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AI Systems and AI Agents for Small Businesses
Modern Path AI helps small service businesses automate workflows, generate leads, and streamline marketing — from client intake to follow-ups, campaigns and reviews — so your team can focus on real client work, not admin.
Why Most Small Businesses Feel Stuck
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:
Messy Workflows & Operations
- 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
No Real Automation
- 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
Unpredictable Client Acquisition
- No consistent system to bring in new clients
- Slow or inconsistent response to leads
- Weak online presence and almost no lead nurturing
Modern Path AI exists to fix exactly these problems—with AI-powered systems designed specifically for SMBs.
What We Build for Your Business
Modern Path AI helps small service businesses with three core areas: workflow and operations automation, lead generation systems, and marketing and reputation automations. Instead of selling random AI tools, we focus on outcomes that matter: saving time, saving money, and getting more clients.
Save Time
Workflow Automation & Operations
We replace 3–5 hours of manual work every day with workflow automation built around your real processes. We automate client and patient intake, scheduling, reminders, CRM updates, and internal communication—so your team focuses on delivering service, not admin.
Save Money
AI Agents as a 24/7 Team
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.
Get More Clients
AI Client Acquisition Systems
We build lead capture and lead qualification systems so more visitors become opportunities. We set up automated follow-up campaigns via email/SMS/WhatsApp and deploy review request systems that help you stand out online and close more deals.
AI Solutions by Industry
Discover how Modern Path AI helps professionals across Canada and the US
Workflow Automation Consulting for
Modern Office Operations
We connect your website, CRM, and workflow automation systems into one integrated solution that fits how your office already works. We don’t just automate your internal workflows—we also build lead capture, follow-up and review systems so your marketing and client acquisition run more consistently.
AI Website & SEO Upgrade
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.
AI-Powered CRM & Automations
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, qualify prospects, manage tasks, send automated follow-ups, and keep your pipeline organized in one place.
AI Agents for Support, Sales & Scheduling
We deploy AI agents and voice assistants that answer questions, follow up with leads, book appointments, send reminders, and request reviews across chat, web and phone. Your business responds faster and more consistently than any human-only team.
AI Content & Marketing Systems
We set up AI content and marketing agents that create and send social posts, newsletters, email campaigns and ads—keeping your brand visible, your leads engaged, and your marketing running consistently without you writing everything yourself.
Not a One-Off Project. A Long-Term AI Partner.
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.
What the partnership includes:
- 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.
Our Offers
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.
Operations & Workflow Automation
Make your business run smoother with less manual work.
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.
Key Features
- 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
AI Client Acquisition System
Turn clicks and inquiries into booked calls and paying clients.
We build an AI-powered client acquisition system so new leads get a fast response, are nurtured automatically, and end up on your calendar.
Key Features
- 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
Full AI-Powered Business System
Your business, upgraded end-to-end with AI.
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.
Key Features
- 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.
How We Work Together
A clear, straightforward process from first call to ongoing partnership
Discovery & Scoping Call
We learn about your business, your goals, your current tools, and where you feel the most friction.
Workflow Automation Strategy & Roadmap
We design a practical workflow automation plan for your website, CRM, and office workflows—focused on quick wins and long-term systems.
Build, Integrate & Launch
We implement the workflow automation systems, connect your tools, and make sure everything works together smoothly.
Optimize & Grow (Retainer Partnership)
We monitor performance, fix issues, and continuously improve your workflow automations and client workflows as your business grows.
AI Agents That Work for Your Business 24/7
Modern Path AI includes a suite of specialized AI agents and voice assistants that plug into your website, CRM, and communication channels. Our AI agents can answer common questions, capture leads, book appointments and support your team across chat, web and phone. During our scoping call, we define exactly which agents you need and how they should work inside your business.
AI Customer Support Agent
24/7 Chatbot
A 24/7 AI customer support chatbot that lives on your website or inside your CRM, answering questions, booking appointments, and keeping customers updated—without needing a human to be online.
