Agentive | AI Infrastructure For Service Businesses

Here's Exactly What Happens

The 15-minute call determines fit. If there's a clear opportunity, we schedule a full AI Operations Diagnostic — and you walk away with a complete roadmap whether we work together or not.

1. 15-Min Call: We identify if AI can create leverage in your business

We'll ask about your tech stack (ServiceTitan? Housecall Pro? GoHighLevel?), your team size, and where manual work is eating time. In 15 minutes, we'll know if there's a clear opportunity — or if it's not the right fit.

2. Diagnostic: We map every manual workflow costing you time and money

Dispatch coordination between your office and field teams. Lead follow-up from Google LSA and Angi. Invoicing delays after job completion. Reporting you're building manually in spreadsheets. We find all of it.

3. We rank the 3-7 highest-ROI automations and estimate exact savings

Not "AI might help here" — concrete numbers. "Your team spends 120 hours/month on manual lead follow-up and job scheduling. AI reduces that to 15 hours. That's $3,500/month in recovered labor."

4. You get a complete roadmap with a 30-90 day rollout plan

Bottleneck map. Ranked opportunity list. ROI projections per workflow. Implementation timeline. You keep this regardless of whether we work together.

If no clear ROI exists, we'll tell you on the 15-minute call — and save you both the time.

Book a Free 15-Minute Consultation

Who This Is For — And Who It's Not

We work with home service companies, professional services firms, agencies, and sales organizations between $5M-$20M in revenue.

Built for you if:

You run a service business doing $5M-$20M
Your team is juggling calls, quotes, scheduling, and invoicing across disconnected tools — daily
You're spending $30K-$100K+/month on Google Ads or LSA but leads wait hours for follow-up
You hired 3-5 people last year and still feel behind
You've tried ChatGPT, Zapier, or hired another CSR — and none of it scaled

Not a fit if:

You're under $5M without an established ops team
You want a strategy deck — not implementation
You don't have repeatable workflows or basic SOPs yet
You need a chatbot or a single marketing tool, not infrastructure

This is an infrastructure install — not AI experimentation.

What This Actually Looks Like

Here's one real workflow transformation from day one.

Before

A homeowner calls at 7pm for an emergency plumbing quote. It goes to voicemail. The next morning, your office manager listens to the message, manually creates a record in ServiceTitan, looks up availability, calls the customer back, plays phone tag, and finally books the job — if they haven't already called a competitor.

4-12 hrs response time per lead

At 30+ missed calls/week, you're losing $15K-$40K/month in jobs that go to the company that answered first.

After

AI instantly texts the homeowner back with booking options, qualifies the job type, checks tech availability in your scheduling system, and either books directly or routes to your dispatcher with all details pre-filled — in under 2 minutes, 24/7.

90 sec response time (fully automated)

Same 30 missed calls/week now convert at 2-3x the rate. Your office manager focuses on high-value coordination instead of phone tag.

That's one workflow. Most clients have 5-7 like this — job dispatch coordination, invoicing after completion, review requests, lead follow-up, weekly reporting. We automate all of it inside tools you already use.

The $5M → $20M Growth Trap

Most service businesses don't fail at this stage. They stall.
Not because the work dries up — because complexity starts eating margin.

Your phones ring 40+ times a day but half go to voicemail because your team is out on jobs
You're spending $50K-$100K/month on Google Ads and LSA but leads wait 4-6 hours for follow-up — by then, they've called three competitors
Your techs complete jobs but invoices don't go out for two days because someone has to manually enter them
You hired 3 people this year and you're still spending Sunday nights reviewing the week's numbers in a spreadsheet that's always slightly wrong
Revenue grew 30% but net margin barely moved because you added $200K in overhead to keep up

AI fixes these structural leaks by turning manual throughput into infrastructure-powered throughput.

Translation: scale without adding layers of headcount and coordination overhead.

How We Create Leverage With AI

01

AI Opportunity Audit

We map every manual workflow — missed call follow-up, lead qualification, dispatch coordination, invoicing, review requests, weekly reporting — and rank the 3-7 highest-ROI automations.

Real example: An HVAC company's office team was spending 4 hours/day returning missed calls and manually booking jobs. That single automation recovered $5,100/month in labor and increased their booking rate by 35%.

