Business Plan

Prepared: January 2026 — Remodely AI LLC — Phoenix, Arizona

1. Executive Summary

Remodely AI builds ready-to-deploy AI software for small businesses. Our platform bundles six core tools — AI Receptionist, Smart Scheduler, Instant Quotes, Client Portal, Payment System, and Review Engine — into a single subscription that replaces fragmented, expensive software stacks.

We started in the trades. We know what it's like to miss calls while on a job site, lose leads to slow follow-up, and spend nights doing invoices instead of growing the business. We built the software we wished existed.

2. Problem

Small business owners — especially in the trades — face a brutal operational reality:

Missed Revenue

• 62% of calls to small businesses go unanswered (Invoca, 2024)
• 85% of callers who reach voicemail never call back
• A single missed call costs a contractor an average of $1,200–$3,500 in lost revenue

Software Overload

• The average small business uses 8–12 separate tools for scheduling, invoicing, CRM, reviews, and communication
• Monthly software costs: $500–$1,500+ across fragmented tools
• Most tools are designed for tech-savvy office workers, not tradespeople in the field

Time Drain

• Owners spend 15–20 hours/week on admin tasks
• That's time not spent on billable work or growing the business

Quote Friction

• Manual quoting takes 24–72 hours to turn around
• Customers often go with the first contractor who responds
• Speed-to-quote is the #1 factor in winning residential jobs

3. Solution

Remodely AI replaces the entire small business software stack with one AI-powered platform:

One login. One subscription. Six tools that work together.

4. Products & Services

5. Market Analysis

Market Size

Target Customer

Market Trends

• AI adoption accelerating: 77% of small businesses plan to adopt AI tools by 2027
• Voice AI normalization: Consumers increasingly comfortable with AI on phone
• Vertical SaaS growth: Industry-specific software outperforms horizontal tools
• Mobile-first demand: Tradespeople need tools that work from a truck

6. Business Model

Subscription Tiers

Unit Economics

7. Go-to-Market Strategy

Phase 1: Founder-Led Sales (Months 1–6)

• Personally visit 10 contractors/week in Phoenix metro
• Live demos showing AI Receptionist handling a real call
• 14-day free trial with full Pro features
• Personally set up every customer's account
• Goal: 50 paying customers

Phase 2: Content & Community (Months 3–9)

• YouTube channel: "From the Trades to Tech"
• Supplier partnerships (Home Depot Pro, SRS, ABC Supply)
• Trade shows: IBS, JLC Live, local home shows

Phase 3: Scalable Acquisition (Months 6–18)

• Google Ads targeting "contractor software," "AI receptionist"
• Referral program: $100 credit for referred subscribers
• Agency partnerships: white-label for marketing agencies
• Goal: 500 paying customers by Month 18

8. Competitive Landscape

Competitive Moat

1. Trade-specific AI — Understands remodeling terminology, scoping, pricing
2. All-in-one — Competitors solve 1–2 problems; we solve 6
3. Founder credibility — Built by people from the trades
4. Data advantage — More customers = better pricing and scheduling AI
5. Speed — Customized and launched in days, not weeks

9. Operations Plan

Technology Stack

Infrastructure Costs (at 100 customers)

10. Team & Hiring Plan

Phase 1: Months 1–6

• Full Stack Developer (contract) — Ship features faster
• AI/ML Engineer (contract) — Improve voice agent and quote accuracy

Phase 2: Months 6–12

• Customer Success Manager (full-time) — Onboarding and retention
• Sales Development Rep (full-time) — Outbound pipeline
• Content Creator (part-time) — YouTube, social, blog

Phase 3: Months 12–24

• Senior Full Stack Developer — Scale platform
• Sales Account Executive — Close larger deals
• Product Designer — UX/UI

11. Financial Projections

Year 1

Year 2

Year 3

Break-Even

12. Milestones & Roadmap

Q1 2026 (January–March)

• Launch beta with 5 pilot customers
• Iterate on AI Receptionist from real feedback
• Set up Stripe billing and subscription management
• Create demo video and sales deck
• File LLC operating agreement, open business bank account
• Begin founder-led sales: 10 contractor visits/week

Q2 2026 (April–June)

• Reach 30 paying customers
• Launch YouTube channel
• Hire first contract developer
• Attend 2 local home shows
• Add Google Calendar and QuickBooks integrations

Q3 2026 (July–September)

• Reach 60 paying customers
• Hire Customer Success Manager
• Launch Google Ads
• Partner with 2 supplier companies
• Expand to Tucson, Las Vegas

Q4 2026 (October–December)

• Reach 100 customers ($30K MRR)
• Hire Sales Development Rep
• Launch iOS app
• Apply to Y Combinator W2027
• Hit $300K ARR run rate

13. Risks & Mitigation

14. Funding & Use of Capital

Current: Bootstrapped

• Self-funded development
• Revenue funds operations from Month 1
• Lean expenses, remote-first

Future: Seed Round (Late 2026 / 2027)

Target: $1–2M from vertical SaaS funds, construction-tech investors, or angel investors from the trades.