Revenue expansion for service businesses
Your best next customer is already a customer.
We turn the client data you already have into a ranked list of expansion opportunities, then build the automation that acts on them.
What you can buy today
None of it looks at the clients you already have.
You've spent years building a client base, and the record of it sits in your CRM, your billing, and your inbox. Here's what's on the shelf when you decide to grow, starting with the one most owners are on today, and what each one costs.
Do nothing
$0
What most owners are on today. It costs nothing, and it works exactly as well as your memory or your spreadsheet: the clients you think of get the call, and the rest wait until they happen to come up.
A basic CRM
$15–$50 per user, per month
Holds every client record you have, and does nothing with it. Which of those clients is ready to buy more is still a question you answer from memory.
A one-off session with an AI chatbot
$20–$200 a month
It will give you a good answer about what to do with your client list. It won't read the list, and it won't do any of it.
A freelance growth package
$300–$1,500 a month
You're buying a person's time, not a system. Whatever it produces stops the month they stop.
A full-service agency retainer
$2,500–$10,000+ a month
Priced for a much bigger business than yours. At your revenue that isn't a decision, it's a budget mismatch.
A fractional CMO
$5,000–$20,000+ a month
Senior strategy hours, not built automation. Someone tells you what to do; nobody goes and does it.
We do the other thing. We read the client data you already have, rank who is showing signs of being ready to buy more, and build the automation that goes and asks them.
Prices above are the alternatives’ own publicly listed 2026 pricing, not ours.
What we do
Six ways we help.
Free customer health check
A first look at your client base: which existing clients are showing expansion signals.
Expansion Assessment
One week. Ranks your existing client base by expansion opportunity and scopes the automation that acts on it.
AI-driven process automation
Configuring AI tools to run the work of acting on the expansion signals in your client base.
Custom software development
Building custom software for your business processes.
Advisory
Ongoing guidance on which expansion opportunities to pursue, in what order, and how.
Helpdesk / support
Business-hours response through a shared channel: email, Slack, or WhatsApp, your choice.
What we don't do
We're defined by our edges.
Adding anything from the right side to an engagement is a decision, not a default.
In our lane
- Expansion Assessment: one week
- AI-driven process automation
- Custom software for your processes
- Advisory: what to change, in what order
- Business-hours helpdesk
Not our lane
- Servers, networks, endpoints, backups, patching
- Hardware procurement or resale
- Standing on-site commitments
- 24/7 support or SLAs beyond business hours
- SOC 2, HIPAA, PCI attestations or audits
- Cybersecurity incident response
- Hosting or storing your business data
The guarantee
You keep the tools.
Services are delivered by the founders, with AI tooling as the first line of delivery. You get direct access to the AI tools we configure for you. Nothing we build is a black box you can't see or operate.
How it works
Three steps, in order.
Customer health check
Free. A first look at your client base: which of the clients you already have are showing expansion signals.
Expansion Assessment
One week. We rank your client base by expansion opportunity, show the signal behind each one, and scope the automation that acts on the top of the list.
We build and run it
We configure the automation and keep it running, with advisory on what to pursue next. You get direct access to everything we set up.
Who this is for
Owner-run service businesses whose clients come back.
- You run an owner-operated service business somewhere between $100k and $1M in revenue.
- You decide this yourself. There's no VP layer to route it through and no procurement process to survive.
- The same clients come back, whether on a contract, a renewal, or repeat work.
- Their history lives in at least one system of record: a CRM, a billing or job-management tool, rather than only in your head.
- We're starting with independent insurance agencies, small home-trade shops such as HVAC, plumbing, and landscaping, and small and solo CPA / bookkeeping firms. That's where our first customers are, not a limit on who this works for.
Who we are
The two of us.
Urvashi Batra
Co-founder
Urvashi has spent her career turning messy business data into decisions that hold up, leading initiatives at Broadcom (VMware) and Contentsquare (Heap). She trained as an engineer at the University of Waterloo and holds an MBA from Babson College, and mentors people stepping into leadership outside of work.
Shrikant Kshirsagar
Co-founder
Shrikant builds the systems this business runs on, after years shipping technology at Amazon, Intel, and early-stage biotech ventures. He trained as an engineer at IIT Bombay and did graduate work in mathematics and mechanical engineering at UC Berkeley.
Our unfair advantage
Powered by the Prioriwise platform.
Prioriwise.tech licenses the Prioriwise platform from EcoF:re Inc., a production system built by the same founding team at a separate company.
It’s a production platform, already shipping, that surfaces the signals worth acting on, built by a team with Big Tech AI engineering experience and tuned for finding the expansion signals in a service business’s client base.
FAQ
Questions worth answering upfront.
What does it cost?+
A one-time Expansion Assessment, then a flat monthly subscription for the automation, advisory, and support that follow. We quote both on your free customer health check, once we've seen the shape of your client base. Both are priced for a business your size: below what an agency retainer or a fractional CMO would cost you.
How do you find opportunities we can't see ourselves?+
We read the client history you already have: what each client bought, when, what they didn't buy, and what has changed since. You know your clients. What you don't have is the time to check all of them every month. That's the part we automate.
What do we need to give you?+
Access to wherever your client history already lives. If some of it sits in a spreadsheet or a folder of notes, that's workable: the more complete the history, the sharper the ranking. We don't need you to move anything or change systems.
Do you manage our servers, network, or backups?+
Not at this time but we partner with Service Providers that do and can recommend them to you.
Where does our data live?+
In your systems. We don't host or store your business data by default. If an exception is ever needed, we agree it in writing first.
What if we stop working with you?+
You keep every tool we configured and the access to run it. That's the point.
How fast do you respond?+
We acknowledge within four business hours, Monday to Friday, 9–5 Eastern. We don't offer 24/7.
Do you work outside New England?+
Yes we are also open to working outside the New England area.
Is there a contract?+
Terms are written down before you sign anything, and we walk you through them on the health check.
Get started
Book a free customer health check.
Or send a message if you'd rather talk first.
Prefer email? Reach us at info@prioriwise.ai .