The Operations Board: a team of AI agents we install in your business to answer calls, sort email, follow up on financials and leads and keep your day organized. You remain the decision maker. See how it works
The Operations Board · Done for you

Stop drawing an org chart. Install an Operations Board.

A team of AI agents, each with one clear job: answer your phone, sort your email, follow up on unpaid invoices and new leads and send you a summary every morning. We build it inside your business, you own it and we keep it running every month. You remain the decision maker.

Want proof before you read another word? Call 980-385-4901. One of my agents picks up.

Your board · TodayLIVE
R
Rachel · Front DeskAnswered the 2:14 call, booked a consult and sent the summary
DONE
T
Tina · Chief of StaffMorning brief is ready. 3 things need your eyes
DONE
P
Penny · Finance2 invoices are past due. Follow-ups are drafted
YOUR DECISION
A
Addy · Inbox41 emails sorted and 6 replies drafted in your voice
DONE
Nothing goes out without your yes1 approval waiting
Operations Board vs. Org Chart

An org chart shows who should do the work. An Operations Board does it.

Most AI setups hand you a diagram of roles and a stack of instructions, and then you're the one running it. With an Operations Board, the agents do the daily work and you remain the decision maker.

The AI org chart

What you usually get

  • A drawing of the jobs AI could do, with nothing doing them
  • Instructions you still have to open, copy and run yourself
  • Help for 30 to 60 days, then you're on your own
  • A one-time setup that falls behind when your business changes
The Operations Board

What you get from us

  • Agents connected to your real business phone, email, calendar and invoices
  • They start on their own when a call, email or due date comes in
  • One approval dashboard, so nothing reaches a customer without your yes
  • Monthly care: we check it, fix it and add to it as you grow
Melessa Lawson, AI Systems Architect
Melessa LawsonAI Systems Architect · Queen of TransporAI
Who builds your board

I built this for my own companies first.

I started with one van and grew a transportation company to $1.4M in 4 years with AI doing the heavy lifting. Then I built the board that runs Helper Group Inc. today: a team of agents on the phones, in the inbox, on the books and on the hunt for the next contract. Now I install it for operators who are done being the bottleneck.

Cut my own week from 80 hours to 25

How it works

3 moves. Your board is live in weeks, not quarters.

01 · CHARTERS

Write the jobs

One working session on your operation. We find where your hours and financials leak, then write an Agent Charter for each agent: what it owns, what it never touches and when it stops and asks you.

02 · INSTALL

Build and connect

We build the agents inside your accounts, connect them to your phone, email, calendar and accounting and test them on your real work until 5 in a row come back right.

03 · CARE

Run, watch, grow

Your board reports to you every morning. Every month we tune it, fix what drifted and add the next agent when you're ready. That's what keeps it working in month 12.

Monthly care, in plain terms

Ask for a change. Watch it get done.

Your business changes. Your board should too. Every plan comes with a personalized client portal where you request changes and track them to done. Here's exactly what happens after you hit submit.

01

You submit

Type the change in your portal. A new rule, a new reply, a fix. Plain words are fine.

1 hr

Reviewed

Our care desk agent, built like Victor, my own tech lead, reviews every request within 1 hour.

L1-3

Sorted

Each request gets a severity level, so the urgent work always goes first.

48 hr

Done

Every request is completed within 48 hours. Most are done the same day.

Live

Tracked

Status updates show in your portal at every step. No chasing anyone for an answer.

Level 1 · UrgentDown or customer-facingAn agent stopped working, or a customer saw something wrong. Worked first.
Level 2 · BrokenWrong output or connectionA reply is off, a booking didn't land or a connection needs repair.
Level 3 · ImproveMake it betterNew wording, a new rule or a new step in how an agent already works.
SINGLE AGENT

$97/mo

Portal access and up to 3 change requests a month.

STARTER

$147/mo

1 call a month with Melessa and up to 5 change requests.

FULL BOARD

$297/mo

1 call a month with Melessa and up to 10 change requests.

MULTI-ENTITY

$497/mo

One 60-minute call a month with Melessa and unlimited change requests.

A change request adjusts an agent you already have. A brand new agent is a new build: $797 to add it to your board plus $49/mo in care. More agents cost more, and you always see the price before we build.

Custom builds

Not on the menu? We build it.

