Plaid Squirrel IDX.02 / Technology advisory / Sonora CA

Straight answers, before you pay me anything

Here is what I tell people for free.

You are being pitched all of this. Some of it is worth your money and most of it is not, and which is which depends on how your week actually runs. Here is where I land on the pitches I hear most often.

Skip it.

“An AI chatbot for your website.”

People ask the same handful of questions every time. Put the answers on the page once, instead of renting something to answer them worse.

Depends.

“AI that writes your quotes.”

Real hours if your quotes repeat with small changes. Close to useless if every job is priced from scratch.

Not yet.

“An AI agent that runs your business.”

I have not seen one I would put in front of a client. What is being sold is a demo, and you would be paying to be the test site.

Worth it.

“Something to chase unpaid invoices.”

Repetitive, unpleasant, and it is your own money sitting out there. The message is the same every time, which is the kind of job to hand over.

Worth it.

“AI notes from your site visits.”

Cheap, and it kills the write-up you are doing at nine at night. Low risk if it gets something wrong.

Careful.

“AI answering your phone.”

Fine for after-hours triage. A problem the moment a good customer works out they are not going to reach you.

Two of those cost me money to say out loud. That is the point. No vendor pays me — no reseller agreements, no commissions, no referral fees — so there is nothing pulling the answer one way. You are the only person who pays me, which is what makes the “skip it” worth reading.

Then what

None of that is your answer. It is how I think.

Which of these is right for you depends on things a list cannot know: who touches a job between the phone call and the invoice, how much of your quoting repeats, whether your customers expect to reach you personally. That is what the assessment is for — a week looking at how work actually moves through your business, and a short written plan with the arithmetic attached.

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