Workflow agents for owner-led firms · Dallas

Your office closes at 6. Your inbox doesn't.

Berry Buckley builds an AI agent for the one job that still lands on you after hours, whether that's answering new inquiries, chasing unpaid invoices, or sending the reply that never got out. It runs on the tools you already use, and two partners in Dallas stay with you through the build to ensure success.

Book a first agent audit

How the first agent sprint works

Book 45 minutes with Paul and you’ll get a written brief within one business day.

You're the owner. You're also the after-hours desk.

You answer the 9pm inquiry before a competitor does. You chase the invoice nobody followed up on. You finish the post that was supposed to go out Tuesday. Hiring someone for this doesn't make sense yet, and leaving it alone costs you work.

Pick one job. We’ll build the agent for it.

New inquiries after hours

Answers the inquiry, asks your qualifying questions, and books the call, so the lead is on your calendar by morning

Unpaid invoices

Runs the reminder sequence from QuickBooks, logs the replies, and sends you a short note on cash flow

Content in your review queue

Turns a brief into a draft and social versions, then waits for your approval before anything goes out.

See where firms usually start

Three to four weeks from audit to working agent.

Audit with Paul. In 45 minutes we’ll help you pick the workflow, or tell you an agent isn't the answer yet.
Written brief within one business day. It covers the workflow, your tools, the risks, and a fixed-scope sprint.
Sprint. Drate builds and tests the agent on your existing tools while you keep running the business.
Reviews, edits, and launch.

Implemented, not rented.

We align with your tools, not ours.
QuickBooks, HubSpot, Google Workspace, Square, Squarespace. We don't rip anything out.

Our guardrails are in writing.
Every agent ships with an owner playbook covering what it can do on its own, what needs your approval, and what it must never do.

People you can call.
Paul runs the engagement. Drate builds the agent. We're at 1920 McKinney Ave.

Straight answers on capacity.
We run two sprints at a time. If we're full, you get a start date, not a vague yes.

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Mobile apps: provide the best possible experience for your customers.
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Content: aligned with your best customers and prospects.