AI systems for small business

Consider it handled.

We build AI systems that take work off your plate. Sometimes that’s one small task that runs itself. Sometimes it’s a whole workflow, automated from start to finish. Either way, it’s built around your people and the tools you already use.

The week as it is. The week, handled.

  1. As it isQuotes go out when someone finds the time to write them.

    With ValetQuotes are built and sent automatically, with follow-ups if there’s no reply.

  2. As it isInvoices get typed in by hand, one at a time.

    With ValetInvoices file themselves, get tracked, and send their own payment reminders.

  3. As it isNew hires and new clients get onboarded from memory.

    With ValetA guided system walks every new hire or client through each step.

  4. As it isReports are pieced together by hand from several tools.

    With ValetReports build themselves and arrive before the meeting.

Good service. Clever systems.

You know the parts of your business that take more effort than they should. Those are the ones we automate first.

01

A little less admin.

Hand off the repetitive work for good. Sorting, chasing, filing, scheduling, and keeping track run automatically in the background, the same careful way every time.

For exampleAfter every meeting, the notes become tasks, each one is assigned, and reminders go out on their own.

02

A better way to work.

Connect the tools your team relies on into one system that runs itself. Some are two steps. Others carry work from first request to finished job across several tools, with people in control of the important decisions.

For exampleA job request is quoted, scheduled, and invoiced automatically, with payment reminders sent until it’s paid.

03

AI you can make your own.

Turn the AI tools you already pay for into something that does real work. We set them up with your context, build workflows that run on their own, and train the people using them.

For exampleClaude or ChatGPT set up with your services, tone, and templates, so anyone on the team can hand it real work.

A few other things we can automate

  • Quotes and proposals
  • Invoices and bookkeeping prep
  • Client onboarding
  • Hiring and interview scheduling
  • Weekly reports
  • Stock and reorders
  • Research and monitoring
  • Reviews and social posts
  • Contracts and forms

A better way to hand things off.

Some handoffs are a few steps. An invoice goes out, gets filed and tracked, and is chased until it’s paid, without anyone touching it. Others have more moving parts, like a lead that is researched, qualified, and quoted, or a blog post taken from research to published. Here are three.

Three practical examples of what we could build around your business.

How we make it happen
valetIllustrative example

Invoices 3 steps

  1. 01 / Invoice sent

    An invoice goes out when the job is marked done.

  2. 02 / Filed and tracked

    Saved for tax time and added to your tracker.

  3. 03 / Followed up

    Reminders go out on their own until it’s paid. You’re told if one needs a call.

    Your team can step in at any time.

New leads 5 steps

  1. 01 / Lead received

    A quote request comes in through your website.

  2. 02 / Research

    Company, size, and needs looked up automatically.

  3. 03 / Qualified

    Checked against the kind of work you want.

  4. 04 / Quote drafted

    Built from your price list and past jobs.

  5. 05 / Ready for your review

    A quote and a follow-up schedule, waiting for your approval. After that, the follow-ups send themselves.

    Your team has the final say.

Blog posts 6 steps

  1. 01 / Research

    Topic and sources gathered.

  2. 02 / Draft

    Written in your voice, from your brief.

  3. 03 / Editorial review

    Checked against your style guide.

  4. 04 / Photos

    Images found and added.

  5. 05 / Links

    Affiliate and internal links added.

  6. 06 / Ready for your review

    A finished post, waiting for your approval. Once you approve, it publishes on its own.

    Your team has the final say.

It also goes back and updates older posts on a schedule.

A thoughtful start. A useful handoff.

No big transformation project. We start with one workflow, simple or complex, automate it properly, and go from there.

01

Find the friction.

It starts with a free 15-minute call. We talk through how your business works, what takes too long, and what you’d most like to stop doing by hand.

02

Build what helps.

We pick one starting point, show you how it will run, and build the system around your tools and real needs.

03

Make it yours.

We test it together, show your team how it runs, and hand it over with whatever ongoing support you want.

Ready when you are.

Start a conversation

Behind the scenes. On your side.

Lucas + Natalie

Two people.
A hands-on approach.

We’re Lucas and Natalie. We’ve spent the past two years building with AI across design, content, products, and operations.

Valet brings that practical experience to small businesses. We listen, get into the details, and build systems that take real work off your hands.

Attentive people. Practical technology.

Fair questions. Straight answers.

Do we need to be technical?

No. We build it, set it up, and show your team how it runs. Once it’s in place, it works in the background.

How simple or complex can it be?

Whatever the work needs. Sometimes automating one small daily step is the most useful thing we can build. Other times it is a system with many steps across several tools. We will tell you honestly which one fits.

Does it work with the tools we already use?

That’s where we start. We connect your inbox, calendar, spreadsheets, accounting software, and whatever else you already rely on, so the system works inside them rather than asking you to switch.

What does it cost?

It depends on the workflow. The first call is free, and you get a clear scope and price in writing before any work begins.

What if we’re not sure where AI fits?

Most people aren’t, and that’s fine. Tell us what takes more effort than it should, and we’ll tell you honestly whether it can be automated.

At your service.

Vintage gold hotel service bell.

Have a workflow in mind, or just a part of the week you’d rather hand off? Tell us about it. The first conversation is free and takes 15 minutes.

Email us hello@workwithvalet.com