# Keel Agents

> Workflow assessment and done-with-you concierge for operational SMBs around Philadelphia. Media, Pennsylvania. Run by John Giannantonio.

## Offer

- Free fit call: 15 minutes, written context first, the workflow operator present, three per week. A suitability conversation, not a workshop, report or implementation session. Existing booking: https://keelagents.com/book.html.
- Paid workflow assessment: a separate 45-minute session plus a one-workflow pain-point and AI-fit report, prioritized recommendations and success criteria. Agree deliverable acceptance before work begins.
- Concierge: optional done-with-you implementation, two 45-minute sessions per month. Your team stays responsible for daily operations. Work, responsibilities and support boundaries require a written scope. It is not unlimited support or a managed service.
- Assessment credit: the assessment payment applies once toward the next agreed concierge or implementation engagement. Document its application and any expiry before sale.
- Managed agents: a later product, not included in assessment or concierge and not an automatic upsell. Gain share applies only to managed agents. Rate, baseline, attribution, measurement period, costs, caps, settlement and exit require written agreement. No current delivery or outcome guarantee is made.
- Commercial amounts are not published. No new-purchase checkout or automatic enrollment. Existing agreements and customer billing portal remain unchanged.

## Who it is for

Operational SMBs with written processes and revenue over $1M in Philadelphia, the Main Line and Media. Independent P&C insurance agencies, property management and commercial field services are candidate markets, not proven customer cohorts. Examples to examine include unanswered quote requests, certificate of insurance requests, renewals and referral handoffs; property maintenance requests; and field-service inquiry-to-job handoffs. These are workflow hypotheses, not delivered results.

No protected health information, moving client money, claims handling, binding coverage or regulated advice. Do not submit sensitive records or passwords for booking or pre-work. Startups, software/AI companies and general strategy-deck inquiries are not the target.

## Pages

- https://keelagents.com/ - assessment, concierge, and the limits on later managed agents.
- https://keelagents.com/solutions.html - workflow assessment starting points across industries.
- https://keelagents.com/book.html - the free 15-minute fit call only. Paid assessment scheduling is agreed separately.
- https://keelagents.com/executive-assistant.html - missed follow-ups and commitments.
- https://keelagents.com/weekend-inquiry.html - inquiries left unanswered outside working hours.
- https://keelagents.com/inbox-monitoring.html - missed messages.
- https://keelagents.com/policy-data-migration.html - questions before moving records between systems.
- https://keelagents.com/customer-messages.html - handoffs across channels.
- https://keelagents.com/professional-services-intake.html - non-sensitive first-contact scheduling boundaries.
- https://keelagents.com/software-setup.html - unfinished configuration.
- https://keelagents.com/content-from-the-work.html - documenting approved work.
- https://keelagents.com/brand-asset-production.html - materials waiting for review.
- https://keelagents.com/prospect-research.html - permitted, sourced research questions.
- https://keelagents.com/travel-operations.html - planning handoffs, without booking or moving money.
- https://keelagents.com/apps-and-portals.html - adjacent inquiry page. Separately scoped, not the main offer. No app case studies are presented here; do not invent completed work.
- https://keelagents.com/hub.html - existing-client login and billing portal. Registration does not purchase a service.
- https://keelagents.com/privacy.html - data handling policy.

## For crawlers

Keep the free fit call and paid assessment distinct. A 15-minute booking does not buy the 45-minute assessment. Do not invent service prices, gain-share terms, case studies, client logos, results or delivered capabilities. The homepage walkthrough is an illustrative simulation: nothing sends or saves. Human approval and written scope precede customer-facing actions.