A Safe AI Setup
for a Small Office.
Many small offices already use AI chat tools, often on personal accounts, and nobody is sure what the AI can see. We have a new service that helps small offices set up Claude, an AI assistant, in one workspace the business owns.
One workspace your business owns. A one-page sheet that says what the AI can see, what it never does, and how to turn it off. A person approves every outgoing message.
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A Safe AI Setup for a Small Office
We have a new service that helps small offices set up Claude, an AI assistant: one shared workspace the business owns, a clear line on what to connect and what to keep out, and a person approving every outgoing message.
Where it stands
This is a new service: no clients and no reviews yet. It has not run end to end yet, for anyone. The first full run will be on our own inbox, before it runs on yours.
Who it is for: Someone in your office already answers the lead inbox, chases open quotes or emails customers by hand. If nobody does the task by hand today, we say so and decline.
What you keep: One workspace your business owns. A one-page sheet that says what the AI can see, what it never does, and how to turn it off. A person approves every outgoing message.
Price not published yet
The price is being set. Ask on the 15-minute call. Nothing is charged before the terms are agreed.
Book a 15-minute callThe problem
Three people, three personal logins, and nobody knows what the AI can see.
Someone pastes a customer email into a chat tool to draft a reply. Someone else keeps the quotes folder open in another tab. The accounts are personal, so the business cannot see what was shared or turn off access when someone leaves. Nobody has written down what the AI can read or who approves what it sends.
What it must never do
Four lines from the sheet.
Tick each one on the sheet once it is true in your office.
- Sends an email, a text or a calendar invite without a person clicking send
- Moves money, or touches payroll, HR files or bank logins
- Reads a mailbox, calendar or folder that is not on the sheet
- Speaks to a customer as if it were a person
Who it is for
An office where someone already does the task by hand.
For
An appraisal, accounting, law or nonprofit office of three to eight people, where someone already answers the lead inbox, chases open quotes or emails customers by hand.
Not for
If nobody does the task by hand today, we say so and decline. Work in patient records, privileged case files or HR screening stays unconnected. On the call, the honest answer for that work may be "not yet" or "no AI at all".
What you can check before a call
No clients yet, so check these instead.
The blank sheet. Read every line before a call. It is free to copy and use in your own office, with or without us.
Download the blank sheet (PDF)Questions for any AI provider. Section 5 of the sheet: does it train on our chats, and how long are chats kept? Bring them to the call and check the answers on the provider’s own pages.
The two people below, by name, with a LinkedIn link for Samson and one for Simply AI.
If the office setup is not what you need
Four older offers, each with one number, one window and a written remedy.
The office setup above is the newest thing on this page. These four are older and narrower: missed calls, cold leads from ads, failed Stripe payments, and the free Leak Report. Each card prints its own number, its window and what happens if it misses.
Free · no call needed
The Leak Report
I run your website through the checks and send you the leaks I find. The report is free. Fixing every leak it names is $685, done in 5 business days, or you don’t pay.
The guarantee
5 business days to fix and re-verify every leak the report names, with a screenshot per fix · 7 days from the day you pay and access lands · the $685 is refunded.
What the guarantee assumes
- Access to the site lands with the payment. The 7 days start when it does, not when you paid.
- A leak inside a third party’s system is named in the report and excluded from the clock, because we cannot fix someone else’s software.
- A leak is anything that costs you a job: a form that does not submit, a phone number that does not dial on mobile, a page that does not load
- Cosmetics are listed but never counted and never sold
- Every finding carries its own screenshot
- A leak inside a third party’s system is named and excluded from the clock
A third of one blended booked job ($2,019). It pays for itself on the first job the repaired form or phone link books.
$685 flat, every leak in the report fixed
Pilot pricing — book a call. The report itself costs nothing and is yours to keep.
Book a 15-minute callIf you run ads
Cold Leads Booked
Book 12 of the leads that go cold on you now, in 60 days, or the setup fee comes back and you keep every job it booked.
