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HVAC / home services AI automation offer — build the pitch
Build a $1.5-3k/month AI automation offer for HVAC and home services — missed call text-back, lead response, estimate follow-ups, review requests. Adapted from @digitallauraanderson.
Commission forecast from listings under contract
Reads your pipeline of listings under contract and forecasts the next 90 days of commission income, with risk ratings on each settlement.
Commission split tracker (agent vs agency)
Calculates your take-home from a sale after the agency split, conjunction agent share, and any referral fee. So you know what actually lands in your account.
GST commission invoice for the vendor
Drafts the formal commission invoice to the vendor on settlement, with the GST line, agency ABN, and trust account note. The compliant version, not the casual one.
VPA reconciliation at settlement
Reconciles the vendor's marketing spend against what was actually delivered, what they pre-paid, and what comes off the commission at settlement.
Auto-fill a Notion CRM database from raw call notes
Inside Notion AI, parses raw call notes into a CRM-ready table mapped to your database properties. Skips missing values rather than inventing them, and queues follow-up tasks.
Voucher liability + commission split reconciliation agent
A voucher + commissions workflow specific to multi-chair personal-services venues: liability position, revenue treatment, commission splits, GST on expired vouchers, and clean journals.
Supplier issue resolution agent (wrong delivery, price hike, missed cut-off)
A 5-step supplier issue workflow: read the pattern, set a fair ask, draft the message, line up Plan B, and write the 3-day follow-up - so one bad week does not run on for months.
Same-day no-show check-in — give the benefit of the doubt
A same-day no-show check-in that leads with concern, offers an easy rebook, and quietly tees up the deposit conversation only if it's a repeat. Doesn't use "we missed you today".
Find logical gaps in an argument
Critiques an argument for logical gaps, weak evidence, and missing counter-arguments.
Clarify a vague client brief
Reads a client brief, lists what is missing, and writes a polite email asking the five highest-leverage clarifying questions before you start work.
Construct a mission statement that drives decisions
A mission that the team uses to say no, not a poster on the wall.
Build an 'is research worth it' check
Provides a check for whether a research project is worth running before commissioning.
Workflow: lead enrichment + qualification
Enriches inbound leads from form submission to scored, routed, and primed for sales.
Write a personal mission statement
Drafts a personal mission statement that captures values, work, and how you want to show up.
"You missed out" email to underbidder
Sent to the underbidder shortly after auction or sale. Acknowledges the disappointment, offers to help them on the next one.
Email a supplier about a missed delivery
Firm but professional email when stock or materials didn't arrive when promised. Asks for a clear answer and timeline.
Polite no-show follow-up SMS
An SMS to a client who did not show. Doesn't shame them, names the missed-fee policy if it applies, and books them in again.
Write a 'we missed our number' note
Drafts an honest note to the team or board explaining why a target was missed.
Define your brand anti-mission - what you explicitly won't be
The 'no' list that protects the brand. What you'll never sell, say, or chase, even when it's tempting.
Write a vision and mission statement
Crafts a vision and mission that's specific, motivating, and not corporate boilerplate.
Build a 'before commissioning research' checklist
Provides a pre-commission checklist for any new research request.
Cliniko / Halaxy weekly admin agent
Friday afternoon practice cleanup: outstanding invoices, missing notes, uncoded sessions, recall list, unread messages, next-week prep.
Listing photography brief agent
Generates the full photographer + stylist brief from a property walkthrough so nothing gets missed on shoot day.
Workflow: contract review + risk flagging
Reviews incoming contracts (vendor, customer, partner) and flags risks, missing clauses, and unusual terms.
Performance audit for an underperforming campaign
Run a structured audit on a campaign that's missed its targets, with the conclusion the team needs to hear.
Workflow: CRM data hygiene weekly cleanup
Weekly automated cleanup of CRM data — deduplication, missing fields, stale records.