Some jobs are specific to your industry or your software. We build custom agents and tools around how your business already runs. Start with 3 Agent Charters, and you leave with a fixed quote.

  • Dispatch, scheduling and trip boards for fleets
  • Connections to industry software you already pay for
  • Client portals and intake flows with your branding
  • Internal tools your team uses every day
  • Custom agents start at $997 each, quoted in writing
Meet the board

These agents run my companies today. Pick the agents you want.

36Agents working
7Departments
1Approval dashboard

Names and personalities are mine. Yours carry your names, your voice and your rules.

Every agent below is working on my own board, not a mockup
0 shown
What each plan can choose

Clear menus. No guessing what you get.

Every plan is built for one business, except Multi-Entity. You pick your agents from the menus below during your Charters session, and we build those exact agents.

Production agent · Content Engine

Research. Pull. Post.

You stay visible without writing every post yourself. Your Content Engine learns your voice, finds what your audience cares about, builds the post with your own photos and puts it out on your schedule. Nothing posts without your yes unless you tell it to.

Done for you: $997 + $297/mo
Do it yourself: $97/mo
Full Board: your $4,997 board price covers it as your production agent

01

Learn your voice

We load your best past posts, your offers and your photos. It writes like you, not like a robot.

02

Research

Every week it scans your industry news, the questions your customers ask and what worked for you before.

03

Pull

It pulls your own photos and clips first, then writes each post and caption for each platform.

04

Approve

Drafts land on your approval dashboard. Approve, edit or skip each one in a tap.

05

Post and report

Approved posts go out to your own accounts on schedule. Every week you get a report on what landed.

Production agent · Skool Community Agent

A community that runs warm.

Your Skool community grows when members feel seen. This agent screens every new member, welcomes them, puts them in the right course and keeps your feed active with posts and answers drafted in your voice.

On its own: $997 + $147/mo
Full Board: your $4,997 board price covers it as your production agent
Multi-Entity: your board price covers it and the Content Engine

Straight talk: Skool doesn't let outside tools post for you. So your agent drafts every post and answer, and you post it in one click. We never use unofficial login tools on your account.
01

Screen

Reads every membership answer and sends you a ranked list: approve, ask or decline.

02

Welcome

Sends each new member a personal welcome email and opens the right course for them.

03

Draft

Writes your weekly posts and answers to member questions, ready for one-click posting.

04

Report

Every week: who's active, who went quiet and who's ready for your next offer.

Receipts, not renderings

This board already runs my companies.

I don't sell a concept. I sell the system that runs Helper Group Inc. and our transportation operation every day. You're buying a copy of something that's already working.

RachelFront Desk

Answers every inbound call for 2 companies on 1 number, routes each one and screens out the spam calls that used to eat the day.

TinaChief of Staff

Keeps the task board, writes a pre-call brief for every booked client and puts only the decisions that need me on one approval dashboard.

CaliGrowth

Finds speaking and submission opportunities, creates the portal accounts and submits the applications. I approve. Cali does the rest.

VictorTech

Watches every automation, fixes what breaks and logs it. Failures go to tech, not onto my to-do list.

Cali at work, 8:04 AM. While I slept, Cali found a conference calling for AI and transportation speakers and wrote the proposal in my voice. All I did was approve it.
Growth Harvester report: 47 opportunities in one day from 7 scouts, 17 high fit
1 day of the Growth Harvester. 47 opportunities landed on my board from 7 scouts, 17 of them high fit, each with a draft ready.
HGI approval dashboard showing agents waiting, requests needing a decision and 443 decisions made
The approval dashboard. Every agent reports here. 443 decisions made from one screen, with a Simple view and an Extra Spicy view. Yours looks like this.

Don't take my word for it. Call the number and talk to the front desk yourself.

980-385-4901
Investment

Build it once. Keep it sharp every month.

The build gives you working agents. Monthly care keeps them working as your business changes, which is the part everyone else leaves out. Every plan below is for one business, except Multi-Entity.

Not sure where to start? Start here

3 Agent Charters

A 60-minute working session with Melessa. You leave with a leak map of where your hours and financials go, 3 written Agent Charters, your build order and a fixed quote. Yours to keep either way.

