New Bern, NC ยท Veteran-led
For service businesses. It starts on-site. We map your operation end to end, then recommend, install, and manage AI employees around the work that matters.
From new-lead follow-up to quote follow-up and outreach, each role fits your people, tools, and priorities, and takes digital work off your plate.
Share a little about your business for a private review of your online presence and practical opportunities.
Illustrative example
Overseen by the Sales AI manager, who reports to you through the AI Chief of Staff.
See who does what at each stepStart with one, or combine them. Training is available on its own. None of these is a required first step.
We recommend, install, and manage AI employees and full AI teams around the work that matters most to your business.
What happens
What you walk away with
AI employees with defined roles, connected tools, and agreed review points.
It starts on-site. We map your operation end to end, then decide with you where AI employees can help first.
What happens
What you walk away with
A map of how work moves today, plus a prioritized list of opportunities.
Practical AI education for your people, using your own tasks as the examples.
What happens
What you walk away with
Practice with relevant examples, and a clear way to review an AI employee's work.
Illustrative example
Each AI employee handles several related jobs, reports to an AI manager, and works to goals you set. You approve what goes out.
Select any role to see its duties, handoffs, and what it is measured on.
You and your team
Set the goals and approve what goes out.
Keeps the whole AI team working on your priorities, and keeps you informed.
Directs the AI employees who find and follow up new customers, toward qualified meetings and closed revenue.
Takes each new inquiry from first contact to the right next step.
Researches prospects and drafts the outreach that moves them toward a first meeting.
Keeps your pipeline, owners, and next steps accurate.
Directs your website, search, and content work as one system for bringing in the right inquiries.
Looks after your website, blog, and search presence as a source of new inquiries.
Turns your approved material into LinkedIn posts and holds each one for review.
Directs admin, scheduling, finance, and compliance work, and flags the decisions that need you.
Keeps admin, scheduling, finance, and compliance work visible and moving.
The highlighted Sales path above, from first inquiry to a booked next step.
Website, inbox, or CRM, Your tools
A new lead arrives
A new lead arrives in the tools you already use, with its source attached.
Lead Response, AI employee
Lead qualified and routed
Qualifies the lead against your rules and routes it to the right next step.
Sales Representative, AI employee
Follow-up drafted in your wording
Researches the prospect and drafts a follow-up in your usual wording.
You and your team, Your approval
You approve what goes out
Review the draft, then edit, approve, or discard it. In this example, nothing is sent until you approve it.
Sales Operations, AI employee
CRM updated, next step booked
Records the approved follow-up in the CRM and books the next step on your calendar.
Sales, AI manager
Handoffs checked, progress reported
Checks each handoff and reports progress up through the AI Chief of Staff, flagging anything that needs a person.
Start with one AI employee or a full team, set up around your business. The same structure extends to client service.
Illustrative only. No timing, volume, or result is claimed.
Explore the full AI teamYou run a service business that is growing. You want to win more of the right customers and get the digital work off your desk, from lead follow-up and quotes to scheduling and paperwork. We start with how your business actually runs, not with the technology.
Talk with us about the work you want off your plate, or request a business evaluation. When it fits, we visit on-site, map how work moves end to end, and agree on the roles, the tools involved, and what your team will review.
Not every engagement follows every step.
See how we workStrategixAI is veteran-led and based in New Bern, North Carolina. We work beside service-business teams to understand how the work really happens before we recommend anything. We keep it calm and practical: clear roles, clear permissions, and a person who reviews what matters.
About StrategixAIPractical writing on AI employees, operations, and running a service business.
Read the blogTell us which work you want off your plate, or where new customers slip through. If you would rather start with a private review, the business evaluation looks at your online presence and practical opportunities.
