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Bottom Line Marketing

ONE

Marketing fills the top line. Your operating system protects the bottom line.

One team builds both, on one database you own. Bottom Line Marketing runs the production, social and advertising. Valley AI builds the website, the database and the CRM behind them, and the AI assistant on your phone is the front door.

Book a conversation

A fit check, not a pitch.

Where each team works
An income statement: Marketing works on revenue, Valley AI on cost of jobs, gross margin and overhead, and both teams on net profit.
LineTeamWhat moves it
RevenueMarketingLeads, ads, content
Cost of jobsValley AIQuotes, POs, crew hours
Gross marginValley AIPer job, live
OverheadValley AIAdmin time cut
Net profitBothBoth teams, one number

Why it exists

Growth with too many owners has none.

Owners keep asking us for one team that handles all of it. Usually because of something like this.

  • Scattered vendors.

    The video person, the ads person, the web person and the software each bill separately, and none of them talk to each other.

  • Leads leaking.

    The ad works and the form fills, then the lead sits in an inbox until it goes cold.

  • Nobody owns the system.

    When sales are flat, every vendor can point at someone else. You're the only one holding the whole picture.

One database

Everyone works in one shared database.

  • Customers

    Website, forms, ads, texts and reviews.

  • Field crew

    From their phone: hours, materials, photos, job notes.

  • Office staff

    Quotes, purchasing, scheduling, invoices.

  • Owner and controller

    Job cost, P&L, approvals, the weekly close.

Every update lands in the same place

The front door is the AI assistant on your phone. Talk to it or type. It works from your own records: it drafts quotes, follow-ups and replies to the website chat and texts, and writes the morning brief. A person approves anything that goes out or spends money.

  • Customers
  • Leads
  • Quotes
  • Jobs
  • Purchase orders
  • Vendors
  • Schedule
  • Time
  • Materials
  • Change orders
  • Invoices
  • Payments

Reconciles by job with

QuickBooks: bills, invoices and payments, coded to the job.

Who does what

Two teams, one plan, one owner for the result.

Builds the system

Valley AI

Our partner builds the operating system behind the business. You own what they build: your data and your system stay yours.

The website
Where the ads and the content send people, built to turn a visit into a lead.
The database
One home for customers, work and money, instead of five places that disagree.
The CRM
Every lead with an owner, a next step and a date, so nothing waits on memory.
The operating system
The daily screens and workflows your team uses, built around how they already work.
Your AI assistant as the front door
Talk to it on your phone, or type. Ask your own records a question and get a draft of the next step. People decide.

Runs the engine

Bottom Line Marketing

We make the content and run the campaigns that bring people in, and every lead they produce lands in the system, where someone follows it up.

Production
Video and photo that show what you do and why it matters.
Social media
A steady rhythm that keeps you in front of the right people.
Advertising
Focused campaigns with a clear goal and a way to tell whether they worked.

The flow

From first click to the controller's review.

  1. 01Marketing

    Lead in

    Every ad, form, DM and call becomes one record, tagged with its source. Your assistant drafts the reply in minutes.

  2. 02Marketing

    Quote or tour

    Built from your price book or offer. Signed and booked online.

  3. 03Valley AI

    Job with a budget

    The signed quote sets the budget for every cost line.

  4. 04Valley AI

    Purchasing

    Materials become purchase orders. Every bill is matched to a PO and a job before it's paid.

  5. 05Valley AI

    Schedule

    Crews and equipment on one calendar. Customers get reminders automatically.

  6. 06Valley AI

    Field updates

    Clock-ins, materials and photos from the phone. Extra work is a change order the customer approves first.

  7. 07Valley AI

    Invoice

    Progress or final billing straight from the job, then get paid. The review and referral asks follow.

  8. 08Valley AI

    Job cost

    Planned against actual, with an alert the moment a job's margin slips.

  9. 09Valley AI

    Controller review

    Every week: jobs over budget, unbilled work, unmatched bills, receivables and cash.

