CCLead Intake & Front Desk Agent
Customer Concierge
Customer-facing · Inbox
Captures inquiries, runs conflict/qualification checks, books consults.
OpenphoneRingcentral3 toolsFor / Translation / Interpretation
For Translation / Interpretation
Do the work. We'll run the back office.
LVRD builds you a private AI team that answers the calls, builds the day, and wins back lapsed clients — and waits for your yes before anything ships.
$500 blueprint·10-hour guarantee·your own private instance
Approvals
Waiting on youCCCustomer Concierge Needs yes
Captures inquiries, runs conflict/qualification checks, books consults.
ApproveHold
SCSchedule Coordinator Needs yes
Intake forms, document gathering, kickoff scheduling.
ApproveAdjust
SCScheduling Sent
Manages calendar, meetings, deadlines and reminders.
Where the week goes
The job is the easy part. The office is what eats you.
You're good at the work. The office is the other job — the calls, the calendar, the invoices, the follow-ups — and it's the one that eats the week. Here's the load that piles up around the work you actually do.
- Juggling the schedule by hand
- Quotes that stall waiting on follow-up
- Clients lapsing without a nudge
- Leads that sit unanswered
- Admin that eats the evening
Why a team
Every owner wears three hats.
Two of them never come off.
- 01
The Technician
The craft you started for — the work only you can do.
Stays yours - 02
The Manager
Calls, scheduling, invoices, follow-ups — the office load.
Handed to the team - 03
The Owner
Where the business goes next — the part you started for.
Finally gets a turn
Your AI team takes the office. You keep the craft and the bigger idea.
Your AI team
A team built for how you run — not a template.
Each agent owns one corner of the office and wires into the tools you already use. Start with the four that ship first; add the rest as you scale.
Your starter teamShips first — live in week one
OpenphoneRingcentral3 toolsSCClient Onboarding Agent
Schedule Coordinator
Operations · Calendar
Intake forms, document gathering, kickoff scheduling.
ServiceTitan
Housecall3 tools
SupervisedHousecall3 toolsSCScheduling Agent
Scheduling
Operations · Calendar
Manages calendar, meetings, deadlines and reminders.
ServiceTitanHousecall3 tools
SupervisedHousecall3 toolsRSBilling & AR Agent
Retention Specialist
Growth · Retention
Invoicing, payment reminders, retainer replenishment.
3 toolsExpand your teamAdded as the business grows
QWProposal & Quote Agent
Quote Writer
Sales · Proposals
Drafts proposals/engagement letters, follows up until signed.
3 toolsDODocument Collection & Chase Agent
Document Agent
Back office · Docs
Requests and chases missing client documents.
3 tools Connections
Connected to what you run on — agent by agent.
Every connection is scoped to the agent that needs it, and revocable any time. Here's how the starter team wires in.
CC
Customer Concierge
Lead Intake & Front Desk Agent
TwilioTexts & callsOOpenphoneScoped access
RRingcentralScoped access
SC
Schedule Coordinator
Client Onboarding Agent
SServiceTitanReads & books
JobberReads & booksHPHousecall ProReads & books
SC
Scheduling
Scheduling Agent
SServiceTitanReads & books
JobberReads & booksHPHousecall ProReads & books
RS
Retention Specialist
Billing & AR Agent
TwilioTexts & callsPodiumDrafts repliesGoogle CalendarReads & booksWorks with your stack. Search and see.
The recognizable core of 800+ connections. Don't see yours? If it has an API, the blueprint wires it.
Surfaced for Translation / Interpretation
CalendlyScheduling
StripePaymentsSSmartcatConnection
TwilioCommunicationOOpenphoneConnection
RRingcentralConnection
SServiceTitanField Service
JobberField ServiceAll connections
GmailCommunicationGoogle CalendarScheduling
Google DriveStorage
GustoHRHubSpotCRM
MailchimpMarketing
NotionProductivity
QuickBooksAccounting
SalesforceCRM
ShopifyE-commerce
SlackCommunication
SquarePayments
XeroAccounting
ZendeskSupport
AirtableProductivity
AnthropicAI Models
AsanaProductivity
AshbyHR
AttioCRM
ConfluenceProductivity
Constant ContactMarketingDocuSignLegalDropboxStorage
FacebookSocial
FreshBooksAccounting
GitHubDev Tools
GongCRM
Google SheetsProductivity
HiBobHR
InstagramSocial
IntercomSupport
JiraDev Tools
LinearDev Tools
LinkedInSocial
Microsoft TeamsCommunication
monday.comProductivity
NetSuiteAccounting
OpenAIAI Models
OutlookCommunication
PayPalPayments
Sage IntacctAccounting
SAPAccounting
SharePointStorage
SurveyMonkeySurveys
TrelloProductivity
TypeformSurveys
UKG ProHR
WhatsApp BusinessCommunication
WorkdayHR
X / TwitterSocial
ZoomCommunicationDon't see yours? If it has an API, we'll wire it.
Talk to us What it handles
The work that never made it onto a list.
- Quote intake
- project scheduling
- invoicing
Approvals & control
Nothing ships without your yes.
The team drafts, schedules, and prepares — then waits. You stay the owner of every decision that touches a customer or a dollar.
Every action, your call
Quotes, schedule changes, invoices, replies — each one lands in your approval queue first. Approve in a tap, or hold it.
Autonomy is earned
Every agent starts fully supervised. As it proves itself on the routine work, you can let specific actions run on their own — and pull it back any time.
Your rules, hard-coded
Hard-gate anything — a dollar ceiling on what goes out, a customer you always handle yourself, a step that always asks first. Your limits, enforced.
This is the promise on every LVRD page, in every trade: the product waits for your yes. Earned autonomy is opt-in, scoped, and reversible — never the default.
Pricing
Start with a blueprint. Scale into a team.
A paid diagnostic maps the work and proves the hours. If it's worth it, the team runs month-to-month. No contract.
1 Start here · the blueprint
$500once
The 90-minute diagnostic
We sit down and map your business — where the week goes, the team that would handle it, and the rules that keep it safe. You walk away with three documents you keep.
- A map of your operations
- Your AI team blueprint
- Your operating playbook
then
2 Ongoing · the platform
$300/ month · no contract
Build & run your AI team
We build the team from your blueprint, run it, and maintain it. New roles and changes included. Cancel any month.
+ what the AI costs to run, billed straight to you at cost. No markup.
Included in the platform
- A team built for your business
- Operator desktop + mobile app
- One-tap approvals & guardrails
- Daily briefings & weekly view
- New roles & changes, ongoing
- Your own private instance
Guaranteed
The 10-hour guarantee
If the blueprint doesn't surface 10+ hours a week an AI team would handle, you don't pay.
Yours either way
Continue to the platform or not — the documents are yours to keep.
Questions
The things owners ask first.
Can the AI handle client intake and scheduling?
Yes — your team covers client intake and scheduling end to end, capturing the work and booking the next step, and routes anything sensitive to you.
Does it work with Calendly, Stripe, Smartcat?
Yes. Each agent wires into the tools you already run on with scoped access you can revoke any time.
Will it message clients or send documents without asking me?
Only once it's earned it. Every agent starts fully supervised — nothing ships without your yes — and you can hard-gate anything.
What does it cost?
A $500 blueprint maps the work and proves the hours. If it's worth it, the team runs at $300/month plus AI usage billed at cost — no contract.
How quickly can it start?
The 90-minute blueprint maps your business and the agents that should run it; the team is built from there.
Get started
Ninety minutes to a blueprint. Then a team that runs the rest.
We map your week, draft your roster, and prove the hours. You decide what turns on.