Key Abilities:
- ✓Answers FAQs instantly
- ✓Books appointments
- ✓Provides order updates and basic account info
- ✓Sends links, forms, and step-by-step instructions
- ✓Escalates complex issues to human staff
AI Sales Agent
Lead Converter
An AI sales assistant that responds to new leads instantly, keeps the conversation going, and nudges prospects toward booking a call or making a purchase.
Key Abilities:
- ✓Responds to new leads instantly
- ✓Qualifies leads with simple questions
- ✓Books sales calls directly into your calendar
- ✓Sends reminders and follow-ups
- ✓Re-engages cold leads over time
AI Appointment Setter Agent
Smart Scheduling
An AI appointment setter that handles scheduling across channels, reducing back-and-forth and no-shows.
Key Abilities:
- ✓Suggests available times
- ✓Confirms and cancels appointments
- ✓Sends reminders automatically
- ✓Syncs with calendars
- ✓Reduces no-shows with automated follow-ups
AI Content Creation Agent
Marketing Writer
An AI content writer that produces consistent, on-brand content for all your marketing channels.
Key Abilities:
- ✓Social media captions
- ✓Blog posts
- ✓Email newsletters
- ✓Ad copy
- ✓Product descriptions
AI Social Media Agent
Social Manager
An AI social media manager that plans, schedules, and optimizes your content each week.
Key Abilities:
- ✓Weekly content planning
- ✓Caption generation
- ✓Hashtag research
- ✓Auto-reply to comments and DMs
- ✓KPI reports and performance insights
AI Website Chat Agent
Conversion Bot
A conversion-focused chat agent that turns anonymous visitors into qualified leads inside your CRM.
Key Abilities:
- ✓Answers questions about your services
- ✓Shares pricing and key details
- ✓Captures emails and phone numbers
- ✓Pushes visitors to book a call or demo
- ✓Tags and routes leads inside the CRM
AI Review & Reputation Agent
Reputation Manager
An AI reputation manager that helps you collect more positive reviews and protect your brand.
Key Abilities:
- ✓Asks happy customers for Google reviews
- ✓Detects negative experiences early
- ✓Responds to reviews with AI-generated replies
- ✓Sends review analytics and trends
AI Email Marketing Agent
Email Automator
An AI email marketer that keeps your list warm and engaged without you writing every email.
Key Abilities:
- ✓Creates weekly emails and newsletters
- ✓Segments your audience automatically
- ✓Writes automation sequences and drip campaigns
- ✓Analyzes performance and suggests improvements
AI Admin / Operations Agent
Operations Assistant
An AI operations assistant that keeps your business organized behind the scenes.
Key Abilities:
- ✓Organizes files and information
- ✓Sends internal updates and summaries
- ✓Writes SOPs and checklists
- ✓Creates reports and dashboards
- ✓Summarizes meetings and action items
AI Voice Agent
Phone Answering Assistant
A natural-sounding AI phone agent that answers calls 24/7, books appointments, and handles simple questions.
Key Abilities:
- ✓Answers calls naturally, like a human receptionist
- ✓Books appointments and takes messages
- ✓Provides basic information and FAQs
- ✓Handles simple customer service requests
- ✓Ensures no call goes unanswered
The exact combination of agents is defined during the scoping call based on your specific business needs and goals.
What Our Clients Say
Real results from real businesses like yours
"We're getting more leads from the same traffic. The AI follow-up system handles everything automatically."
"Our follow-up is finally consistent and automated. We don't lose leads anymore."
"The AI agents now handle most of our routine questions and follow-ups. It's like having extra staff."
"Our CRM is organized and easy to use now. Everything just works together."
Ready to Modernize Your Business with AI?
Book your free consultation to see how AI, automation, and a modern CRM can help your business save time and grow.
No commitment required. Let's discuss how AI can help your specific business.
Get in Touch
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.