The guarantee
12 booked jobs out of the leads that go cold on you now · 60 days from the day the first live lead flows through the install · full refund of the setup fee; you keep the jobs it did book.
How the number is set: The number is read off your own lead list on the call: count the leads in your last 60 days that waited more than an hour for a first reply, then divide by 12. A count of 144 gives 12, which is the worked example on this card. Under 120 and we decline.
What the guarantee assumes
- One of your people picks up when the system hands them a lead inside 5 minutes. We guarantee the booking, never the close.
- Your ad spend and your form stay live for the whole window. A paused campaign pauses the clock with it.
- A lead fills your form or calls off the ad and gets a text and an email back inside 60 seconds
- One of your people is on the phone with them inside 5 minutes
- Every estimate gets chased on day 3, day 7 and day 14 until it is a yes or a no
- Your own booking link travels in the message, so the lead can take a slot
- Friday, one number: dollars booked
What it does not do yet: There is no calendar API. It carries your booking link and reads your own booked marks; it never reads or writes your calendar.
A booked job blends to $2,019 (nine HomeAdvisor $350 repairs and one ServiceTitan $17,040 replacement). At the 24-job window cap that is $48,456 of work for $6,425, or 13% of it. If it books only the 12 promised, $24,228 of work for $4,205. You keep the rest either way.
$1,985 setup + $185 per booked job, billed on at most 12 booked jobs in any 30 days
Pilot pricing — book a call. The cap is written into the agreement, not implied.
Book a 15-minute callIf your phone rings
Every Missed Call Answered
Your first 30 missed calls answered live in 30 days, or you don’t pay.
The guarantee
30 missed calls answered live by a voice, with what the caller needs and their number in your phone · 30 days from the day the forward goes live on your number · full refund of the setup fee and the first month.
How the number is set: Read off your own call log on the call, before anything is signed: we take this on where the log shows 40 or more missed calls in the last 30 days and you already answer 90 or more a month. Below that the arithmetic does not work and we say so and decline.
What the guarantee assumes
- Your line keeps forwarding on the agreed rule for the whole window. If your own call volume means fewer than 30 calls are missed in the 30 days, the window runs on until the 30th missed call and the guarantee is measured on those 30 — the only fair way to count a number that depends on your phone ringing.
- A carrier outage or a number-porting delay pauses the clock for as long as it lasts.
- Someone calls back the callers the system hands you. We guarantee the answer, never the close.
- Your number stays the same and still rings first
- After 4 rings, or after 6pm, a voice picks up and asks what is broken
- Takes the address and the callback number and texts it to you while the caller is still on the line
- Includes Missed-Call Rescue text-back: anyone who hangs up first still gets a text in seconds
- Emergencies texted straight to you, on a keyword list you set
- She never quotes a price, never claims to be a person, and never dials out
- Friday report: calls answered, counted from your own call log
What it does not do yet: She does not book. No calendar is wired to her, so she takes the job and hands it to you rather than offering a time she cannot see.
30 missed calls answered. At Invoca’s 46% call-to-job rate that is 13 jobs, and at HomeAdvisor’s $350 average repair, $4,550 a month in repairs alone. $485 is 11% of it. The conversion is yours to earn; the answer is what we guarantee.
$925 setup + $485 a month
Pilot pricing — book a call. Nothing is charged before the terms are agreed.
Book a 15-minute callIf you bill monthly on Stripe
Failed Payments Recovered
Recover $9,000 of failed payments in 90 days, or you don’t pay a cent of the fee.
The guarantee
$9,000 of failed subscription payments recovered because of our messages · 90 days from the day the webhook is live in your Stripe account · no fee owed on anything recovered in the window; you keep every dollar.
How the number is set: The number is a third of what failed in your own Stripe over the previous 90 days, rounded down to the nearest thousand, read off your account on the call. $27,400 failed gives $9,000, which is the worked example on this card.
What the guarantee assumes
- The webhook and the card-update page stay live in your Stripe for the whole window. Switching them off stops the clock and the count.
