AI Agents for Small Businesses

Our AI agents handle lead intake, appointment booking, customer support, social media, and repetitive ops so your small business runs faster, cleaner, and cheaper.

What Our AI Agents Do

Lead Capture & Qualification Agent

  • Replies in seconds via chat/SMS/email/voice

  • Asks smart questions, scores leads, routes to the right person

  • Pushes to CRM with clean tags and source tracking

Appointment-Setting Agent

  • Books directly to your calendar, sends reminders, and reduces no-shows

  • Handles rescheduling and follow-up sequences automatically

Customer Support Agent

  • Answers FAQs, looks up orders/appointments, processes simple requests

  • Escalates edge cases with full context to your human team

Social & Reputation Agent

  • Generates posts and captions from your content pillars

  • Schedules across platforms, triages DMs/comments, and requests reviews

Billing & Back-Office Agent

  • Sends invoices/payment links, chases overdue balances politely

  • Updates CRM, spreadsheets, and dashboards so data stays tight

Don't worry, we can help!

How We Implement

Strategy & Guardrails: Roles, scripts, KPIs, escalation paths

Build & Integrate: CRM, calendars, comms, data

Train & Test: On-brand prompts, objection handling, edge cases

Go-Live + Optimize: Monitor, improve, and add roles as you grow

Outcomes You Can Expect

2–5× faster first response to new leads

15–35% lift in booked appointments

10–25% lower cost on support/ops tasks

Cleaner CRM and higher show-up/close rates

(Ranges reflect typical results; we baseline and report weekly for 90 days.)

Don’t Wait Until It’s Too Late.

Frequently Asked Questions

We give you real, actionable insight on how to fix it.

Question 1: What’s an “AI agent” in practice?

A trained, integrated software agent that performs defined business tasks—lead capture, booking, support, social, billing—across your channels and tools.

Question 2: Is this overkill for a small business?

No. We deploy one role first (usually lead or booking), prove ROI, then add roles as needed.

Question 3: How fast can we launch?

Most small businesses go live in 2–4 weeks for the first agent.

Question 4: Will it replace my staff?

It removes repetitive work so your people can focus on sales, fulfillment, and growth.

Question 5: How do you keep it on-brand and accurate?

We lock prompts to your voice, offers, and policies; you approve scripts and escalation paths.

Question 6: Can you build inside Go High Level?

Yes. We can run natively in GHL or integrate with HubSpot/Salesforce.

Question 7: What about data security?

We use encryption, role-based access, and vendor due diligence aligned to your industry.

Question 8: How is success measured?

Speed-to-lead, booked appointments, resolution time, collections recovered, and revenue velocity—tracked weekly for the first 90 days.

Question 9: What does it cost?

Starts with a fixed-scope pilot; ongoing depends on roles and volume. Request a quote.

Driving Sales, Amplifying Impact

George Owens

Legacy Business Partners are definitely the ones to go with when it comes to growth and marketing for your business. They're completely professional and have innovative and effective marketing strategies.

Kim Wexler

They provided excellent advice, seamless integration between social media and our website, and created campaigns geared towards our targeted audience. We look forward to our continued success with the support of LBP.

James Cart

I recently had the opportunity to receive great marketing advice from Legacy, they were able to breakdown strategies for me to implement to be able to grow my business. I am very thankful to James for all of his help.

AI Marketing Systems & Automation for New Jersey Businesses

Getting noticed in a crowded market is no easy feat... until now!