James AI | AI built for your business, done for you
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Done-for-you AI for business owners

We build the AI that gets your business more customers.

Tell us how your business runs. We find where AI wins you more customers and gives your team hours back, then we build it, run it and keep it working.

Book a free call Watch the episodes

A free 15-minute call. No card, no pressure.

Pick your industry

One minute on how AI gets a business like yours more customers.

Each episode follows one owner and the AI moves we would make in their business, step by step.

EP 01 Watch episode 1

Home services

Every missed call is a job for the competitor.
EP 02 Watch episode 2

Med spas

Missed calls are lost bookings.
EP 03 Watch episode 3

Law firms

The firm that calls back first signs the case.
EP 04 Watch episode 4

Dental and specialty clinics

Empty chairs from no-shows and plans nobody followed up.
EP 05 Watch episode 5

Insurance agencies

Quotes go out, and nobody follows up.
EP 06 Watch episode 6

Freight brokers

Reps stuck on check calls instead of selling.
EP 07 Watch episode 7

Real estate and mortgage

Leads go cold in the first hour.
EP 08 Watch episode 8

Wedding and event venues

Couples tour the venue that writes back first.
EP 09 Watch episode 9

Pool and custom home builders

Estimates go out, and nobody follows up.
EP 10 Watch episode 10

Plastic and cosmetic surgery

Consult requests wait while you're in surgery.
EP 11 Watch episode 11

Recruiting and staffing

A full pipeline, and no time to win new clients.
EP 12 Watch episode 12

Senior living and home care

Families tour the place that calls back first.
EP 13 Watch episode 13

IT services and commercial cleaning

Crews out every night, and no time to sell.
EP 14 Watch episode 14

Car, boat and RV dealers

Internet leads sit until morning.
EP 15 Watch episode 15

Financial advisors

Inquiries wait while you're with clients.
Book a call, we'll map yours

Your industry

Don't see it? Tell us how your business runs.
How it works

You run the business. We do the AI part.

1

A free call

Tell us how your business runs and where customers slip away. We tell you honestly whether AI can help.

15 minutes, free
2

Your AI assessment

A 30-minute deep dive into your work with you and your team. We rank the AI moves by what they pay back and hand you a written plan.

30 minutes, free
3

We build it and run it

Our AI engineers build each move inside the tools you already use, watch it every day and fix what breaks. You approve each job before it runs on its own.

$100 a month
Cole Le, drawn as a cartoon

Cole Le

Founder and CEO, James AI

LinkedIn @colele_007
Who leads

Meet Cole Le, the founder behind James AI.

Cole has built and sold AI products since college, and he builds AI agents for a living.

  • Started an MS in Computer Science at Stanford in June 2026, and left to join Bland (YC S23).
  • Built 17 production AI tools at Bland, used every day by more than 100 teammates.
  • Built AI agents at IBM.
  • Grew Jetsy to $20K a month in 5 months with 10,000+ creators, and sold it for $150K.
  • Co-founded ZapIntern, where 30,000+ students signed up in 3 months.

Where Cole has studied and worked

Free setup guide

Set up the 3 AI moves yourself.

Pick your business. Each move has the steps to do it this week with tools you can buy today.

