Operations and AI systems

We find what your operation is losing.Then we build the system that stops it.

Missed calls, quotes nobody chased, invoices nobody followed, work retyped between systems. We fix it inside the software you already run.

Nobody decided to run the business this way. It accumulated.

  • A lead came in on Friday night and nobody got back to them until Monday.
  • Quotes go out, go quiet, and nobody is chasing them.
  • Invoices age until somebody notices cash is tight.
  • The weekly numbers take half a day to assemble by hand.
  • The same information gets typed into three different systems.
  • Somebody spends their morning on work software should be doing.

None of these are people problems. They are missing systems, and the money already spent to earn that work leaves quietly enough that it never shows up on a report.

What we build.

All services →

Revenue systems

Answer faster, follow up every time, and stop losing work you already paid to win.

  • Every call, form, and text answered in under a minute
  • Unsold estimates worked until they book or say no
  • Invoices chased on a schedule instead of when cash gets tight

Operations systems

Remove the repetitive work, connect the systems, and give you one honest number.

  • Internal tools built around how your team actually works
  • One page with the whole company on it, current every morning
  • Systems that talk to each other instead of being retyped between

AI systems

Practical assistants and agents inside real workflows, with a person on the controls.

  • Drafting, summarizing, and reading what nobody has time to read
  • Software that watches a queue and flags what needs a human
  • Approval built in, so nothing reaches a customer unreviewed

Find, build, prove, run.

How we work →
  1. 01

    Find

    Count what is leaking before touching anything.

  2. 02

    Build

    Inside the software you already own.

  3. 03

    Prove

    The number moves, or it did not work.

  4. 04

    Run

    Somebody owns it in production.

You can stop after any step. Everything you have paid for keeps working and stays yours.

Real numbers, labeled by how much they are worth.

See the work →
Deployed

$769,596

in open estimates with no follow-up on any of them

a $5M+ roofing company in Arizona

Diagnostic

$1.3M

sitting in receivables with no follow-up running

a Colorado restoration company

Deployed

5

systems pulled onto one page, refreshed daily

a $5M+ roofing company in Arizona

No client is named. Permission to use a name is not on file for anyone, so you get the shape of the company and the arithmetic. Found and recovered are different claims, and the labels say which is which.

Austin Brooks, founder of Surge Advisory

I built this for myself first, when I was the bottleneck.

I am Austin Brooks. I started on the phones at a pest control company and worked up to running the inside sales team, where our best closer still lost jobs to whoever called the customer back first. That is an office problem, not a sales problem, and I have never been able to unsee it.

I build every system myself, which is worth knowing before you hire me. It is also why the handover exists from day one: written documentation, your accounts in your name, and an offboarding package that means somebody else could take this over. Built so you can leave is the only honest version of this when one person builds it.

More about Austin →

Questions.

What happens after I get in touch?

You tell me what is going on, in a form that takes about two minutes. Then you can book a call right there if you want one. On that call I ask questions and tell you where I think the money is going and what I would fix first. You keep that whether you hire me or not.

How does an engagement work?

Four steps, and you can stop after any of them. A free first call. Then a paid Systems Audit, a fixed fee that credits in full toward any build. Then the build itself, fixed scope and fixed price agreed before I start. Then a monthly fee if you want me running and repairing it. Most builds land between $5,000 and $20,000, and the smallest start at $3,000.

Is this AI, or is it software?

Both, and what matters more is what it is allowed to do. A person approves anything that sends, posts, deploys, or pays, and anything the system is unsure about goes to a human instead of getting a confident guess.

Do you replace the software we already pay for?

No. Everything is built inside the systems your team already opens: your CRM, your phone system, your accounting. A tool nobody opens is not a tool.

Who owns what you build, and what if it breaks?

You own the code, the accounts, and the data, and it keeps working if we part ways. Things do break: vendors change integrations and tokens expire. Repair is what the monthly fee covers, and it is included rather than quoted each time.

How do you handle our systems and our data?

Least privilege, credentials in a password manager and never in a document, and summaries rather than raw records wherever a language model is involved. The full standard, the go-live gate every automated system passes, and an honest list of what Surge cannot claim are all on the trust page.

Trust, security, and what we refuse to automate →

Tell us what is not working.

Two minutes to write it down, a reply within one business day, and the option to book a call straight away. You keep whatever I find either way.