AI workflow decisions for owner-led service businesses
Dane reviews one revenue or operating bottleneck—missed calls, quote follow-up, website conversion, or repetitive office work—and turns it into a decision and build brief your team can actually use.
Thirty or sixty minutes. No account required. A request is not a confirmed appointment; scheduling and payment are handled separately by email.
Named operator: work directly with Dane.
Bounded scope: one workflow per session.
Honest output: build, improve, or do nothing.
Two working sessions
30 minutes
$249
Deciding whether one workflow is worth fixing
Focus one revenue or operating bottleneck and leave with a written decision brief.
60 minutes
$399
Mapping a workflow your team is ready to evaluate
Turn one qualified opportunity into a build-ready operating brief with rules and handoffs.
Operator, not anonymous agency
The work is not limited to choosing a model or installing a widget. It connects customer demand, intake, rules, human handoffs, internal tools, and measurable outcomes.
About Dane and the standardFour useful starting points
Phones and lead capture
Decide how unanswered inbound calls should be captured, qualified, routed, and handed to a person without pretending every call can be automated.
See the workflowSales and conversion
Map the rules that move a quote from sent to answered while keeping pricing, consent, and high-value conversations under human control.
See the workflowWeb and customer journey
Find where a public website loses qualified buyers and decide whether the fix is content, forms, routing, chat, quoting, or the underlying offer.
See the workflowOperations and enablement
Separate repeatable decisions from exceptions so AI can reduce search and drafting work without becoming an unaccountable system of record.
See the workflowSelected work
Dane identifies these as selected work. Descriptions are limited to observable public product scope; no invented customer results or ROI figures are presented.
Marketplace and directory
A public directory for finding and comparing coach-submitted profiles by location, specialty, price, and session format.
View public product
Lead generation and transportation operations
A transportation planning and quote funnel spanning party buses, limousines, shuttles, sprinters, and coach buses.
View public product
Internal sales application
An access-controlled vehicle quoting and booking-management application for Limo Bus Reservations agents.
View public productEvidence-backed guides
Phones and lead capture
Measure the problem, bound the agent, design human transfer, and test booked outcomes instead of calls answered.
Read the guideAI readiness
Use a 25-point checklist covering workflow, data, rules, ownership, failures, measurement, and kill criteria.
Read the guideMeasurement and ROI
Separate activity, pipeline, bookings, collected revenue, contribution profit, full cost, and customer guardrails.
Read the guideThe method
Start with real calls, leads, tasks, documents, and outcomes.
Give inputs consistent fields, states, owners, and definitions.
Use deterministic rules for promises, prices, eligibility, and risk.
Use AI for classification, extraction, drafting, and bounded recommendations.
Send uncertainty, exceptions, and consequential decisions to a person.
Tie the workflow to time, qualified leads, bookings, revenue, cost, and errors.
See the product before buying
The sample shows the structure used to turn a vague automation idea into an operating decision without pretending an example is a customer result.
Open the sample briefGood fit
Not a fit
Before you request
Because The Audit is intentionally limited to one workflow. You provide the business and problem before the call; the session is used to test the economics, inputs, risks, and next decision—not to survey your entire company.
No. The paid product is diagnosis, workflow planning, and a written brief. A finished implementation, software subscription, integration, or managed service requires a separate written scope.
Bring one workflow, its monthly volume, the tools involved, the person who owns it, a few real examples, and the outcome you want to improve. Exact numbers are useful; confidential customer data is usually not needed for the first conversation.
No. A recommendation depends on the quality of the inputs, execution, customer behavior, vendors, and other conditions outside the session. The goal is a better decision and a testable plan—not a guaranteed result.
Possibly, when the work is a clear fit and capacity is available. Implementation is optional and is never included or implied in the $249 or $399 session fee.
The brief can identify operational risk and where specialized review is needed. It is not legal advice. Consequential customer communications, consent, recording, pricing, and availability should remain behind approved rules and human oversight.
No. A form change, routing rule, clearer script, better source data, or no build at all can be the right recommendation. AI is useful only when it improves the full workflow.
Submitting the form creates an unconfirmed request. Scheduling and payment are handled separately by email; the session is confirmed only after those details are agreed in writing.
Start with The Audit when you need to decide. Choose The Build Brief when the opportunity is already qualified and needs operating detail.