Home services
  1. Answer every call.
    1. Pick an AI phone answering service that can book into Google Calendar or Calendly. Load your services, service area and hours.
    2. Give it the questions to ask every caller: name, address, the job, how urgent it is, and the best time for the estimate.
    3. Have your carrier or phone system forward unanswered calls to it after about two rings, so you still get the ones you can take.
    4. Call it yourself as a customer five times before going live. If it records calls, have it say so first.
  2. Follow up every estimate.
    1. Put every open estimate in one list in your CRM or job software: name, phone, email, amount and date sent.
    2. Get written consent to text on the estimate form, and stop texting anyone who replies STOP.
    3. Set up follow-ups in your CRM or with Zapier: a text the next day, an email on day three, then weekly.
    4. End each message with one easy question, like 'Still want to go ahead?' Stop the moment they sign or say no.
  3. Turn reviews into ads.
    1. Copy your review link from your Google Business Profile and keep it on your phone.
    2. Text or email the link to every customer the day the job is done. A review-request tool can send it automatically.
    3. Ask every customer, not just the happy ones. Google's review rules forbid picking who gets asked.
    4. With the customer's OK, quote your best reviews in Meta ads shown only to people in your service area.
Med spas
  1. Answer every lead in a minute.
    1. List every place leads arrive: calls, your website form, Instagram and Facebook messages. Route them into one shared inbox or CRM.
    2. Pick an AI assistant for calls and messages that can book consults straight into your booking software.
    3. Set one firm rule: any health, medication or 'is this right for me' question goes to licensed staff.
    4. Keep health details out of texts and DMs. Use tools that protect client information, with a BAA if HIPAA applies to you.
  2. Cut no-shows and bring clients back.
    1. Turn on text reminders in your booking software two days and two hours before each visit, with a link to confirm or reschedule.
    2. With your providers, set when each treatment is usually due again, and record every client's last treatment date.
    3. Send a rebooking text a week or so before each client is due, with your booking link.
    4. Get written consent for marketing texts at check-in, and stop texting anyone who replies STOP.
  3. Fresh ads every week.
    1. Each week, write three to five new ad versions with an AI writing tool: new hooks, offers and photos of your real space.
    2. Run them in Meta Ads with a separate tracked link or promo code per ad, so you can see which ones bring bookings.
    3. Skip before-and-after photos and promised results. Meta's ad policies restrict them for cosmetic treatments.
    4. Every Monday, compare cost per booking. Pause the weakest ads and make new versions of the best one.
Personal injury law
  1. Answer every call and chat.
    1. Write your intake questions with your attorneys: accident date and place, injuries, treatment, insurance, the other party, and how they found you.
    2. Set up an AI phone answering service and a website chat that ask those questions day or night and book the consult.
    3. Tell it to gather facts only. It never says whether they have a case or what it's worth. Attorneys give advice.
    4. Before launch, check your state bar's advertising rules and any ethics opinions on AI, and have it say it's an AI assistant.
  2. Follow up every lead.
    1. Keep every lead who hasn't signed in your intake or case management software, with the date and their next step.
    2. Get consent to text on your intake form or call, and stop texting anyone who replies STOP.
    3. Follow up the same day, then every few days, by text and email, until they book a consult or say no.
    4. Follow up only people who contacted you first, and keep every message within your state bar's rules on advertising and solicitation.
  3. Chase the paperwork.
    1. Make one checklist for every new case: signed retainer, medical authorizations, police report, insurance cards, photos and a list of providers.
    2. Send the retainer and authorizations for signature with DocuSign or your case management software's e-signature, if it has one.
    3. Have clients upload documents to a secure client portal, not by text, since medical records are sensitive.
    4. Schedule a reminder every two or three days for each missing item, and alert the paralegal when a client stops answering.
Dental and specialty clinics
  1. Answer every call and form.
    1. Pick an AI phone answering service that will sign a BAA with you and can book into your practice management system.
    2. Give it your new-patient questions: name, reason for the visit, insurance and preferred times. Have it book the consult.
    3. Send every clinical question, pain or emergency to your team, and have it give your emergency instructions after hours.
    4. Use a HIPAA-compliant form on your website, and send form leads into the same flow so each gets a quick call or text.
  2. Schedule every treatment plan.
    1. Each week, run the unscheduled treatment report in your practice management system. Most systems have one.
    2. Send each patient a reminder by text or email with a way to book, and stop once they schedule.
