For agencies & service business advisers
Help your clients follow up, gather job details and manage customer requests alongside the marketing and systems you already deliver.
Start with one client and one agreed task.
Founder-assisted setup · Clear approvals · A shared review
From inquiry to a clear next step
Illustrative workflowYour agency
A painting client receives an inquiry about three rooms. You spot the details the owner still needs.
Conciary
Explore asking for photos and preferred visit times, using the approach approved by the client.
Business owner
Three rooms. Photos collected. Two preferred times. The owner reviews the request and confirms the next step.
The task, channel and approval steps are agreed with you and the client before setup.
Turn a request for “help with AI” into one specific customer task to explore together.
Keep your marketing, consulting or CRM work in place. Look for the administrative gap that remains.
Agree what to measure: useful replies, completed details, confirmed next steps and time spent.
A concrete place to begin
Use these as starting points for a conversation. We review the client’s process and current tools before agreeing what Conciary will handle.
The inquiry arrives, but the useful details are missing.
Explore collecting photos, project details and preferred times, then bringing the owner a clear request to review.
What to review: Complete requests · Owner handling time
Example: painting businessesAn interested customer has a question or a decision still to make.
Explore approved follow-ups that surface outstanding questions and bring the customer’s next decision back to the team.
What to review: Customer responses · Confirmed next steps
Example: estimate follow-upVisit changes, access details and extra requests land with the owner.
Explore gathering the request, keeping its context together and asking the right person to approve the next action.
What to review: Resolved requests · Owner handling time
Example: exterior cleaningBring the workflow you have. We’ll look at the customer questions, exceptions and changes that still reach the owner. A useful collaboration starts with a gap worth solving.
How we work together
Tell us about the businesses you advise and a recurring task they still handle manually. We discuss whether it fits the current capabilities.
With the client’s agreement, review their tools, approve messages and set the handoffs. Decide who manages the relationship, setup and support.
Begin with one scoped task and founder-assisted setup. Review useful outcomes, client feedback and the time it takes before expanding the work.
Early work combines software with founder-assisted setup and review. We confirm capabilities, access and service hours together. Pricing, scope changes and final commitments stay with the client’s team.
Agencies, CRM consultants and business advisers who work with owner-led service businesses. A useful starting point is a client with recurring customer questions, missing job details or coordination that still requires the owner’s time.
Start with what your existing setup already handles. We can explore a different task, such as customer changes after booking or requests that need an owner’s judgment. If the current tools cover the task well, there may be no reason to add Conciary.
Begin with a conversation about your clients and one recurring task. If there is a useful fit, we agree who works with the client, review their tools and permissions, and scope a small test. Introductions happen with the client’s agreement.
We agree that before any introduction or setup. Your agency can stay involved, and the client decides who can access their information or communicate on their behalf. Support responsibilities and the way we report progress are part of the agreed scope.
Compatibility depends on the software, access and task. We review the setup before committing to a test. Specific CRM integrations, phone-number support and automatic data syncing are confirmed individually.
We are starting with direct introductions and jointly scoped work. If you have a branding or resale arrangement in mind, tell us about it. We agree any commercial arrangement and responsibilities personally before work begins.
Start with a conversation
Tell us who you work with and where they need help. We’ll discuss one practical way to work together.
Prefer email? contact@conciary.ai
Conciary