Everything BizTri AI can do for your business

Below is the complete breakdown of our capabilities. These map directly to the Packages (Essential, Growth, Scale) and can be combined under Custom Solutions for complex needs.

AI Automations & Agents

Conversational Assistants New

Included in: Essential • Growth • Scale
  • FAQs, booking, and lead qualification (site & social DMs)
  • Human handoff + full transcripts
  • Guardrails for accuracy and tone
How it helps
  • Never miss a lead — answers 24/7 and books while you sleep.
  • Cuts phone time by handling routine questions and intake.
  • Warms up visitors so your team only handles high-intent chats.
Ideas
  • “Get a quote” flow that collects photos/details, then schedules.
  • Return-text anyone who filled out a form but didn’t book.
  • DM autoresponder for Instagram/Facebook that books calls.

Sales & Support Agents (Scale) Pro

Included in: Essential • Growth • Scale
  • Qualifies leads, answers objections, and books meetings
  • Support triage: answers, routes, and creates tickets
  • Operates across chat, email, and SMS
How it helps
  • Acts like a virtual rep — handles volume without hiring.
  • Reduces response time and improves customer satisfaction.
  • Integrates with your CRM so nothing falls through the cracks.
Ideas
  • Try-before-you-buy demos with automated follow-ups.
  • Order-status + returns assistant for e-commerce.
  • Sales agent that revives cold leads every week.

Core Automations

Included in: Essential • Growth • Scale
  • Automated reminders for appointments & confirmations
  • Follow-ups & no-show recovery sequences
  • Invoice nudges, review requests, tagging, and routing
How it helps
  • Fewer no-shows and faster paid invoices.
  • More reviews → higher local ranking → more leads.
  • Cleaner pipelines with automated tagging/assignment.
Ideas
  • 3-step “rebook” flow when someone cancels.
  • Automatic review request 2 days after service.
  • VIP tagging and special offers for top customers.

Expanded Workflows (Growth+)

Included in: Essential • Growth • Scale
  • Multi-channel follow-ups (email, SMS, chatbot)
  • Ops automations across invoicing, reporting, and CX
  • Weekly tuning and proactive improvements
How it helps
  • Scales your operations without adding headcount.
  • Consistent nurture means more repeat business.
  • Continuous improvement keeps results compounding.
Ideas
  • Quote→Contract→Invoice auto-handoffs with reminders.
  • Project kickoff checklists + stakeholder alerts.
  • Post-purchase education series that reduces support tickets.

Marketing & Client Acquisition

Lead Generation & Outreach Popular

Included in: Essential • Growth • Scale
  • AI-powered outreach campaigns (email/SMS/social)
  • List building with consent and segmentation
  • A/B creative testing and iteration
How it helps
  • Creates consistent pipeline instead of random spikes.
  • Personalized messages lift reply and booking rates.
Ideas
  • “We noticed you…” local outreach for service businesses.
  • Win-back campaigns for old leads with fresh offers.

Email & SMS Campaigns

Included in: Essential • Growth • Scale
  • Welcome, nurture, promo, and re-engagement flows
  • Personalization with tags and behavior triggers
  • Deliverability and weekly optimization
How it helps
  • Turns one-time buyers into repeat loyal customers.
  • Automated promos fill slow days without heavy lifting.
Ideas
  • Birthday/anniversary offers that drive quick bookings.
  • “New product drop” with early-bird list for e-comm.

Social Presence

Included in: Essential • Growth • Scale
  • Branded content guidance and post scheduling
  • Multi-platform calendars & basic analytics
  • Community interactions routed to agents
How it helps
  • Stays top-of-mind and builds trust with your audience.
  • Automates DMs so interest turns into bookings.
Ideas
  • Weekly “before/after” reels for local services.
  • Comment keyword triggers that open a DM conversation.

Paid Ads (Scale)

Included in: Essential • Growth • Scale
  • Setup & optimization for Meta and Google Ads
  • Creative generation, targeting suggestions
  • Budget pacing and ROAS tracking
How it helps
  • Scalable acquisition once organic channels are humming.
  • Clear ROI reporting keeps spend efficient.
Ideas
  • Local “book now” lead-form ads tied to auto-followups.
  • Retarget hot visitors with a “limited-time” offer.

Web, Funnels & SEO

Website & Funnels

Included in: Essential • Growth • Scale
  • Mobile-first pages with conversion-focused copy
  • Interactive lead capture forms and multi-step funnels
  • Cal.com booking embeds and confirmation flows
How it helps
  • Turns traffic into booked calls, not just page views.
  • Short, focused funnels = higher conversion rates.
Ideas
  • “Pick a problem → see solution” quiz funnel.
  • Sticky CTA + chat on every key page.

SEO & Listings

Included in: Essential • Growth • Scale
  • Foundational SEO setup (technical + on-page)
  • Google Business Profile optimization
  • Location pages & schema markup
How it helps
  • Get found by nearby customers ready to buy.
  • Higher visibility → cheaper leads than ads.
Ideas
  • “Service in {City}” pages with proof & FAQs.
  • Automated GBP post scheduler tied to promos.

Analytics & CRO

Included in: Essential • Growth • Scale
  • Event tracking for leads, bookings, and revenue
  • Heatmaps and funnel drop-off analysis
  • Split tests and landing page improvements
How it helps
  • See exactly where revenue is coming from.
  • Fix friction points and raise conversion steadily.
Ideas
  • 1-change-per-week CRO habit with reporting.
  • “What users do” clips your team can review.

Custom Integrations

Included in: Essential • Growth • Scale
  • CRM (HubSpot, GoHighLevel, Airtable)
  • Google Workspace, ad platforms, n8n/Make.com
  • Payments, invoicing, and custom APIs
How it helps
  • Connects the tools you already use — fewer tabs, fewer mistakes.
  • Makes data flow automatically between systems.
Ideas
  • New lead → auto CRM record → Slack ping → calendar invite.
  • Abandoned invoice → reminder + offer after X days.

Client Support & Operations

Dashboards & Reporting

Included in: Essential • Growth • Scale
  • Templated dashboard (leads, bookings, replies)
  • Expanded insights and trend analysis (Growth)
  • Full ROI metrics and executive views (Scale/Custom)
How it helps
  • One simple view everyone understands.
  • Know which campaigns to double-down on.
Ideas
  • Weekly Slack snapshot of leads + bookings.
  • Tag “won” deals to see true ROI by channel.

Ongoing Support

Included in: Essential • Growth • Scale
  • Email support (Essential) → priority email (Growth)
  • Priority email + chat (Scale)
  • Bi-weekly strategy sessions (Founders’ Perk)
How it helps
  • Hands-on help when data changes or ideas strike.
  • Accountability rhythm that keeps momentum.
Ideas
  • Monthly roadmap: 1–2 quick wins + 1 bigger project.
  • Quarterly review to reset targets and channels.

What’s included by plan?

See the detailed breakdown and comparison on the Packages page. Custom Solutions are scoped to your goals and systems.

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