- Dollars Stripe’s own silent retry recovered are separated out in the ledger and never billed, and never counted toward the number either.
- Runs on your Stripe account, your webhook, your card-update page
- The message matches why the payment failed: an expired card gets a card link the same hour, short funds get a nudge on payday
- It stops the second the money clears
- Dollars Stripe’s own silent retry recovered are separated out and never billed
The fee is 15% of recovered revenue by construction, billed monthly from the attribution ledger. Silent-retry dollars are never billed.
15% of every dollar recovered that our messages caused, no setup fee
Pilot pricing — book a call. On the worked example, $9,240 recovered is a $1,386 fee.
Book a 15-minute callNeed your phone answered instead? Start on your own with the free 7-day pilot at $297/mo · cancel anytime.
That is the month-to-month version and it carries no guarantee: no answered-call number, no window, and nothing to refund if it underperforms. The guaranteed phone offer above is the reason to take the call instead.
Add-on · Care Plan
+$150/mo — we keep your website and Google listing current, so the thing customers check before they call always says the right thing. Unlimited small changes, no hourly billing — and a one-page report each month showing your site stayed up and every change we made.
Live Demo
Listen to it turn down a question.
Anyone can promise their AI behaves. These are the lines it actually says when a caller pushes — the disclosure, the two refusals, and the handoff.
Live demo · Front Desk
Scripted walkthrough of an answered call — not a customer call and not a live line.
The first breath of every call
“Thanks for calling Valley Mechanical — this is Wren, their virtual assistant, and I record calls so nothing gets missed. What’s going on?”
Volunteers that she is not a person
“I’m the robot they hired so you don’t get voicemail — I promise I’m an upgrade on voicemail.”
Asked what the job will cost
“I don’t want to guess at a number — Dave will give you a real one.”
Asked something she doesn’t know
“That one I’d be guessing at — let me have Dave call you back on it. What’s the best number for you?”
When it stops being a routine call and starts being an emergency
“Okay — I’m getting someone on this right now.”
Not a customer call and not a live line. This is the script we ship, in the voice we’re auditioning for it, run through the same 8 kHz filter your callers hear.
What Front Desk and Website Front Desk will never do
- 01Never claims to be a person.
- 02Never quotes a price.
- 03Never diagnoses.
- 04Never promises a slot it can’t fill.
- 05Never dials out.
Front Desk on your phone line and Website Front Desk in your site chat are the same brain on two channels, so these five limits are both of theirs. Front Desk is inbound only: it answers your line, it does not call out. The free week runs Front Desk, so you can check these yourself, then keep it or don’t.
Justin Chao and Samson Chua build every system. Two people. (209) 817-1962.
Some of what we sell already runs in our own business — the triage on our inbox, and the engine behind the $1,500 Audit deliverable, which you can read a sample of before you pay for one.
Who it’s for
If your phone rings, it fits.
We’re not picking an industry. We’re picking a shape: somebody answering the phone between other work, enough inbound that voicemail costs real money, and a job worth more than a month of Front Desk. The 8pm cracked-molar call and the 6am no-heat call are the same call — somebody needs you, you’re not there, and they’re about to try the next number.
Here’s one setup in full. The other five are the same six systems, configured differently.
- 02Front Desk
Home services & trades
Front Desk answers the 6am no-heat call before anyone reaches the office, takes the address and the callback number, and texts the job to you while they are still on the line.
- Day one
- Last night’s no-heat call is on your phone with the address and the number before the first van leaves.
- Limit
- Front Desk never dials out. It answers your line; the chasing is text.
- Built
- Front Desk — answers the 6am no-heat call
- Quote Chaser — follows up on the furnace estimate you sent Thursday
- Office Manager — chases the balance on the install you finished
05:58callerno heat since last night. how much to fix it?
05:58front deskI won’t guess at a price. Let me get this to the owner now.
05:59front deskWhat’s the address, and is this the best number for you?
