Philadelphia · Media, Pennsylvania

Know what to fix before you automate it.

An inquiry missed, a follow-up forgotten, work passed back and forth. Start with a paid 45-minute assessment and a report on one workflow. Then decide whether to put the recommendations into practice together. The free 15-minute fit call comes first.

Book a free fit call How we work

Center CitySouth PhillyMain Line MediaConshohockenPhilly first

Example simulationInquiry → handoff

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Incoming inquiry

“Can you help with a form I need before work starts on Tuesday?”

“I’ve attached the requirements. Let me know what else you need.”

One request, waiting for a next step.

Draft response · not sent

Thanks for sending the requirements. I see you need the form before work starts on Tuesday.

Which form do you need? We’ll review the requirements before confirming what we can provide.

A reply you can read and change before it goes anywhere.

An illustrative walkthrough, not client work. Nothing is sent or saved.

Assessment first. Then help making it work.

The free 15-minute fit call checks whether your problem is a good match. It does not include the paid assessment, a report, or implementation.

We work with operational businesses around Philadelphia with written processes and revenue over $1M. Insurance agencies, property managers and commercial field service firms are examples of businesses we are exploring, not a list of client results.

A customer-facing tool may come up during assessment. Apps and portals are a separate scope, not the starting product.

Assess one workflowA paid 45-minute session with the person who does the work, followed by a pain-point and AI-fit report. You get prioritized recommendations and success criteria, including where automation is not appropriate.
Work through the changes togetherConcierge is done-with-you implementation with two 45-minute sessions per month. We agree the work, your team's responsibilities and support boundaries in writing. It is not a managed service or unlimited support.
Consider managed agents laterManaged agents are a later product, not included in assessment or concierge and not an automatic next step. Gain share applies only there. Measurement and commercial terms must be agreed in writing before any such engagement.

You can stop at a useful report.

You do not have to buy ongoing work. If you choose a next concierge or implementation engagement, the assessment payment applies once as a credit. We document its application and any expiry before sale.

A decision you can check

The report separates what we observed from what still needs testing. We agree what an accepted deliverable looks like before the assessment.

Your team stays involved

Concierge means working with you. Your team owns the day-to-day process. Any access, tests and customer-facing changes need an agreed scope and human approval.

Clear limits on the work

We do not handle protected health information or move client money. Do not share passwords, claims files or sensitive customer records in booking or pre-work.

Terms before work begins

Fees, timing, deliverables and support boundaries are agreed in writing. Booking a fit call does not start paid work or activate a subscription.

Who runs this

Keel Agents is run by John Giannantonio, out of Media, Pennsylvania. When you book the fit call, you are talking to him.