Answers for your office, from the documents you already trust.

Your SOPs, intake scripts, pricing notes, policies and past answers become a private reference your staff can ask. Every answer names the document it came from. Anything that goes to a customer still waits for a person.

Run the Product Check8 questions, about 2 minutes.
or book the $297 Revenue Leakage Review

Install $5k–$12k one-time, then $500–$2k a month.

Example. The question, the policy and the document are made up. The layout is what your staff would see.

Six places office knowledge usually goes missing.

Where it earns its keep.

Staff questions
“How do we handle this request?” answered from your approved SOPs and policy notes, instead of whoever remembers.
Intake
Office staff ask the right questions and collect the right details before work is assigned.
Proposals
Standard wording, scope boundaries, FAQs and past examples, without digging through folders.
Customer replies
Draft answers that name their source, for staff to check before anything reaches a customer.
New hires
A way to look up how things are done here without interrupting the owner all day.
Unclear questions
When the answer isn’t in the documents, or it’s sensitive, it goes to a person. It doesn’t guess.

It only answers from documents you’ve approved, and it names the document.

How it gets built.

  1. Collect what you trust.

    We find the documents, SOPs, FAQs and intake examples your office already relies on.

  2. Sort and scope it.

    The material is cleaned up, labelled and fenced in, so answers stay inside what you’ve approved.

  3. Answer with the source named.

    Each answer says where it came from and when it should go to a person instead.

  4. Review the misses.

    We go through what it couldn’t answer, fix the documents, and keep sensitive questions with people.

Who it suits, and where it stops.

Offices it suits

  • Yes: Insurance agencies, bookkeeping and accounting offices, property managers, franchises, construction and admin offices, internal support desks.
  • Yes: Teams with real SOPs, intake scripts, pricing notes, policy documents, or the same questions every week.
  • Yes: Owners who want fewer interruptions and the same answer every time.
  • Yes: Businesses willing to decide what it may answer, draft, or hand to a person.

What it won’t do

  • No: Regulated, legal or medical advice.
  • No: Financial decisions.
  • No: Contract commitments.
  • No: Anything that should stay with a licensed professional.

Prices in USD. The install is one-time; the monthly fee covers monitoring and changes.

What it costs.

Office Knowledge Sprint

PackageInstallMonthlyBuilt forIncludes
Office Knowledge SprintFor offices where SOPs, policies, pricing notes, and repeated questions slow the team down.All packages and the $297 review
Install$5k–$12kone-time
Monthly$500–$2kper month
Built forAgencies, bookkeepers, property managers, franchises, construction/admin teams.
Includes
  • Document/source audit
  • Private knowledge base
  • Source-cited answers
  • Escalation rules
  • Draft support for staff review
  • Ongoing improvement loop

Start with the question your office answers most.

Bring the SOPs, scripts, policies or the questions that keep coming back. The review maps whether a knowledge base is worth scoping, and the Product Check tells you in two minutes whether to start here.

Run the Product Checkor book the $297 Revenue Leakage Review

After you click

  • Your result shows on screen. No email needed.
  • If lead follow-up is the bigger leak, the result says so.