Meet Operations Ollie

Your New Favorite Employee


HERO SECTION

Row 1: Video Hero

  • Element: Video Background or Image with Overlay

  • Video: 5-second AI Ollie: "Hi, I'm Ollie. Let me show you how I run your business like a BOSS."

  • Headline: "Don't Schedule a Demo - Work With Ollie Right Now"

  • Subheadline: "The only AI agency where you can actually talk to, text, and work with our AI before you buy"

  • CTA Button: "Start Working With Ollie" (Large, prominent)

  • 24/7 Available

  • Self-Learning AI

  • Instant Setup

Hi, I'm Ollie!

Ready to transform your business operations and give you more time to focus on what you do best.

Chat with Ollie - Ask Him Anything

See how Ollie Handles Business Questions in Real-Time

BLOCK 1: Chat Demo

Row 2: Two Columns (40/60)

  • Left Column:

    • Headline: "Chat with Ollie - Ask Him Anything"

    • Text: "See how Ollie handles your business questions in real-time"

    • Study Link: "See Best Practice: LiveChatAI Demo" → https://app.livechatai.com/ai-bot/stripe &

    • Bullet points:

      • ✓ Instant responses to business questions

      • ✓ Demonstrates scheduling capabilities

      • ✓ Shows payment processing knowledge

      • ✓ Handles client communication scenarios

  • Right Column:

    • Element: Custom HTML/CSS embed

    • Content: Botpress chat widget (full height)

    • Suggested Starters (as buttons):

      • "Show me how you handle missed calls"

      • "How do you manage appointments?"

      • "Walk me through payment processing"

      • "Demonstrate client follow-ups"

  • Hear Ollie in Action

Listen to Ollie's voice capabilities with real Business Scenarios

BLOCK 2: Voice Demo

Row 3: Two Columns (40/60)

  • Left Column:

    • Headline: "Hear Ollie in Action"

    • Text: "Experience Ollie's voice capabilities with real business scenarios"

    • Study Link: "See Best Practice: Sesame AI Voice" → https://app.sesame.com/

    • Features:

      • ✓ Natural conversation flow

      • ✓ Professional business tone

      • ✓ Handles complex inquiries

      • ✓ Appointment booking via voice



🎭 For tonight’s performance, Ollie will be playing both himself and our rock star developer, Lijo. It’s a temporary identity crisis — but he’s handling it with style. Consider it a one-AI show, designed for you to hear a real conversation with Ollie and the animation is just for fun.

Right Column:

  • Element: Custom HTML/CSS embed

  • Content: Botpress chat widget (full height)

  • Suggested Starters (as buttons):

    • "Show me how you handle missed calls"

    • "How do you manage appointments?"

    • "Walk me through payment processing"

    • "Demonstrate client follow-ups"

Call Ollie - Chat with Him in Real Time

Things You Can Ask Ollie

BLOCK 3: Chat with Ollie

Left Column:

  • Headline: "Call Ollie - Chat with Him in Real Time"

  • Text: "Things You Can Ask Ollie"

  • (561) 654-2402

  • Study Link: https://petsafe.crmpros.ai/ (to the right is an actual call. The study link is like a call, but no call)

  • Capabilities:

    • Products and Services

    • FAQs, hours or location about his business

    • To Schedule an appointment

    • Send invoice, hours of operation, your FAQs

    • If you miss a call, Ollie automatically responds by text and starts the conversation

    • You customize your Ollie script to your business - and the same scripting gets used across your webchat, phone calls and texting

  • Right Column:

    • Element: Mock phone interface (image + overlay)

    • Content:

      • Phone mockup showing SMS conversation

      • "Text Ollie" button with phone number

O
Ollie
+1 (561) 654-2402
Click to Call
Ollie
Sorry we missed your call just now. This is Ollie from UpsideGuide. Can we call you back in the next few mins? Reply YES or share a time.

