Melbourne AI advisory for established businesses

Most business owners know AI matters.
Few know where to start.

CloudCEO runs a 90-minute AI Business Review for service businesses, mapping your customer experience, operations and team workflows to show exactly where AI can save time, save money and grow revenue. No jargon, no guesswork.

Vendor-neutral Credited to implementation Melbourne-based

Helping established service businesses find their next move with AI

Financial planners Accountants Bookkeepers Trades & home services
AI Business Review · Strategy session

See exactly where AI can work in your business.

The AI Business Review is a 90-minute working session where we go deep on your customer experience, operations, sales process and team workflows, and map exactly where AI and automation can remove friction, recover lost revenue and free up your time. You leave with a clear, prioritised roadmap. No jargon, no fluff.

Customer experience audit

We map every touchpoint from first enquiry to post-job, and find where leads, referrals and repeat business are quietly slipping away.

AI & automation opportunities

We identify where AI can replace repetitive tasks, respond faster and handle more, without adding headcount.

Sales & operations review

Lead handling, CRM usage, pipeline visibility, bottlenecks, overloaded staff: we find what's slowing growth and costing money.

AI & CX Growth Blueprint

A tailored roadmap delivered after the session: quick wins, medium-term systems and strategic opportunities, prioritised by impact.

Book Your AI Business Review ($495)

Fully credited toward any CloudCEO implementation if you go ahead.

Most business owners leave knowing exactly what to fix first, and what it's been costing them not to.

How the session runs~90 min
1
Business discoveryYour model, team, systems and goals
2
Customer journey mappingWhere leads enter, stall and slip away
3
AI & automation auditEvery area where technology can support your team
4
AI & CX Growth BlueprintYour prioritised roadmap, delivered after the session
4
Implementation proposalOnly if the blueprint calls for it
AI Receptionists · Digital Front Desk

One of the most common outcomes of the AI Business Review

An AI receptionist that answers every call, day or night.

Meet Ava. She picks up on the first ring, answers questions, captures details, books appointments and texts back missed calls, 24/7, with unlimited minutes and no overages. The receptionist who never takes a sick day, never puts a caller on hold, and never lets an enquiry go cold.

Answers every call

No hold music, no voicemail, no missed callers drifting to a competitor. Every call picked up, instantly.

Books straight into your calendar

Ava checks availability and books the appointment while the caller is still on the line.

Missed-call text-back & web chat

Can't take it? Ava texts back in seconds. On your site, she chats and books, not just answers FAQs.

CRM with call transcripts & summaries

Every call recorded, transcribed and summarised: manage transcripts and all client interactions in one place.

Unlimited minutes: no caps, no overages

The differentiator. Most providers meter you. We don't. Talk as much as your business needs.

Ava

One example of what we build

Ava, an AI receptionist

Pop your number in and Ava will give you a call in seconds, a small taste of what often comes out of an AI Business Review.

Enter your number and Ava will call you, no charge to you.

Starter

$297/mo
+ $297 setup
  • AI voice receptionist, 24/7
  • Unlimited minutes: no caps
  • Missed-call text-back
  • Calendar booking
  • CRM: call transcripts & client timeline
Get started
Most popular

Core

$497/mo
+ from $497 setup
  • Everything in Starter
  • AI web chat that books
  • 2 standard automations
  • Unlimited minutes: no caps
Get started

Premium

$997/mo
+ from $997 setup
  • Everything in Core
  • Reactivation campaign
  • Up to 4 automations
  • Dedicated account manager + monthly review
Get started

No lock-in contracts · Unlimited minutes on every plan · Cancel anytime

Business Hub · One platform

Every lead, conversation and follow-up in one system.

The Business Hub pulls your calls, texts, emails, web chat, reviews, bookings and pipeline into a single dashboard, so nothing slips, and your team always knows the next step. It's the engine your AI front desk runs on.

