For service firms

Add an AI assistant for inquiry follow-up, intake, approvals, and status.

Give the assistant inquiries, proposal follow-up, client details, files, approvals, status updates, and handoffs so your team can move work forward with less chasing.

Based in Indianapolis, Sage Foundry builds practical AI assistants for owner-led service businesses that want local support and useful software.

AI drafts. Your team approves. Nothing reaches customers unless your team approves it.

Indianapolis-based Owner-controlled AI First usable version in about 10 business days Clear starter scope Hosted with care

Sample app

Service firm AI assistant

Yours

Revenue follow-up

Pipeline
Inquiry triage Strong fit
Proposal follow-up Draft ready
Owner alert 2 stalled

Client intake

Files
Missing file 1
Approval reminder Queued
Client handoff Ready

Status updates

Operations
Internal owner Assigned
Next update Drafted
Dashboard Open blockers

Before and after

The assistant should match the work, not the other way around.

These pages show the kind of owner-controlled AI assistant Sage Foundry can shape around a business. The first conversation starts with where demand leaks or admin pain slows the team.

Before

Workarounds everywhere

Inquiries, proposals, files, approvals, client handoffs, deadlines, and status updates are scattered across email, folders, and manual reminders.

After

One AI assistant built for the business

The app helps triage demand, draft follow-up, collect missing details, surface approvals, summarize status, and show owners where work is stuck.

First usable version

What the assistant can handle first.

The first version is intentionally practical: enough to improve a meaningful revenue or admin motion, learn from real use, and grow without pretending every future requirement is known on day one.

Inquiry triage

Proposal follow-up queue

Client intake summary

File and approval reminders

Status update drafts

Owner dashboard

Illustrative ROI

We review the business case together.

ROI examples are not customer claims or guarantees. They are the kind of math Sage Foundry uses to choose a focused first build with you.

01
Fewer status emails

Reviewed against your actual workflow, software spend, and operating cost.

02
Faster approvals

Reviewed against your actual workflow, software spend, and operating cost.

03
More proposal follow-up

Reviewed against your actual workflow, software spend, and operating cost.

04
Cleaner client handoffs

Reviewed against your actual workflow, software spend, and operating cost.

Start here

Tell us where AI should help first.

Send the current lead source, sales process, booking flow, quote follow-up, handoff, packet, record, approval, or owner decision this app needs to improve.