AI Chief of Staff
Connect work across your existing tools so you can review new leads, follow-ups, and daily priorities in one place.
AI support for service businesses
Less chasing leads. More time for your business.
Stonebridge AI helps service businesses organize inquiries, draft follow-ups, and keep track of daily work. You review customer-facing actions before they happen.
Services
Practical help for the work behind your business.
Customer Operations Automation
Connect your receptionist, calendar, customer records (CRM), payments, and follow-ups so your team knows who needs attention next.
Growth Visibility and Web Operations
Keep your website current and turn business activity and analytics into reports you can use to decide what needs attention.
AI-Assisted Social Media Management
Plan, draft, repurpose, and schedule social content, then turn performance into clear summaries, with human approval required before anything is published.
Featured example
See an AI receptionist in action.
Explore an illustrative intake example: the details it collects, the follow-up it drafts, and what stays under your control.
Want to hear it? Call Willa to ask about your business needs.
AI Assistant Examples
What can an AI assistant actually do?
Start with a repeatable task in the tools you already use. These examples show what an assistant can prepare, organize, or track. Customer-facing actions need your approval unless you explicitly enable them.
Example workflow
From website inquiry to approved follow-up.
- 01Website inquiry
- 02Sort and prioritize
- 03Drafted reply
- 04Human approval
- 05CRM update
- 06Follow-up reminder
AI Receptionist
Collects the details your team needs when a customer reaches out.
- Answers approved common questions
- Checks whether new leads fit
- Prepares appointment requests
- Drafts reminders for approval
AI Operations Assistant
Keeps follow-ups, records, and daily updates in one place.
- Tracks follow-ups
- Updates CRMs and spreadsheets
- Summarizes daily activity
- Flags overdue work
AI Sales Assistant
Helps your team see who needs a reply and what to do next.
- Drafts replies to inbound leads
- Drafts quotes for review
- Maintains pipeline notes
- Prepares next-step reminders
AI Marketing Assistant
Turns your ideas and business updates into content for you to approve.
- Drafts emails and posts
- Repurposes ideas
- Plans campaigns
- Tracks engagement signals
Workflow Audit
Find the first workflow worth improving.
Bring a recent inquiry, quote, or follow-up. We trace how it moves through your team and tools, find where work slows down, and recommend a small first project with clear approval rules.
Best for
- Owners who know AI matters but need a concrete starting workflow
- Teams stuck in email, spreadsheets, CRMs, ticket queues, scheduling, or manual reporting
- Operations-heavy businesses that need useful automation, not novelty demos
How the audit works
- 01Map one real workflow
Trace a recent lead, request, quote, ticket, or follow-up from trigger to completion.
- 02Find the friction
Identify delays, repeated data entry, unclear ownership, and follow-ups that depend on memory.
- 03Choose a safe first step
Prioritize work AI can summarize, draft, route, or queue while people retain judgment and approval.
- 04Plan the pilot
Define the tools, owner, success checks, and boundaries for a controlled first build.
What you receive
- A step-by-step view of who does the work, which tools they use, and where it gets delayed
- Three tasks worth automating, ranked by value, effort, risk, and whether the needed information is organized and accessible
- A first pilot recommendation with the tool connections, approval rules, and checks it needs
- A 30/60/90-day plan showing what to do first and what needs to be ready
Audit investment$500-$3,500 workflow audit
Final scope depends on workflow complexity, systems involved, and the decision you need the audit to support.
First consultation is free.
We begin with a no-cost conversation to confirm fit before recommending a paid audit.
Workflow safety promise: Stonebridge builds AI workflows that draft, summarize, route, and organize work. Customer-facing actions stay approval-gated unless you explicitly choose otherwise.
An illustrative day
See what is ready. Decide what happens next.
A sample day with connected tools and approval rules in place. Your workflow will depend on the work, access, and responsibilities we agree on.
Morning briefing
Review new leads, unpaid invoices, appointments, and urgent messages in one summary.
New lead captured
A website inquiry is summarized with the contact details, open questions, and a draft reply for your review.
Follow-up ready to approve
An unanswered quote is flagged. A follow-up is drafted, but nothing is sent until you approve it.
Marketing draft prepared
A recent customer win is turned into a draft email, social post, or testimonial request for review.
Work summarized
The owner sees what was handled, what changed, and which decisions still need a human call.
How It Works
Start small. Test it. Help your team use it.
- 01
Assess how the team works today, the tools already in use, and the repeatable tasks worth automating.
- 02
Set up secure connections across your existing tools, with access limited to the work you approve.
- 03
Test the first workflow with clear safety rules, review checkpoints, and a way to measure whether it helps.
- 04
Train your team, review how the workflow performs, and adjust it as the work changes.
Client Intake
Share one workflow you want to improve.
A short description is enough to start. Stonebridge will use it to recommend a workflow audit, implementation help, or a simple discovery conversation.
Contact
Start with an AI workflow audit.
Tell us which task keeps taking time away from your team. We will talk through how it works today and whether an audit or a small build is the right next step.
Contact Kris Stone at Stonebridge AI.
Los Angeles, CA