A contractor and homeowner thoughtfully reviewing plans in a kitchen

AI consulting
for small business.

Win more customers. Reduce your costs.

Internet marketing through ChatGPT, Google, and Facebook. Cost optimization that tackles unnecessary spending. AI strategy and hands-on implementation to help your business grow.

Talk AI with us Start with an hour of advice and a clear recommendation.
A practical place to start

Free Growth &
Savings Review

Choose one priority: more customers, lower costs, or less admin. We’ll review your business and recommend where to start.

  • One hourFocused on your priority
  • One-page planClear, practical next steps
  • Three recommendationsRanked by likely value and effort
Book my free review No obligation.

Your one-page action plan is yours to keep. Implementation is optional and scoped separately.

You know your business.
We know how to put AI to work.

You can see the potential. What should you actually do with it? What’s worth paying for? Who has time to figure it out?

That’s where we come in. We look at how you attract customers, deliver your work, and make money. Together, we choose the few changes that can make the biggest difference, with a plan that fits your budget and the people doing the work.

You get the advice, the setup, and someone to call as you grow. Picture a team that knows how to use AI, work that moves without you chasing it, and more time to spend on the business you want to build.

Grow your business.
Make every dollar work harder.

Internet marketing, cost optimization, and AI consulting. We help you choose the right priorities, put the changes in place, and measure what they deliver.

Internet marketing

Help the right customers find you and take the next step.

We improve your website and search visibility, plan and manage Google and Facebook advertising, and help your business become easier to discover in ChatGPT search. Where your account is eligible, we also support ChatGPT ad campaigns. Each channel has a clear role, budget, and way to measure inquiries and sales.

Discuss this service
  • Improve website content and landing pages so visitors understand your offer and can contact you.
  • Strengthen visibility in Google and ChatGPT search with clear business information and accessible website content.
  • Plan and manage paid campaigns on Google and Facebook, with ChatGPT advertising where your account is eligible.
  • Connect campaign activity to inquiries, bookings, and sales where your systems allow.
  • Review results and adjust messaging, audiences, and spending against your business goals.
Cost optimization & cost takeout

Reduce the costs that do not earn their place.

We review vendor contracts, software, cloud services, administration, and everyday processes to find where money is being wasted. Together, we prioritize practical changes, help put them in place, and track realized savings after implementation and ongoing costs, while protecting the service your customers depend on. Where AI tools are part of that spending, we set up Oabo Scorecard so the cost of each tool, and the work it supported, sit in one monthly view instead of scattered invoices.

Discuss this service
  • Establish a spending baseline across vendors, software, cloud services, and administration.
  • Remove unused subscriptions, consolidate overlapping tools, and review supplier terms.
  • Simplify repetitive processes and use automation where the economics support it.
  • Prioritize recurring savings by value, implementation cost, effort, and impact on delivery.
  • Track actual cost reductions separately from time freed up, net of implementation and ongoing costs.
  • Bring AI subscriptions into one inventory in Oabo Scorecard and review what each one returns.
AI consulting & strategy

Know what AI could do for your business. And what to do first.

We look at where customers wait, work gets repeated, and costs add up. Together, we choose the changes worth making first, simplify the steps, and decide where AI can help. You get a practical plan with costs, responsibilities, and a clear way to judge the result. We set up Oabo Scorecard early, so the measure you agreed on is recorded from the start rather than reconstructed months later.

Discuss this service
An illustrated AI action plan with papers arranged along a path of priorities.
Illustrative example Your AI action plan

A short action plan ranks opportunities by value, effort, and cost, then identifies what to tackle first.

  • Find opportunities in marketing, sales, customer service, and daily operations.
  • Review your current AI use and identify what you could be getting more from.
  • Choose a few worthwhile changes by likely benefit, effort, and total cost.
  • Agree on a starting point, who handles each step, and how to measure the difference.
  • Set up Oabo Scorecard to record AI costs, the work supported, and the evidence behind the result.
AI tools & team training

Make AI useful to the people who run your business.

We help choose tools that fit your business and practice with your team on the work they actually do. Your staff learns how to check answers, protect private information, and know when a person should take over. Simple instructions and clear responsibilities help the new way of working stick.

Discuss this service
An illustrated learning desk with a laptop, task notes, and work ready for review.
Illustrative example A reply ready for review

A customer asks to reschedule. AI drafts a reply from your availability for your team to check.

  • Choose tools that fit your work, budget, and existing systems.
  • Practice on the emails, plans, research, and documents your team handles.
  • Learn how to ask better questions, check answers, and protect private information.
  • Give staff clear instructions, a person to ask for help, and practice using the tools in daily work.
Ongoing AI advice

Have someone to call when the next AI question comes up.

After launch, we help you check whether the changes are earning their place. Review customer results, costs, time freed up, and where your team needs help. Together, we decide what to improve, expand, or stop as your business changes. Your monthly Oabo Scorecard readout is the basis for that conversation: what the AI tools cost, what work they supported, and what the evidence shows.

Discuss this service
Illustrated charts and planning notes arranged for a business review.
Illustrative example A clear next move

Review tool costs, useful output, and team feedback. Leave with a decision on what to keep, change, or try next.

