Discover which processes AI should handle, find out how much manual operations are costing you, and get a clear plan to automate them.
Franco MaioneVIMA Real EstateCustom AI underwriting platform
Shepard AgerIronVest PartnersAI property intelligence and research
Todd RogersVital SecurityAI company transformation from legacy software
Brandon UprightAgent AutomationAI deal underwriting and lead qualificationFranco MaioneVIMA Real EstateCustom AI underwriting platformShepard AgerIronVest PartnersAI property intelligence and researchTodd RogersVital SecurityAI company transformation from legacy softwareBrandon UprightAgent AutomationAI deal underwriting and lead qualificationYour operations have a savings number buried. The AI opportunity audit is how you find it.
Work done by hand carries a cost every month, and most teams have never put a real number on it.
When growth depends on hiring, every new account is another salary. Your ceiling is the size of your team.
Competitors rebuilding on AI now run leaner and faster, and that lead compounds every quarter.
This isn't automation. It's a rebuild of how your business operates.
We audit your operation and pinpoint exactly where AI drives the most profit.
We design and deploy custom AI systems directly into your workflows.
Your systems run 24/7 and get sharper the longer they run.
Most shops wire up a task and send an invoice. We rebuild how your business runs, and only get paid from the savings we create.
ServiceAgentCustom AI, fully ownedStart with an AI opportunity audit, credited toward your build. We charge 20% of the agreed upon first-year savings we find, so we only win when you win.
Send a quick voice memo about your business. We come to the call with a custom AI plan and the real number you're losing, yours to keep either way.
Book your AI opportunity auditA sample of what we have shipped into real businesses, across the industries we work in.
Screens, scores, and ranks every applicant against your real hiring criteria, so directors only see the best.
Pulls the file, checks it against your credit box, and drafts the decision for sign-off.
Runs comps, deal intelligence, and market research on every property, automatically.
Reviews every contract against your firm's standards and flags the risks that matter.
Researches your entire market and surfaces the accounts actually worth pursuing.
Triages inbound calls, schedules the job, and routes the right tech, around the clock.
Everything that comes with working together, in one engagement.
Direct access to the founder and the engineers building your systems, in Slack. No faceless software.
We charge a percentage of the savings we find. No savings, no deal.
The AI opportunity audit puts the real number in front of you. You decide with the math in hand.
Your AI systems run 24/7 and get smarter the longer they run.
See what is running, what it is saving, and what is next.
We are in Slack with you. Fast answers. No tickets. No queue.
Every week of manual work is margin you give away. Send a voice memo and see exactly what it is costing you, and what we would build to take it over.
Book your AI opportunity auditYour downside is zero, and here is exactly how we make sure of it.
We charge 20% of the mutually agreed upon first-year savings we find, so there is no risk in finding out. No savings, no deal. The audit puts the real number in front of you first, and the plan is yours to keep either way.
Code, data, accounts, infrastructure, all under your business. If we disappear tomorrow, you keep operating.
The AI reads before it writes. Write access expands only as you build trust, on your call.
Before anything leaves your business, your team signs off. Every action, one click in Slack.
No proprietary cloud, no required subscriptions. Everything runs on infrastructure you own.
I hired Porter and the ServiceAgent team to build our AI underwriting platform. As someone with zero development background, the whole process felt manageable, and the attention to detail and speed of execution were exceptional.
Franco MaioneAssociate Broker, VIMA Real Estate
Porter took the time to understand how I work before building anything, and delivered something that genuinely made my day-to-day easier. He stays involved long after the build.
Shepard AgerVP of Sales, IronVest Partners
We have run Vital Security for 25 years, but we are a security company, not technology people. Porter understood that from day one and walked us through every decision. The result speaks for itself.
Todd RogersPresident & CEO, Vital Security
I have worked with Porter and the ServiceAgent team on multiple AI projects across real estate and finance. The quality is exceptional, and the speed at which their systems produce results is unmatched.
Brandon UprightOwner, Agent Automation
Send us a quick voice memo. We research your operation and present a custom AI plan live on the call, then refine it with you. The plan is yours to keep, whether you work with us or not.
Book your AI opportunity auditIt starts with the AI opportunity audit and ends with a system live in your business.
Send a quick voice memo. We learn how your business actually runs.
We research your operation and present a custom AI plan live, with the real savings number. Yours to keep.
Custom AI systems designed and deployed directly into your workflows, live in your business.
Your systems run 24/7 and the savings keep stacking. You pay from what we save you.
I'm the founder and CEO of ServiceAgent, where I build AI agents and systems for companies. I've built and sold AI companies, and led implementations across healthcare, home and field services, financial services, real estate, and legal. The work has shipped to production at companies whose teams now spend their time on growth instead of repetitive operations.
Before ServiceAgent, I co-founded TRACT, an AI due diligence platform acquired by a private equity firm in 2024. I also built Estate Elegance, a luxury real estate newsletter sold to Estate Media.
I graduated from the University of Miami Herbert Business School with honors. I'm based in Austin, Texas and married my high school sweetheart Ellie in November 2025.
Everything you need to know about working with ServiceAgent.
We charge according to each client's needs. The AI Opportunity Audit starts at $3k and is credited toward your build. For the build, we charge 20% of the mutually agreed upon first-year savings we identify. We only win when you win.
Then there's no build, and you keep the audit and the plan. You only pay for the build when the math works.
A deep, structured engagement. We map every workflow, quantify the cost of doing nothing, deploy quick wins, and hand you a build-ready blueprint with a live walkthrough. It's the rigorous version of what we sketch on the discovery call, and it's yours to keep either way.
Record a quick voice memo and book a call. Most clients begin with the AI Opportunity Audit, which produces a build-ready blueprint. From there, we either build the system for you or stay embedded with your team.
On the booking page you'll see a recorder. Tell us about your business: what it does, where the bottlenecks are, what takes too long. We listen before the call and design your system around what you tell us, so we show up with ideas already built out. It's optional, but it's how we do our best work.
The AI Opportunity Audit typically runs 2 to 3 weeks. After that, we build and deploy your first system live in 6 weeks, then fine-tune it over the weeks that follow.
Every system is custom and built around the workflow your best people already run. We've shipped across healthcare, real estate, financial services, home and field services, and professional services. If it's not a fit, we'll tell you upfront. We'd rather say no than build something that doesn't deliver.
Yes. Code, data, accounts, infrastructure, all of it is yours. We build it, hand it over, and you own everything. No lock-in.
Your data never leaves accounts you control. We build on infrastructure you own, start with read-only access, and route AI calls through your own keys with the privacy settings you choose. Nothing is used to train shared models, and we sign whatever DPA or BAA your legal team requires.
Yes. Our Embedded AI Partner keeps your systems improving, ships new automation each quarter, and gives your team a direct line to the people who built them.
Most AI fails because it starts with the technology and looks for a problem. ChatGPT is a chat box. We start with your actual workflow and build production systems around it, with error handling, human checkpoints, and operational logic that run inside your business. The gap between asking AI a question and having AI run a department is the gap we fill.
Send us a quick voice memo. We research your operation, build a custom AI plan, and present it live. You walk away with the real number you're losing and a clear path to automate it.
Book your AI opportunity audit