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Notes & essays

Blog

Field notes for service businesses: pipeline that closes, AI agents in the back-office, multi-tenant ops, and outreach that doesn't bounce.

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Why Service Businesses Outgrow Spreadsheets — and What Replaces Them

The exact moment a consulting firm or agency hits the wall: 30+ active deals, 5+ proposals in flight, and three calendars nobody trusts. Here's what breaks first, and why a CRM built for services beats a generic one.

Apr 30, 20266 min— inite.services

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Apr 22, 20265 min

AI Agents in the Back-Office of a Service Company

Four agents — Qualifier, Proposal, Follow-up, Backoffice — that quietly run the unsexy half of a consulting firm. Here's what each one actually does, and where humans still have to step in.

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Apr 14, 20265 min

Multi-Tenant for Service Networks: One Install, N Brands

Why an agency holding company, a multi-practice consultancy, or a network of franchisees needs hard tenant isolation — and what 'multi-tenant' actually means at the data, mail, and AI layers.

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