Every Callout.
Handled.
We configure Claude for Small Business, connect it to the tools your team already uses, and install the automations that catch the revenue your office is too buried to chase. Installed inside your business — not bolted on top of it.
We start with the leaks your team already knows about — good leads dying in voicemail, inboxes, and spreadsheets.
Every callout. Answered. Followed up. Closed. Recapped.
Built and operated by a Houston team for owners who would rather ship one working automation than buy ten more dashboards.
Certifications held by implementation platform partners. Documentation available on request.
Implementation, workflow design, and ongoing optimization.
Workflow-first, not tool-first. We sit with the owner and office, map how work actually moves, and only then decide what Claude should automate, what your team should keep, and what gets escalated. You are not buying another AI subscription to evaluate — you are hiring the partner who installs it.
Sit with the owner and office. Trace where calls, quotes, invoices, and reviews actually move — and where they stall.
We set up Anthropic's Claude for Small Business as the engine, tuned to your trade, your tone, and your intake rules.
Wire it into the stack you already pay for — CRM and dispatch, email and calendar, accounting and invoicing, intake forms, review platforms, reporting.
Missed-call capture, estimate follow-up, invoice chase, review requests, owner recaps. Built, tested, shipped.
Office staff and techs learn what the system does, what it escalates, and how to read the daily recap.
Monthly review, monitoring, and a roadmap of the next workflow to install. Nothing gets abandoned.
The tools you already use are the starting point.
Common categories we work across:
- CRM & dispatch
- Email & calendar
- Accounting & invoicing
- Forms & intake
- Review platforms
- Phone systems
- Spreadsheets
- Owner reporting
Examples only. Exact integrations are verified during discovery before anything is promised.
See an after-hours callout get handled automatically.
The same operational flow we install for trade operators — answer the call after 5pm, qualify the urgency, book or route the job, and text the owner the recap. Your rules decide what gets booked, escalated, or summarized.
Not a replacement for 911 or life-safety emergency response. Escalations follow your owner-approved rules and existing on-call process.
What your owner recaps can look like.
Example formats — not from real customers. Final wording, fields, and cadence are tailored to your business during onboarding.
- Yesterday: 14 calls answered · 2 after hours
- Booked: 5 · Quoted: 3 · Follow-ups queued: 4
- Flagged: 1 no-heat call escalated to on-call tech
- Reviews requested: 6 · New 5★: 2
- Caller: J. Alvarez · (555) 014-22XX
- Reason: water heater leaking, no hot water since 9pm
- Urgency: high · matched emergency rule
- Action: paged on-call tech · ETA window texted to caller
- Day 1 · Text: "Quote sent — any questions on scope or timing?"
- Day 3 · Email: recap + financing options + reviews
- Day 7 · Call task assigned to office, with talk-track + notes
- On reply: routes to booking or marks lost with reason
Built for the trades.
Best fit: $1M–$15M operators with urgent dispatch, recurring service plans, and an office team running on muscle memory. We work in your trade vocabulary — not generic SMB scripts.
HVAC
Active focusAfter-hours emergencies, maintenance renewals, estimate follow-up.
Plumbing
Active focusEmergency calls, water heater quotes, membership renewals.
Roofing
Active focusEstimate follow-up, storm response, insurance supplement tracking.
Electrical
Expansion / waitlistPanel upgrades, EV charger quote follow-up, permit updates.
Pest Control
Expansion / waitlistRecurring plans, reactivation, seasonal campaigns.
Operational automation, built into the business.
Each automation below is shipped as a working install — owner- approved rules, written escalation paths, and a measurement window before we hand it to your team. No prototypes, no half-built pilots sitting in someone's inbox.
After-hours call capture
An AI receptionist answers nights, weekends, and overflow. Qualifies urgency, then books or routes based on owner-approved escalation rules.
Estimate follow-up
Sequences that re-engage unsold estimates by text and email until they close or opt out.
Invoice chase
Branded reminders that recover unpaid invoices without anyone on your team making the call.
Review requests
Right-timed Google review asks after completed jobs, building local reputation on autopilot.
Membership / maintenance renewal
Renewal touches that protect recurring revenue and reactivate lapsed plans.
Owner reporting & summaries
Daily and weekly recaps: jobs booked, estimates recovered, invoices chased, reviews requested.
Your automations should not be abandoned after launch.
