AI, integration and workflow
Socket Solutions is an integrator and advisor for small businesses. We fit AI to the work you already do, connect the systems you own, automate the hand-offs that slow your team down, and keep a real person approving every step that matters most.
Built for owner-led and growing businesses
Services
Most small businesses don't need a big consulting firm. They need someone who knows how the systems fit together, can build the connections, and will give a straight answer on what to do next.
Advisory
For owners who want a straight answer before they spend. We review the tools you pay for, find where work stalls, pick what to fix first, and stay on as your advisor while your team runs it.
Most problems need more than one of these. Every engagement draws from all three, sized to the job in front of you.
AI tuned to your documents, your rules and your voice, doing the reading, sorting and first drafts your team does by hand today.
Your CRM, practice software, accounting and spreadsheets passing data on their own, so nobody types the same thing twice.
We map how work actually moves through your business, remove the delays, and automate the routine steps around your people.
How we work
No six-month roadmap before anything works. We start with one workflow, show you the result, and earn the next step.
Two weeks
We sit with your team, map the work, and pick the first wins worth building. You leave with a plan and a number to beat.
45 days or less
Existing workflows, live and measured. If they do not move the number, we tell you.
90 days or less
The systems that run the business, connected and automated, with your team trained to own them.
90 days and beyond
We keep it running, watch the results, and build the next layer once the last one has paid for itself.
In every engagement
Recent work
Each of these started with one painful job, a baseline, and a person in the loop.
Battery-swap kiosks · BatteryXchange
A 60-month forecasting model that ties to QuickBooks to the dollar, plus a leadership planning cadence that turns the numbers into owners, decision gates, and a raise-ready story.
Result From founder-held assumptions to a scenario model and strategy sessions the whole leadership team plans from.
“Working with Caleb has been awesome. … His expertise has helped to improve our efficiency, strengthened decision-making, and positioned BatteryXchange to scale with greater clarity, accountability, and confidence.”
Executive recruiting
Candidate lists move from the recruiting system through contact enrichment into ready-to-work research sheets, then back into the database.
Result Research that took recruiters about 40 hours a week now takes minutes, and a stage-gate review keeps the data clean.
“Caleb wasn’t just focused on building a system, he was focused on understanding us. … The AI system Caleb helped us build is going to change the way our team works in the best way.”
Executive education · Lipscomb University
A two-day leadership workshop and cross-company peer cohort, co-built with Lipscomb University, that grows judgment, character, and courage as AI takes over the analysis.
Result From concept to a two-day pilot that 30 leaders rated 4.46 of 5, with pricing, CRM, and a launch plan ready.
Trucking insurance agencies
A web app that reads public FMCSA filings nightly and tells trucking insurance agents which fleets renew in 90 to 120 days, why they may switch, and what to say.
Result From hand-searching FMCSA records to a ranked monthly call list, nightly alerts on the book, and drafted outreach.
Executive relationships · Curo Vitae
A concierge that keeps track of the people who matter and what was last said. Every update is confirmed before it is saved, and email is read as metadata only.
Result From follow-ups held in memory to a morning nudge on who to reach and why, with nothing saved until you confirm it.
Our healthcare division
Not a consulting firm. A collective of healthcare veterans. CXOs, VPs, and operators who've spent decades inside the nation's largest health systems, now walking healthtech leaders through doors they used to sit behind
Visit socket.healthAbout
Caleb Dixon, Founder. Caleb has 25+ years in healthcare innovation and technology. Former senior leader at large health systems and multiple innovation ventures, current startup advisor, and AI implementer. NBJ 40 Under 40. Nashville tech connector.
Socket Solutions brings that enterprise integration experience to businesses of every size. The tools are new; integrating technology and systems so people can do better work is not.
15 minutes to find the quick win worth building first.
Book a 15-minute callNot ready to book? Send your details and we will reach out.