Introducing Theo
The AI Operator For Service Businesses
Theo is being built to help service businesses capture more revenue, follow up faster, market smarter, and operate like they have a full operations team — without hiring one.
What Theo Does
Five capabilities being built into one operator.
AI Business Coach
Strategic guidance tailored to your service business — pricing, positioning, and growth decisions backed by data, not guesswork.
Lead Intelligence
Every call, form, and message tracked. Theo spots which leads are going cold and tells you exactly when to follow up — before they hire someone else.
Content Engine
Social posts, email sequences, ad copy, and website content — generated in your voice, on your schedule, without a marketing agency retainer.
Revenue Operator
Automated follow-up sequences, smart lead routing, and real-time revenue tracking — so nothing falls through the cracks while you're on the tools.
Operating System
For solo operators and small service teams — one system that handles scheduling, follow-ups, content, and reporting. Your business, automated.
Start Here
The Free Lead Leak Scorecard. Seven questions. Instant score. See where your business is leaving money on the table — no email required.
What industry are you in?
Deep Diagnostics
When you're ready to go deeper. Our audits map every lead channel, quantify what's leaking, and give you a prioritized fix plan — with upgrade credits at every step.
What Theo Is Being Built To Do
Today, Theo powers our audits. Tomorrow, Theo operates alongside you.
Marketing
Designed to generate and optimize ad creative, email campaigns, and social content — continuously tested and improved.
Follow-Up
Being built to handle multi-channel follow-up sequences — text, email, and voice — so no lead goes cold.
Content
Planned to produce blog posts, newsletters, case studies, and website updates in your brand voice.
Reporting
Engineered to deliver real-time revenue dashboards, lead source attribution, and performance insights.
Coaching
Designed as a strategic advisor — pricing guidance, market analysis, and growth recommendations specific to your business.
Operations
Built to handle scheduling, dispatching, and customer communication — the operating layer for your entire business.
Theo is in active development. Early access partners get priority. Learn more about the roadmap.
Sample Insight
What a Theo-powered diagnostic uncovers. Real pattern, fictional company.
Revenue at Risk
Three bottlenecks costing an estimated $7,600–$12,700/month in lost revenue.
| Bottleneck | Severity | Monthly Impact |
|---|---|---|
| Missed calls (peak + after-hours) | Critical | $6,400–$9,600 |
| Website form response time (2-3 days) | High | $400–$1,500 |
| Zero follow-up after initial quote | High | $800–$1,600 |
Immediate Fixes (Free, Under 20 Min Each)
- Website form auto-reply — instant acknowledgment while lead is still warm
- Google Business message check — may have active leads waiting
- Missed-call auto-text — every missed call gets an automatic response
30-Day Plan
Week 1: Complete diagnostic. Weeks 2–3: Build automation. Week 4: Launch and optimize. Diagnostic fee credited toward implementation.
Pricing
Every step is credited toward the next. You never pay twice.
Lead Leak Scorecard
$0
Instant score. No email required.
- 7 diagnostic questions
- Instant leak severity score
- Tiered recommendation
- Takes 2 minutes
Lead Flow Snapshot
$500 one-time
Credited toward Audit or VAP
- Executive Revenue Snapshot
- Lead Flow + Conversion Map
- Follow-Up Gap Analysis
- Revenue Opportunity Ranking
- Top 3 quick wins this week
Revenue Growth Audit
$1,500 one-time
$1,000 if upgrading from Snapshot
- Everything in Snapshot
- Sales Asset Review
- Full Revenue Opportunity Matrix
- Automation Blueprint
- 30/60/90-Day Revenue Gameplan
Audit + Blueprint
$2,500 one-time
$1,000–$2,000 if upgrading
- Everything in Audit
- Implementation Blueprint
- Automation Architecture
- Tool Stack Recommendations
- Priority Scheduling
Velocity Automation Program
$1,500 setup (credited from prior tiers) + $1,000/month ongoing optimization. 90-day minimum. Cancel anytime after with 30 days notice.
Resources
Practical guides on lead response, revenue operations, and what we're learning from real audits.
Ready to Meet Theo?
The free scorecard is the fastest way to see where your business is leaving money on the table. Two minutes. Zero commitment.
Start Free ScorecardGet Your Lead Flow Snapshot
Three steps. No call required.
FAQ
What is Theo?
Theo is an AI business operator being built by Business Velocity Group. Today, Theo powers our revenue diagnostics and audits. In the future, Theo will be a self-serve AI operator that monitors your lead flow, automates follow-ups, generates content, and coaches you on growth — continuously.
Do I need to schedule a call?
No. The scorecard is instant and free. The audit wizard handles intake and payment. If we need clarification, we'll reach out.
Do I need to buy software?
We configure everything. If you have a CRM, we use it. If not, we set you up. Software costs are separate and transparent.
How does upgrade credit work?
Every tier is credited toward the next. The $500 Snapshot counts toward the $1,500 Audit (pay $1,000 more). All diagnostic fees count toward VAP setup. You never pay twice for the same work.
Is Theo available now?
Theo powers our audits today — behind the scenes, analyzing lead flow and producing recommendations that a human reviews before delivery. The self-serve Theo operator is in active development. Early access coming soon.
How do I pay?
Securely via Stripe. After submitting the intake form, you'll complete payment immediately. Your audit begins within 1 business day.