taskfoldCONSULTING

For insurance agencies · CRM · Speed-to-lead · AI receptionist

Every lead answered.
Every follow-up on time.

Get more leads, answer every one fast and follow up until they buy. CRM, speed-to-lead and AI automation that clear your sales bottleneck.Working in 14 days, or your money back.†

Book my free Busywork Audit See it in action
+10% revenue in 2 weeks +15% more policies written ~20 hrs a week back

†First working version within 14 days of access, or free work until done or your Sprint fee back. Conditions apply.

New lead answeredAI receptionist · just now
Call booked: Thu 10:00Added to your calendar
Client newsletter sentOn schedule

Client work

CRM, speed-to-lead & newsletter

Frank R. Hernandez, General Agent

CRM, follow-up & AI receptionist

Insurance agency

Enterprise work · Jasmine delivered for

Business intelligence system

Brings 100K+ records from 7+ systems together

$500K saved

Agentic AI infrastructure · 2026

Sales analytics

SQL & Tableau

+25% market share

Market expansion · marketing strategy & analytics

What you get

Stop the leak. Get your time back. Grow revenue.

Money lost

−$6,495

a month in missed leads

−$77,940 a year

5

at $1,500 a policy · 20% close rate

Example calculator. Your numbers, not a client result.

Time saved

~20 hrs

a week of admin back*

That's 1,000+ hours a year.

Data entry, reminders and chasing run on their own, so your team sells instead of typing.

Free 30-min Busywork Audit: we show you where your agency loses money and time, and what it's worth to fix.

Book my free Busywork Audit

*Client-reported results from an insurance agency client.

Sound familiar?

“Leads go cold while we're busy.”

Every hour a lead waits, your close rate drops. Your competitors answer first.

“Our team lives in spreadsheets.”

Smart people copying data between tools. You're paying senior salaries for data entry.

“Everything runs through me.”

You are the bottleneck. Nothing ships, gets quoted or gets approved without you.

“We can't see what's working.”

Reports take a day to build and are out of date when they land.

The cost isn't just time. It's the deals you never closed and the clients you never had time to win.

How we clear your sales bottleneck

Three systems that bring in leads, answer them fast and follow up until they buy.

1 · More leads

Lead generation

More qualified leads into your pipeline. Capture every lead from your website, ads and referrals, and know who to call first.

More leadsqualified and in your pipeline

  • Capture leads from your website, ads and referrals in one place
  • Qualify each lead so your team calls the best ones first
  • Nurture leads who are not ready yet, until they are
Works withn8nClaudeHubSpotGmailGoogle Calendar
Book a free audit
2 · Answered fast

Speed-to-lead & AI receptionist

Every lead answered fast. Calls answered and booked, even at night and on weekends.

Every leadanswered fast, day or night

  • Reply to every new lead fast, on brand
  • AI voice receptionist answers calls and books appointments
  • Qualify each lead and book the call into your calendar
  • Alert your team the moment a lead is ready
Works withTwilion8nClaudeGoogle Calendar
Book a free audit
3 · Followed up

CRM & automated follow-up

Every lead followed up until they buy. Every lead routed, tracked and followed up. Nothing slips.

Nothing slips:every lead followed up until they buy.

  • Follow up automatically until they reply or buy
  • Put every callback on a priority list, with the reason why
  • Route every new lead to the right person
  • See every deal and its next step in one place
Works withTwilioPostgresGoogle CalendarHubSpotn8n
Book a free audit

Also built for clients

Operations & project management

Onboarding, tasks and handoffs that run without you chasing them.

Client reporting dashboards

Live portals that replace Friday report-building, with numbers that reconcile.

Custom AI agents

Drafts, quotes and research trained on your playbook, with your approval on every send.

How it works

Four steps. The first one is free.

Step 1 路 Free

Free Growth Map call

30 minutes. We map your funnel and find where revenue and hours are leaking.