AI projects often stall after launch — not because the tools broke, but because nobody owned the rollout. We do. Monthly review, monitoring, and a roadmap of the next workflow to install.
- Monitoring and fixes
- Monthly performance review
- New workflow recommendations
- Reporting on jobs booked, estimates recovered, invoices chased, reviews requested
- Priority expansion builds
- Clear, simple cancel terms
Revenue you're already leaving on the table.
Four plays we ship first because they pay back fastest and prove the system to your team. Each one ships with the metric we'll watch together — so "is this working?" stops being a feeling.
Missed call recovery
- First automation to test
- AI receptionist answers after-hours, qualifies emergencies, and books standard jobs. Emergencies follow your existing on-call process.
- Metric to watch
- Booked after-hours jobs / week
- What good looks like
- Potential first signal: calls after 5pm get answered, qualified, and tracked instead of disappearing into voicemail.
Validated against your numbers during discovery.
Unsold estimate follow-up
- First automation to test
- 5-touch text + email sequence with owner-approved messaging.
- Metric to watch
- Estimate-to-close lift
- What good looks like
- Potential first signal: quotes nobody followed up on get systematic touches until they close or opt out.
Validated against your numbers during discovery.
Invoice chase
- First automation to test
- Polite branded reminders with payment links by text and email.
- Metric to watch
- Days sales outstanding
- What good looks like
- Potential first signal: invoices sitting unpaid get reminded automatically instead of waiting on someone to make the call.
Validated against your numbers during discovery.
Review generation
- First automation to test
- Right-timed review asks after job completion, routed to Google.
- Metric to watch
- New Google reviews / month
- What good looks like
- Potential first signal: the reviews you forgot to ask for get asked for, on time, every time.
Validated against your numbers during discovery.
Not a replacement for 911 or life-safety emergency response. Escalations follow your owner-approved rules and existing on-call process.
- Blue Bell Creameries
- Kodak Moments
Now focused on practical AI deployment for trade operators.
Buying the tool is easy.
Making it work inside the business is the hard part.
In prior enterprise AI roles, Brian helped customers including Blue Bell Creameries and Kodak Moments move AI from evaluation into real deployment.
That experience shaped the way CallouteAI works: map the workflow, configure Claude for Small Business, connect the existing tools, train the team, and stay close after launch.
For trade operators, that means practical automations around the revenue leaks you already feel: missed calls, unsold quotes, unpaid invoices, forgotten review requests, and owners flying blind.
Prior enterprise work; not CallouteAI customer claims. First trade case study in progress.
- Enterprise AI sales & implementation background
- Workflow mapping before tool selection
- Founder-led discovery and go-live
- Houston-based, operator-first
How much is leaking out of your business right now?
Count the missed calls after 5pm, the quotes nobody followed up on, and the invoices sitting unpaid. Directional only — we review the real math with you on the audit call.
Assumptions (editable)
Directional estimate. We review the real math with you.
How this estimate is calculated+
- Missed-call recovery = missed / after-hours calls per week × booking rate × average job ticket.
- Estimate recovery = monthly estimates × recovery rate × average estimate value.
- Monthly recovery combines weekly call recovery converted to monthly plus estimate recovery.
- Annual recovery = monthly recovery × 12.
This is directional, not a guarantee. Final numbers are reviewed during the audit.
Fixed-price, controlled, and built to compound.
We recommend the smallest project that can prove ROI first.
Best fit for established operators with steady call volume, active estimates, and admin bottlenecks.
One revenue-leak automation. Best for proving ROI quickly.
- 1 workflow, installed in 2–3 weeks
- Discovery + workflow mapping
- Founder-led install
- 30-day measurement window
Multi-workflow system. Calls, estimates, invoices, reviews, reporting — connected.
- Multiple workflows installed
- CRM + dispatch integration
- Owner dashboard + reporting
- 90 days of optimization included
Monitoring, fixes, monthly reviews, and a roadmap of the next workflow.
- Continuous monitoring + fixes
- Monthly performance review
- Priority expansion builds
- Simple, clear cancel terms
Built to recover 5–10× the investment in the first year for established operators with measurable missed-call, estimate, invoice, or review volume.
Drop your number. Brian will text you back.
Brian reviews every submission personally. Most replies within 2 business hours. No outsourced SDR. No spam. If we're not the right fit, we'll tell you directly.
Email: brian@calloute.com
- A mapped workflow
- First automation recommendation
- Rough ROI estimate
- Integration risk check