  • Talk through new opportunities and questions with your AI advisers.
  • Compare results with the starting point and resolve problems with the people doing the work.
  • Assess new tools before adding another subscription or changing a process.
  • Expand what proves useful and adjust or retire tools that are not earning their cost.
  • Review the monthly Oabo Scorecard readout and decide what to keep, expand, or stop.
Calls, bookings & follow-up

Give the next customer a reason to choose you.

We set up AI to answer calls and messages, collect job details, and follow up on inquiries. Eligible appointments go into your connected calendar within your availability and booking rules; exceptions come to your team.

Discuss this service
An illustrated smartphone inquiry connected to an appointment calendar.
Illustrative example From inquiry to appointment

A customer requests an estimate. AI offers an available appointment from your connected calendar, following your booking rules.

  • Answer calls and messages using your services, policies, and voice.
  • Qualify inquiries by job type, location, and the criteria you choose.
  • Book appointments within your availability and booking rules.
  • Follow up on unanswered inquiries and bring exceptions to your team.
Email & office

More business shouldn't mean another night in your inbox.

We organize incoming messages, prepare routine replies within your rules, and turn requests into tasks and reminders. Your team gets a daily view of priority customers, overdue follow-ups, and decisions that need a person.

Discuss this service
Illustrated message cards organized into a daily brief with replies and decisions to review.
Illustrative example Your morning, organized

A morning brief brings together priority messages, overdue follow-ups, drafted replies, and the decision holding up a job.

  • Sort messages by customer, job, and urgency as they arrive.
  • Handle routine replies within your rules and flag decisions for you.
  • Turn email requests into calendar entries, tasks, and reminders.
  • See overdue follow-ups and today's priorities in one daily summary.
Estimates, proposals & paperwork

Get the quote out while the customer is still interested.

We turn site notes, your scope, and your pricing into proposal drafts for your review and approval. Missing details are flagged, job documents stay together, and follow-ups run on the schedule you set.

Discuss this service
An illustrated model house and site notes connected to a prepared proposal document.
Illustrative example From site notes to a proposal

Site notes become a proposal draft with scope, estimated price, and exclusions clearly set out for your approval before sending.

  • Build proposal drafts from your notes, templates, and pricing.
  • Chase missing job details before they hold up the work.
  • Follow up on sent estimates on the schedule you set.
  • Keep job documents together and send approved invoice reminders.
Custom tools & customer follow-up

Connect your systems. Keep customer follow-up moving.

We simplify the steps and check what your existing software can already do. When a gap remains, we compare buying a tool with building one, including the cost of keeping it running. We connect customer records, reminders, and follow-ups so work moves smoothly between your team and your systems.

Discuss this service
An illustrated landscaping campaign with coordinated plant imagery across a screen, phone, and printed card.
Illustrative example A seasonal follow-up, ready to review.

A seasonal landscaping reminder connects an approved offer with customer follow-up and a booking page.

  • Build a custom tool when off-the-shelf software misses the job.
  • Connect customer records and remove repeated data entry between systems.
  • Set up approved follow-ups for repeat visits, renewals, and seasonal services.
  • Bring customer replies back to your team and show them how to use what we build.

What could that
look like in your business?

Create marketing campaigns and media, turn site notes into proposals, and keep the office moving. Explore how AI could help you win more business and take work off your plate.

Picture your next working day

You’ve closed for the day.
A new job is booking.

A homeowner gets an answer and an estimate visit on the calendar. You find the details in the morning.

See it for your business
Your front deskIllustrative example
New customer · 7:45 p.m.

Can I book a kitchen estimate for Thursday morning? I’m in Riverside.

Your assistant

You’re booked for Thursday at 10 a.m. I’ve sent your confirmation and a reminder. What would you like us to look at?

An estimate visit on the calendar.Your availability. Your service area. You’re off the clock.

Illustrative examples. We build around your tools, permissions, and agreed rules. Campaign creative, proposals, and outgoing paperwork follow your review process.

Your tools.
Working together.

The message, the booking, the paperwork. Keep the work moving between the tools you already use.

We connect the useful pieces, so your team spends less time copying details and chasing the next step. Your rules decide what happens automatically and what comes to you for review.

Talk through your setup

Messages & texts

Turn a customer’s question into a reply, an appointment, or a follow-up for your team.

SMS and Apple Messages for Business

Email & documents

Find the important message, draft the response, and keep the right documents with the job.

Gmail, Outlook and your shared files

Calendars & bookings

Offer the times you can actually deliver, send reminders, and keep schedule changes in sync.

Google Calendar and Outlook Calendar

Accounting & job paperwork

Track open invoices, flag missing details, and prepare reminders for your approval.

QuickBooks Online and the records you already keep

Already using iMessage with customers? We’ll review how you use Apple Messages and recommend the right business setup. For every tool, we confirm what your account supports before building.

On the job. In the shop.
At the front desk.

The work looks different. The ambition is familiar: more customers, a stronger business, and room to breathe. Find yours.

Don’t see your business? Let’s talk about it.

Our accelerator

Know whether your AI spending is earning its place.

