AI Systems & Revenue Intelligence

Most Agencies
Run Ads.
We Build Intelligence.

Wise Roots partners with mid-size companies to design and deploy AI systems that generate revenue, reduce friction, and compound over time. Not campaigns. Infrastructure.

Minimum engagement: $50,000 — We work with operators, not experimenters.

99.2%
AI Completion Rate
6x+
Target ROAS
58
Active Clients
79
Ad Accounts Managed
$0
Wasted Spend Tolerated

You Don't Have a Traffic Problem.
You Have a Systems Problem.

Mid-size companies don't fail at marketing because they're spending too little. They fail because they're running tactics without infrastructure underneath them.

01

Your agency is optimizing for clicks, not outcomes

Most agencies report impressions, CPCs, and CTRs. None of that is a business result. We wire marketing directly to revenue and report on what actually moved.

02

Your team's best conversations vanish into thin air

Every sales call, intake conversation, and client interaction generates intelligence. Without a system to capture it, you're losing coaching data, documentation, and revenue signals daily.

03

You're buying execution when you need architecture

Tactics don't compound. Systems do. The companies pulling away from their competitors aren't outspending them — they've built infrastructure that gets smarter every month.

Two Capabilities.
One Mission: Revenue.

AI Practice Intelligence

Turn Every Conversation Into Compounding Data

We build custom AI systems that listen to your team's highest-value conversations — sales calls, intake meetings, client touchpoints — and transform them into documentation, performance scores, coaching insights, and real-time leadership dashboards.

No manual entry. No dropped notes. No guessing why deals closed or didn't.

99.2% completion rate — live at Demko Orthodontics
5 intelligence modules: Intake → Pulse → Traction → Spark → Sleep
Expanding to healthcare, real estate, B2B sales
Custom-built for your vertical, your workflows
Full-Stack Revenue Marketing

Precision Marketing With AI-Driven Optimization

Google Ads, geofencing, programmatic campaigns, and SEO managed with the same rigor we'd apply to our own business. We audit first, eliminate waste, then build systems that scale.

We manage 79 Google Ads accounts across our MCC. We know where agencies hide waste and exactly how to stop it.

6x+ ROAS target on every managed account
Simpli.fi geofencing — competitor conquest, venue targeting, CTV
GA4 analytics across 41 active client properties
Autonomous SEO optimization via direct API

Built for Operators Who Are Done Experimenting

  • You have a proven business model and need systems that scale it — not more tactics
  • You're spending on marketing but can't trace it to revenue with confidence
  • Your team has high-value conversations that generate zero structured data
  • You want a partner who thinks in infrastructure, not deliverables
  • You measure success in revenue and margin — not likes, clicks, or reports

"If you're looking for a $500/month social media package or an agency that sends you a PDF and calls it a strategy — we're not the right fit. If you're ready to invest in systems that compound, let's talk."

Where We Have Deep Pattern Recognition

  • Healthcare practices — orthodontics, dental, chiropractic, medical
  • Multi-location restaurant groups
  • B2B companies with complex sales cycles
  • Real estate — transaction coordination, lead intelligence
  • Local services with high-intent search demand
  • Franchise systems needing centralized marketing ops

Minimum Engagement

$50,000

For custom AI system builds. Ongoing marketing management from $2,000/month. All engagements begin with a paid discovery and audit.

Talk to Our AI.
See What We'd Build for You.

This is a version of what we deploy for our clients. Ask it about your business, your challenges, or what AI could actually do for your specific operation. It won't give you a brochure — it'll ask you smart questions and tell you straight.

Every conversation here is a live demonstration of the system we build. You're not reading about AI capability — you're experiencing it.

🎙 Prefer to Talk?

Click the mic button on the bottom right and have a live voice conversation with Adam — our AI advisor. Same intelligence, just spoken.

Ready to talk to a human?

Book 30 Minutes with Josh →

No pitch deck. No proposal form. 30 minutes to figure out if there's something real here.

W

Wise Roots AI Advisor

● Online Now

Hey — I'm the Wise Roots AI Advisor. I help business owners figure out where AI and advanced marketing can actually move the needle for their operation.

What kind of business are you running?
📅 Book a Meeting