AI Consultant for Small Business, Santa Cruz

Sound familiar?

Somewhere along the way, you also became the IT department, the marketing team and the business strategist.

Your software was never built to work together, so you copy things from one program to another by hand.
Every week someone pitches you an AI tool, and you cannot tell which ones matter.
The office work gets done at night, after the real work.

Leave it to us. We work out what needs fixing, what can be improved, and which new tools are worth paying for. Then we do it.

How it works

Four steps. Your part is small.

Step 1
We analyze your business. Free.

We read your bookings, jobs, invoices and messages, and write up what they show: where your time and money go, and what to fix first.

Your partOne conversation.
Step 2
You decide.

If you want us to do the work, you sign one agreement and give us a login to the software you use. You do that one time.

Your partOne signature.
Step 3
We do the work.

We fix what the analysis found and keep your software running. We keep working on the numbers that matter to you, such as missed calls, unpaid invoices and repeat customers.

Your partNothing.
Step 4
You get a report every Monday.

One page: what we did, and what we need you to decide. Every three months we do the analysis again, so you can see what changed.

Your partRead it, and make a few decisions.

The free Business Analysis

The kind of analysis large companies pay for.

A large company would not change anything without one. Yours is written from your own records. The first page gives you the answer. The pages behind it show the proof.

Where your money really comes from, and where it goes
Why customers stop coming
Whether your marketing pays for itself
Calls and messages that never got an answer
What to fix first, and what to leave alone

See what is in a Business Analysis

Business Analysis · page 1Sample · fictional business

A healthy business that is losing money in three places.

What is working

Revenue has grown each year. Customers who stay, stay a long time.

Where you are losing money

96 new callers were never called back. 19 finished jobs were never invoiced. One hour in four that you pay your crews for is never billed to a customer.

The three things to fix, in order

Answer every inquiry and follow up every estimate worth about $68,000 a year
Invoice every job you finish worth about $49,000 a year
Connect your software, so nothing is typed twice worth about $45,000 a year

Every number is marked one of two ways: counted from your records, or our estimate.

Every three months

Functional health for your business.

The same numbers, measured again every quarter.

Many people now check their health markers on a schedule, to see what is changing before it becomes a problem. We do the same for your business.

Your first Business Analysis sets your starting numbers. Every three months we measure the same numbers again and put them beside where you started. Each one gets a plain reading: working, watch, or adjust.

You do not pay for it again. It is part of the $500 a month.

You do not spend your days thinking about it. Between analyses we keep watching the numbers and keep improving them. You just know it is happening.

Scorecard · quarterly analysisSample · fictional business

Main number	Start	3 months	6 months	Reading
Days from site visit to estimate	9	4	3	Working
Field hours that were billed	66%		70%	Watch
Your hours a week on office work	22	17	19	Adjust

“Adjust” means something we tried is not producing the result, and it tells you what changes next.

See a sample quarterly analysis

Who does the work

33 AI specialists, and one person responsible for all of it.

A large company would hire a team of specialists for this. We build that team for you, using AI, so a business your size can afford it.

Understanding your business
Analysis and research. They read your records and find what matters.
Setting things up
They set up your software, move your records safely, and connect your programs to each other.
Bringing in customers
They help customers find you, get a fast reply, and leave a review.
Keeping it running
They watch your software and your numbers every week, and fix what breaks.

Chris Cobb is in charge.

He directs the AI team, checks its work, and is the person you call. Thirty years building technology for large organizations. Based in Santa Cruz.

This does not replace your staff. Nobody here answers your phone or greets your customers.

See all 33 roles

Why we do this

You are a doctor, a landscaper, a bodyworker.

You did not train to run software.

Nobody opens a practice or starts a crew because they want to compare scheduling programs, learn new technology, or work out which numbers to watch. All of it has to happen so you can make a living. None of it is why you started.

That part is our job, and we do it well. Chris Cobb spent 30 years putting technology to work for large companies. Your business now gets the same kind of team.

Chris decides what is worth doing from your own numbers. We fix what is not working, move you to better software where the numbers show it will pay, and keep everything running.

You make the decisions that are yours. We handle the rest, so you can do the work you love.

“The most valuable thing we gained is the freedom to do more of what we started this practice to do.”

A Sannidhi client, Santa Cruz County

$500

a month

The kind of team large companies pay for.

What it costs

One price. The first analysis is free.

Ten years ago, this meant hiring an outside firm and paying for every person it assigned to you. Now the specialists are AI, and Chris directs them. That is why it costs $500 and not thousands.

No contract. Stop any month.
Your price never goes up while you stay
A new Business Analysis every three months, included
The analysis is yours to keep either way
Software companies do not pay us

Work already done

Three local businesses. The same steps every time.

Analyze
Plan
Approve
Build
Go live
Improve

Custom woodworking shop

Every job and quote in one place, after seventeen years in email.

We started with a long conversation in the shop and six months of the owner's own email. That became a plan he approved piece by piece. One place for every job, a new website, and a Google listing customers can call from are all live. Job tracking from first inquiry to delivery is being built now.

TrumanMade Woodworking · live, and still improving Read the case study Wellness practice

A practice that follows up with patients on its own.

We began by learning how the practice ran day to day. The plan put first things first: move the whole schedule to new software with both running side by side until nothing was lost, then a new website, then follow up that sends itself. Each piece went live with the owner's approval.

Healing Waves Wellness · live, and still improving Read the case study Acupuncture practice

Seven years of records read before a single recommendation.

We read every appointment on record, then compared three software options against changing nothing. The owner chose one and approved each piece. We set it up around how the practice works, moved the patient list across, and tested it from booking to payment before the old software was switched off.

Tao Performance Acupuncture · live, and still improving Read the case study

Questions

What owners ask first.

Is the first Business Analysis really free?

Yes. You keep it whether or not you work with us. If the right advice is to change nothing, that is what it will say.

Is the team real people?

The team is AI. One person directs it, checks its work and is responsible to you: Chris Cobb.

Will this replace my staff?

No. Nobody here does a front desk job or a field job. We take the software work off your staff.

Do I have to learn new software?

Only if your numbers show a change will pay. If your software stays, your staff keep the screens they know. If it changes, we set up the new software, move your records and show your staff how it works before the old system is switched off. You never have to choose software, set it up, or keep it working.

Are you an AI consultant for small business?

Yes, and we also do the work. An AI consultant usually hands you a written assessment and leaves. We write the analysis free, then build what it recommends and keep it running. How to choose an AI consultant for a small business

What if I want to stop?

There is no contract. You can stop any month. When you do, we remove our logins and your passwords are changed.

Do the work you started your business to do.

Somewhere along the way, you also became the IT department, the marketing team and the business strategist.

Four steps. Your part is small.

We analyze your business. Free.

You decide.

We do the work.

You get a report every Monday.