If you are paying for several AI tools — ChatGPT, Claude and the other tools you already pay for — the bills arrive separately and the benefit is hard to pin down. Oabo Scorecard, built by AgentX’s founders, brings those costs into one place, records the work the tools supported and the evidence behind the value, and gives you a short monthly view. Cash, hours freed and estimates stay separate. We set it up in the first weeks of an engagement and walk you through it each month, so you can decide what to keep, expand, or stop.

Oabo Scorecard is the best tool for six jobs that keep catching small businesses out.

  1. Seeing where AI is workingFind where AI is creating value in your business, and where it is not.
  2. Focusing on the benefits worth havingDecide which benefits are worth measuring, owning and chasing, and leave the rest alone.
  3. Growing what worksUse what the evidence shows to expand a tool, change how it is used, or stop paying for it.
  4. Understanding the moneyAI costs across every tool, beside the benefits they support. Cash, hours freed and estimates stay separate.
  5. Explaining it to other peopleA monthly report you and your accountant can read quickly, and someone else can check.
  6. Knowing what you haveEvery AI tool, assistant and agent in one inventory, each with someone responsible for it.

A clear plan.
Help getting it done.

Start with one business priority. Get the right changes working, help your team use them, and check the difference they make.

  1. 1

    Choose what matters most.

    More bookings? Lower costs? Faster quotes? We look at what is holding you back and rank practical changes by likely benefit, cost, and effort. You know what to tackle first and what can wait.

    One priority. A clear starting point.
  2. 2

    Get the changes working.

    We agree on the scope, cost, and who handles each step. Then we simplify the work, set up the right tools, test the details, and train your team. For an AI build, you see a working demo before committing to implementation.

    A named contact, from planning through setup.
  3. 3

    Make it part of the business.

    We help your team settle into the new routine and compare results with where you started. Track customer results, actual savings, and time freed up separately. Improve what needs attention and expand what proves useful.

    Ongoing advice, with progress you can see.
Why AgentX Partners

The strategy to move ahead.
The expertise to make it happen.

Business strategy and technical delivery, together. One consulting partner responsible for turning AI into useful, everyday results.

We find the opportunities that matter to your business: stronger marketing, lower operating costs, faster follow-up, and more capacity. Then we recommend where to invest and take responsibility for getting it working.

Our work includes Oabo Scorecard, which connects AI spending to evidence of business value, and assistants for reception, email, and scheduling. We bring that experience to your business, with recommendations you can understand and tools your team can use.

You have a named point of contact who knows your business and stays responsible through planning, setup, training, and ongoing support. We handle the details. You stay focused on your customers and the business you want to build.

Before you
give us an hour.

Can you market my business through ChatGPT, Google, and Facebook?

Yes. We bring together your website, search visibility, campaign creative, and paid advertising. For ChatGPT, we work on discoverability and assess advertising options for eligible accounts. We choose channels around your customers and budget, then track inquiries and acquisition costs. Search inclusion and recommendations are controlled by the platforms.

What does cost optimization and cost takeout include?

We review vendor spending, software subscriptions, cloud costs, and recurring operational work. You get a prioritized plan for removing unnecessary costs and improving processes while protecting customer service. We help implement approved changes and track realized savings after implementation and ongoing costs.

I know AI could help. I don’t know where to start.

That’s a good reason to call. We’ll look at how customers reach you, how work moves through the business, and where you keep getting pulled in. You don’t need a technical brief or a solution in mind.

I already use ChatGPT. What would you add?

We review what you’re already doing, where you’re getting value, and where you’re leaving opportunities on the table. That might mean helping your team use AI better, choosing a different tool, or connecting AI to the way your business runs. You get advice on what to do next and help putting it into practice.

Can you help with the strategy before we build anything?

Yes. AI consulting starts with your goals, your current tools, and how your business works. We help you prioritize opportunities, understand the costs and tradeoffs, and decide what is worth doing. You don’t need to arrive with a solution in mind.

Will this turn into a big, expensive project?

We start with a focused opportunity and show you a working demo. Before the full build, you see the scope, cost, and what success should look like. You can start with one solution and expand when there’s a reason to.

What will I actually see after the first call?

A recommendation shaped around your goal. For marketing, that means a proposed channel plan and next steps. For cost optimization, a defined spending review and the records we need. For a focused AI solution, we can show a working demo within a day of the conversation.

Will our customers still feel looked after?

We build around your service standards: how you speak, what you offer, and when a person should step in. You review how the assistant handles requests before it goes live. The aim is attentive service even when your team is occupied.

How will we know the changes are working?

We agree on a few useful measures before starting: for example, inquiries that become bookings, how long quotes take, or recurring spending. We compare results with that starting point. Actual savings are measured after setup and running costs; time freed up is reported separately. Reviews help us decide what to improve or expand.

Do I have to change all our software?

We start with what you use. Where those tools support the connections you need, we build around them. If something needs replacing, we explain the reason and the tradeoff before you spend money.

Ready for more customers
and lower costs?

Let’s look at your marketing, your spending, and your goals.
Start with a conversation and a clear recommendation.

Talk with our team