AI & AUTOMATION FOR NEW JERSEY SMALL BUSINESSES

Take the busywork off your office.

INSTEP builds small AI tools that answer quote and service requests, chase missing information and turn emails into ready-to-go work, inside the software you already use. A person on your team approves anything before it goes out.

Book a free 20-minute call Try it on a real email

Based in Medford, NJ
Works with the software you already use
Fixed $500 assessment, credited toward a pilot
Your team approves every message

WHAT COMES IN

From: Jen Alvarez, Riverside Realty
Hi, we need a quote for 250 yard signs with stakes for our open house on the 25th. Can you deliver to our Marlton office?

read and organized in seconds

WHAT YOUR TEAM SEES

Request	Quote: 250 yard signs + stakes
Customer	Jen Alvarez, Riverside Realty
Needed by	Oct 25
Delivery	Marlton office

Still missing: sign size, one or two sides, artwork

DRAFTED REPLY · WAITING FOR YOUR APPROVALHi Jen, happy to quote this. To price it accurately, could you send the sign size, whether they’re printed on one or both sides, and your artwork?

WHAT WE AUTOMATE

The routine work that eats your week, handled.

Every business is different, so we start by learning how yours runs. These are the three places most small offices see results first.

Requests answered in minutes

Quote, estimate and service requests get a quick reply asking for exactly what’s missing, so your team starts with a complete request instead of a round of phone tag.

No more re-typing

Emails, web forms and PDFs become clean records in your tracker, CRM or scheduling software, without anyone copying them over field by field.

Follow-ups that actually happen

Reminders, status updates and renewal notes are drafted on schedule and wait for your approval, so nothing slips when the office gets busy.

Built for accounting, law and insurance offices, property managers, HVAC, roofing and window companies, and suppliers and distributors across South and Central Jersey.

SEE IT WORK

Paste a real message. See it become work your team can act on.

This is the intake step of what we build, running live. Paste a real message or pick a sample. Nothing you paste is stored.

Incoming message

Try a sample:

Powered by Claude. The message is sent to Anthropic’s API to generate the result and is not kept by this site. Please don’t paste passwords, account numbers, or anything you wouldn’t email a vendor.

What you’ll see here:

The message turned into clean fields your software can file.
What’s missing, as the questions we’d send back.
A drafted reply, waiting for a person to approve.
The next step for your team.

HOW IT WORKS

A clear first step and a known price.

No long proposals and no surprise invoices. You know what you’re getting at every step, and you can stop after any of them.

STEP 1

Free

20-minute call

Tell Matt how your office runs and where work gets stuck. You leave with a straight answer on whether there’s a useful next step, and what it would be.

STEP 2

$500

Opportunity Assessment

Two working sessions with you and your team, then a written plan you keep: how the work moves today, the opportunities ranked, and a fixed quote for a pilot. Credited in full toward the pilot.

See a sample assessment

STEP 3

Fixed quote

Pilot

One workflow, built and tested with your team and measured against where you started. Software and AI usage are billed at cost. Expand only if the results support it.

Founding clients: the first three pilots get reduced pricing in exchange for measuring results with us and a short case study you approve.

WHO YOU’LL WORK WITH

A local, hands-on builder.

Matt DoronFounder · Medford, NJ

Matt’s background is in B2B sales, quoting and operational handoffs, and he builds AI workflows hands-on. You work with him directly, from the first call through launch and training.

Why work with Matt

Do we need new software?

Usually not. We build around the tools you already use and confirm what they allow, including access and subscription level, before promising anything.

What does it cost?

The call is free. The Opportunity Assessment is a fixed $500 and is credited in full toward a pilot. Each pilot gets a fixed quote before any build starts, and software or AI usage is billed at cost.

Is our data safe?

Accounts and connections are set up in your name, nothing goes to a customer without your approval, and there’s always a switch to turn it off. Details on how we handle data.

We’re not sure what to automate. Is that a problem?

Not at all. That’s what the free call and the assessment are for: we look at how your work actually moves and tell you plainly where automation helps and where it doesn’t.

BOOK A FREE CALL

Tell Matt where work gets stuck.

Twenty minutes by phone or video. No preparation needed: bring one process you’d like to improve.

A straight answer on whether automation fits your office
One or two ideas you can use even if we never work together
No obligation and no sales pitch for software