How we model your business

One model. Then we carve out what you need first.

We model your whole business once — its nouns and verbs, the data behind them, the logic, the actions, and everything built on top. Then we carve it down to what pays off first: your customer journey, and inside that, getting found and winning the call. Here it is worked on a real Monterey pet spa, Home Away From Home.

object» actionAgentproduct

The whole business, in one model

Everything · customer + ops + capacity + staff + finances + the owner's time

1 Nouns & Verbs
ListingReviewProspectInquiryServiceBookingPetOwnerVaccineOrderVisit HistoryLoyaltyReferralKennel/RunStaffFinancialsSupplierOwner's Time» get found» answer» capture» book» take deposit» reply to review» remember» rebook» refer» schedule staff» allocate capacity» forecast» price
2 Data Sources
Google Business Profilereviews (Google 4.2/111, Yelp 215)montereypetspa.comphone + chatMyKCapp booking5-page intake + pet recordsvaccine recordspayments / POSstaff schedulekennel capacityfinancialssuppliers
3 Logic Sources
local SEO / per-city pagesreview-response rulesdeposit: 50% over $150per-pet care (anxious → gentle groomer)feeding / handoff checklistrebooking cadenceloyalty & referral rulescapacity optimization (Car Week)staffing + pricing + margin
4 Systems of Action
GBP posts + repliesreview repliesphone + chat conciergeMyKCapp (book)payment / depositsmart intakecare cardrebooking + loyaltysocialstaff schedulingpurchasing + financial ops
5 Workflows & Analytics
Found → Inquiry → Booked funnelmissed-call recoveryreview-response rate + ranklifetime value / repeat rateretention + referral ratefull P&Lcapacity utilizationowner-time reclaimed + forecast
6 Automation
BellGraceScoutBiscuitSnapSunriseHearth
7 Products & SDK
rebuilt sitechat + phone conciergebooking + depositsmart intakeloyalty + pet memoryowner dashboardfull operating systemontology SDK

That's the whole map. Now the two carves — each a smaller slice of the same model.

Carve 1 — the Customer Journey

A subset · get found → win the call → capture the order → keep them coming back → referrals

◄ carved from the whole model — everything a customer touches

Objects

ListingReviewProspectInquiryServiceBookingPetOwnerOrderVisit HistoryLoyaltyReferral

Agents

ScoutGraceBellBiscuitSnap

Products

rebuilt siteconciergebookingsmart intakeloyalty + pet memory

Left out on purpose: kennels, staff, financials, suppliers, the owner's time — the company, not what the customer sees. This is the slice the Scorecard grades and the Packs solve.

Carve 2 — Get Found + Win the Call

The innermost subset · the front door

◄ carved from the customer journey — the first two moments, where most businesses leak

Objects

ListingSearch QueryReviewProspectInquiryServiceBooking

Agents

Scout get found Grace reviews Bell win the call, 24/7

Products

exact-match sitechat + phone conciergebooking + deposit

The Google AI Assistant wedge — for businesses that already score well

A business that already has a strong Google score will start getting called by Google's own AI on customers' behalf — “do you have an opening Saturday?” They'll get the call. They just have no way to answer it 24/7. For them, this innermost ring is the whole pitch: already found — they just can't win the call. Bell answers every one, day or night, and books it.

Two front doors from the same model: weak reviews → start with Get Found; strong score, no coverage → start with Win the Call. Same ontology, different carve.

This is the map behind the AI Opportunity Map.

Start anywhere — the front door, your customer journey, or your whole business. Every step adds to the same model, and it's yours to keep.

Start your AI Opportunity Map →

Prefer to start organizing yourself, free? The 7 Steps of AI walks you through it →