Turn Conversations Into Actionable Business Intelligence
At Wise Roots LLC, our AI solutions help businesses unlock hidden insights from everyday conversations — sales calls, internal meetings, coaching sessions, and customer interactions. Instead of losing valuable information in recordings or notes, our AI systems automatically capture, analyze, and organize conversations into structured data that fuels smarter decisions, faster execution, and measurable growth.
We don’t offer generic AI tools. We build custom AI workflows that integrate directly with your operations, CRM, and reporting systems, so your team spends less time on documentation and more time scaling.
The Intelligence You're Losing Every Day
Your team has conversations worth thousands of dollars. Consultations. Discovery calls. Estimates. Intake appointments.
What happens to all that intelligence?
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Notes scribbled in CRMs that nobody reads
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Details forgotten before the follow-up
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Your best performer's techniques trapped in their head
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Leadership flying blind until month-end reports
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Marketing that sounds like everyone else
The gap between what your team knows and what your business captures is costing you conversions, coaching opportunities, and competitive advantage.
One Conversation.
Multiple Outputs.
Zero Manual Entry.
We build custom AI systems that capture your highest-value conversations and automatically transform them into:
Structured Documentation
Professional records generated in seconds, not hours. Formatted for your systems, ready to use.
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Real-Time Leadership Dashboards
See what's happening across your team right now—not at month-end. Ask questions in plain English and get answers.
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Performance Intelligence
Every conversation analyzed against your methodology. Consistent standards across your entire team.
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Personalized Coaching
AI-powered feedback based on actual performance data. Your team improves with every conversation.
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Automated Task Management
Follow-ups extracted automatically with owners, due dates, and context. Nothing falls through.
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Marketing Content
Authentic stories and insights extracted from real conversations. Content your competitors can never copy.
Built for Businesses Where Conversations Drive Revenue
Our systems adapt to any industry where high-value conversations determine success:
Healthcare Practices
Patient consultations → Treatment documentation, staff coaching, patient stories for marketing
Home Services
In-home estimates → Project documentation, sales coaching, pipeline visibility
Professional Services
Client intake → Case documentation, quality scoring, referral tracking
Financial Services
Discovery meetings → Compliance documentation, client profiling, coaching insights
Real Estate
Listing presentations → CRM documentation, methodology compliance, performance dashboards
B2B Sales Teams
Discovery calls → CRM notes, deal scoring, competitive intelligence
Don't see your industry? If conversations drive your revenue, we can build for you.
This Isn't "Another AI Tool"
What Everyone Else Does
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Chatbot wrappers
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Generic content generators
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Point tools for one task
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Manual data entry required
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Monthly reports
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Subjective coaching
What We Build
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Workflow intelligence
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Insights from YOUR real conversations
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Integrated operating systems
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Zero-touch automation
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Real-time dashboards
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Data-driven feedback
We don't give you another tool to manage. We give you a system that works automatically inside your existing operations.
From Conversation to Competitive Advantage
1
Discovery
We learn your business, your high-value conversations, and what success looks like for your team.
2
Custom Build
We design and build an AI system tailored to your specific workflow, methodology, and goals.
3
Deploy & Calibrate
We implement the system, train your team, and fine-tune until it's delivering results.
3
Continuous Improvement
The system learns and improves. Your team gets better. Your competitive advantage grows.
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