02

Custom AI Deployment

We build AI agents that live inside your CRM, your scheduling platform, your communication tools, and your reporting dashboards. No new platform. No logins. No "check the AI tool."

Real example: AI that instantly responds to every missed call with a text, qualifies the job type, checks tech availability, and books directly into the schedule — all in under 90 seconds, 24/7.

03

Adoption & Optimization

We don't hand off a system and disappear. Your team gets live training, Loom walkthroughs, playbooks for every workflow, and 90 days of performance tracking with weekly check-ins.

Real example: One client's dispatch team went from "I don't trust the AI" to letting it handle 60% of inbound lead qualification in under 3 weeks — because we trained them hands-on, not with a PDF.

Why Agentive Exists

If you've scaled a company past $5M, you've felt the moment when growth stops feeling exciting and starts feeling heavy. More customers should mean more profit — but instead it means more hires, more coordination, and more things breaking.

Steven Ellis has been inside that problem for over a decade. As a business operator, he founded and scaled multiple companies across consumer products, services, and media. As a growth strategist, he managed and influenced over $100M in advertising spend — building acquisition systems, scaling paid channels, and optimizing funnels across dozens of businesses.

Through Scale With Steven, he coached hundreds of business owners on sustainable growth systems, offer design, and operational scaling. As an embedded strategic partner, he's worked inside businesses on everything from revenue architecture to backend operations.

Across every business, he kept seeing the same pattern: the companies that scaled cleanly weren't working harder. They were installing better infrastructure.

That realization led to Agentive. Today, Steven applies the same operational intensity — the same "inside the business" approach — to installing AI as infrastructure. Not as experiments. Not as tools. As the systems layer that lets growth-stage businesses compound without collapsing.

Steven's background in creative storytelling (including Hollywood development) means Agentive builds systems that are human-centered, narrative-driven, and designed for real adoption — not just technical correctness.

What Changes When AI Is Installed Properly

Outcomes vary by business. Here's what we typically see in the first 90 days.

Typical early wins: 50-300 hours/month of manual work eliminated in the first implementation phase.

Every missed call gets an instant text-back with booking options — 24/7, no human needed
Google LSA and Angi leads get qualified, quoted, and booked automatically in under 2 minutes
Techs complete a job and the invoice, review request, and follow-up reminder all fire automatically
Weekly reporting that took 5 hours in spreadsheets now generates itself every Monday at 8am
New hires get instant SOP answers from an AI copilot instead of hunting through Notion or Slack
Revenue scales 30-50% without adding a single ops or admin hire

What Clients Say

Results from real engagements with service businesses.

“Our 3-person office team was drowning in callbacks, manual scheduling, and chasing techs for job completion notes. Steven's team automated call-back texting, job booking, and post-job invoicing. We redeployed one admin to sales coordination — and average ticket went up 18% in 60 days because someone was finally upselling instead of doing data entry.”

Operations Manager $11M HVAC & Mechanical Company

“We spend $55K/month on Google LSA and Angi leads. But our team took 4-6 hours to follow up — by then, the homeowner already booked a competitor. Agentive built AI qualification that responds in under 2 minutes, 24/7, with a personalized text and email. Close rate went from 14% to 23%. The system paid for itself the first week.”

Owner $8M Plumbing & Restoration Company

“I was budgeting $240K for two coordinators and an office manager. Steven walked through our CRM, scheduling, and invoicing workflows and showed me that 70% of what they'd do was manual data movement that AI handles better. We hired one person instead, built the AI systems in 6 weeks, and actually got more output than the original 3-person plan.”

Founder & CEO $14M Professional Services Firm

Results represent typical outcomes. Individual results vary by business complexity and current operational maturity.

See How It Works In Your Business

Every service business has unique workflows — but the bottlenecks follow the same patterns. Here's what we typically find.

How Growth-Stage Service Businesses Eliminate Their Biggest Scaling Bottleneck Without Hiring

Across dozens of growth-stage service companies, the same ceiling appeared: every new dollar required another hire, another dispatcher, and another layer of complexity.

The root cause wasn't effort or talent. It was manual throughput trapped between systems — missed calls, delayed quotes, disconnected scheduling, and reporting by spreadsheet.

