Revenue expansion for service businesses
Your best next customer is already a customer.
We turn the client data you already have into a ranked list of expansion opportunities, then build the automation that acts on them.
What you can buy today
None of it looks at the clients you already have.
You've spent years building a client base, and the record of it sits in your CRM, your billing, and your inbox. Here's what you can buy to grow, and what each costs.
Do nothing
$0
It costs nothing, and it works as well as your memory or your spreadsheet. The clients you think of get the call, and the rest wait until they come up.
A basic CRM
$15–$20 per user, per month
Holds every client record you have, and does nothing with it. Which of those clients is ready to buy more is still a question you answer from memory.
A one-off session with an AI chatbot
$20–$200 a month
It will give you a good answer about what to do with your client list. It won't read the list, and it won't do any of it.
A freelance growth package
$300–$1,500 a month
You're buying a person's time, not a system. Whatever it produces stops the month they stop.
A full-service agency retainer
$2,500–$10,000+ a month
Priced for a much bigger business than yours. At your revenue, it's a budget mismatch, not a decision.
A fractional CMO
$5,000–$20,000+ a month
Senior strategy hours, not built automation. Someone tells you what to do, and nobody goes and does it.
We start from the client data you already have. We rank who shows signs of being ready to buy more, then build the automation that goes and asks them.
Prices above are the alternatives’ own publicly listed 2026 pricing, not ours.
What we do
Six ways we help.
Free customer health check
A first look at your client base: which existing clients show expansion signals.
Expansion Assessment
One week. Ranks your existing client base by expansion opportunity and scopes the automation that acts on it.
AI-driven process automation
Configuring AI tools to automate the work of acting on expansion signals — and your surrounding business processes.
Custom software development
Building custom software for your business processes.
Advisory
Ongoing guidance to you on which expansion opportunities to pursue, in what order, and how.
Helpdesk / support
Business-hours response through a shared channel (email, Slack, or WhatsApp — chosen per customer). Default: acknowledge within 4 business hours, Mon–Fri, 9:00–17:00 Eastern.
What we don't do
What's in scope and what isn't.
Adding anything we don't do to an engagement is a decision, not a default.
In our lane
- Expansion Assessment: one week
- AI-driven process automation
- Custom software for your processes
- Advisory: which opportunities to pursue, in what order
- Business-hours helpdesk
Not our lane
- Managed infrastructure — servers, networks, endpoints, backups, patching, monitoring, licensing of infrastructure software.
- Hardware procurement or resale.
- On-site work as a standing commitment (occasional visits at the founders' discretion are fine).
- 24/7 support, or any response-time SLA beyond the business-hours default.
- Compliance attestations or audits (SOC 2, HIPAA, PCI, etc.), or acting as a customer's compliance officer.
- Cybersecurity incident response or acting as the customer's security provider.
- Hosting or storing customer business data on Company systems.
The guarantee
You keep the tools.
The founders deliver our services, with AI tooling as the first line of delivery. You get direct access to the AI tools we configure for you. Nothing we build for you is a black box you cannot see or operate.
How it works
Three steps, in order.
Customer health check
Free. A first look at your client base: which existing clients show signs they're ready to buy more.
Expansion Assessment
One week. We rank your clients by expansion opportunity, show the signal behind each one, and plan the automation that acts on the top of the list.
We build and run it
We configure the automation, keep it running, and advise on what to pursue next. You get direct access to everything we set up.
Who this is for
Owner-run service businesses with recurring clients.
- You run an owner-operated service business somewhere between $100k and $1M in revenue.
- You decide this yourself. Nobody above you has to sign off, and there's no formal purchasing process.
- The same clients come back, whether on a contract, a renewal, or repeat work.
- Their history is saved in at least one tool, such as a CRM, a billing system, or job-tracking software, not just in your head.
- We're starting with independent insurance agencies, small home-trade shops such as HVAC, plumbing, and landscaping, and small and solo CPA and bookkeeping firms. That's where we're looking for our first customers, not a limit on who this is for.
Who we are
Two founders who turn data into decisions.
Urvashi Batra
Co-founder
Urvashi has spent her career turning messy business data into decisions that hold up, leading initiatives at Broadcom (VMware) and Contentsquare (Heap). She trained as an engineer at the University of Waterloo and holds an MBA from Babson College. Outside work, she mentors people stepping into leadership.
Shrikant Kshirsagar
Co-founder
Shrikant builds the systems this business runs on, after years shipping technology at Amazon, Intel, and early-stage biotech ventures. He trained as an engineer at IIT Bombay and did graduate work in mathematics and mechanical engineering at UC Berkeley.
The technology
Powered by the Prioriwise platform.
Prioriwise.tech licenses the Prioriwise platform from EcoF:re Inc., a separate company. The same founding team built the platform.
It’s a live platform, already released. It’s tuned to find expansion signals in a service business’s client base. A team with Big Tech AI engineering experience built it.
FAQ
Answers before you book.
What does it cost?+
A one-time Expansion Assessment, then a flat monthly subscription for the automation, advisory, and support that follow. We quote both on your free customer health check, once we've seen the shape of your client base.
How do you find opportunities we can't see ourselves?+
We read the client history you already have: what each client bought, when, what they didn't buy, and what has changed since. You know your clients. What you don't have is the time to check all of them every month. That's the part we automate.
What do we need to give you?+
Access to wherever your client history already lives. If some of it sits in a spreadsheet or a folder of notes, that's workable: the more complete the history, the sharper the ranking. We don't need you to move anything or change systems.
Do you manage our servers, network, or backups?+
No. Servers, networks, and backups are outside what we do, so any IT provider you use keeps that work and we don't compete for it.
Where does our data live?+
In your systems. We don't host or store your business data by default. If an exception is ever needed, we agree it in writing first.
What if we stop working with you?+
You keep every tool we configured and the access to run it. That's the point.
How fast do you respond?+
By default, we acknowledge within four business hours, Monday to Friday, 9–5 Eastern. We don't offer 24/7.
Do you work outside New England?+
Yes. Greater Boston and New England are where we start, and we also take on owners elsewhere.
Is there a contract?+
Terms are written down before you sign anything, and we walk you through them on the health check.
Get started
Book a free customer health check.
Or send a message if you'd rather talk first.
Prefer email? Reach us at info@prioriwise.ai.