Unified inbox● Live
📞
Inbound call: bookedAva booked a consult for Thurs 2:30pm
now
💬
Missed-call text-back"Hi, thanks for calling. How can we help?"
2m
🌐
Web chat → lead capturedSarah, new client enquiry, estate planning
11m
New 5-star reviewAuto-requested after appointment
1h

Unified inbox

Calls, SMS, email, web chat and social: every conversation in one thread, never lost in someone's phone.

Pipelines & automated follow-up

Every lead moves through clear stages with reminders firing automatically, no chasing from memory.

Reviews & reputation

Requests sent automatically after every job, so more happy clients turn into more 5-star reviews.

Calendars, booking & reporting

Online booking, confirmations and a clear view of what's working, all in the one secure platform.

Website & funnel builder Email & SMS marketing Surveys & forms Workflow automations Call tracking Document signing Courses & client portals Branded mobile app

One platform replacing the tool stack most businesses pay for separately, often $1,000+/month across multiple subscriptions.

$495/month Full Business Hub access · Website Concierge add-on from $595
Explore the Business Hub
AI Automations · Done-for-you

Put the busywork on autopilot.

The work that quietly eats your week, reminders, confirmations, follow-ups, review requests, reactivating old leads, designed and built to run on their own. Revenue keeps moving without anyone touching it.

Reactivation workflowAuto
1
Lead goes quietNo booking in 30 days
2
Ava sends a warm text"Still keen to get this sorted?"
3
Reply → instant call-backAva books them straight in
4
Confirmation + reminderNo-show rate drops

Missed-call text-back

Every missed call gets an instant, friendly text, so the lead never has a reason to ring the next business.

Reminders & confirmations

Automatic appointment reminders that cut no-shows and keep your calendar full.

Review generation

Happy clients prompted to leave a review at exactly the right moment, on autopilot.

Database reactivation

Turn your old, cold lead list into booked appointments with a campaign that runs itself.

$1,500–$2,500 Build packages for 2–3 automations · Or bundled into your Front Desk plan
Map your automations
How we work together

How it works.

We start by finding where AI can actually move the needle in your business, then build only what fits. No guesswork, no overwhelm.

STEP 01

Start with an AI Business Review

We map your customer journey, operations and team workflows, and pinpoint exactly where AI can create real value in your business.

STEP 02

Get your AI & CX Growth Blueprint

You receive a clear, prioritised roadmap. The fix might be automations, an AI receptionist, the Business Hub, or something simpler.

STEP 03

We build what matters

We implement exactly what the blueprint points to, tuned to your business, so you can serve more customers, run leaner, or simply free up time, whatever the priority turns out to be.

Good questions

Frequently asked.

Will callers know they're talking to an AI? +
Ava is natural and conversational, and she's transparent about who she is. Most callers simply experience a friendly, fast, helpful front desk. The difference is that no call goes unanswered.
What does "unlimited minutes" actually mean? +
Exactly that. Most providers meter your call time and bill overages. We don't cap minutes on any plan. You pay a flat monthly fee and Ava handles as many calls as your business gets.
Do I have to replace my current phone number? +
No. We work with your existing number and set up how calls flow. Ava can answer everything, or only overflow and after-hours calls. Your choice.
Am I locked into a contract? +
No lock-in. Plans are month-to-month and you can cancel anytime. We'd rather earn the next month than trap you in a contract.
How long until it's live? +
Most businesses are up and running within days of the AI Business Review, depending on how your calendar and systems are set up.
Who is this built for? +
Established service businesses, financial planners, accountants, bookkeepers, and trades and home services, who know AI is relevant to them but aren't sure where it actually applies. If you want a clear answer rather than more noise, this is for you.
Get started

Book your AI Business Review.

Pick a time that suits you, or send a message and we'll come back to you within one business day.

  • A focused working session (around 90 minutes)
  • AI & CX Growth Blueprint delivered after the session
  • $495, fully credited to any CloudCEO implementation

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