60-280 hours/month of manual work eliminated across scheduling, dispatch, invoicing, and follow-up
Lead response time dropped from 4-6 hours to under 2 minutes (24/7)
Job-to-invoice cycle time cut from 2-3 days to same-day
Owner recovered 10+ hours/week previously spent building reports in spreadsheets

Book a Free 15-Minute Call Find out if AI fits your business →

What You End Up Owning

Infrastructure your business keeps — not rented consulting hours.

AI missed-call text-back that responds instantly with booking options — 24/7, no human needed
Automated lead qualification that scores, routes, and follows up with Google LSA, Angi, and ad leads in under 2 minutes
Job-completion-to-invoice automation that fires the invoice, review request, and maintenance reminder the moment a tech marks a job done
AI-powered CRM responses that handle 40-60% of inbound inquiries before your office team sees them
Auto-generated weekly reports in Slack or email — revenue, close rate, average ticket, job completion metrics
Team playbooks with Loom walkthroughs for every system so adoption sticks permanently

How Engagements Work

Most initial systems go live in 30-90 days depending on scope.

01

Diagnose

Week 1-2

We audit your CRM, scheduling, dispatch, and communication workflows. You get a ranked list of automations with ROI projections for each.

02

Build

Week 3-8

AI agents deployed into your CRM, scheduling platform, communication tools, and reporting dashboards. First systems live within 2-3 weeks.

03

Adopt

Week 6-10

Live Zoom training for your team. Loom walkthroughs for every workflow. Playbooks in Notion or your wiki. We don't leave until it's SOP.

04

Optimize

Ongoing

Weekly performance reviews. System tuning as your business evolves. New automations added as we identify more opportunities.

Founder-Led

Every engagement is designed using frameworks from Steven's direct experience scaling businesses. Most diagnostics are personally led by Steven to ensure strategic alignment with your specific operations.

Common Questions Before Booking

"We tried ChatGPT / Zapier / a VA and it didn't stick."

That's actually most of our clients. ChatGPT can't see your job schedule. Zapier breaks when your workflows change. VAs don't scale. We build AI agents trained on your service offerings, your pricing, your SOPs — integrated directly into your CRM, scheduling platform, and communication tools. The difference between ChatGPT and AI infrastructure is the difference between a gym membership and a personal trainer.

"Can't I just hire a developer or freelancer?"

A freelancer builds one Zapier integration and disappears. A developer doesn't understand your close rate, average ticket, or why your dispatch process breaks at 15 jobs/day. We've worked inside hundreds of service businesses — we know which automations actually move the needle and which ones waste money. Plus we stay for ongoing optimization.

"My team won't use new systems."

They won't use new platforms. That's why we don't build new platforms. The AI lives inside their text messages, inside their CRM, inside their email, inside the tools they already use every day. We do live Zoom training, record Loom walkthroughs, and build Notion playbooks. Adoption isn't optional — we don't leave until it's standard operating procedure.

"What does this cost?"

Engagements range from $15,000-$50,000 depending on scope, scoped after the diagnostic. For context: if we eliminate 150 hours/month of manual work at $30/hour loaded labor cost, that's $54,000/year in recovered capacity. Most clients see full ROI within 30-60 days. This isn't a consulting retainer — it's infrastructure you own permanently.

Our Guarantee

No Clear ROI, No Engagement.

If we don't identify clear, measurable ROI during the diagnostic, we won't recommend implementation. You keep the roadmap either way.

If we do recommend implementation and it doesn't produce positive ROI within 30 days, we unwind the engagement.

Before You Book the Call

This is for founders and leadership teams who:

Do $5M+ in annual revenue
Run on ServiceTitan, Housecall Pro, HubSpot, GoHighLevel, or similar tools

Have a team of 10+ with established workflows
Are ready to build — not just brainstorm

Note: If you're under $5M or don't yet have repeatable workflows, the timing isn't right for AI infrastructure. We'll tell you on the call — no hard feelings.

15 Minutes to Know If AI Can Save You 50+ Hours/Month

We'll review your tech stack, your biggest manual bottlenecks, and whether AI infrastructure makes financial sense for your business. If it doesn't, we'll tell you in the first 5 minutes and save you the time.

Book a Free 15-Minute Consultation Quick call • No pitch • You'll know in 15 minutes if there's an opportunity Limited availability • $5M+ businesses only

Ready now? Book the call →

Your Team Doubled. Your Output Didn't.