    3. Mention your financing options, like CareCredit or an in-house payment plan, and keep clinical details out of the message.
    4. Use a patient texting tool that signs a BAA, and get each patient's consent to text at intake.
  3. Bring patients back.
    1. Set recall intervals in your practice management system as your doctors decide, and send reminders when each patient is due.
    2. After each visit, text a Google review link to every patient, not just the happy ones. Google forbids picking who gets asked.
    3. Never confirm someone is a patient when you reply to a review. HIPAA applies to review replies too.
Insurance agencies
  1. Follow up every quote.
    1. Keep every open quote in your agency management system or CRM, with the line of business, premium and date sent.
    2. Get written consent to text on your quote form, and stop texting anyone who replies STOP.
    3. Follow up by text and email the next day, then every few days, with one goal: book a call with a licensed agent.
    4. Write the messages so they never quote, compare coverage or advise. Only licensed agents quote, advise or bind.
  2. Ask before every renewal.
    1. Each month, run a list of policies renewing in the next 60 to 90 days from your agency management system.
    2. Email or text each client: 'Do you have home, auto, life or business policies elsewhere? We can review them together.'
    3. Include a link to book a review with a licensed agent, and log every answer in your agency management system.
    4. Text only clients who gave consent, and send every coverage question to a licensed agent.
  3. Find new business clients.
    1. Pick the business types you insure best, like restaurants or contractors, and list local ones from Google Maps or LinkedIn Sales Navigator.
    2. Have an AI writing tool draft a short first email for each: who you are, one risk they face, and an offer to review.
    3. Read and edit every draft, then send it yourself. Include your address and an opt-out line, as CAN-SPAM requires.
    4. Track replies in your CRM, follow up once or twice, and book interested owners with a licensed agent.
Freight brokers
  1. Find new shippers.
    1. Write down your best lanes and equipment, then list shippers on those lanes from LinkedIn Sales Navigator, Google Maps and industry directories.
    2. Have an AI writing tool draft a short first email to each shipper that names the lane and your equipment.
    3. Have a rep read, edit and send each email, with your address and an opt-out line, as CAN-SPAM requires.
    4. Log every shipper in your CRM or TMS, and follow up once or twice by email or phone.
  2. Quote in minutes.
    1. Keep a rate sheet by lane and equipment, updated weekly from your recent loads and DAT or Truckstop rate data.
    2. Send every quote request to one shared inbox, like quotes@yourcompany.com, so none sits in one rep's email.
    3. Have AI draft each reply from your rate sheet, and have a rep approve the price before it goes out.
    4. Follow up any quote with no answer after a day, and log won and lost quotes to keep your rates honest.
  3. Take over check calls.
    1. Set check-call times for every load: at pickup, once a day in transit, and at delivery.
    2. Use a tracking app like Macropoint or Trucker Tools, so location updates arrive without a phone call.
    3. Get each driver's OK to text at dispatch. Text check-ins from your TMS or tracking app, and alert a rep when one goes quiet.
    4. Send shippers a status email at pickup, in transit and at delivery, from your TMS or tracking app, or with Zapier.
Real estate and mortgage
  1. Answer every portal lead in a minute.
    1. Connect Zillow, Realtor.com and your website to one CRM, so every lead lands in one place.
    2. Set your CRM to text and email each new lead right away, asking what they want to see and when.
    3. Offer a showing or a call through your Calendly or Google Calendar link, and get alerted the moment someone replies.
    4. Text only leads who gave consent, honor STOP, and keep every message within Fair Housing rules.
  2. Stay in touch until they're ready.
    1. Tag every lead by timeline: now, 3 to 6 months, 6 to 12 months, or later.
    2. Set up listing alerts that match each lead's search, from your MLS or CRM.
    3. Send a short monthly email on local prices, rates and new listings. AI can draft it; you check the facts.
    4. Every quarter, send a one-line check-in, and move anyone who replies back to your active list.
  3. For mortgage: chase every loan document.
    1. Make a document checklist for each loan type: pay stubs, W-2s, bank statements, tax returns, ID, and whatever underwriting adds.
    2. Have borrowers upload through your secure borrower portal or loan origination system, never by text or plain email.
    3. Schedule a text and email reminder every day or two for each missing item, until it's in.
    4. Alert the loan officer when a condition sits untouched for days, before it puts the closing date at risk.
Wedding and event venues
  1. Answer every inquiry fast.
    1. Route inquiries from The Knot, WeddingWire, your website and Instagram into one CRM, like HoneyBook or Tripleseat.
    2. Keep your booked and held dates current in one calendar, like Google Calendar, so every reply can name real availability.
