The field manual
Hand off one job at a time
Start with guide 01 if agents are new to you. Each one stands on its own after that.
- 01Field manual
What an AI agent is, in plain English
A chatbot answers a question. An agent watches for something to happen and handles it the same way every time. Here's the difference, and why it matters for a small service business.
Draft for David's review - 02Field manual
Five jobs to hand an agent first
Missed calls, quote follow-up, review requests, scheduling, and a Monday numbers note. Why these five, what the agent does for each, and what stays with you.
Draft for David's review - 03Field manual
How to tell if a job is ready for an agent
Four questions that sort the jobs an agent can handle today from the ones that will cause you trouble. Run any task through them before you set anything up.
Draft for David's review
The Back Office
One job you can hand to an AI agent, in your inbox.
Each email picks one piece of busywork and walks you through handing it off.
Get The Back OfficeFree. One click to leave. We never sell your email.
What each email gives you
- The job, and why it's worth handing off.
- The setup, step by step, with the exact wording to copy.
- What it costs, and what can go wrong.
- How to check its work in two minutes.
For owners of service businesses with 2 to 25 people.