01
The Strategist
Leadership tribal knowledge, vision, and rolodex — captured once, executed forever. The sales platform that runs on Bob's brain.
- The Prospector — lead intelligence & scoring
- The Enterprise Rep — government & commercial sales
- The Sales Manager — pipeline & follow-up engine
- The Dialer — outbound automation, voicemail drops, CRM sync
- All sub-bots read Bob's tribal knowledge
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02
Sales · Pre-Sale Estimating
$497/mo
The Estimator
Your AI estimator on every sales call. Drop in plans mid-conversation, get a credible ballpark in minutes, and close on the spot. Reads regional cost data so the numbers reflect where you actually build.
- Reads PDFs, photos, hand-sketches
- Trade-by-trade breakdown
- Low / mid / high ranges
- Regional cost data injection
- Qualifies deals before you commit time
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03
Sales · Big-Vision Strategy
$497/mo
The Enterprise Rep
For the deals that don't close in a week. Government bids, modular projects, $500K+ enterprise, long-cycle partnerships. The Vision drafts the strategic playbook, tracks every touchpoint, and keeps the big vision moving while Bob runs the day-to-day.
- Government bid templates (SAM.gov + state)
- Multi-stakeholder deal mapping
- Long-cycle deal tracking (6+ months)
- Auto-routes from Ozz when criteria match
- Strategic playbook generator
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02
The Content Engine
Manages social media. Organizes engagement into a sales funnel, curates your content, and monitors the noise so you only see what matters.
- 4 brand voices across all accounts
- Content calendar + auto-scheduler
- Engagement → CRM funnel routing
- Monitors competitors + industry noise
- DM auto-responders that don't sound like a bot
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03
The Email Engine
Handles email marketing. Drip sequences, broadcast campaigns, list segmentation, deliverability — all the boring email stuff, automated.
- Lifecycle drip sequences
- Broadcast campaigns by segment
- Deliverability monitoring
- A/B subject line testing
- HubSpot + ConvertKit + Mailchimp ready
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04
Ops · Build Cost Tracking
$497/mo
The Estimator
The same Jacob, working the back end. Run the original estimate against actuals during the build, flag overruns early, and reconcile job costs at delivery. Same brain, different shift.
- Original estimate baseline locked at sale
- Actuals tracked against trades in real-time
- Overrun alerts before they bleed margin
- Final reconciliation report at delivery
- Feeds The CFO Bot for job costing
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05
Ops · Work Orders
$997/mo
The Work Order Bot
Generates work orders the moment a deal closes and sends builder bid invitations with a 48-hour response window. Accept, decline, or counter — The Work Order Bot keeps the queue moving and the right crew on the right job.
- Auto work order generation on close
- Builder bid invitations + 48-hr SLA
- Accept / Decline / Counter workflow
- Crew assignment by skill + availability
- Hands off to The Scheduler for execution
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06
Ops · Build Tracker
$497/mo
The Scheduler
Your build progress tracker on the floor. Mandatory EOD notes, photo checkpoints by stage, customer status portal, and zero "where's my unit?" calls. Builders log it. Customers see it. Bob sleeps.
- Mandatory EOD notes from builders
- Photo checkpoint by build stage
- Customer-facing status portal
- Buildertrend native integration
- QC 8-photo checklist gate at delivery
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06
Warranty & Support
$297/mo
The Support Bot
Empathetic AI warranty & support intake. Sarah listens first, then files your ticket with full transparency on what we cover, what we don't, and how to get it fixed either way.
- Vent box → triage chat → ticket filed
- Transparent coverage decisions
- Status portal for live tracking
- Auto email confirmation
- HubSpot ticket sync
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07
The Dispatcher
Handles install & delivery coordination. Books the crew, sends the customer prep checklist, photo-documents the drop, and closes out the build with a satisfaction ping.
- Install scheduling + crew dispatch
- Customer prep checklist auto-sent
- Delivery photo log (geo-tagged)
- Final walk-through prompt to customer
- Hands off to The Support Bot for warranty
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08
The CFO Bot
Manages cash flow so you never get over-leveraged. Job costing, invoice reconciliation, AR/AP automation, and a real-time cash dashboard built for builders, not accountants.
- Job costing per build, real-time
- Invoice + PO reconciliation
- AR aging + auto-collection nudges
- QuickBooks / Xero two-way sync
- Cash flow forecast (8 weeks out)
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09
Compliance & Tracking
In Build
The Compliance Bot
Ensures your trucks stay compliant and your customers get real tracking — so nobody's calling you asking "where's my unit?" Stan has it.
- DOT + IICL inspection tracking
- Live tracking link to customer
- Container certification docs
- Auto ETA updates via SMS
- Audit-ready compliance log
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