AI Operations Audit
$2,500A structured diagnostic of your business operations. We walk your workflows, interview your team, map your processes, and deliver a prioritized report showing exactly where AI can save you time and money — with ROI estimates for each opportunity.
- Branded PDF audit report with prioritized opportunities
- ROI estimate for each automation identified
- Implementation roadmap phased by complexity
- 15-minute Loom video walkthrough from Ken
- 30-minute debrief call to discuss findings
Implementation Sprint
$5,000–$12,000We take the top 2–3 opportunities from the audit and build them — fully deployed, production-ready automations with documentation and 30 days of support included. You see each automation running in your actual business before we close the engagement.
- 2–3 working automations deployed in your systems
- Full technical documentation
- Training video for your team
- 30 days of support and refinement
- Handoff call with live walkthrough
Combined package value
$7,500–$15,500 per engagement
Target: 5 clients by September 2026 = $37,500–$77,500 in year-one revenue. Founding client rate available for the first two engagements in exchange for a detailed case study.
Book a Discovery Call →The 5 Core Automations
What we build
most often
These are the patterns that appear in nearly every field service business. Master these and you've addressed 80% of the operational drag that kills margins.
AI-Powered Lead Follow-Up
When a new lead comes in — from a form, a call, or a referral — an AI-written personalized response goes out within 5 minutes. Follow-up sequences continue automatically at day 1, 3, and 7 if there's no reply.
Client value
Eliminates 3–5 hrs/week of manual follow-up. Reduces response time from hours to minutes. Increases conversion rates 20–40%.
Appointment Scheduling & Reminders
When a customer books a job, automated confirmations, 24hr reminders, and 1hr SMS nudges go out automatically. After the job, a review request follows. No more no-shows eating your day.
Client value
Reduces no-shows by 30–50%. Automates review collection. Eliminates manual reminder calls.
Invoice & Payment Follow-Up
When an invoice goes unpaid past 3 days, a professional AI-written reminder goes out automatically — escalating at 7 and 14 days. You get flagged when it needs personal attention.
Client value
Reduces average days-to-payment by 5–10 days. Recovers revenue without awkward manual calls. Saves 2–4 hrs/week.
Customer Message Routing
Incoming emails and form submissions are read by AI, categorized (support, billing, scheduling, complaint, new inquiry), and routed to the right person with a suggested response — automatically.
Client value
Response time drops from hours to minutes. Nothing falls through the cracks. Team stops spending mornings triaging email.
Weekly Operations Report
Every Monday morning, the system pulls from your scheduling, invoicing, and CRM tools, then sends you a plain-English summary of last week — wins, concerns, and what needs attention. Like having a virtual ops manager.
Client value
Owner visibility without manually pulling reports. Problems surface before they compound.
Who This Is For
The right fit
is specific
LvlUp works best with field service and trades businesses that have proven demand — you're not trying to find customers, you're trying to serve them faster and more profitably.
Right fit
- ✓You run a trades or field service business
- ✓5–50 employees or crew members
- ✓You're already busy — the bottleneck is operational, not sales
- ✓You use at least a few digital tools (scheduling, invoicing, CRM)
- ✓You want measurable results, not tech experiments
Not the right fit
- –Pre-revenue or idea-stage businesses
- –Businesses with no digital tools at all
- –Clients who want to manage the build themselves
- –Businesses looking for an ongoing subscription with no clear outcome
"The goal isn't to add technology. It's to give you back the hours you're spending on work a machine can do."
— Ken Jackson, LvlUp
Founding client rate
The first two audit clients get a $1,500 rate (vs. $2,500) in exchange for a detailed testimonial and permission to use the engagement as a case study.
Apply for Founding Rate →