CortexaOS Resources
Original research, ROI analysis, and strategic guides for SMB operators who want the data behind the decision.
Whitepapers & Reports
Revenue Protection: The Financial Case for Katherine
Every missed call is lost revenue. This report quantifies exactly what missed calls, stalled follow-up, and slow lead response cost small businesses — and how Katherine, your AI Revenue Protection Employee, eliminates all three automatically.
The Katherine Revenue Protection Playbook
The complete marketing toolkit for the Revenue Protection Employee positioning — video ad scripts, vertical-specific headlines, social copy, 3 offer variants, and ready-to-use templates for 5 channels.
The Solopreneur Impact Report
How AI is closing the 15–20 hour/month admin gap for solo operators and giving independent practitioners the leverage of a 10-person team. Covers attorneys, CPAs, physicians, HVAC owners, and more.
The Software Sprawl Trap
The average SMB runs 7–12 disconnected SaaS tools. Each has its own login, billing cycle, and data silo. This report quantifies exactly what that fragmentation costs — and how one consolidated platform changes the math.
The Hidden Cost of Vertical Software
ServiceTitan, Restaurant365, Procore, and other vertical SaaS platforms charge far more than their advertised base price. This report exposes add-on fees, per-seat charges, and integration costs that inflate your real bill.
The Focus Group of One
Traditional focus groups cost $15,000–$50,000 and take 4–8 weeks. CortexaOS Focus Group AI runs a 50-persona simulation in hours for $19/session — giving every SMB the market research that only enterprise could afford.
The Adoption Gap
Most business software sees 30–40% feature adoption after 90 days. This report examines why adoption fails, what it costs, and how Allison — CortexaOS's built-in AI guide — changes those numbers permanently.
The Trades Business Playbook
How HVAC, plumbing, electrical, and roofing businesses capture every job, quote with confidence, stay compliant, and build a recurring revenue base — all in one platform.
The Maintenance Agreement Playbook
A single plumbing visit earns $300–$800. An annual maintenance agreement earns $1,200–$2,400 from the same customer. This playbook shows HVAC, plumbing, and electrical contractors how to build predictable recurring revenue.
Code, Permits, and Certifications
Permits pulled without NEC compliance create liability. Backflow certifications not on file lose commercial contracts. This report shows how CortexaOS eliminates compliance gaps across Electrical, Plumbing, HVAC, and Roofing at no extra cost.
Tools & Comparisons
SaaS Consolidation Calculator
Calculate exactly how much you're overpaying for fragmented tools — and what you'd save consolidating to CortexaOS. Takes 60 seconds.
See it in action
Everything in these reports is built into CortexaOS. Start a free trial and see the AI Receptionist, Follow-Up Agent, and 154 specialists working for your business today.
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