The owner
- A morning brief: meetings, money, who to call back
- Follow-ups drafted after every call
- The numbers pulled from Zoho before a meeting
01 More hands ─ AI + ERP
I need more hands, not more hires.
Every piece of tech your business runs on. The computers, security, backup, phones, and email from Office. An ERP for the business itself, Zoho One recommended. And an AI agent for each person, trained on their job, that never sends a thing on its own.
$499 / person / mo
4 or more people.AI + ERP for smaller offices
A month, per person. Everyone in the office pays the same rate.
| 1 person | $749 |
| 2 people | $599 each |
| 3 people | $549 each |
| 4 or more | $499 each |
02 One call, start to finish
You hang up. It does the rest.
This is what one phone call turns into. Nobody typed any of it, and nothing was sent. You read the draft and hit send.
An example, not a customer.
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2:14 PM ─ The call ends
Jim Carter, 6 minutes
Lease renewal, and a second unit in Midland.
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2:16 PM ─ Notes in the CRM
Jim Carter, Carter Properties
- Wants renewal terms by Friday.
- Asked us to price the Midland unit.
- Prefers email.
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2:16 PM ─ A task, with a date
Send renewal terms to Jim
Due Friday
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2:17 PM ─ The follow-up, drafted
To Jim Carter: Renewal terms by Friday
Draft. Not sent.Jim, good talking today. I will have the renewal terms to you by Friday, and I will price the Midland unit while I am at it.
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7:30 AM ─ Next morning's brief
Due today
Renewal terms for Jim Carter. The draft is ready.
03 Built for each job
An agent for every job. You hit send.
Every person gets their own agent, set up for the work that repeats in their job. Some examples:
The front desk
- Every call and web form turned into a CRM entry
- Confirmations and reminders drafted
- Tomorrow's schedule, summed up before close
Sales
- Every lead logged from calls and email
- Follow-ups and quotes drafted from your templates
- Deals that went quiet, flagged
The books
- Overdue invoices found and reminders drafted
- Receipts in email gathered for the bookkeeper
- A weekly cash note for the owner
Projects
- Meeting notes turned into tasks
- The weekly status update drafted
- Deadlines that are slipping, flagged
Your job is not here
- Tell us the work that repeats
- We build the template for it
- Then it is on the list for the next office too
Every agent sees only what its person can see, and never sends anything outside the office.
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Real people answer
Call the Lubbock office and a person picks up.
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Owner-run since 2018
The owner works in the Lubbock office. Not owned by private equity.
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Family and veteran owned
Locally owned in Lubbock, serving Midland, Odessa, and Amarillo.
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Published prices
The monthly plan price is on the site. Drives outside Lubbock are $1 a mile round trip. Projects are quoted before we start.
04 Training
The software is the easy part.
An agent nobody knows how to use is just another login. Training is what makes it pay off, so it is part of the plan.
A template for each role
Every agent starts from one we built for that job, then we tune it to how your office works.
A kickoff with your whole office
One session, everyone together. Everyone leaves with their agent working on their real work.
A live class every month
What is new, what other offices hand their agents, and your questions. Short how-tos to watch anytime, too.
It coaches you
Your morning brief includes what your agent did this week, and what you could hand it next.
Stuck? Call us
The help desk covers your agent like any other software. A person in Lubbock picks up.
New hires, ready
A new person gets their agent set up as part of joining. Nobody starts from scratch.
05 What $499 replaces
You already pay for about half of it.
Here is what the same pieces cost on separate bills, per person.
- Managed IT: help desk, monitoring, security, backup National average. Some include the email license
- $150 to $200
- Google Workspace or Microsoft 365 Business Standard List price
- $14 to $18
- A business phone line List price, before carrier fees
- $20 to $30
- Zoho One List price, everyone licensed
- $37 to $45
- On separate bills
- $221 to $293
- AI + ERP from us: all of it, one bill, plus an AI agent and training for each person
- $499
Other companies' published list prices and national averages for managed IT, per person per month, checked October 2026. Your bills may differ. Bring them to the free walkthrough and we will compare them line by line.
A 15-person office, by the month
Doing it in house vs a plan
AI + ERP
- One IT hire, fully loaded
- $9,583
- Their tools: monitoring, endpoint protection, backup, email license, phone line, Zoho One, AI license, $119 a person
- $1,785
- The agents' work done by people: 20 minutes a person a day at $35 an hour
- $3,675
- In house
- $15,043
- AI + ERP from us, 15 people
- $7,485
$7,558 a month less on AI + ERP. About $90,696 a year.
An example, not a customer. One mid-level IT hire in West Texas, fully loaded, from our salary math. Tools at the low end of published prices. Not counted: building and training the agents yourself, or anyone covering when that one person is out.
06 What it is worth
Count it in hours.
Email, callbacks, and notes eat the day. Put in your own numbers and see what the time is worth.
Time back, a month
35 hrs
Worth, a month
$1,225
Your numbers, not a promise. We figure 21 workdays a month.
