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Back Office Assistant

Stop losing leads and time to backend chaos.

Back Office Assistant is a done-for-you digital assistant for service businesses that handles lead triage, follow-up, booking, CRM updates, intake, and routing — so fewer leads slip through the cracks and your team spends less time on admin.

Book a 20-Minute Backend Audit

Installed in 14 days. Managed for you monthly. No custom software project required.

Fewer missed leadsCleaner backend opsBuilt for service businesses

The real problem

Most small businesses do not need more software. They need a cleaner operating system.

Leads come in and sit too long
Follow-up is inconsistent
CRM data gets messy fast
Intake is manual and repetitive
Scheduling creates more work
The owner becomes the human glue

What it does

A tighter backend without more headcount.

  • Respond to new leads faster
  • Qualify and route inquiries automatically
  • Follow up without relying on memory
  • Book qualified calls cleanly
  • Keep CRM records updated
  • Trigger intake and handoff steps
  • Send a simple weekly owner summary

What’s included

Clear scope. No fake “AI employee” nonsense.

  • Lead and inbox triage
  • Follow-up engine
  • Qualification logic
  • Booking handoff
  • CRM updates
  • Intake routing
  • Weekly summary

How it works

Simple install. Managed monthly.

1. Audit

We inspect your current lead and admin flow.

2. Map

We define what gets automated, routed, or escalated.

3. Install

We connect the tools you already use and build the workflow.

4. Tune

We monitor, improve, and maintain it so it keeps working.

Pricing

Three packages. Clear boundaries.

Start with one workflow, then expand only if the economics make sense.

Starter

$1,500 setup + $750/mo

One core workflow. Fastest path to proof.

  • 1 workflow
  • Up to 2 connected tools
  • 14-day tuning window

Growth

Flagship

$3,500 setup + $1,500/mo

Our flagship package for service businesses with real lead flow.

  • Up to 3 workflows
  • Monthly optimization
  • Best fit for most clients

Pro

$6,500+ setup + $2,500–$4,000/mo

For more complex businesses with multiple workflows.

  • Multiple workflows
  • Advanced routing
  • Higher-touch support

Best fit

Built for owner-led service businesses.

  • • agencies
  • • home service businesses
  • • law, accounting, and bookkeeping firms
  • • med spas and clinics
  • • real estate teams
  • • consultants and service operators

Trust and objections

Will it sound robotic?

No. Messaging and routing rules are tuned to your business, tone, and actual workflow.

Will this work with our tools?

Usually yes, as long as your core systems are standard and accessible. We scope that during the audit.

What if something needs a human?

High-risk or exception cases can be routed for review instead of being auto-handled.

Do we lose control?

No. You keep ownership of your tools, accounts, data, and access.

Final CTA

Turn your messy backend into a reliable system.

Book a 20-minute Backend Audit and we’ll show you where the assistant can save time, catch revenue leaks, and reduce admin drag.

Book a 20-Minute Backend Audit