ThomasDesk
How it works
Clarity in 30 days.
Momentum by 90.
No pitch deck, no 6-month discovery. Here is exactly what happens, in order.
The assessment call
We talk about your business, your systems and what keeps breaking. I tell you honestly whether I can help. You leave with at least one clear next step, even if we never work together.
Map and fix
I document every system, vendor, account and cost. You get a written map and a plan, plus the first quick wins: the obvious waste cut, the broken handoffs fixed. That map is yours whether or not you stay.
Build your AI office
Reception, follow-up and reporting go live on your real workflows, with your approval at every step. The first custom build starts from the plan’s top priority.
Run and improve
A weekly check-in, a monthly plain-English report, ongoing builds, and replies within one business day.
What a first 90 days could look like.
An illustration for a 40-person service company. Your plan depends on what the assessment finds.
- Weeks 1–2: inventory every subscription, login and vendor; lock down admin access and backups.
- Weeks 3–4: cancel duplicate tools; connect the CRM to scheduling so leads stop falling through.
- Month 2: AI receptionist answers after hours and drafts follow-ups for your approval.
- Month 3: an owner dashboard pulls sales, jobs and cash into one weekly view.
Your next step
Find out what your tech should be doing for you.
A 30-minute call. You’ll leave with at least one clear next step, even if we never work together.
I cap the number of clients so every account gets real attention. I reply within one business day.