    3. Have an AI assistant check that calendar and reply within minutes: whether their date is open, your pricing guide, and a tour link.
    4. Have it hand you anything unusual, like custom packages or discounts, instead of promising them.
  2. Follow up every inquiry.
    1. Each day, pull the inquiries in your CRM that haven't booked a tour.
    2. Follow up by email and text over two to three weeks: open dates, a favorite photo, an easy tour link.
    3. Text only couples who agreed to texts, and stop texting anyone who replies STOP.
    4. Stop as soon as they book a tour or say no, and send a kind last message to the ones who go quiet.
  3. Turn reviews into ads.
    1. A week after each event, send the couple links to review you on Google, The Knot and WeddingWire.
    2. Ask every couple, not just the happiest. Google's review rules forbid picking who gets asked.
    3. Get the couple's OK, and the photographer's permission for their photos, before using either in ads.
    4. Run the best ones as Meta ads in your area, and keep the ads that bring tours.
Pool and custom home builders
  1. Answer every inquiry.
    1. Pick an AI phone answering service and website chat that can book site visits into Google Calendar or Calendly.
    2. Give it the questions to ask: address, project type, budget range, timeline, and whether they own the property.
    3. Have it book the site visit and confirm what to have ready, like plans, a survey or HOA rules.
    4. If it records calls, have it say so first. Some states require everyone's consent.
  2. Follow up every estimate.
    1. Track every open estimate in your CRM or construction software, like Buildertrend or JobTread, with the amount and date sent.
    2. Get written consent to text when you send the estimate, and stop texting anyone who replies STOP.
    3. Follow up weekly for six to eight weeks by text and email: answer a common question, share a past project, offer a call.
    4. Stop when they sign or say no, and note why each lost estimate was lost.
  3. Turn reviews and referrals into ads.
    1. At handover, send a Google review link and ask who else they know planning a pool or a home.
    2. Ask every client, not just the happiest. Never offer anything for a review; Google's rules forbid both.
    3. With the client's OK, turn finished-project photos and their words into Meta ads shown in the area you build.
Plastic and cosmetic surgery
  1. Answer every inquiry.
    1. Pick an AI phone and chat assistant that will sign a BAA with you and can book into your scheduling system.
    2. Have it answer logistics only: procedures offered, consult fees, location and hours. Then it books the consult.
    3. Send every health, candidacy or recovery question to your patient coordinator or nurse. It never gives medical advice.
    4. Collect only what booking needs. Keep photos and medical history in your HIPAA-compliant patient system, not in texts or DMs.
  2. Follow up every consult.
    1. Each week, list patients who had a consult but haven't scheduled, from your practice management system.
    2. Get consent to text at the consult, and use a texting tool that signs a BAA.
    3. Follow up by text and email with scheduling help and financing options, like CareCredit or PatientFi.
    4. Keep it to scheduling and financing. Medical questions go to the surgeon's team. Stop on STOP or a no.
  3. Reviews and rebooking.
    1. After each visit, send every patient a review link through a review-request tool that signs a BAA.
    2. Never confirm someone is a patient in a review reply. Use their words or photos in ads only with signed HIPAA authorization.
    3. For injectables and other non-surgical treatments, have providers set when each is due again, and send a rebooking reminder then.
Recruiting and staffing agencies
  1. Find companies hiring in your niche.
    1. Each week, search Indeed and LinkedIn Jobs for your niche's roles in your area, and list the companies posting them.
    2. Find the hiring manager at each with LinkedIn Sales Navigator or a contact data tool, and add them to your CRM.
    3. Have an AI writing tool draft a short first email that names their open role and the kind of candidate you place.
    4. Read, edit and send each one yourself, with your address and an opt-out line, as CAN-SPAM requires.
  2. Follow up every lead and job order.
    1. Keep every client lead and open job order in your ATS or CRM, like Bullhorn, with a next-step date.
    2. Follow up leads every few days by email until they book a call or say no.
    3. On open job orders, update the hiring manager after every submission and ask for interview feedback.
    4. Each Monday, list job orders with no activity in a week and call those clients.
  3. Keep candidates warm.
    1. Get each candidate's consent to text when they apply or register, and stop texting anyone who replies STOP.
    2. Every two weeks, text active candidates: still looking, when they're available, and any change in pay or location wishes.
    3. Log every answer in your ATS, so recruiters see who's ready before they start a new search.
    4. After each placement, schedule check-ins at the end of the first week and the first month.
Senior living and home care
  1. Answer every family inquiry.
    1. Route calls, web forms and referral-site leads into one CRM built for senior living or home care.
    2. Pick an AI phone and chat assistant that answers day or night and books tours or calls into your calendar.