$297Credited to any build
Book my session

Single Agent

Owners who want to start with one job off their plate
$997
+ $97/mo care
Paid once
  • 1 AI agent from the Core menu
  • Connected to your tools and tested on your real work
  • Approval dashboard for anything that goes out
  • Client portal with up to 3 change requests a month
  • Add more agents later for $797 each plus $49/mo
Apply for 1 agent
Most chosen

Starter Board

Solo owners and small teams buying back their week
$2,497
+ $147/mo care
Or 2 payments of $1,248.50
  • Any 3 agents from the Core menu, for one business
  • Connected to your business phone, email and calendar
  • One approval dashboard where you say yes before anything goes out
  • Morning summary of what got done and what needs you
  • 1 call a month with Melessa and up to 5 change requests
  • Add Growth agents for $797 each
Apply for Starter

Full Board

Operators with staff, vehicles, payers or contracts
$4,997
+ $297/mo care
Or 2 payments of $2,498.50
  • 7 agents from the Core and Growth menus, for one business
  • Plus 1 production agent: the Content Engine or the Skool Community Agent
  • Custom connections to the software you already run on
  • 1 call a month with Melessa and up to 10 change requests
  • Production fee applies to the agent you choose
Apply for Full

Multi-Entity

Founders running 2 companies or brands, with room to add more
$9,997
+ $497/mo care
Or 2 payments of $4,998.50
  • 13 agents across 2 companies, on one board
  • 3 shared agents: Front Desk, Chief of Staff and Finance, working for both companies
  • 4 agents per company, any from the Core or Growth menu
  • Both production agents: the Content Engine and the Skool Community Agent
  • Combined reporting across both companies
  • One 60-minute call a month with Melessa and unlimited change requests
  • More companies: $2,997 + $147/mo each
Apply for Multi-Entity
Multi-Entity, agent by agent

13 agents. 2 companies. One board.

Here's exactly what $9,997 builds. The shared agents are built once and work for every company, so you don't pay for 2 front desks.

SHARED · 3 AGENTS

Work for both

Front Desk: one number that answers for each company and routes each call.
Chief of Staff: one morning brief for everything.
Finance: one combined financial picture.

COMPANY 1 · 4 AGENTS

Your pick

Any 4 from the Core or Growth menu, built for this company's own work, rules and voice.

COMPANY 2 · 4 AGENTS

Your pick

Any 4 from the Core or Growth menu, built for this company's own work, rules and voice.

PRODUCTION · 2 AGENTS

Every week

The Content Engine and the Skool Community Agent. Production fees apply: $297/mo and $147/mo.

Running a 3rd company?

Add a company to your board

4 more agents for that company from the Core or Growth menu. Your 3 shared agents cover it automatically, and it joins your combined reporting.

$2,997+ $147/mo care per company
Add a company
Start its care
Monthly care, side by side

What care covers on each plan.

Care starts the day your board goes live. Your AI and phone usage runs on your own accounts, so you always see the real cost.

CareSingle AgentStarterFull BoardMulti-Entity
Monthly price$97/mo$147/mo$297/mo$497/mo
Personalized client portalIncludedIncludedIncludedIncluded
Every request reviewedWithin 1 hourWithin 1 hourWithin 1 hourWithin 1 hour
Every request completedWithin 48 hoursWithin 48 hoursWithin 48 hoursWithin 48 hours
Change requests a monthUp to 3Up to 5Up to 10Unlimited
Call with MelessaNot included1 a month1 a month1 a month, 60 minutes
Monitoring and fixesIncludedIncludedIncludedIncluded
Start care at go-liveStart careStart careStart careStart care
Add-ons and standalone agents

Grow one agent at a time.

Members only

Add an agent to your board

$797 + $49/mo care

Any agent from the Core or Growth menu, added to the board you already have and covered by your portal.

Production agent

Content Engine

$997 + $297/mo

Done for you: research, writing, images and posting to your own accounts on your approval. Or run it yourself for $97/mo.

Production agent

Skool Community Agent

$997 + $147/mo

Member screening, welcomes, course access, weekly drafted posts and answers and an engagement report.

Every plan is per business. Multi-Entity covers 2 companies under one board, and each added company is $2,997 + $147/mo.

Your $297 Charters fee comes off any build.

Split pay: half to start, half at go-live.

Care starts the day your board goes live, not the day you pay.

Production agents carry their production fee in every plan: Content Engine $297/mo, Skool $147/mo.

