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The AI Helpdesk for Small Businesses | OutboundView
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The AI Helpdesk for Small Businesses.

Questions, configurations, automations — reach out by Zoom, email, or Slack. Our AI specialists handle it so you don't have to become one.

Reach Us
Zoom Scheduled working sessions
Email Same-day response
Slack Shared channel with our team
The Reality

Everyone's Talking About AI. Nobody's Telling You What to Actually Do.

If any of this sounds familiar, the AI Helpdesk was built for you.

You know AI can help your business. But nobody's told you exactly what to do or where to start.
You're paying for 3 AI tools. Your team uses one of them, maybe. You can't tell if it's worth it.
You have an automation in your head — but between customers and payroll, it never gets built.
New tools launch every week. You can't watch every release, read every thread, or test every model.
Your team asks which tool to use. You're not sure, so nothing gets decided.
You'd rather grow your business than become an AI expert. That's what we do for you.
How It Works

Assessment First. Roadmap Next. Support If You Need It.

A clear path from “we should be doing more with AI” to actually doing it — without locking you into anything.

1

Start With the AI Roadmap Assessment

A 60–90 minute Zoom with our AI specialists. We review your business, your tools, and your processes. You walk away with a prioritized AI roadmap built around your most critical needs and biggest opportunities.

$1,000 flat fee · one-time

2

Execute Your Roadmap

You walk away with a 30/60/90-day plan — specific automations to build, tools to buy (and tools to skip), priorities ranked by ROI. The roadmap is yours. Execute it on your own if you want — nothing is locked to us.

Yours to keep · no obligation

3

Use Our Team When You Need Support

When you want help executing — questions answered, tools configured, automations built, or a second opinion — pick the support level that fits. All three are month-to-month, no lock-in, cancel anytime.

Support / Pro / Fractional · starting at $499/mo

We Meet You Where You Are

No Matter Your Starting Point, We Adapt to You.

Whether you've never opened ChatGPT or you're running complex automations, we pick up where you are and take you forward.

Level 1

Just Getting Started

Little to no experience with AI.

We handle setup end-to-end. We deploy your AI platform, connect it to your stack, configure the right projects and skills, and onboard your team. You go from zero to productive in days, not months.

Level 2

Getting Comfortable

Prompting regularly, running some basic workflows.

We level you up. Better prompts, shared team skills, your first real automations, and pragmatic advice on which tools are worth paying for — and which ones to ignore.

Level 3

Running Automations

Building workflows, integrating APIs, scaling across the team.

We expand what's possible. Cross-platform workflows, complex integrations, custom MCPs and agents, and early access to the next wave of tools as they emerge.

Common Requests

A Sample of What We Can Help With.

Every week, our clients ask us for things like this. No request is too small or too weird — and if we don't know how to do it yet, we'll figure it out.

AI Account Setup

Claude, ChatGPT, Gemini, or Copilot — deployed and configured.

Business Context Training

Feed AI your docs, tone, products, and customers so it knows your business.

Zapier / Make Automations

Connect AI to every tool you use. Automate the boring stuff.

Workflow Rebuilds

Streamline messy processes with AI in the loop.

Website Design & Redesign

Modern, mobile, built to actually convert visitors.

Landing Pages

Campaign-specific pages that convert visitors fast.

Chatbots

Website, FAQ, or customer support bots that sound like you.

Lead Generation

Prospecting lists, enrichment, ICP scoring, outreach-ready.

Proposals & Quotes

Auto-generated, branded, and out the door in minutes.

Contracts

Draft, review, redline, and track — without the legal spiral.

Cold Email & Outreach

Sequences that get replies, not spam flags.

Social Media Content

Posts, captions, and a full content calendar on autopilot.

Photo & Image Editing

Product shots, marketing visuals, AI-generated imagery.

Video Editing

Short-form clips, social cuts, captions, transcripts.

Customer Support

Auto-replies, ticket routing, FAQ bots, and faster response times.

Review Management

Ask for, respond to, and track reviews automatically.

Meeting Notes & Summaries

Recording, transcription, and action items into your CRM.

SOPs & Documentation

Turn tribal knowledge into real docs your team can use.

Hiring & Job Descriptions

Write, screen candidates, and schedule interviews.

Data Analysis & Reporting

Pull insights from spreadsheets, your CRM, or ops data.

…and plenty more. If you can describe it, we can probably help.

Pricing

One Assessment. Three Support Levels.

Everyone starts with the AI Roadmap Assessment. After that, ongoing support is optional — pick the level that fits. Month-to-month, no lock-in.

Start Here

AI Roadmap Assessment

60–90 minutes with our AI specialists. We review your stack, your processes, and what matters most to your business.

  • Stack + process review
  • Prioritized list of AI opportunities
  • 30/60/90-day execution roadmap
  • Tool recommendations (no vendor bias)
  • $500 credit toward your first 2 months of retainer
$1,000
Flat fee · one-time
Book the Assessment
Ongoing Support · Optional

Three Support Levels. Pick What Fits.

Want help executing your roadmap? Choose your level. Month-to-month, cancel anytime.

Support
Answers on Demand
$499/mo
~3 hours/month · email & Slack
  • Email + Slack access to specialists
  • Monthly office hour (group Zoom)
  • Tool recommendations + straight answers
  • Up to 3 specialist hours
  • No long-term contract
Get Started
Fractional
Dedicated AI Specialist
$3,999/mo
~20 hours/month · weekly check-ins
  • Everything in Pro
  • Dedicated specialist on your team
  • 2–3 automation builds per month
  • Weekly check-ins + quarterly roadmap
  • Strategy + training for your team
  • Up to 20 specialist hours
Get Started

All retainers month-to-month. Overage billed at $200/hr. Annual prepay = 2 months free.

Who It's For

Built for Small Businesses That Want to Grow.

Owner-led service, trade, and B2B businesses — $1M–$20M revenue, 5–100 employees. If you don't have an internal AI team (and don't plan to build one), this is for you.

Commercial Insurance
Merchant Services
Financial Advisors
Commercial IT / MSPs
HVAC
Roofing
Fire Alarm / Life Safety
Commercial Cleaning
Commercial Real Estate
Printing Services
Staffing Agencies
Waste Management
Local Marketing Agencies
Payroll / HR Services
Accounting / Bookkeeping
…and more
Why OutboundView

Sales Operators First. AI Practitioners Second.

We're not a theoretical AI consultancy. We're a sales agency that's spent years in the weeds with small businesses. We know what works because we've done it — and we know what doesn't because we've tried that too.

  • Cross-provider neutral. Claude, ChatGPT, Gemini, Copilot — we'll tell you what NOT to buy.
  • Same-day response. No tickets, no queues. Real specialists.
  • Built for small business reality. Owner-led, resource-constrained, pragmatic.
  • Proven plays, not experiments on your dime.
  • Month-to-month. Stay because you want to, not because you're locked in.
The Window

The businesses adopting AI right now will own their market in 24 months.

The rest will spend the next two years trying to catch up — and losing ground to competitors who moved first.

24mo
Before AI becomes table stakes in small business

Stuck on AI? Let's Fix That.

Schedule a free 20-minute intro Zoom. We'll tell you exactly where AI will drive revenue in your business — whether you work with us or not.

Schedule a Zoom