    3. Have it gather the basics only: who needs care, where, how soon, and the best contact. It never advises on care.
    4. Protect health information: use tools that sign a BAA if HIPAA covers you, and keep medical details out of texts.
  2. Follow up after every tour.
    1. Send a thank-you text or email the same day, with answers to anything you couldn't answer on the tour.
    2. Follow up every few days for two to three weeks, offering a second visit, a meal or a call with your director.
    3. Text only families who agreed to texts, and stop on STOP or when they say they've decided.
    4. Log every touch in your CRM, so your whole team sees where each family stands.
  3. Reviews and referral partners.
    1. A month or two after move-in or the start of care, ask every family for a Google review, not just the happy ones.
    2. Never confirm someone is a resident or client in a review reply, and never share care details in public.
    3. List your referral sources, like discharge planners, case managers, doctors' offices and elder law attorneys, and update them monthly on openings.
    4. If you bill Medicare or Medicaid, never pay or reward anyone for referrals. Federal anti-kickback law forbids it.
IT services and commercial cleaning
  1. Find businesses in your area.
    1. Pick the business types and sizes you serve best, and list ones near you from Google Maps or LinkedIn Sales Navigator.
    2. Find the owner or office manager at each, and add them to your CRM.
    3. Have an AI writing tool draft a short first email for each that names something specific about their business.
    4. Read, edit and send each one yourself, with your address and an opt-out line, as CAN-SPAM requires.
  2. Follow up every proposal.
    1. Send proposals through a tool like PandaDoc or Proposify, which tells you when a proposal is opened.
    2. Follow up two days after it's opened, then weekly, by email and phone, until they sign or say no.
    3. Answer the usual objections in your follow-ups: price, contract length, and switching from their current provider.
    4. Keep every proposal in your CRM with its next step, and review the stuck ones each Friday.
  3. Reviews and referrals.
    1. After a client's first 90 days, send a Google review link. Ask every client, not just the happy ones.
    2. Never offer anything in exchange for a review; Google's rules forbid it.
    3. Ask happy clients who else needs IT support or cleaning, and give them a short intro email they can forward.
Car, boat and RV dealers
  1. Answer every internet lead in a minute.
    1. Make sure every lead source flows into your CRM: your website, chat, and listing sites like Cars.com, Boat Trader or RV Trader.
    2. Set an AI assistant or your CRM's auto-response to reply within a minute, confirm the unit, and offer appointment times.
    3. Keep price, payments, APR and financing terms out of automated messages. A person sends those.
    4. Text only leads who gave consent on the form, honor STOP, and hand every reply to a salesperson right away.
  2. Bring back quiet leads.
    1. Each week, pull the leads in your CRM with no reply in seven days.
    2. Send short check-ins by text and email: is the unit still a fit, want to see similar ones, a time to stop by.
    3. Keep these free of price and financing claims, and stop on STOP or a no.
    4. Send every reply to a salesperson within the hour.
  3. Upgrade conversations with service customers.
    1. From your DMS, list service customers whose vehicles are older or high-mileage, or whose leases or loans end soon.
    2. A sales tool that reads your DMS can build that list; a monthly spreadsheet export works too.
    3. Invite them to talk about an upgrade at their next service visit, with no prices, payments, APR or trade values.
    4. Get written consent before marketing texts, and have a salesperson meet them in the service drive.
Financial advisors
  1. Answer every inquiry.
    1. Route web forms, calls and emails into your CRM, like Wealthbox or Redtail, and reply within minutes.
    2. Have an AI assistant answer logistics only and offer an intro meeting through your Calendly or scheduling link.
    3. It never discusses investments, returns or recommendations. An advisor does, in the meeting.
    4. Have compliance approve every script, and use only tools whose messages your firm archives, as recordkeeping rules require.
  2. Nurture with approved education.
    1. Write a library of general educational emails, like retirement basics or a tax-season checklist, with no recommendations.
    2. Have compliance review and approve every email before it goes into your CRM's sequences.
    3. Send one a month to prospects who opted in, through an email tool your firm archives.
    4. When someone replies, an advisor answers personally and offers a meeting.
  3. Reviews and referrals, by the rules.
    1. Ask compliance which reviews and testimonials you may use. Advisers follow the SEC marketing rule; brokers follow FINRA's rules.
    2. Any testimonial you use must disclose whether the person is a client, whether they were paid, and any conflicts.
    3. Ask happy clients to introduce a friend. Offer no reward unless compliance has approved it and its disclosure.
    4. Keep records of every review request and testimonial you use, as the rules require.