  • Ollie Immediately Texts Your Missed Calls

Watch how Ollie Handles Missed Calls and Client Communications

BLOCK 3: SMS/Text Demo

Left Column:

  • Headline: "Text Ollie - See SMS Automation"

  • Text: "Watch how Ollie handles missed calls and client communication via SMS"

  • (561) 654-2402

  • Study Link: "See Best Practice: Twilio SMS Examples"

  • Capabilities:

    • ✓ Instant missed call responses

    • ✓ Appointment confirmations

    • ✓ Payment reminders

    • ✓ Review requests

  • Right Column:

    • Element: Mock phone interface (image + overlay)

    • Content:

      • Phone mockup showing SMS conversation

      • "Text Ollie" button with phone number

Ollie
Hello! I'm Ollie, your super-powered assistant. How can I help you today?
Here's what I can help you with:

Core Services:
📅 Scheduling: Book, modify or cancel appointments
💰 Payments: Send invoices and process payments
📑 Documents: Handle contracts, waivers and forms
🔍 Information: Answer questions about services

Say:
"Book an appointment"
"Send an invoice"
"Help with a contract"

  • Book with Ollie - AI Scheduling

Experience how Ollie manages your calendar and appointments

BLOCK 4: Scheduling Demo

Row 5: Two Columns (40/60)

  • Left Column:

    • Headline: "Book with Ollie - AI Scheduling"

    • Text: "Experience how Ollie manages your calendar and appointments"

    • Study Link: "See Best Practice: Yellow.ai Interactive Demo" → https://yellow.ai/interactive-demo/

    • Features:

      • ✓ Real-time availability checking

      • ✓ Buffer time management

      • ✓ Automatic confirmations

      • ✓ Rescheduling handling

  • NOTE - Ollie has his own calendar and phone # for demo purposes. To schedule time with Melissa @ Upside Guide, please click here.

  • Right Column:

    • Element: Calendar embed

    • Content:

      • Live calendar booking widget

      • "Book an Demo Appointment"

      • Shows Ollie's scheduling intelligence

Ollie
Hello! I'm Ollie, your super-powered assistant. How can I help you today?
Here's what I can help you with:

Core Services:
📅 Scheduling: Book, modify or cancel appointments
💰 Payments: Send invoices and process payments
📑 Documents: Handle contracts, waivers and forms
🔍 Information: Answer questions about services

Say:
"Book an appointment"
"Send an invoice"
"Help with a contract"
  • Get an Invoice from Ollie

Experience the complete payment process from invoice to collections

BLOCK 5: Invoice/Payment Demo

Row 6: Two Columns (40/60)

  • Left Column:

    • Headline: "Get an Invoice from Ollie"

    • Text: "Experience the complete payment process from invoice to collection"

    • Study Link: "See Best Practice: Stripe Payment Flow"

    • Process:

      • ✓ Automated invoice generation

      • ✓ Secure payment processing

      • ✓ Follow-up sequences

      • ✓ Payment confirmations

    • Right Column:

      • Element: Custom form + button

      • Content:

        • "Send me a $0 demo invoice" button

        • Quick form (name, email, business type)

        • Shows complete payment workflow

Ollie
Hello! I'm Ollie, your super-powered assistant. How can I help you today?
Here's what I can help you with:

Core Services:
📅 Scheduling: Book, modify or cancel appointments
💰 Payments: Send invoices and process payments
📑 Documents: Handle contracts, waivers and forms
🔍 Information: Answer questions about services

Say:
"Book an appointment"
"Send an invoice"
"Help with a contract"
Your card has been successfully debited $280 against Ollie subscription

  • See Ollie's Unified Inbox

Watch how Ollie manages all your communication channels in one place

BLOCK 6: All-in-One Inbox Demo

Row 7: Two Columns (40/60)

  • Left Column:

    • Headline: "See Ollie's Unified Inbox"

    • Text: "Watch how Ollie manages all your communication channels in one place"

    • Study Link: "See Best Practice: Insighto.ai Multi-Modal" → https://insighto.ai/demos/

    • Channels:

      • ✓ Email integration

      • ✓ SMS management

      • ✓ Chat consolidation

      • ✓ Social media monitoring

  • Right Column:

    • Element: Video/Screenshot gallery

    • Content:

      • Interactive screenshots of inbox

      • "Watch Inbox Demo Video" button

      • Before/after comparison

Automation, Efficiency and Tech you can Trust

Built by humans who actually get business.
We optimize the entire customer journey from first call to final payment.

