By Week 8 every call is answered, every lead is followed up, and the core workflow runs on agents your team approves. Results are measured against your own Week 0 baseline. The owner decides, your industry ambassador builds, and your team learns to run and govern it.
Founding cohort: Tuesday, November 10, 2026 to Tuesday, January 12, 2027, 8 seats. Sessions on Tuesdays; none the last two weeks of December.
Each week puts one layer live in your business, in the order it pays off: assessment, front desk, follow-up, workflow agents, autonomy.
| Week | Focus | What goes live | Done when |
|---|---|---|---|
| 0 | Baseline | Industry Assessment; calls, missed calls, average ticket and close rate recorded | Baseline is on the record |
| 1 | Business Record | CRM in the industry template; customers imported; services, hours, area, pricing policy and voice written down | Team signed in, customers in |
| 2 | Front desk live | Receptionist on forward-when-no-answer; website receptionist; handoff alerts | Real calls answered and logged |
| 3 | Booking and text-back | Transcripts, recordings, texting and booking rules; escalation paths | First booking made by the front desk |
| 4 | Follow-up and consent | Outbox follow-ups for unbooked callers and open quotes; consent rules; one reactivation campaign | Sequences running to opted-in contacts only |
| 5 | Workflow agent 1 | The highest-value workflow from the assessment, in suggest mode | Team reviews its suggestions daily |
| 6 | Tools and agent 2 | QuickBooks, Gmail or other tools connected; a second agent for Pro and VIP | Agent results land on the same record |
| 7 | Autonomy and rules | Off, suggest, draft or autonomous set per task; approvals queue; team AI rules | Owner signs off each level |
| 8 | Command center | Dashboards, daily agent reports, results against Week 0, a 90-day plan | Plan chosen, results reviewed |
Every week: a 90-minute live working session on Tuesday and a 60-minute office hour on Thursday, recorded. Homework is limited to decisions; Blue Heron and the ambassador do the wiring.
Every tier runs the same software, the full AI Front Desk + Sales plan, included until graduation. Tiers differ in seats, agents built and one-on-one time.
Everything in Pro; you share your Week 0 baseline and Week 8 numbers. Starts Tuesday, November 10, 2026.
Owner plus 1 team seat; 1 workflow agent; all sessions and office hours
Apply for CoreCore plus 2 more seats; a second agent; 2 one-on-one build sessions; 30 days of support after graduation
Apply for ProPro plus 1 custom agent built to spec; 4 one-on-ones with Thomas; 90 days of support after graduation
Apply for VIPGuarantee. If the front desk is not answering real calls by the end of Week 2 for reasons on our side, the program fee is refunded in full. Payment plans cost a little more than paying in full, as shown. Standard-price seats open for cohort 2 after the founding cohort's results are in.
Nothing is rebuilt. The same record, the same front desk and the same agents carry forward; only the plan changes.
A Front Desk Company plan (AI Front Desk, AI Front Desk + Outbound, AI Front Desk + Sales; prices on that door) plus a client portal login for tickets, service requests and monthly reports.
Monitoring, security and backup, or managed IT, sold in the portal. Onsite work goes to dispatched field technicians.
A Blue Heron CTO retainer, offered at the Week 8 results review: senior IT and AI leadership from $2,500 a month, including custom agent builds.
An owner-run service business where the phone drives revenue: 5 to 50 employees, roughly $500K to $10M a year, in one of our industries. The owner decides, and brings the person who will run the system day to day.
One to four people: the Front Desk Company's self-serve Starter plans serve them better. Companies with in-house IT or automation staff: Blue Heron CTO serves them instead. Owners who will not forward their phone line: without it there is no Week 2 win.
A 90-minute live working session on Tuesdays and a 60-minute office hour on Thursdays, every week for 8 weeks. Homework is limited to decisions; Blue Heron and the ambassador do the wiring. Owners in the field can send their team seat.
If the front desk is not answering real calls by the end of Week 2 for reasons on our side, the program fee is refunded in full.
Everything that was built: your business record, the front desk, the follow-up sequences and the workflow agents, on a Front Desk Company plan you choose at the Week 8 review (AI Front Desk, AI Front Desk + Outbound, AI Front Desk + Sales). Businesses with about 20 or more staff are offered a Blue Heron CTO retainer instead.
Yes. Every participant runs the full AI Front Desk + Sales plan until graduation, so each session teaches one system. After graduation you pick the plan that fits.
Case studies use real numbers only and are published only with the participant's written permission.
"Blue Heron AI Accelerator" is the working name for the founding cohort. The program, the dates and the terms on this page are what you are buying.