01
Where should we use AI?
Find the missed revenue, repetitive work and slow responses worth solving first.
AI AGENTS + INTELLIGENT AUTOMATION
SMBs know
they need AI.
We show them
where it pays.
Find the value. Build the agent. Measure the impact.
We identify, build and manage the AI agents that move your business forward. No internal AI team required.
Vendor-neutralBuilt around ROIManaged after launch
OPPORTUNITY → OUTCOMEIllustrative example
THE BUSINESS PROBLEM
in a month47 missed calls
THE RIGHT SOLUTION
AI Receptionist
AnswersQualifiesBooks
12 additional appointmentsFrom previously unanswered demand
POTENTIAL APPOINTMENT VALUE
$8,400/ mo
12 appointments × $700 estimated value
ONE PARTNER.
THE WHOLE JOURNEY.
THE WHOLE JOURNEY.
01Find the value
02Build the agent
03Measure the impact
THE SMB AI CHALLENGE
AI isn't the problem.
Knowing where
to use it is.
You're surrounded by AI tools. You need a clear path from a business problem to a result worth investing in.
02
What should we build?
Choose the right agent, workflow and technology for your business.
03
Who will implement it?
One partner to design, connect, test and launch your solution.
04
Is it creating value?
Measure bookings, hours saved, cost reduction and revenue impact.
ORBIT™ AI ASSESSMENT
Your next AI move.
Made clear.
Find where AI can create the most value in your business. ORBIT turns uncertainty into a practical action plan, starting with the opportunity worth implementing first.
Book an ORBIT assessmentLarger organization? Explore Enterprise ORBITYOUR ASSESSMENT DELIVERABLEO / V
AI Opportunity
Blueprint
A clear business case. A prioritized path forward.
- 01AI opportunity map
- 02Readiness review
- 03Prioritized use cases
- 04ROI estimate
- 05Recommended agent / automation
- 06Implementation roadmap
Built around your business value.
ONE PRACTICAL FRAMEWORKFive steps from opportunity to impact
O
Orient
What outcome matters?
Revenue, conversion, customer response or operational capacity.
R
Ready
Are you ready?
Review the workflows, systems, data and integrations.
B
Build
What should AI do?
Prioritize the agent or automation worth implementing first.
I
Impact
What is the value?
Estimate revenue opportunity, savings, hours saved and ROI.
T
Transform
What comes next?
Launch, measure results and expand what works.
MEET YOUR AI WORKFORCE
Digital teammates.
Real business impact.
Built for the calls, conversations and everyday workflows that keep your business moving.
CUSTOMER CONVERSATIONS
AI Receptionist
Turn more calls into customers.
- Answers calls around the clock
- Qualifies callers and books appointments
- Routes urgent calls to your team
- Updates your CRM
More answered calls. More appointments.
Learn more
SALES & FOLLOW-UP
AI Sales Agent
Keep the conversation moving.
- Responds to new leads
- Follows up automatically
- Qualifies opportunities and books meetings
- Keeps your pipeline current
Faster responses. More qualified opportunities.
Learn more
CUSTOMER EXPERIENCE
AI Customer Service Agent
Give your customers a quicker answer.
- Answers common questions
- Retrieves relevant information
- Handles routine customer requests
- Escalates exceptions to a person
Less support workload. Faster resolution.
Learn more
EVERYDAY OPERATIONS
AI Operations Agent
Give your team their time back.
- Reads emails and documents
- Extracts and processes information
- Updates systems and triggers workflows
- Creates follow-ups and reports
Less admin. Fewer errors. Faster operations.
Learn more
AI-POWERED AUTOMATION
More than voice.
One connected
business.
One automation layer across your customer-facing and operational work. Conversations, documents and systems working together around the outcomes that matter.
Designed around your workflows.Connected to the systems you already use.
OrbitValueAI Automation
- Conversational AIVoice · SMS · Web
- Agentic AIReason · Act · Escalate
- Workflow automationCRM · ERP · APIs
- Analytics & ROIMeasure business value
- Generative AIKnowledge · Content
- Document intelligenceRead · Extract · Process
VENDOR-NEUTRAL BY DESIGN
The right technology.
For your business.
We choose and connect the tools that fit your use case, economics and existing systems.
- AI models
- Voice & telephony
- CRM
- SMS
- Calendar
- Scheduling
- Help desk
- Payments
- ERP
- Automation
- APIs
- Internal systems
HOW IT WORKS
Start small. Prove value.
Scale what works.
- 01IDENTIFY
Find the opportunity
Use ORBIT to define the business case, assess readiness and choose your first use case.
- 02IMPLEMENT
Build & launch
Design your agent and integrations, then test and deploy it into your workflow.
- 03MANAGE
Operate & measure
Monitor quality, conversations, uptime, exceptions and business results.
- 04EXPAND
Scale the value
Add agents and workflows where the results support a compelling business case.
ORBITVALUE MANAGED AI
Built for you.
Run with you.
AI needs attention after launch. We monitor, improve and support your agents, giving you one accountable partner as your business evolves.