07 ERP: Zoho One, recommended
From the desk to the invoice.
Office runs the computers, security, backup, phones, and email. An ERP runs the business. We highly recommend Zoho One, and it is in the price. Already on something else? We will evaluate it.
Zoho CRM
Customers
Every lead, call, and deal in one place.
Zoho Books
Invoices and books
Send invoices, take payments, keep the books.
Zoho Sign
Contracts
Send a contract and get it signed online.
Zoho Bookings
Scheduling
Customers book a time on your calendar.
Zoho Desk
Customer requests
Every request tracked until it is answered.
Zoho Projects
Projects
Tasks, deadlines, and who is on what.
Zoho Forms
Forms
Intake, order, and request forms on your website.
Zoho People
Your people
Employee records, time off, and onboarding.
Plus the rest of the Zoho One suite. Your agent works across it, and never changes your books.
08 The rules, and the fine print
The send button stays yours.
Drafts only
What it will never do
It reads and it writes. If it leaves the office, you sent it.
- Send an email, a text, or a calendar invite
- Delete anything
- Pay, sign, or agree to anything
- See anything you cannot see
- Change your books
- Open practice or case software
Included in AI + ERP
The ERP, the fine print
What we set up, what is quoted, and whose data it is.
- We set up the CRM and connect it to your phones and email
- We turn on the rest of Zoho One as you need it
- Already on another ERP or CRM? We evaluate it with you before you sign
- Your agent works across Zoho One for your job. It never changes your books
- Moving old books or an old CRM in is quoted
- Your data is yours. If you leave, we hand over the account
09 Not sure yet
Start with one person.
Put the office on Office, and give one person an AI agent for $250 a month more. Usually the owner.
+$250 / mo on Office
- The rest of the office stays on Office
- One person gets an AI agent set up for their job, plus a Zoho CRM seat and the monthly class
- $250 a month on top of Office, on Office's terms: 6 months, or pay setup and go month-to-month
- When the rest of the office wants one, everyone moves to AI + ERP and gets Zoho One. AI + ERP's 12-month terms start then
10 Switching to us
Without closing the office.
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Step 01
You call
A person in Lubbock picks up. Tell us what is going on. No pitch deck, no pressure.
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Step 02
We walk the office
The free IT Blueprint Assessment. We list every computer, account, and vendor, then write down what we would fix and what it costs.
About the assessment -
Step 03
We deal with the old provider
You sign one authorization letter. We contact the old IT company and your vendors for passwords, licenses, and notes. If they will not answer, we start without them, and it takes longer.
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Step 04
Move-in
Monitoring and security on every computer. On Office and AI + ERP, backup is running, a restore has been tested, email is moved, and phones are on the desks.
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Step 05
Everything runs. The clock starts.
Your commitment starts the day it all works, not the day you sign. Support has no commitment at all.
11 The price
$499 / person / mo
4 or more people.AI + ERP for smaller offices
A month, per person. Everyone in the office pays the same rate.
| 1 person | $749 |
| 2 people | $599 each |
| 3 people | $549 each |
| 4 or more | $499 each |
- 12 months, and setup is free
- Or pay for setup, two months of AI + ERP, and go month-to-month
- Leave before the 12 months are up and you pay the setup you skipped
- The 12 months start when everything is running, not the day you sign
- Extra computers on the account are $99 a month each
- Your Zoho data is yours. If you leave, we hand over the account
- The desk phone is ours. It comes back if you leave
- Not ready for the whole office? Start with one person on Office, $250 a month more
Do we have to know anything about AI?
No. That is what the training is for. Your whole office gets set up together, every agent starts from a template for that job, and there is a live class every month.
Can we try it with one person first?
Yes. Put the office on Office, and give one person an AI agent for $250 a month more. When the rest of the office wants one, move everyone to AI + ERP.
Can it send something by mistake?
No. It has no way to send. It writes drafts, notes, and tasks. You hit send.
Is it fast?
It works in the background. Hand it something and check back. It is not a chat window.
We already run on a different ERP or CRM.
We highly recommend Zoho One. We run on it, and it is in the price. If you already run on something else, we will evaluate it with you before you sign, and tell you honestly whether your agents can do their work in it. Moving into Zoho is quoted.
Is it for medical practices?
Not yet. Patient details show up in email and on calls, so for now practices run on Office with the Compliance Pack.
Do you sell the Compliance Pack on AI + ERP?
Yes, the same as on Office: $299 a month per office. We help you meet the rules and keep the proof. We do not certify you, and your practice or firm still owns its obligations.
Is there a contract?
12 months and setup is free, or pay setup (two months of AI + ERP) and go month-to-month. Leave before the 12 months are up and you pay the setup you skipped. The 12 months start when everything is running, not the day you sign.
01 Start here
Not ready to call? Check the basics first.
Like a credit score, but for your business's cybersecurity.
The Cyber Score checks whether MFA is on and whether anyone has tested a restore lately. Two minutes, and the report is yours either way.
Owner-operated in Lubbock · (806) 370-4700