Small business

One problem.
Solved properly.

CSAT PRO builds AI agents and automation for shops, practices and small firms — starting with the single job that's eating your week. Fixed price, live in weeks, and yours to keep.

Fixed price, quoted upfront No platform to migrate to You own it outright
Typical buildRouting
Three small-business data sources flowing into one CSAT PRO build, out to an agent and a dashboard. Spreadsheets Till / bookings Inbox + forms CSAT PRO one pipeline one agent Dixie agent Live dashboard

Three messy sources, one pipeline, one agent that answers customers, and a dashboard you'd actually open. Live in weeks, not quarters.

What we build

Four things, in plain English.

No platform to buy into and nothing to rip out. We work with the tools you already pay for.

An agent that does one job well

Answering customers, chasing unpaid invoices, sorting the inbox, booking appointments. It handles the routine and passes anything odd to a person with the context attached.

For exampleA shop agent that answers "where's my order" from the till system, day and night, without waking anyone up.

customersbookingschasing

The copy-paste jobs, automated

The steps that happen by hand every week — retyping an order into the accounts, rebuilding the same report, sending the same reminder to the same fifty people.

For exampleJob sheets and photos from the van turned into a finished invoice before the team gets back.

invoicingremindersreporting

Your numbers in one place

Spreadsheets, till, bookings and accounts pulled together every night and reconciled, so you can ask a plain question and get a straight answer.

For exampleKnowing on Monday which lines actually made money last week, rather than finding out at year end.

reconcilingdashboardsmargin

Getting off the old system

Software the vendor stopped supporting, a database only one person understands, ten years of records you can't afford to lose. We move it and keep the history.

For exampleA practice moving a decade of client records to a supported system over a weekend, open as normal on Monday.

migrationrecordscleanup

A tool built for how you work

When four spreadsheets and a group chat have become the system, we build the small piece of software that replaces them — and document it so anyone can pick it up.

For exampleA scheduler that knows your travel times, your van stock and who's qualified for what.

schedulingquotingportals

Guardrails you can understand

A hard monthly cost ceiling, clear rules about what the agent may and may not do on its own, and a one-page runbook. Nothing depends on us being available.

For exampleAn agent that can issue a refund up to a set amount, and must ask a human above it.

cost capshandovertraining
Packages

Fixed scope. Fixed price. No surprises.

Start with one. Most clients do a second only after the first has paid for itself.

Most common first step

First Agent

2–4 weeks
  • One agent doing one job — customers, bookings, chasing or intake
  • Connected to the systems you already use
  • Clear rules on what it can do alone
  • Monthly cost ceiling set by you
  • Runbook, recorded walkthrough and 30 days of support
Get a price
For scattered data

Data Tidy-up

3–5 weeks
  • Your systems pulled together and reconciled nightly
  • Duplicates and mismatches cleaned once, properly
  • A dashboard built around your actual questions
  • Alerts when a number moves in the wrong direction
  • Runbook and 30 days of support
Get a price
For legacy systems

Move & Modernise

4–8 weeks
  • Full extract from unsupported or ageing software
  • History cleaned, checked and carried across
  • Cutover planned around your trading hours
  • Old system kept read-only until you're confident
  • Team training and 60 days of support
Get a price

Prices are quoted after a 30-minute call, once scope is clear — add your own figures here before publishing. Discovery isn't invoiced if you decide not to proceed.

How we work

Six to eight weeks, start to finish.

You'll have something usable in your hands well before the end, and you can stop after any stage.

Week 1 · Discovery

We watch the work

A couple of sessions with the people doing the job. We map where the hours actually go and pick the one problem worth solving first.

Week 2 · Design

We show you the shape

A plain-English spec, the price, and a clickable sketch. If it isn't right, we change it now rather than after it's built.

Weeks 3–6 · Build

We build in the open

A short demo every Friday. You see progress weekly and can redirect us at any point.

Week 7 · Go live

Quietly, then fully

One person or one product line first, then everyone. The old way stays available until the new one has proved itself.

Ongoing · Support

We hand it over properly

Documentation, a recorded walkthrough and a support line. Most clients are running it themselves within a month.

Nothing is locked to us. You own the code and the accounts. If you want to take it in-house or hand it to someone else, everything you need comes with it.

Book a 30-minute call →
Use cases

What this looks like on the shop floor.

Three engagements in detail, then twelve places we see the same problems repeat.