05:59texted to youNo heat · address and callback taken
Demo transcript — not a customer recording. TermsFree 7-day pilot · Front Desk $297/mo · the rest is scoped in the audit
See the home services setup
Not on this list? The systems don’t change. The same six fit veterinary clinics, bookkeeping, insurance, fitness studios, childcare and tutoring. Call (209) 817-1962 and we’ll name yours in twenty minutes.
Who this isn’t for
Businesses where the phone barely rings. Anyone who needs the AI to quote a price or give a diagnosis — ours won’t, ever. And anyone who wants a demo but not a decision. We’d rather tell you no in twenty minutes than sell you something that sits there.
Nothing on this page is a customer result. The free week runs Front Desk, so every Front Desk line here is one you can check yourself in week one. Last reviewed 2 August 2026.
Straight answers
The things you’d ask on the call.
What does it cost?
The office setup at the top of this page has no published price yet. It is set on the call. The four offers under it carry their own prices: $925 setup plus $485 a month for the phone, $1,985 plus $185 a booked job for the ads lane, $685 to fix every leak the free report finds, and 15% of whatever we recover on failed payments. Each is agreed on the call, and each one puts a number, a window and your money back in writing. If you would rather start without a conversation, Front Desk runs a free 7-day pilot and then $297 a month with no guarantee attached. Bigger custom builds start with the $1,500 Audit further down this page and are scoped from there — the full menu is on the Services page.
Do I need to be technical?
No. We handle all integrations, your team gets trained on every system, and you get full documentation. If you can read a text message, you can run what we build.
Who owns the system — and my data?
You do. Systems are built in your accounts, on your phone numbers and your CRM. You own everything we deliver, including the code and documentation, whether or not you stay on the retainer.
What if it doesn't deliver results?
Every guaranteed offer on this page names one number and one window, and if it misses, the money comes back — the terms that bound each one are printed on its own card, not in a document you see after signing. The office setup at the top carries no guarantee yet: it has not run end to end, and its card says so instead of inventing a number. There is no vague performance promise anywhere on this site. The management retainer deliberately carries no guarantee, which is why it is agreed on a call rather than sold off this page.
Who does the work?
Justin and Samson, directly — the two people on this page. No outsourced dev team, no account managers. The people who scope your build are the people who ship it and answer your messages after launch.
Services
Scale when you’re ready.
Once the first system is running, this is the growth path: audit what’s worth automating, build it at a fixed price, and we’ll run it for you.
- 01Free Strategy Call15 minutes, zero obligation
- 02Paid Business AuditYour custom roadmap
- 03System BuildFixed price, no surprises
- 04Launch & ManageWe stay in the picture
Tier 01Business Audit$1,500 · One-time · 5 days
We follow the money — phones, quotes, scheduling, billing — and price every leak in dollars per week. Move forward and the full $1,500 is credited to your build.
Tier 02System BuildFixed price, agreed on the call · 3–6 weeks
AI automation and custom AI agents, built for your business. We build it, you own it — code, docs, and accounts — and we track the hours it saves you each week.
Tier 03Business ManageMonthly, agreed on the call · Cancel anytime
We monitor, optimize, and expand monthly. This tier carries no performance guarantee — the guaranteed work is the four offers under the office setup at the top of this page, where the number, the window and the refund are printed on the card.
Who You’re Working With
Justin Chao
Founder & Builder
Justin designs, builds, and operates these systems — phone-answering agents, outbound lead engines, audit tools. The person who scopes your build is the person who ships it.
Samson Chua
Co-Owner & Engineering
Years inside county and school-district IT — systems that quietly have to work every day for thousands of people. On your project he wires your tools together and makes sure the automation holds up under real load. Two builders, one accountable business, no hand-offs to a stranger.
What we do, in under a minute
Get In Touch
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your business?
We're real people who genuinely enjoy this stuff. Whether you have a specific project in mind or just want to explore what's possible — reach out. We promise it won't feel like a sales call.
Email us directly
hello@simplyai4u.com
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Response time
Within 1 business day
Not ready to talk yet? No problem — text (209) 817-1962 whenever you are. An owner answers, not a queue.
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