Why AI Business Advisor
One place to plan your business and get the work done with AI, that already knows your business, works with the apps you own, and never holds your accounts hostage. Start free, connect your apps when you’re ready, and get your own setup built when you outgrow it. Here’s how it works, and what we will and won’t do.
- 1Free · about 15 minutes
Tell us about your business
Your Business Profile and Assessment give the site, and every AI tool on it, the facts about your business, so you’re never asked the same thing twice.
- We read your website and public listings to fill in what we can; you confirm or fix it
- The Assessment shows where you’re strong and the gaps worth fixing first
- Your plan lists what to do next, in order
- 2Free · done here, with AI
Use the tools on the site
Each tool works the same way: you see what you’ll get, the AI asks a few short questions, writes it for your business, and you change it in plain words until it’s right. Then the page becomes your result, with the next steps to put it to work.
- Sales pipelines, marketing plans, pricing, hiring, SOPs and more
- Your leads, your stages and your follow-ups live in Your leads; for many small businesses that’s all the CRM they need
- Prefer your own ChatGPT or Claude? Every tool can give you the prompt instead
- 3Included · you approve everything
Let your AI team do the routine work
AI employees, a sales rep, a marketing manager, a bookkeeper and others, draft the routine work on a schedule: follow-ups, newsletters, posts, reminders. It waits on your Dashboard until you approve it.
- Approve and it’s done for you: the email is sent, the tasks are added
- You choose what each one is allowed to do (see the levels below)
- Pause or remove any of them at any time
- 4Premium · your own sign-in
Connect the apps you already own
Connect an app and the site works with your real data. HubSpot and QuickBooks connect today; more are on the way.
- You sign in to your own account on the app’s own page. We never see or keep your password
- Each business’s connection is separate: only your business can use it, and no one else’s data ever mixes with yours
- HubSpot: your leads become contacts and deals in a pipeline with your stages, and deals you move there move here too
- QuickBooks: your profit, cash and overdue invoices, kept up to date
- Disconnect at any time. Your records stay in your app
- 5When you outgrow it · $95/hr, estimated up front
Get your own setup, built for you
When your team wants more, email sequences, a shared inbox, a full CRM, or Claude working inside your own accounts, Utah Business AI sets it up for you, in accounts you own.
- Your own HubSpot (or another CRM), set up with the pipeline and stages you already built here
- Claude or ChatGPT connected to your Gmail, calendar, files and CRM, with prompts for your business
- Automations in Zapier or Make for the apps that don’t connect directly
- What you built here comes with you: download your leads and documents any time
What the AI is allowed to do
You pick a level for each AI employee. Each one starts at Draft; you move it up when you’re comfortable. Connected apps on their own only read and sync your records; they don’t send anything.
| Level | What it does | Example |
|---|---|---|
| Draft | Prepares the work and waits for you | A follow-up email, ready to review |
| Act inside | Updates records in your apps | Moves a deal, adds a note, creates a task |
| Send with approval | Sends after your one click | You click Approve & send on the follow-up |
| Send within limits | Sends routine messages itself and reports what it sent each day | Thank-you notes after a booking |
What to expect from us
check_circleWe will
- Use your own sign-ins for every app you connect
- Keep each business’s data and connections separate
- Keep a record of what your AI team did, so you can see it
- Ask before anything goes to a customer, unless you turned on Send within limits for that job
- Let you pause, disconnect or delete what we know, any time
- Tell you the hours before any paid work starts
blockWe won’t
- Ask for or store your passwords, card or bank numbers
- Move money: no payments, refunds, transfers or payroll. We can draft an invoice for you to send
- Delete anything in your apps: contacts, deals, files or emails
- Change your apps’ settings, users, permissions or billing
- Show one business’s information to another, or to anyone you haven’t given access
- Handle patient health details for health practices; those stay in your practice software
Questions
Do I need HubSpot or another CRM?
No. Your leads on this site has your own stages, next steps, follow-up reminders and a lead form for your website. Connect HubSpot when you want what it adds, like email marketing to a large list, a shared team inbox or several people working deals. A free HubSpot account is enough to connect.
I don’t have HubSpot. Can I still try the connection?
Yes. Create a free HubSpot account under your business email, so the business owns it, then connect it here. Your first sync builds your pipeline and fills it with your leads. If you’d rather we set it up, ask us.
Is the site a replacement for my own tools?
It’s your planning and AI assistant, synced to the tools you own. Your records live in your apps; the site keeps them in step and does the routine work. If you stop using the site, your HubSpot, QuickBooks and documents are still yours.
What’s free and what’s Premium?
Your profile, assessment, plan, the tools and your AI team’s drafts are included. Connecting apps like HubSpot and QuickBooks is Premium. See pricing for the current plans and a free trial.
Who can see my business’s information?
People in your business, and anyone you give access to, such as a consultant. Each person can only see the businesses they belong to.
A connection says the app isn’t verified. Is that safe?
Some app makers review new connections before listing them. Until that review is done you may see an “unverified app” note when you connect. You still sign in on the app’s own page, and you can disconnect at any time.
Ready to start?
Tell us about your business and see your plan. It’s free, and it takes about 15 minutes.