Rather have it done for you? Book a free call

Pricing

Start free. Then $100 a month once it's built.

Every price is agreed before you pay anything.

AI assessment

Free15 + 30 minutes

A 15-minute intro call, then a 30-minute deep dive if it's a fit.

  • A walkthrough of how your business runs
  • The AI moves, ranked by what they pay back
  • A written plan for your custom AI
Book a free call
Launch offer

Your custom AI

$100a month

Built for your business by our team, with a monthly usage limit.

  • We build the AI moves in your plan
  • It works inside your tools, on your accounts
  • Month to month. Stop any time
Book a free call

Need more than the limit? Upgrade to $500 to $1,000 a month once it's paying off.

If James doesn't help your business save time or make more money, we'll refund your money. 30 days from the day you pay. Just tell us.

Questions

What owners ask first.

Do I need to know anything about AI?

No. You tell us how the business runs. We do the AI part and show you what it does in plain words.

What kind of businesses do you work with?

Owner-run businesses where one new customer is worth real money: med spas, law firms, clinics, home services, insurance, freight, real estate and more. If yours isn't listed, ask us on the call.

What does the assessment include?

A 15-minute intro call, then a 30-minute deep dive with you and your team if it's a fit. You get the AI moves ranked by what they pay back and a written plan for your custom AI. It's free.

What do I get for $100 a month?

Your own AI, built by our team for the moves in your plan, working inside your tools, with a monthly usage limit. It's our launch price. If you need more, you can upgrade to $500 to $1,000 a month.

What happens to my data?

James works inside your own accounts, with access you can take away at any time. On the call we walk you through exactly where your data goes before you decide anything.

What if it doesn't work for us?

If James doesn't help your business save time or make more money, we'll refund your money. 30 days from the day you pay. Just tell us.

See what AI could do for your business.

Fifteen minutes with our team. We'll tell you where AI pays back first, or tell you honestly if it doesn't.

Book a free call