Aptic
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How it works

From understanding your business to moving it forward.

Aptic connects the context, decisions, and follow-through needed to make progress—with clear responsibilities for you, your team, and Aptic.

Get started See the steps
The path

Set up once. Then a cycle of decisions.

Two steps set up the engagement. The next four repeat for every decision, and each review feeds the next one.

Set up
  1. 1Start with your business
  2. 2Agree on the work and the limits
Every decision
  1. 3Establish what is happening
  2. 4Decide what to do
  3. 5Carry out the agreed work
  4. 6Review the outcome

The review informs the next decision

Step 1 · Set up

Start with your business

Share what you sell, who you serve, what you want to achieve, and what is getting in the way. Bring in the relevant systems and records so Aptic can work from the business as it is.

Your goals and constraints guide the engagement.

Your part
Share the context, and connect the systems and records Aptic needs.
Aptic's part
Aptic's consultants guide the setup, and Aptic reads every system and record you connect.
Business profile Illustrative example

SellsDrain repair, water heater replacement, repiping

ServesHomeowners within 25 miles

Aiming forMore profitable jobs, not just more leads

In the wayLeads are up, but booked jobs are flat

Connected

  • Google Ads
  • Meta Ads
  • Website analytics
  • Website
  • Sales records
  • Accounting
  • Crew schedule · Waiting for access
Step 2 · Set up

Agree on the work and the limits

Define what Aptic will investigate, what it may carry out, and which decisions stay with you. Establish the measures of progress, available resources, and responsibilities on both sides.

The scope makes clear what Aptic can advise on and what it can execute.

Your part
Decide what Aptic may carry out, and what stays with you.
Aptic's part
Sets out the scope, the measures of progress, and the limits with you.
Agreed scope Illustrative example

Aptic investigates

  • Lead quality by campaign
  • How visitors ask for a quote
  • Margin by kind of job

Aptic may carry out

  • Google Ads budgets and keywords
  • Website copy, previewed first

Stays with you

  • Prices
  • Hiring and crew schedules
  • Anything past the limits
Ad spend
Up to $240 a day
Judged on
Gross profit from booked jobs
Reviewed
Every two weeks
Step 3 · Every decision

Establish what is happening

Aptic examines the available evidence, identifies gaps, and builds a starting view of performance. It connects problems across the business and prioritizes those worth addressing.

When there is not enough information to support a conclusion, the next step may be to improve the evidence.

Your part
Fill the gaps only you can.
Aptic's part
Builds the starting view, names what is missing, and ranks what is worth addressing.
Starting view · last 90 days Illustrative example

Cost per lead $38 Google Ads

Leads that became jobs 16% Sales records

Gross profit per job $410 Accounting

Crews booked next month 78% Schedule

Repiping job costs — Missing

Worth addressing first

Broad drain searches bring cheap leads that rarely become profitable jobs.

Next step for repiping: add its job costs, so its margin can be judged.

Step 4 · Every decision

Decide what to do

Review proposals with their reasoning, expected benefit, tradeoffs, and limits. Ask questions, adjust the plan, approve a change, or decline it.

Some decisions are best made now. Others should wait for better information or more capacity.

Your part
Approve, adjust, decline, or ask.
Aptic's part
Prepares each proposal, and a consultant checks the ones that need a person.
Waiting for your decision Illustrative example

Move $40 a day from broad drain searches to water heater replacement

ReasoningEach ad dollar returns $0.46 in gross profit on broad drain searches, and $3.73 on water heaters.

Expected benefitAbout $1,500 more gross profit every two weeks.

TradeoffAbout 25 fewer leads, so fewer calls to answer.

LimitsTotal spend unchanged. Undone if gross profit falls more than 20%.

Step 5 · Every decision

Carry out the agreed work

Aptic performs supported actions within the authority you have granted, with its consultants guiding and checking the work. Where delivery depends on you, a colleague, or another provider, the work stays attached to that responsibility.

Completed requests are checked against the available evidence before being treated as confirmed changes.

Your part
Handle the tasks that are yours or your team’s.
Aptic's part
Aptic's AI agents carry out the supported changes, and each one is confirmed in the account.
The agreed work Illustrative example

  1. Budgets changed in Google Ads

    Aptic · Done · Confirmed in the account

  2. 14 searches excluded from the broad campaign

    Aptic · Done · Confirmed in the account

  3. Can the crews take 4 more installs a month?

    Owner · Done · Answered: yes

  4. Update water heater prices on the website

    Office manager · Open · Due Friday

A change counts as made only once the account shows it.

Step 6 · Every decision

Review the outcome

Aptic follows the result over an appropriate period, compares it with the starting point, and records what the evidence supports.

That review informs the next decision: continue, adjust, stop, or investigate further.

Your part
Choose to continue, adjust, stop, or investigate further.
Aptic's part
Follows the result, compares it with the starting point, and says how strong the evidence is.
Review · 14 days after the change Illustrative example

Gross profit from booked jobs

Before $6,120
After $7,840

Ad spend$3,360 → $3,360

Leads97 → 74

Booked jobs12 → 13

What the evidence supports: an association, not proof of cause.

Next decision

  • Continue
  • Adjust
  • Stop
  • Investigate further
Your part

Stay involved where your judgment matters

Use your briefing to see what needs attention. Use Ask to explore a question or give direction. Review decisions and correct business context as circumstances change.

Your role is to set direction, provide information only you know, and make the calls that remain yours.

  • Your briefing

    What needs attention, what changed, and what Aptic recommends next.

  • Ask

    Explore a question or give direction, in plain words.

  • Decisions and context

    The calls that remain yours, and the business context you keep current.

Dashboard 2 approvals waiting

Dashboard

Open work

  • Being fixed 4
  • Waiting for your decision 2
  • Waiting for your answer 2
  • Checking results 9
  • Blocked or not tracked 1

Recommendations waiting on you

  • Launch letterpress search campaign at $40 a day Change to approve ApprovedDeclined Marketing 2 hours ago
  • Which supplier should quote on card stock next month? Question Operations 3 hours ago
  • Add a second press shift for wedding season Change to approve ApprovedDeclined Strategy 1 day ago
  • Keep holiday cards on the home page after January? Question Marketing 2 days ago

Agents at work

All activity →
  • General Manager Working 2 assignments in progress1 item needs your input
  • Paid Media Auditor Working 1 assignment in progress3 waiting on results or a date
  • Finance Analyst Waiting on results 4 waiting on results or a date
  • Operations Agent Working 1 assignment in progress

Bring expert help to your business.

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