  • Walk through how leads, sales and delivery run today
  • Find your 3 biggest leaks, with a $ figure on each
  • No pitch, no obligation. The map is yours to keep

You leave with: a Growth Map of your top leaks, priced in dollars.

Step 2

Fixed proposal

One scope, one price, in writing. No hourly billing. No scope creep. No mystery invoices.

  • Scope written in plain English, line by line
  • One fixed price, agreed before we start
  • A launch date you can plan around

You get: one page, one price, one date. Sign in a click.

Step 3

Build & launch

We build, test and train your team.

  • Weekly demos, so you see progress early
  • Tested on your real work before launch
  • Your team trained live, with recorded how-tos

You get: a live system your team already knows how to use.

Step 4 路 Optional

Optimize

We stay on, measure the results and keep improving every month.

  • A monthly report against your starting baseline
  • Fixes and tweaks handled for you
  • One new improvement shipped every month

Every month: a clear number and a clear next step.

Pricing

Builds start at $2,500. Fixed price, in writing, before we start. Your first call is free.

Book my free Busywork Audit
JN

Enterprise-grade discipline, sized for your agency.

Makes moneyCuts costSaves time

Jasmine Nguyen has spent nearly 20 years inside the systems that run big business: credit-risk reporting at Citi, enterprise AI at KPMG, analytics at IBM, and market growth at Vietnam Airlines. She has led teams, taken an AI agent from pilot to 25+ users and turned messy data into decisions inside some of the world's largest companies.

Now she brings that enterprise playbook to growing agencies, without the enterprise price tag or the 6-month timeline.

$500K

saved for KPMG in 2026

Built the agentic AI infrastructure
+25%

market share for Vietnam Airlines from one campaign

European expansion, led a 6-person team
Business intelligence system

built for Citi's internal reporting

100K+ records from 7+ systems, ~30% less manual work
KPMGAI requirements agent grew from an 8-analyst pilot to 25+ users; drafting time cut by more than 50%
IBMMarket and customer analysis in SQL and Tableau for sales managers
Pace UniversityMS Marketing Analytics
Fixed-price buildsRules in tested code, not AI guessesYou work with Jasmine directlyFirst version in days
Our guarantee

Live in 14 days, or your money back.

Your first working version, running on your data (with your approval), within 14 days of access. If we miss it, you choose: we keep building at no charge until it's done, or we refund your build fee in full.

Conditions: access to your tools within 3 business days of kickoff, one tester on your team and one 30-minute feedback call. "Working" means the checklist we both sign before we start.

Book my free Busywork Audit

Questions agency owners ask first

How fast will we see results?

Your first working version lands within 14 days of access, backed by our 14-Day Promise.

What does it cost?

Builds start at $2,500. You get one fixed price, in writing, before anything starts. No hourly meter. Your first call is free.

Do we need to change our tools?

No. We start from the tools and exports you already have, and connect directly where your systems allow it. We build with tools like Google Workspace, HubSpot, Twilio, n8n, Make, Zapier, Postgres, Python, Claude and OpenAI, and confirm the fit on your free call.

Is our data safe?

We use real client data only with your approval, and test on de-identified data where we can. Records are never merged without a person confirming. Do-not-call and calling hours live in tested code. You own the system, the accounts and the data.

What if it doesn't work?

You're covered by our Promise: a working first version on time, or we keep building at no charge or refund your build fee.

Who will we work with?

Jasmine, directly, from your first call to launch. No juniors, no handoffs.

Let's find your agency's busywork.

Book a free 30-minute call. We'll map where your agency loses hours to manual work, and what to fix first.

JN Jasmine Nguyen

Free growth call

Tell us what eats your week. We'll show you where a system would pay off.

  • 30 minutes, video call
  • Free, no obligation
  • America/New York

Pick a time on the calendar

Choose a slot, add one line about your agency, and the invite lands in your inbox right away.

Book my free Busywork Audit