Talk to an AI partnerMonitor
Uptime, conversations, failures, response quality and integrations.
Optimize
Prompts, knowledge, workflows and conversion performance.
Measure
Leads, bookings, resolutions, hours saved and business value.
Govern
Human escalation, permissions, controls and compliance support.
Support
Integration changes, agent updates and new business requirements.
Scale
Additional agents, workflows and departments as value is proven.
ONGOING VALUE REVIEWS
Managed AI should get more valuable over time.
We review performance, ROI, exceptions and new opportunities, then expand where the next workflow can deliver measurable value.
BUILT FOR YOUR BUSINESS
Every call. Every lead.
Every hour matters.
The same value-first approach, tailored to the workflows and customer journeys in your industry.
Home & local servicesHVAC · Plumbing · Electrical · Roofing · Property management
Capture after-hours demand, qualify service requests and turn more calls into booked visits.
Also supports landscaping, cleaning and moving businesses.
Find my AI opportunityProfessional servicesAccounting · CPA firms · Legal · Consulting · Insurance
Respond to inquiries, schedule consultations and reduce the admin around every client relationship.
Connect intake, follow-ups, documents and your existing client systems.
Find my AI opportunityHealth & wellnessDental · Healthcare · Med spas · Wellness · Fitness
Help customers find information, request appointments and reach the right team.
Build around approved information, appropriate controls and human escalation.
Find my AI opportunityFinancial servicesBanks · Fintech · Wealth · Insurance · PE portfolios
Connect service and operational workflows with clear permissions, review steps and measurable outcomes.
For broader change, explore ORBIT Enterprise strategic advisory.
Find my AI opportunityHospitality & moreRestaurants · Hospitality · Auto · Logistics · Education
Handle repetitive inquiries and move customer requests into the systems your team uses.
Start with the workflow where every call, lead or hour matters most.
Find my AI opportunitySTRAIGHTFORWARD PRICING
Implementation once.
Managed AI every month.
A separate one-time investment to build and launch.
An ongoing service to keep improving what comes next.
01
Starter
Your first high-value workflow
From$750/ month
+ ONE-TIME IMPLEMENTATIONQuoted after your ORBIT Blueprint
- AI receptionist or lead agent
- Standard integrations
- Monitoring and managed support
- Business value and ROI tracking
02
Growth
Connect multiple workflows
Managed AI$1,500–$3,500/ month
+ ONE-TIME IMPLEMENTATIONQuoted after your ORBIT Blueprint
- Multiple agents and workflows
- CRM, calendar and messaging
- Ongoing optimization
- Managed support and value reviews
03
Custom
Complex, connected automation
Managed AICustommonthly pricing
+ ONE-TIME IMPLEMENTATIONCustom project pricing
- Custom agents and integrations
- CRM, ERP and API connections
- Document and multi-team workflows
- Governance and tailored support
Monthly pricing is recurring; implementation is a separate one-time charge. Final pricing depends on usage, workflow complexity, integrations and support requirements.
ORBIT™ ENTERPRISE TRANSFORMATION
From fragmented transformation
to AI-native performance.
For larger organizations, ORBIT aligns strategy, architecture, AI, commercial growth and governance in one structured transformation framework.
Orient
Strategic alignment & value thesis
Re-architect
Platform & structural modernization
Build intelligence
AI & automation at scale
Ignite growth
Commercial acceleration
Transform at scale
Institutionalization & governance
THE MATURITY JOURNEY
- 1Reactive
- 2Modernizing
- 3Integrated platform
- 4AI embedded
- 5AI-native
Explore enterprise deliverables
An executive blueprint for measurable, governed transformation.
- Transformation Charter
- Executive Value Map
- Maturity Baseline
- Modernization Blueprint
- AI Opportunity Map
- AI Operating Model
- Intelligent Workflow Design
- Growth Playbook
- Value Realization Dashboard
- Strategic Roadmap
THE BUSINESS CASE COMES FIRST
What could your
missed calls be worth?
Explore the potential value of unanswered demand. Adjust the numbers to reflect your business.
Your monthly call activity
calls
%
%
USD
200missed calls / month
80qualified opportunities
Qualified opportunities are a subset of your unanswered calls.
POTENTIAL MONTHLY REVENUE OPPORTUNITY
In qualified demand your business
may currently be missing.
Missed calls×Qualified share×Customer value
Calculate my AI opportunityIllustrative opportunity, not guaranteed revenue or net ROI. Actual revenue depends on conversion; implementation and monthly fees are not deducted.
ORBITVALUE PARTNER NETWORK
Your client relationships.
Our AI delivery.
Bring AI transformation to your clients without building a practice from scratch. For MSPs, CRM consultants, agencies, telecom providers and trusted business advisors.
Referral
Introduce qualified opportunities. OrbitValue handles assessment, implementation and Managed AI.
Co-sell
You own the relationship. OrbitValue brings the AI expertise and delivery.
Delivery / white label
Selected partners can access deeper delivery support for their client engagements.