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Freehold AgentsFreehold Agents

Small-business AI, set up right · Omaha, Nebraska

AI that answers your phones and chases your paperwork, on a machine you own.

We set up working agents for small businesses: the front desk, the inbox, quotes and intake packets, the invoices nobody wants to chase. Start with a free 45-minute assessment and a written prescription. Build only what pays for itself. Anything sensitive goes on hardware in your own building.

What we automate

The work already eating your week

Pick the one that hurts most. The assessment is free, and you only build what earns its keep.

Phone & Reception Agent

The pain: Offices missing calls during lunch, after hours, jobsites, or busy front-desk stretches.

What we set up: AI call handling in your business’s voice: intake, routing, appointment handoff

Starts with: Blueprint before build. Phone workflows deserve mapping first.

Inbox & Email Triage

The pain: Businesses where important messages get buried in a shared inbox nobody owns.

What we set up: AI-assisted sorting, draft replies, escalation rules, and follow-up reminders

Starts with: Prescription for simple inboxes; blueprint when client or patient details are in the mail.

Quote, Estimate & Paperwork Agent

The pain: Contractors, clinics, agencies, and offices where paperwork waits until nights and weekends.

What we set up: Voice memo or photos in, draft quote out. In your format, with your margins.

Starts with: Blueprint. Pricing rules and templates get mapped before automation.

Follow-Up & Collections Agent

The pain: Businesses losing money because estimates, invoices, and reminders go out inconsistently.

What we set up: Quote follow-up, invoice reminders, and no-show prevention on a schedule you approve

Starts with: Prescription for simple reminder workflows; blueprint for deeper integrations.

Business Knowledge Base Buildout

The pain: Businesses where the answers live in one person’s head, old PDFs, or scattered email threads.

What we set up: A searchable knowledge base built from your FAQs, SOPs, policies, and past examples

Starts with: Prescription for public and internal docs; blueprint when the material is sensitive.

Claude / ChatGPT Business Setup

The pain: Owners and staff who use AI casually but have no safe, repeatable workflows.

What we set up: Accounts and workspaces under business terms, with prompt libraries for your actual jobs

Starts with: Prescription or concierge. This is habits as much as software.

The full menu, plus knowledge bases, CRM cleanup, staff training, and the AI Concierge, is on what we automate.

Four steps. Stop after any of them.

No long contract. Nothing renews on its own. Each step is priced before it begins, and whatever we’ve built by the time you stop, you keep.

  1. The free assessment

    Free. No charge, no obligation, and the report is yours either way.

  2. The blueprint

    $1,500 flat, credited in full toward your build. Money back if you’re not satisfied.

  3. The build

    Fixed price from your blueprint: $4,500–$28,000 by setup, hardware included.

  4. Care

    Flat monthly care plans: $450, $850, or $1,500 per month. No hourly billing.

Most owners take the free report and install half of it themselves. That is a fine outcome. It’s the point of making it free.

Packages & pricing

Fixed prices, written down

Three setups, same agents, same ownership terms. The difference is where the machine lives. Your blueprint sets the exact number before any work starts.

Care plans

$450 / $850 / $1,500 per month

Flat monthly maintenance after launch. Cancel with 30 days’ notice and the system keeps running.

AI Concierge

from ~$1,200–$2,000/month

Done with you: two working sessions a month to build workflows with your team. No build required.

Full packages & pricing →Not sure which fits? Take the fit check

Rent forever, or own the tool

Three-year math for a 10-person office that wants its phones answered and its follow-up done. Illustrative. Your blueprint runs it with your real call volume and head count.

Rent it (cloud subscriptions)

Three-year cost
≈ $30,960
Your data lives
on the vendors’ servers
If a vendor folds or pivots
the service ends. Nothing to keep.
Per-seat cost as you hire
goes up with every employee
At the end
you own nothing

Own it (Freehold build)

Three-year cost
≈ $30,920
Your data lives
in your building, on your disk
If Freehold folds or pivots
your system keeps running
Per-seat cost as you hire
doesn’t change
At the end
you own the server, the models, every record

The full rent-vs-own breakdown

What you get

What your free assessment includes

A written prescription within three business days. Yours to keep, and yours to carry out without us if you’d rather.

Example: a 3-chair dental office

  • Missed-call text-backQuick win~$40/mo · live in a day
  • Shared-inbox triage with drafted repliesQuick win~$30/mo · your FAQs, your voice
  • Reception & scheduling agent on your real calendarMajor projectblueprint territory: priced before building

Estimated return: ~6 hours/week back × $45/hr − $70/mo tools ≈ $1,100/month. Assumptions shown; yours are yours to challenge.

An illustrative prescription, not a real client’s. Yours is built from your own workflows.

  • Fixed-price blueprint, money back if you’re not satisfied
  • We tell you plainly when a build isn’t worth it
  • Data-sensitivity review on every recommendation
  • The written report is yours to keep either way

Who this isn’t for: a two-person shop where a $20 chatbot subscription already covers the work. If we can’t find at least five hours a week of real, repeatable work for an agent, the report says so and we stop there. You still keep the report.

Start with the free assessment.

Forty-five minutes on the phone, a written prescription, and honest math on what’s worth building. If agents won’t pay for themselves in your shop, the report says so — and you keep it either way.

Request the free assessment