or investors as is.
- 83 quick winsThings your team can do this week, without us.
- 9The cost of waitingWhat each month of not fixing the bottleneck costs you.
How to get it
- Fill in a short formTell us about your departments, the work that eats their week and the systems you use.
- Have one short callWe walk through each department: where the hours go and what the work runs on. No logins needed.
- Get your mapYour Hand-Off Map comes to you after the call. It's yours to keep.
Free, and yours to keep. No obligation.
Want a full security review too? Ask about the Security Assessment add-on on your call.
Request your Hand-Off Map
Pick a time for your short call, then fill in the short form.
Questions
Our firm is different. Will this fit?
Every firm runs a bit differently. That's why we start with a free Hand-Off Map of your own departments and systems.
Do agents do the expert work?
No. Your experts keep the judgment calls. Agents do the repeat steps around them.
Other industries
Same approach, built around different work. See how AgentOps works.