📞💬 Messaging

  • Missed call? Auto text customer immediately

  • One inbox for all platforms: email, SMS, chat forms

  • FAQs Answered

  • Follow-ups & reminders handled 24/7

  • Personalized messages with your brand voice

  • No missed messages, ever

📅 Smart Scheduling

  • AI-powered appointment booking

  • Calendar sync across platforms

  • Custom availability rules per service or team

  • Built-in buffers, confirmations & and reminders

⭐ Reviews

  • Automated review requests

  • Smart routing to Google, Yelp ++

  • Negative feedback filters and alerts

  • Showcase top reviews on your site

💰📑 Payments ++

  • Forms, contracts, e-signatures

  • Automated invoices, secure payment links

  • No-code customization for every vertical

🧠 Customizable

  • Ollie adapts to your tone, preferences & workflows

  • Feedback loops refines responses & behavior

  • Your personality - Ollie, Lawyer Lou, Roofer Rex, Doc Holly Day ++

  • No coding - plug & play

🚀 Visible Impact

  • The horsepower behind your business: automation, clarity, scale

  • Seamless backend systems that feel human

  • Built to grow with you

  • One Ollie, infinite possibilities

About Upside Guide

We're not just another tech company - we’re here to build better businesses from the inside out.

We understand the real challenges business owners face, because we've been there.

At Upside Guide, we don’t smile & wave for the parade—we drive it.

💠 YOU DO YOU!

Whether you run a health practice, style hair, repair appliances, show homes or build pools — you are the expert at what you do.

👥 The Satisfaction Trifecta

We optimize the entire customer journey ensuring satisfaction for:
Clients/Patients ↔ Business Owners ↔ Ollie.

💡 Back of Your Horse

We handle all the business operations so you can focus on your craft and what you love doing most.

🧠 Built by Humans

Our AI is built by business people who actually get business, ensuring practical solutions that work in the real world.


At Upside Guide, we believe operational excellence is the real sexy. With over 30 years of experience and a deep love for systems, workflows, and back-end brilliance, we help businesses run smarter—so every front-end effort propels you further.

Led by founder Melissa, a lifelong operations strategist and unapologetic back-end-of-the-horse thinker, we blend old-school excellence with next-gen AI automation to make every dollar—from leads and ads to tools and time—work harder and smarter.

We’re not a marketing agency dabbling in tech. We’re operational experts who know no ad campaign can outrun a broken process or poor customer experience. We don’t start with noise—we start with structure. Then, we amplify.

When your operations run like a dream, the upside takes care of itself.


Before AI, there was instinct.
From Fortune 500s to first-time founders,
Melissa’s ops expertise left a mark.
Don’t take our word for it—take theirs.


“We grew lightning fast, and left systems & processes on the back burner a bit too long. Melissa is the rare kind of strategist who speaks process and people fluently. Our tangled workflows became streamlined systems, our market valuation skyrocketed and thanks, in part, to her hard work, we got to ring the NASDAQ opening bell."

—General Manager
Vital Stream

"She tackles operational messes like a freight train—but always with empathy and style. Sales, Ops, Tech & Clients all trust her instantly, and it’s easy to see why.”

—Product Manager
Armstrong World Industries

"Working with Melissa was a masterclass in clarity and execution. She made complex plans feel achievable, and her commitment was off the charts."

—Business Plan Client

Melissa didn’t just teach Excel—she elevated our entire workflow. She’s tech-savvy, patient, and always ten steps ahead.”

—Manager, Condé Nast


Choose Your Operations Ollie

LITE

$ 497 month
or
$4970 year

Starter Tier for Solo Firms

  • AI FAQ Bot

  • Payment Bot

  • Branded Onboarding


PRO

$ 797 month
or
$7970 year

Mid-tier plan for growing law firms.

  • Lite Plan ++

  • Review Bot

  • Payment Bot

  • Scheduling Integration

  • Branded Onboarding

  • SMS + Automation Workflows Included

ELITE

$ 997 month
or
$9970 year

Premium automation suite for established law firms.

  • Pro Plan ++

  • CRM sync

  • Webhook Triggers

  • Custom Persona Logic (Injury Ian, Justice Judy)

Contact Upside Guide & Ollie

Name

xx

Email

Phone Number

Business URL

Spam FREE Zone - We Hate it More Than You Do:)

Ollie & Your Clients

  • Immediate Text Back to Missed Calls

  • Website Live Chat

  • Books Appointments

  • Call recordings & transcripts

  • Auto Review Requests

  • Auto Review Responses

Ollie & You

  • Central Inbox - Text, Email, FB Mssgr, What's App ++ (one app for all)

  • Invoice, Payment, Billing, Forms, Contracts

  • Customize Ollie to YOUR Business

Upside Guide

  • 30+ years Ops, Business & Efficiency

  • 25+ yrs technology

  • Expertise in multiple industries (Hospitals & Docs to Wood Flooring & everything in between)

  • P&L, Finance, Operations, Systems, Consulting ++

Upside Guide, LLC

© Upside Guide | All rights reserved. All Content Protected by DMCA | Privacy & Terms