More of the right opportunities
Useful context and fit criteria help your team focus on the work worth pursuing.
MeasureQualified inquiries
AI systems for owner-led businesses
The work that
follows you home.
Quoting. Chasing. Writing up. Following up. Remembering.
Hands-on implementation.
South Shore, Massachusetts
To: Homeowner, HinghamSubject: Following up on your kitchen estimate
Sent. You’ll know if they reply.
3 photos2 notesfrom Mike, 4:12 PM
Customer update drafted. Ready for review.
24inquiries
9estimates
3need you
Your week, in one message.
Job closed · Hingham · yesterday
Sent while it’s still fresh.
Missed call · (781) 555-0148
Answered in 41 seconds.
Meanwhile,
across the business
across the business
Missed call followed upGet customers
5 emails summarizedRun the business
Review request scheduledKeep customers
01 START HERE
The Walkthrough
Thirty minutes at your place, no charge and no deck.
Most of the visit is about the bids. How many go out, what one actually costs once you count the drive and the walk and the sitting down to write it, and when in the day that writing actually happens. Then how work comes in, where your prices really live, and what happens to a call at a quarter to seven on a Friday.
Two things happen while we are there, and you watch both. We call your own number the way a homeowner would, and we look at what happens to it together. And we build you something small out of your own documents, usually in about twenty minutes, so you can ask it a question you already know the answer to and see whether it gets it right.
You keep it whether or not we work together.
If what you already have is working, you will hear that first. That is not modesty. It is the only way the Walkthrough is worth your half hour.
Book a WalkthroughYour software remembers what you charged. It does not remember why.
Every job you have ever done is in there somewhere. The invoice, the date, the total. What is not in there is the part that took years to learn.
Why that street gets a site visit. Why something moved from allowances into exclusions. Which supplier you will not use in November. Which objection is the one worth answering carefully.
None of that is written down. It is in your head, and in the heads of the two people you cannot afford to lose.
A question worth sitting with.
If the person who writes your estimates is out for two weeks, what does the office still have to call them for?
Not the files. The files stay. What leaves is the judgment: what to include, what to exclude, what a job like that costs when it goes sideways, and which customer gets the careful version of the quote.
Most owners answer this once, the hard way.
02 Find the opportunity
See where AI fits
in your business.
Choose a stage. See the work AI could handle, and the decisions your team keeps.
Explore all five stages03 One workflow, end to end
See one system
in action.
One example of what we can build: a contractor’s lead-to-revenue workflow. Try the intake, review the opportunity, and see how outcomes are tracked.
Interactive example · illustrative data- CustomerShares project details
- SystemOrganizes and checks fit
- OwnerGets a clear next action
- BusinessTracks source and result
Recommended next action
- Investment
- Timing
- Design status
Project summary
Homeowner’s notes
Fit indicators
The business picture
From inquiry to outcome.
23Inquiries
14Qualified opportunities
9Estimates
4Won projects
Where the work comes from
| Source | Inquiries | Qualified | Won |
|---|---|---|---|
| Google Organic | 9 | 7 | 2 |
| Referrals | 6 | 5 | 2 |
| Marketplace | 5 | 1 | 0 |
| Other | 3 | 1 | 0 |
04 The business case
What better
operations look like.
More useful work. Less time lost. Every implementation has a business outcome we can measure.
Faster response
A missed call or after-hours inquiry gets a timely, relevant next step.
MeasureTime to first response
Less repetitive admin
Move information between emails, documents, and systems with less copying and retyping.
MeasureHours spent on routine work
Better customer communication
Customers get clear updates and reminders without having to chase your team.
MeasureUpdates delivered on time
Fewer missed follow-ups
Open estimates and customer requests stay visible until someone takes the next step.
MeasureFollow-ups completed
Better management visibility
Open work, exceptions, and decisions arrive in a concise owner brief.
MeasureUnresolved items
Clearer marketing attribution
Connect inquiries to qualified work, estimates, and outcomes where your process supports it.
MeasureQualified work by source
The work behind the work.Illustrative business scene
05 Who we work with
For the people
running the business.
Winning work. Coordinating people. Looking after customers. We build around the work you do every day.
Remodeling & constructionRoofing & exteriorsLandscaping & hardscapingHVAC, plumbing & electricalLocal service businessesAnd what comes next
We start with service businesses: measurable workflows, recurring work, and a clear link to revenue. The approach extends to other owner-led industries.
06 The Paratus Method
We start small on purpose. The small thing has to be useful on its own.
The usual way this goes wrong is a long build. Months of setup, invoices, and nothing you can use until the end. The season gets busy and it dies with nothing to show. So the first job is one thing, done properly, in a few weeks. Estimates drafted from your prices, in your language.
What makes it worth more than the hours it saves is what it leaves behind. Your prices, your exclusions, your way of writing a scope — captured once. The next thing starts from that packet instead of from nothing.
- 01
Diagnose
Understand the workflow and business case.
- 02
Design
Define the process, rules, systems, and human decisions.
- 03
Build
Connect and configure the system.
- 04
Measure
Track whether it creates measurable value.
- 05
Expand
Move to the next useful workflow.
- Business case
- Implementation plan
- Working system
- Measured value
- Next opportunity