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Less busywork. More selling.

Pro Serve builds practical AI tools and sales systems for small businesses, so your team spends its time on customers instead of admin.

Right now we are running a paid 90-day AI project for a managed IT provider. See the results so far.

Your Monday to-do list

Hand off a task and watch it get done. You still approve everything.

  • Follow up with 14 leads from last week

    About 1 hr 30 min of your time

  • Write a quote for Miller Landscaping

    About 45 min of your time

  • Pull together the weekly sales report

    About 1 hr of your time

  • Log yesterday's calls in the CRM

    About 30 min of your time

0 min of 3 hr 45 min back this week.

Three ways we help

Pick the one that sounds like your business. Most clients start with one and add the next when the first one pays off.

Sales Process Setup

For owners whose sales run on memory and good intentions.

A simple, repeatable path from first call to signed deal, so leads stop slipping through the cracks.

  • Clear pipeline stages your whole team understands
  • Follow-up rules so no lead goes quiet
  • CRM cleanup and setup
  • A weekly pipeline review that takes 20 minutes

Typical timelineFirst version in about 30 days

AI Assistants for Your Business

For teams of 5 to 50 where the owner or sales team is buried in admin work.

Get hours back every week. AI handles the repetitive work so your team can focus on customers.

  • Follow-up emails and reminders that go out on time, every time
  • Proposals and quotes drafted in minutes, not hours
  • Weekly reports pulled together automatically
  • Meeting notes summarized, with next steps logged in your CRM
  • New leads and requests routed to the right person instantly

A person on your team approves anything before it reaches a customer.

Typical timelineFirst tool working in 2 to 4 weeks

Custom Business Apps

For businesses running on spreadsheets and typing the same thing twice.

Simple internal tools built around how you already work, connected to the software you already use.

  • One live view of who is working on what
  • Fewer spreadsheets and no double entry
  • Connects to the software you already pay for
  • You own the app and the code

Typical timelineSet after a free scoping call, once we know what the app needs to do

How much time could your team get back?

Move the sliders to match your week. The math updates as you go.

Hours each person spends per week on

Your team could get back about

576hours a year

That is roughly 14 full work weeks.

Find out what to hand off first

An estimate, not a promise. It assumes half of this work is handed off and 48 working weeks a year.

How it works

  1. Free 20-minute call

    Tell us where time and deals are getting lost. No slide deck and no cost.

  2. Short assessment

    We look at how the work happens today and pick the one change worth the most.

  3. Build, measure, repeat

    We build it with your team, measure the time saved, then decide what comes next.

One live work board in two weeks

A regional managed IT provider serving about 190 dental and veterinary practices tracked every job twice: once in their ticketing system and again on a manual board. The board fell behind, managers could not see who was working on what, and hardware used on site sometimes never made it onto an invoice.

We mapped the work from first request to final invoice, then built an internal app that gives each role a live work queue pulled straight from the ticketing system. Nobody types anything twice.

Paid 90-day engagement that started in September 2026. The client is kept anonymous. Business results will be measured against a baseline taken before rollout.

Open tickets synced on day one
537
Board columns cut to clear statuses
13 to 7
From kickoff to a working board
2 weeks

25+years helping businesses sell more

Technology your team will actually use.

Pro Serve starts with how your business wins customers, then builds tools that fit the way your team already works.

  • We start with the business, not the software. We learn how you sell and where time and deals slip away before we recommend any tool.
  • We start small. You see something working before you commit to more.
  • Your team stays in control. A person approves anything that reaches a customer.
  • You own what we build. Tools work with the software you already use, and they belong to you.
  • We measure the result. We record where things stand before we start, then show you what changed.

Tell us where the busywork is

Answer a few quick questions and get a free, one-page plan showing the first thing worth fixing. It takes about 3 minutes.

Get my free assessment