WOLFE INTELLIGENCE
ServicesFor firmsApproachPortalAbout Book a free consult ↗
AI CONSULTANCY · CUSTOM AI SETUP FOR OWNERS

Your rules.Your knowledge.Your AI.

I design and set up AI around your business — a private assistant on your own machines, automations that catch and follow up every inquiry, research that files itself, and the Google presence that brings customers in — then measure what each one produced and feed it back, so the whole system keeps learning. And I stay with you until running it is second nature.

HOW I WORK
Everything is sourced.

The research system will not save a claim that has no source behind it. It is not that I remember to check — it cannot do it.

Your passwords stay yours.

Logins and keys are encrypted on your own machine. I never see them, and neither does anything else.

Nothing goes out without your OK.

Nothing gets posted or emailed on your behalf unless you said so.

Done means it actually worked.

Nothing counts as finished until it has been used on a real job. You always know where each piece stands.

TRUSTED FOUNDATIONS — Your data stays on your machines Master of AI Strategy & Innovation, Wake Forest EST. 2024
WHAT I SET UP & OPERATE

AI that works for you, not one more thing you pay for every month.

For trades, home services, solo professionals and small firms. Six services that stand alone or work together, every one of them tracked in your own private portal.

01

Custom AI, built around you

A private assistant set up on your own machine or in your own accounts, working from your prices, your services, your documents, and the answers you already give — plus custom tools shaped to how you actually work.

02

Intake and follow-up that run themselves

Calls, forms and messages captured and sorted the moment they arrive; quotes chased, appointments confirmed, past customers reminded when it’s time again — so a job is never lost because you were out working.

03

Research that files itself

Suppliers, competitors, pricing, and whatever else you keep meaning to look into — gathered, sourced, and summarized on a schedule, so you are not doing it at ten at night.

04

Get found on Google

Your Google Business Profile set up and verified properly, a page of your own with an estimate form, and every inquiry tracked from the first click to the customer — so you know what actually brought them in.

05

A system that learns from your results

Everything I set up gets tracked — did the inquiry turn into a customer, was the answer right, did someone have to step in. That goes back into the setup, so the second month is better than the first.

06

Coaching

One-on-one sessions until running it feels normal. No jargon, no homework, and you will not need me forever.

FOR PROFESSIONAL FIRMS

AI adoption for firms that answer to a regulator.

Law practices, accounting firms, insurance agencies, real estate brokerages — your staff is already using AI, usually with no rules. I help you use it inside your profession's actual rules.

01

Train your team

A half-day workshop for your whole staff: what to use, what must never go into it, and the checking habits that keep it from turning into a complaint — built on your profession's rules and real cases of firms that got burned.

02

Put it in writing

A written AI use policy tailored to your firm — approved tools, what data can go where, what to tell clients, who reviews what — plus an honest look at what your staff uses today and a 90-day adoption plan your most cautious partner will sign off on.

03

Automate what pays

The two or three jobs that will clearly pay for themselves — intake, follow-up, chasing documents — set up so you are not locked to any one vendor, measured from day one, with nothing going out unreviewed.

Book a free consult ↗ Workshops are not approved for CLE, CPE, or CE credit.
THE APPROACH

Four steps, from “I should probably be using AI” to a system that runs itself.

STEP 01

Assess

A free consult to find where you are losing time or leads, and what is worth fixing first.

STEP 02

Set up

I set it all up for you — your AI, the automations, the profile — connected to how you already work.

STEP 03

Coach

Hands-on sessions until running it feels like second nature.

STEP 04

Keep improving

I keep track of what worked and what did not, and feed that back into your setup. That is the part software does not do on its own.

THE PORTAL

Everything I am doing for you, on one private page.

New inquiries land here the moment they arrive, with the ones still waiting for a call back at the top. Whatever I am setting up — your AI, your automations, your Google presence — shows step by step, so you can see whose turn it is. Results are counted by source, so you can see what actually produced customers.

Inquiries appear as they happen; one tap records that you booked the estimate or won the job.
Every step of the setup — what is done, what is with me, what needs you.
Visits, inquiries, estimates and customers, counted by where they came from.
client portal · sample data
SAMPLE LAWN CARE WOLFE INTELLIGENCE
One inquiry needs a call back.
Dana R.Weekly mowing · prefers weekday morningsWAITING 2 H
I called them back Estimate booked
RECENT
Marcus T. · Spring cleanupESTIMATE BOOKED
Priya S. · Biweekly mowingCUSTOMER
YOUR SETUP
Verification video recordedDONE
Google approves the listingWITH GOOGLE
SAMPLE DATA FOR A MADE-UP BUSINESS · YOUR OWN PORTAL IS BEHIND THE CLIENT LOGIN
Zachary Wolfe, founder of Wolfe Intelligence
WHO YOU ARE ACTUALLY WORKING WITH

I set it up. Then I teach you to run it without me.

Big companies build this in-house and keep the advantage to themselves. I started Wolfe Intelligence so a small business can have the same thing — without handing over its data, its accounts, or its tools to get it.

I have a Master's in AI Strategy & Innovation from Wake Forest University. What that buys you is someone who does the work instead of reselling it — the custom AI, the automations, the research, the Google presence — and who then measures what each one actually produced, so you are not taking my word for any of it.

START HERE

Let's find the first thing worth fixing.

Thirty minutes, no pitch. You will leave knowing where AI would pay off first in your business — whether or not you hire me.

Book a free consult ↗ support@wolfeintelligence.com
pick a time · 30 min · free · opens Google Calendar in a new tab
WOLFE INTELLIGENCE
ServicesFor firmsApproachPortalAboutBook
© 2026 Wolfe Intelligence
W
Site Guide {{ chatModeNote }}
W
{{ m.text }}{{ m.linkLabel }}
W
Answers only about what I do. For anything else, book the consult or write support@wolfeintelligence.com.
W
Still looking around? I can answer questions about what I do, what it costs, or how the portal works — anything about Wolfe Intelligence.