Meet your SHAXX AI Workforce^™

01What it does, day to day

• Answers inbound calls
• Books appointments
• Qualifies leads
• Answers common questions
• Transfers calls to you when needed

02How it actually works

1. A voice AI agent sits on a dedicated line. You keep your existing number — we forward to it, either on every call or only when you do not pick up in a set number of rings.
2. It works from a script we write with you: your services, your prices, your service area, your hours, and the questions you get asked twenty times a week.
3. When a caller wants an appointment, it reads your live calendar availability and books straight into it.
4. Every call ends in a written record: transcript, summary, and a contact created or updated in the CRM.

03What we do to set it up

1. We sit down for an hour and write the call script from how you actually answer the phone.
2. We connect the number, the calendar and the CRM, then call it ourselves dozens of times until it holds up.
3. You call it and sign off before it ever touches a real customer.
4. We tune the script in the first two weeks from real transcripts.

05What it will not do

The AI Receptionist follows your script. It will not quote a price you have not given it, negotiate, or promise a time your calendar does not have. Anything outside the script gets transferred to you or logged for a callback.

01What it does, day to day

• Follows up with new leads
• Texts back missed calls in 60 seconds
• Runs SMS and email conversations
• Chases estimates and quotes
• Sends appointment reminders

02How it actually works

1. Every new lead — web form, phone call, Facebook or Instagram message — lands in one CRM pipeline and starts a follow-up sequence.
2. If a call is missed, an SMS goes out inside 60 seconds: "Sorry we missed you — this is {Business}. What can we help with?" Most people reply to a text they would never leave a voicemail for.
3. Replies come back into a single conversation thread. The AI answers the routine ones and hands you anything it has not been given an answer for.
4. Quotes get a scheduled chase: day 1, day 3, day 7, then a final check-in — until they reply or you close them off.

03What we do to set it up

1. We map how a lead reaches you today and where they currently go cold.
2. We write the SMS and email sequences in your voice — short, human, no corporate filler.
3. We wire every lead source into the one pipeline so nothing arrives somewhere nobody looks.
4. You approve every message template before a single one sends.

05What it will not do

The AI Sales Assistant sends what you approved. It does not discount, invent offers, or make promises about timing. If a lead asks something off-script, it flags the thread for you rather than guessing.

01What it does, day to day

• Drafts and schedules social posts
• Sends email campaigns
• Sends SMS campaigns
• Runs seasonal promotions
• Re-engages past customers

02How it actually works

1. We build a monthly content calendar around your actual work: jobs you finished, seasonal demand, promotions you want to run.
2. The marketing assistant drafts the posts and schedules them to Facebook, Instagram and Google Business Profile. You get them in a queue to approve.
3. Email and SMS campaigns go to segments of your customer list — everyone who had a furnace serviced two years ago, say, right before winter.
4. Past customers get re-engaged automatically. This is the cheapest revenue in your business and almost nobody does it.

03What we do to set it up

1. We build the content calendar and the first month of posts with you.
2. We import and segment your customer list so campaigns can target properly.
3. We connect your social accounts — you keep ownership of every one of them.
4. Nothing publishes until you approve it, unless you tell us to let it run.

05What it will not do

The AI Marketing Assistant drafts; you approve. It does not run paid ad budgets on its own, invent claims about your business, or post anything you have not signed off on.

01What it does, day to day

• Requests Google reviews after every job
• Monitors your reputation
• Drafts replies to reviews for approval
• Collects customer feedback

02How it actually works

1. When a job is marked complete in the CRM, a review request goes out by SMS and email — with a direct link to your Google profile, so it takes the customer two taps.
2. Timing matters and is configurable: usually a couple of hours after the job, while they are still happy, not three weeks later.
3. New reviews trigger an alert. The review manager drafts a reply in your voice and holds it for your approval.
4. A negative review alerts you immediately so you can deal with it like a human being, fast.

03What we do to set it up

1. We connect and verify your Google Business Profile.
2. We write the request messages and the reply templates with you.
3. We set the trigger and the timing against your job workflow.
4. We turn on instant alerts for anything under four stars.

05What it will not do

The AI Review Manager never writes a review, never incentivises one, and never filters out unhappy customers — review gating violates Google policy and we will not build it. It asks everyone and drafts replies for you to approve.

01What it does, day to day

• Moves jobs through your pipeline
• Runs CRM workflows and automations
• Captures leads from forms
• Sends invoices and payment links
• Keeps customer records up to date

02How it actually works

1. Every lead, job and customer lives in one pipeline with clear stages: new → quoted → booked → done → invoiced → paid.
2. Moving a job between stages fires the workflow attached to it: booked sends a confirmation, done triggers the review request, invoiced sends the payment link.
3. Website and landing-page forms drop straight into the CRM as contacts. Nothing gets retyped.
4. Invoices and payment links go out automatically, and unpaid ones get chased on a schedule you set.

03What we do to set it up

1. We build your pipeline stages around how your business actually runs, not a generic template.
2. We rebuild your forms and connect them to the CRM.
3. We set up invoicing and payments, and the chase sequence for late ones.
4. We migrate your existing customer list in so you start with your history, not a blank database.

05What it will not do

The AI Office Manager runs the workflows we build. It does not do your bookkeeping, file your taxes, or move money — it sends invoices and payment links and records what came back.

01What it does, day to day

• Builds your dashboards
• Sends weekly reports
• Tracks every lead to its source
• Summarizes return on your marketing
• Reports on business performance

02How it actually works

1. Because every lead enters through the system, every lead can be traced to where it came from: Google, Maps, a form, a referral, a campaign.
2. One dashboard shows the numbers that matter: calls answered, leads in, jobs booked, revenue booked, reviews earned, invoices outstanding.
3. A written report lands in your inbox every week. Two minutes to read, no login required.
4. Because spend and bookings sit in the same system, you can see what your marketing actually returned instead of guessing.

03What we do to set it up

1. We define the five or six numbers that actually run your business — not thirty vanity metrics.
2. We set up source tracking on every lead route so attribution is real.
3. We build the dashboard and the weekly report format with you.
4. We walk you through reading it once, and then it just arrives.

05What it will not do

The AI Business Analyst reports what happened. It does not decide your strategy or spend your budget — it puts the numbers in front of you so that you can.