Custom builds start at $997 per agent and are quoted in writing before we build.

Your information stays yours

Nervous about AI and your private information? Here's exactly how we protect it.

You're trusting us with your customers, your financials and your business. These are the rules every board is built on, no exceptions.

01

Your accounts, in your name

Your AI, phone and email accounts belong to you. You see every bill, and you can remove our access anytime.

02

Business-grade AI only

We build on paid business AI accounts whose terms say your data is not used to train their models. Never free chat apps.

03

Each agent sees only its job

Every Charter lists exactly what an agent can reach. Your front desk agent never sees your bank account.

04

You approve what goes out

Anything that touches a customer, your financials or personal details waits on your approval dashboard for your yes.

05

No passwords by email or text

You add us to your tools through their own secure invite. You never send us a password.

06

We never sell or share your data

Your client list and records stay yours. If you ever leave, everything stays with you.

Every agent can be paused with one switch, and every action it takes is logged so you can see exactly what it did.

Questions

Straight answers.

Do I need to be technical?

No. You show us how your business runs. We build, connect and test everything. You get a plain-language Charter for each agent and one place to approve what matters.

Can I pick any 3 agents on the Starter Board?

Yes. Pick any 3 from the Core menu. Want a Growth agent like the Opportunity Hunter? Add it for $797 plus $49/mo, or step up to the Full Board, which includes the Growth menu.

What does "per business" mean?

The Single Agent, Starter and Full Board plans are built for one company. If you run 2 or more companies or brands, Multi-Entity puts them on one board with one shared front desk and combined reporting.

What exactly do I get with Multi-Entity?

13 agents across 2 companies. 3 shared agents work for both companies: a Front Desk on one number that routes each call to the right company, a Chief of Staff with one morning brief and a Finance agent with one combined financial picture. Each company gets 4 more agents of its own, any from the Core or Growth menu. You also get both production agents, the Content Engine and the Skool Community Agent. Running a 3rd company? Add it for $2,997 + $147/mo, and it gets 4 agents of its own.

What does monthly care actually cover?

Monitoring, fixes when something breaks and your personalized client portal. Every request is reviewed within 1 hour by our care desk agent, worked by severity and completed within 48 hours, with status updates in your portal. Starter and up includes 1 call a month with Melessa.

What if I need more agents later?

Add any agent to your board for $797 plus $49/mo in care. A change request adjusts an agent you already have. A new agent is a new build, and you always see the price first.

Will the Content Engine post without me?

Not unless you tell it to. By default every draft waits on your approval dashboard. Approve, edit or skip each post in a tap.

Can the Skool agent post in my community for me?

Skool doesn't let outside tools post on your behalf. Your agent drafts every post and answer, and you post it in one click. We never use unofficial login tools on your account.

Can you build something that isn't on the menu?

Yes. We build custom agents and tools for your industry and your software. Start with 3 Agent Charters, and you leave with a fixed quote in writing.

How long until my agents are live?

A Single Agent goes live in about 1 to 2 weeks. Starter Boards go live in about 2 to 3 weeks after your Charters session. Full and Multi-Entity boards run 3 to 6 weeks, depending on how many systems we connect.

Is my personal and customer information safe?

Yes. Your board runs on business AI accounts in your name, whose terms say your data is not used to train their models. Each agent can only reach what its Charter allows, nothing private goes out without your approval and we never sell or share your data.

Will an agent ever message my customers without me?

Only if you approve that rule in its Charter. By default, anything customer-facing or financial waits on your approval dashboard. You remain the decision maker.

Can I start with the 3 Agent Charters and decide later?

Yes. That's what it's for. You leave with 3 written Charters and a quote either way, and the $297 comes off any build.

Who is this not for?

Anyone looking for a prompt pack or a course. This is a working system installed in a working business.

Your next move

Every week without a board is another week you're the front desk, the inbox and the collections department.

Apply now, or start with the free AI Opportunity Scan and see where your hours go in 4 minutes.

Melessa Lawson's credentials
Claude Certified Architect, ProfessionalClaude Partner Network memberCertified AI Agent BuilderGoogle Cloud Certified: Generative AI LeaderMicrosoft Certified: Azure AI Fundamentals4 patents + 1 provisional200+ copyrights · 17 trademarksBest-selling author2026 Honoree, 100 Women of Excellence