Retail · 14 staff

The inbox that ate the week

Problem
Two people spent most of every day answering the same forty questions about orders, returns and stock.
Built
A support agent connected to the order system, answering directly and escalating anything unusual to a human with full context.
68%of enquiries resolved without a person
Trades · 30 staff

Four spreadsheets, one truth

Problem
Quoting, scheduling, parts and invoicing each lived somewhere different, and none of them agreed.
Built
A nightly pipeline reconciling all four, plus a scheduling tool the office team actually uses.
9 hrsof admin removed each week
Medical practice · 3 sites

Off the system nobody supports

Problem
A decade of patient admin sat in desktop software the vendor had stopped updating, with no backup anyone trusted.
Built
A full extract, clean and migration to a supported platform, cut over on a weekend with the old system kept read-only.
0clinic days lost at cutover

Find your shop, practice or firm.

Twelve places we see the same problems over and over — and the build that usually fixes them.

Retail shopStock questions answered without you

An agent connected to your till and stock system answers "do you have it, when's it back, where's my order" — on the website, by text and on social.

Fewer interruptions during trading hours.
Doctor's officeFewer no-shows, less time on the phone

Reminders and rebooking handled automatically, digital intake forms landing straight in your records system, and insurance eligibility checked before the visit. Admin only — never clinical advice.

Reception freed for the people in the room.
Dental practiceRecall lists that chase themselves

Six-month recalls, hygiene reminders and treatment-plan follow-ups sent on schedule, with replies routed back to the diary without anyone re-typing them.

A fuller book without extra phone hours.
Restaurant & caféBookings, orders and supplier prices in one view

Reservations and takeaway orders reconciled nightly with your POS, plus supplier invoices read automatically so you see when a cost has crept up.

Margin visible weekly, not at year end.
Salon & spaA booking agent that fills the gaps

Handles enquiries and rescheduling around the clock, offers cancelled slots to the waitlist first, and nudges clients who haven't been in for a while.

Empty chairs offered out automatically.
Auto repairQuotes and updates without the phone tag

Customers get status updates as the job moves, approvals for extra work come back by text, and estimates draft themselves from your parts pricing.

Approvals in minutes instead of days.
Veterinary clinicReminders, records and repeat scripts

Vaccination and check-up reminders, repeat prescription requests triaged before they reach a vet, and client records pulled together across sites.

Routine requests handled before opening.
Accountant & bookkeeperClient paperwork chased and filed

Missing documents chased automatically, receipts and statements read and filed to the right client, and deadline reminders that escalate as they get close.

Less chasing in every busy season.
Small law firmIntake triage and document assembly

New enquiries qualified and conflict-checked before they reach a fee earner, and routine documents drafted from your own precedent bank for review.

Billable time spent on billable work.
Gym & studioMembership admin and win-backs

Failed payments retried and followed up, class waitlists managed automatically, and members who've stopped turning up contacted before they cancel.

Churn caught early, not at renewal.
Real estate agencyEnquiry triage and viewing scheduling

Portal enquiries answered within minutes, viewings booked against agent calendars, and feedback collected and summarised for the vendor.

First response measured in minutes.
Trades & field serviceFrom enquiry to invoice without spreadsheets

Quotes drafted from your price list, jobs scheduled around travel time, and completion photos and notes turned into an invoice the same day.

Invoices out same day, not next week.

Figures and outcomes shown are representative of engagement types. Replace them with your own verified client results before publishing.

Mission & purpose

The gap isn't the technology. It's the fit.

We exist to close the distance between what AI can do and what it actually does for a business on a Tuesday morning.

Most organisations don't need another platform. They need someone to sit with the work, understand where it snags, and build the specific thing that unsnags it — then leave behind something the team can run and trust.

That's why we don't sell a product. We take the requirement seriously enough to build to it — starting with the single job that's costing a shop, practice or small firm the most time, and leaving behind something the team owns and can run without us.

Agents that do the workAutonomous or human-in-the-loop, handling the repetitive and the multi-step so people can spend attention where it counts.
Transformation, not toolingRethinking process and decision-making — not just swapping in software and hoping the habits follow.
Built to requirementEvery business is different. We build to fit how you work rather than forcing your work to fit a template.
Book a call

Tell us what's slowing you down.

Thirty minutes, no pitch deck. We'll tell you honestly whether this is worth building — and if it isn't, we'll say so.

Response timeWithin one business day
LocationToronto, ON, Canada
We'll reply within one business day. No newsletter, no sequence.

Request received.

Thanks — we'll come back to you within one business day with a time and a short agenda. If it's urgent, email sales@csatpro.com directly.