Client work
Real operations. Work you can inspect.
See what ProcesoAI is building for owner-led businesses. Client names are withheld to respect their privacy and provide a more candid account of what we found when we first met them.
New Zealand / Trades
A trades business that runs without its founder
The founder quoted and invoiced at night, recurring servicing revenue went untracked, and ad spend had no visibility. We're building the platform that changes that.
The problem
The founder is the business. He quotes and invoices at night. Garage doors need servicing every 12-18 months and nobody was tracking it, so recurring revenue was going uncollected. Google Ads drove leads with no visibility into cost per lead or which campaigns produced revenue. The founder's stated goal is to make the business less dependent on him so that an exit becomes possible.
What we built
One platform for the whole operational lifecycle: booking capture, site visit scheduling, quoting, invoicing with deposit and completion charges integrated into Xero, and a marketing attribution dashboard. On top of it, an assistant that pulls from the founder's email, calendar, the app and Xero to answer any business question.
Value created
- Recurring servicing revenue becomes trackable, then collectable
- Quoting and invoicing move off the founder's evenings
- Marketing spend can be judged on cost per lead and revenue
- Less of the operation depends on one person
Australia / Cleaning services
A cleaning business freed from its admin, on the tools it already had
The founder was doing every quote, invoice, payroll run and client reply by hand. No new software: we fixed and connected what she had and built assistants on top.
The problem
The founder was doing quoting, invoicing, payroll and every client reply by hand. Her inbox was out of control. Xero and her job management tool were misconfigured with stale data, so neither was usable.
What we built
No new software. We fixed the settings and purged stale data in Xero and the job tool, connected them to Stripe so invoices are paid by card automatically, and built assistants for the founder: quotes from client enquiries, invoicing, payroll, a weekly financial summary, and inbox triage with a draft reply for every incoming message.
Value created
- Quotes, invoices and payroll run from assistants rather than by hand
- Every incoming message arrives with a drafted reply
- The founder reports spending her time on sales and the team instead
- Hours saved will be published once a full month is measured
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