Modern Path AI helps small service businesses automate everyday office workflows — from client intake to follow-ups and communication — so your team can focus on real client work, not admin.
Most small and medium businesses don't need more tools—they need their tools and processes to actually work together. Here's what we see every day:
Information scattered across email, WhatsApp, spreadsheets, and random apps
Processes live in people's heads, not in systems
Tasks and follow-ups slip through the cracks
Repetitive tasks done manually (reminders, follow-ups, scheduling)
CRMs and tools are underused or too complex
No one has time to "set up automations" properly
Information scattered across email, WhatsApp, spreadsheets, and random apps
Processes live in people's heads, not in systems
Tasks and follow-ups slip through the cracks
Modern Path AI exists to fix exactly these problems—with AI-powered systems designed specifically for SMBs.
Instead of selling random AI tools, we focus on three outcomes that matter most to small and medium businesses: saving time, saving money, and getting more clients.
We replace 3–5 hours of manual work every day with workflow automation built around your real processes. We map how you work now, then automate repetitive tasks like reminders, status updates, and internal communication.
Instead of hiring another employee, you get a 24/7 AI workforce. AI agents handle support questions, lead follow-ups, scheduling, content, reviews, and more—so your existing team can focus on higher-value work.
We build AI-powered client acquisition systems: conversion-focused websites, AI chat for lead capture, automated follow-up via email/SMS/WhatsApp, and review systems that help you stand out online and close more deals.
We connect your website, CRM, and workflow automation systems into one integrated solution that fits how your office already works.
We rebuild or optimize your website so it’s fast, clear, and designed to convert visitors into leads. We structure your content for SEO so your small business can be found when people search for your services.
We set up or improve your CRM so it becomes the brain of your business—not just a contact list. We integrate AI agents and automations that track leads, clients, tasks, and follow-ups in one place.
We deploy AI agents that answer questions, follow up with leads, book appointments, send reminders, and request reviews. Your business responds faster and more consistently than any human-only team.
We set up AI content and email agents that create and send social posts, newsletters, and campaigns—keeping your brand visible and your audience engaged without you writing everything yourself.
AI and automation are not a one-time project—they're systems that get better over time. That's why Modern Path AI works on a retainer-only model. We don't just set things up and disappear. We become your AI partner.
Ongoing monitoring of your AI agents and automations
Fixing issues when tools or platforms change
Quarterly reviews of your workflows, funnels, and performance
Adding new AI agents and automations as your business grows
Continuous improvement of messaging, follow-ups, and client journeys
Think of us as your AI operations and growth team—without the cost of hiring full-time staff.
All of our work is done on a retainer basis. We design, build, and continuously improve AI-powered systems for your business. Here are the core offers we start from, then tailor to your needs during our scoping call.
We map your current workflows and turn them into clean, AI-powered systems. Perfect if your main pain is internal chaos, missed tasks, and too many manual processes.
Workflow mapping session (current vs ideal) Setup of core automations (reminders, internal tasks, status updates)
AI Admin / Operations Agent for summaries, reports, and SOP drafts
Basic CRM setup or cleanup and integration with key tools
Dashboard showing what's happening in the business in real time
We build an AI-powered client acquisition system so new leads get a fast response, are nurtured automatically, and end up on your calendar.
Conversion-focused website or landing page
AI Website Chat Agent to capture and qualify leads
AI Sales Agent to respond instantly and follow up until they book or say no
AI Appointment Setter Agent integrated with your calendar
Simple email/SMS follow-up and reactivation sequences
AI Review & Reputation Agent to grow Google reviews and social proof
We combine operations automation and client acquisition into one integrated AI system. Ideal if you want your business to run smoother internally and grow faster externally.
Everything in Operations & Workflow Automation
Everything in AI Client Acquisition System
AI Content Creation Agent for social, blog, and email content
AI Email Marketing Agent for newsletters and automation sequences
Full AI-powered CRM setup and integration with your existing tools
Ongoing optimization, new automations, and strategic support
All offers are delivered on a monthly retainer basis. During your free consultation, we'll recommend the best starting point and design a roadmap tailored to your business.
A clear, straightforward process from first call to ongoing partnership
We learn about your business, your goals, your current tools, and where you feel the most friction.
We design a practical workflow automation plan for your website, CRM, and office workflows—focused on quick wins and long-term systems.
We implement the workflow automation systems, connect your tools, and make sure everything works together smoothly.
We implement the workflow automation systems, connect your tools, and make sure everything works together smoothly.
Modern Path AI includes a suite of specialized AI agents that plug into your website, CRM, and communication channels. During our scoping call, we define exactly which agents you need and how they should work inside your business.
24/7 Chatbot
A 24/7 AI customer support chatbot that lives on your website or CRM, answering questions, booking appointments, and keeping customers updated.
Lead Converter
Responds to new leads instantly, qualifies them, and books calls directly on your calendar.
Smart Scheduling
Handles scheduling, confirmations, reminders, and reduces no-shows automatically.
Marketing Writer
Produces consistent, on-brand content for all your marketing channels.
Social Manager
Plans, schedules, and optimizes your weekly content for maximum engagement.
Conversion Bot
Turns anonymous website visitors into qualified leads inside your CRM.
Reputation Manager
Helps you collect more positive reviews and analyzes rating trends.
Email Automator
Creates weekly emails, automation sequences, and segments your list for you.
Operations Assistant
Keeps your business organized behind the scenes with admin and SOP support.
Phone Answering Assistant
A natural-sounding phone agent that answers calls, books appointments, and handles FAQs 24/7.
Real results from real businesses like yours
"We're getting more leads from the same traffic. The AI follow-up system handles everything automatically."
Sarah Martinez
Owner, Local Home Services
"Our follow-up is finally consistent and automated. We don't lose leads anymore."
Michael Chen
Founder, Consulting Group
"The AI agents now handle most of our routine questions and follow-ups. It's like having extra staff."
Emily Rodriguez
Operations Manager, E-commerce Store
"Our CRM is organized and easy to use now. Everything just works together."
David Thompson
Managing Partner, Professional Services
Have questions or want to see if Modern Path AI is a fit for your business? Send us a message and we'll get back to you.