Requests coming from everywhere
Emails, phone, forms: sorting everything and passing it to the right person takes time.
Your industry · Business services
Fiduciaries, agencies, offices: AI sorts requests, prepares documents, follows up with clients and frees up management's calendar.
Documents and follow-ups
Missing documents, contracts, deadlines: precise tracking, client by client.
A packed management calendar
Meetings, minutes, emails: the time left to lead keeps shrinking.
What it adds up to
With simple assumptions that you replace with your own in the simulator.
Revenue
Custom CRM
CHF 38’400
in extra signed quotes per year
8 quotes not followed up each month, 20% of which would be signed after a follow-up, worth CHF 2’000 on average.
Example calculations with assumptions to replace with your own, over 46 working weeks (12 months for quotes). The amounts do not add up: each rests on its own assumptions. This is not a promise of results.
The most useful solutions in your industry, in the order we most often start with.
- 01See the solution
AI automation
Repetitive tasks run on their own.
An agency: every new client receives their contract, questionnaire and access, with no manual work.
- TimeHours freed up every week
- MoneyFewer errors, unpaid invoices chased
- RevenueQuotes sent faster
- 02See the solution
Custom CRM
Your contacts, quotes and follow-ups in one place.
An accounting firm: engagements, deadlines and missing documents per client, with follow-ups sent automatically.
- TimeLess data entry
- MoneyNo more costly oversights
- RevenueMore signed quotes
- 03See the solution
Executive personal assistant
Your emails, calendar and minutes, lightened.
An agency director: files prepared before every client meeting, minutes sent afterwards.
- TimeTime to lead
- MoneyYour hours spent on what pays
- RevenueSales and campaigns tracked
- 04See the solution
AI voice agent
Your phone gets answered, even at 10 pm.
An accounting firm at year end: the agent answers simple questions, qualifies new clients and passes urgent matters to you.
- TimeThe switchboard runs itself
- MoneyFewer reception hours
- RevenueEvery call becomes a customer
Choose the solution you are interested in and enter your own figures.
Annual estimate
CHF 46’680
per year
- Additional signed quotes
- CHF 38’400
- Team time freed up
- CHF 8’280
184 hours freed up per year
Refine this figure in a diagnosisIndicative estimate, calculated solely from your figures, over 46 working weeks. It is not a promise of results.
Book a diagnosisWhich tasks should go to AI first?
Usually the ones repeated every week: request → quote → follow-up, invoices and overdue payments, onboarding a new client, automatic reports and sorting incoming requests. The free diagnosis identifies the 3 most profitable ones for you.
Does AI send things without my approval?
No, unless you decide so. Every automation includes human approval at the steps that matter: you approve, AI carries out.
And for me, as the manager?
The executive assistant sorts your emails, manages your calendar, prepares your meetings and sends you a briefing every morning. You talk to it in writing or by voice, even on WhatsApp or Telegram.
How much does it cost?
The price depends on your volumes and tools: we don't make it up in advance. The free 30-minute diagnosis gives you a written report with the 3 priority tasks and the estimated gain in CHF. If you go ahead, the quote is signed, half is paid on signature and the balance only on deployment.
A first 30-minute conversation, free and with no commitment. You leave with the most profitable tasks to hand over to AI.
Not ready yet? Take the 3-minute mini-audit