Automations

Hartwell Concierge

An inbox assistant configured around your business, with setup and handoff from Zach.

• Your business information, organized.
• Agreed workflows and owner-review boundaries.
• Setup testing and a practical handoff.

Your own platform account is required. Subscription and usage fees are paid separately to the provider.

Marketing Content Assistant

Give your next post, promotion or email a clear starting point in your own brand voice.

Best for Restaurants, marinas, shops, salons and local services.

• A guide to your brand voice and business facts.
• Three reusable post, promotion and email templates.
• Three sample drafts, review checks and handoff.

Your own platform account is required. Subscription and usage fees are paid separately to the provider.

Inquiry & Quote Assistant

Turn scattered requests into clear job details and a reply ready for your review.

Best for Trades, service businesses, lake rentals and event venues.

• A structured intake for one service line.
• FAQs and tailored replies for your routine inquiries.
• Five agreed workflow tests, revision and handoff.

Your own platform account is required. Subscription and usage fees are paid separately to the provider.

Staff Knowledge Assistant

Help your team find answers in the procedures and training material you already have.

Best for Restaurants, marinas, retail and businesses with crews or seasonal staff.

• Your team’s approved handbook, procedures and training.
• Source-referenced answers and manager escalation.
• Ten answer/source test questions, plus team-access checks.

Your own platform account is required. Subscription and usage fees are paid separately to the provider.