Because every job remembers which lead it came from, you see which ads produce profit, not just clicks.

Where it fits

What it looks like in your business.

Three of the businesses we hear from most. If yours isn't here, the conversation is the same.

Top line · Bottom Line Marketing

  • A credible site with spec sheets and project write-ups
  • Project video: before, during, after
  • Ads and LinkedIn aimed at the buyers who write the checks
  • Review requests after every job

Bottom line · Valley AI system

  • Quote → job budget → material POs → crew schedule
  • Change orders approved before the work is done
  • Material use logged from the field, per job
  • Margin by customer and by job type

Key number: gross margin per square foot, by job

No rented software

Connect what you use today. Own it when you're ready.

  1. 1. Start

    Connect

    Keep your current tools: QuickBooks, a booking platform, a field app. We connect them to one shared database, so nothing gets typed twice.

  2. 2. Grow

    Replace what hurts

    When a subscription costs more than it gives, or forces workarounds, we build that piece into your own system.

  3. 3. Own

    No rented software

    A fully custom system on your own database, with the AI assistant you choose in front of it. It's how we run Bottom Line today.

Every month

What a partnership includes.

  • A roadmap session

    Once a month we sit down with you, look at what's working, bring you what's new and decide together what to build next.

  • Builds, not tickets

    You bring an idea, and we make it real: a new workflow, a report, an integration, an automation. We set the scope together.

  • Run and maintain

    Updates, security, backups and monitoring. The system keeps working while you're busy.

  • An AI front door on your phone

    Talk to your own system from your phone, or type, with the assistant you like: Claude, ChatGPT, Grok, Gemini, Meta's Muse or another that supports MCP. We recommend Claude, because it works best with the tools we build. It's never a requirement.

We set the exact scope together after the fit conversation. Only need marketing? Bottom Line Marketing works on a monthly retainer, with production costs on top. Extra video or other work is available à la carte. See our services.

Why no contract

We'd rather earn it every month.

  • We believe in the work

    Most software companies lock you in. We don't. If you don't need us, you shouldn't have to keep paying us.

  • We both want the same thing

    You stay because it keeps getting better, and we keep it better because you're free to go. That keeps us both honest.

  • You keep your focus

    No full-time CTO to hire and no tech news to chase. You focus on your business, your customers and your people. We handle the back end.

How we work

Start with one workflow.

  • One workflow first

    Prove the dollars on one flow, like lead to job cost, then add the next.

  • Your assistant drafts, people decide

    Anything sent out, signed or paid needs a person's yes.

  • Nothing is erased

    Corrections are new dated entries, so the history is always there.

  • You own it

    Your data, your database. We build it and run it with you.

How it starts

  1. 1

    A conversation

    We ask questions and listen: what's stuck, what it's costing you, and what you've already tried.

  2. 2

    A fit check, both ways

    If ONE is more than you need, we'll say so. One service might be enough. Either of us can say no.

  3. 3

    Start with one workflow

    Pick the piece that leaks the most, build it and run it, then decide together what's next.

Only need production, social or ads? Each one sells on its own.

Is this a fit?

It isn't for everyone, and that's fine.

If scattered vendors, leaking leads and a system nobody owns don't sound like you, you probably don't need ONE. That's a fine answer.

Usually a fit

  • You've outgrown spreadsheets and apps that don't talk to each other
  • You'd rather own your system than rent it
  • You want a long-term partner who brings ideas
  • You're open about what's working and what isn't

Probably not a fit

  • You want a one-time project and a handoff
  • You're shopping for the lowest hourly rate
  • One off-the-shelf app already does the job
  • Trust isn't there yet, on either side

We work month to month with clients we trust and who trust us. The first conversation is a two-way fit check, and either side can say no.

Contact

See if ONE fits.

Tell us a little about the business. If we think we can help, we'll set up a conversation. If one service would do, or none, we'll tell you that too.

Prefer email?
Marketing@Bottom-Line.com

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Timing

No pitch. If we're not a fit, we'll say so.