Project Bear
You are the bottleneck.
That is fixable.
Most founders are not short of customers. They are short of themselves: the call at seven, the quote that waited a day, the invoice nobody chased, the lead that went cold in a notes app. Project Bear is the whole of that loop, automated, running in the tools you already have.
Eight jobs, one system. Your approval stays on anything that spends money.
The rule
Agents do the work. You sign for the money.
Every automation pitch has to answer one question: what happens the first time it is confidently wrong in front of a customer. The answer here is that it never reaches the customer without a person, on anything that spends, charges, or commits you. Drafting, quoting, scheduling, chasing, and reporting all run on their own. Sending money does not.
It costs you a few approvals a day and buys you a system you can leave running while you are on a roof, in a van, or asleep.
The loop
Eight jobs you are currently doing yourself.
In the order a customer meets them, which is the order they have to be fixed in. Faster follow-up on a phone nobody answers just means nobody is followed up faster.
They find you
Maps, search, and the directories your trade actually gets picked from. The half of your market that never sees a second option is the half that searched once and called whoever was at the top.
Found FirstThey land somewhere
A site built to get a call, not to win a design award. The pages that matter carry the price, the proof, and one obvious thing to do next.
Revenue SiteThey call, at 7pm
Every call and text answered around the clock, quoting from your real price list and booking into your real calendar. Spam screened before it reaches you. You can take over any conversation mid-thread.
Front DeskThey go quiet
Automatic follow-up on every unbooked lead until they answer or opt out. This is the one that pays for the rest: most businesses lose more revenue to silence after the first call than to anything they get wrong on it.
Front DeskThe work gets scheduled
Intake, quoting, and scheduling in the tools you already have, with your buffers, travel time, and blackout days respected rather than re-entered.
Ops AutopilotThe job gets billed
Invoices generated from the job, delivered, and chased on an escalating schedule. Margin rules enforced on the quote rather than discovered on the statement.
Ops AutopilotYou find out what worked
Cost per booked job, per channel, against real bookings rather than impressions. The number that tells you where the next dollar goes.
Lead EngineThe odd thing only you do
Every business has one workflow no product covers, and it is usually the one that makes it yours. That one gets built, rather than worked around.
Product SprintThe name
Bulldogs are not fast. They are just still there.
The stage that makes this system worth paying for is the fourth one, and it is the least impressive to demo. Somebody asked a price on Tuesday, meant to reply, and did not. Nothing dramatic happened. They are simply gone, and the business that lost them will tell you the lead was never serious.
That one needs no cleverness at all. It needs something that does not get discouraged, does not get busy, does not decide after the second unanswered text that it is being annoying, and is still there on day nine when the person finally has a minute. We know exactly one creature built like that.
He is also the reason the approval gates exist. A thing that never lets go is only safe to point at your customers when somebody else decides when it stops.
How it behaves
Four things that do not bend.
Money needs a human
Anything that spends, charges, refunds, or commits you contractually stops for approval. Agents draft the invoice, set the quote, and queue the refund. A person presses the button. This is not a setting we can talk you out of.
It runs in your tools
Your calendar, your CRM, your inbox, your accounting. Not an isolated portal you have to remember to check, and not a migration you have to survive first. If it only works inside our dashboard, it does not work.
You own everything
The number, the domain, the customer list, the recordings, the ad accounts, the data. In your name from day one. Leaving costs you a handover call, not a rebuild, and that is the only honest way to sell a system this central.
One workflow, proven, then the next
Nothing goes live across the whole business on day one. One workflow runs, you read what it actually did for a week, and it expands when you are convinced. An automation nobody trusts gets checked by hand, which is worse than not having it.
The order
Nothing goes live everywhere at once.
Phases rather than dates. The sequence is true for every business; the calendar depends on what you already have, and a page that promises everybody the same fortnight is spending somebody else’s time.
- First01
Stop the leaks
Front Desk goes on your existing number. Every call is answered, every missed one gets a text back, and every unbooked lead gets followed up. Nothing else has to change yet, and this alone is usually the difference the rest is paid for out of.
- Then02
Fix what people land on
The site and the listings, so the calls arriving are for work you want at prices you set. Getting found is worth nothing while the thing they find talks you out of the job.
- Then03
Automate the back half
Quoting, scheduling, and invoicing move to agents inside your tools, one workflow at a time, with approval gates on the money. This is where the hours come back.
- Ongoing04
Spend against what books
Ads and landing pages run against cost per booked job. With the front half answered and the back half automated, more volume is finally a good idea rather than a way to drop more of it.
Honestly
When this is the wrong thing to buy.
If you are pre-revenue and still working out what you sell, this is premature: automating a process you are about to change is the most expensive way to discover you were going to change it. Start with a Product Sprint instead, and come back when the shape is settled.
If the bottleneck is delivery rather than demand, more booked jobs make your life worse, not better. Say so on the call and we will start at the back half, or tell you to hire before you buy anything from us.
The work is already happening. You are just the one doing it.
Bring a normal week. We will go through where the hours actually go and tell you which single workflow to automate first, whether or not it is one of ours.
Based in La Crosse, Wisconsin. Working with founders nationwide.