We build custom AI workflows to stop your business from losing money to manual entry and scattered processes. This is ideal if teams (Operations, Sales, Finance, etc.) are buried in repeatable manual tasks, though it requires standardized processes and a willingness to integrate tools for success.
AI Automation & Workflow
THE PROBLEM
Most companies lose significant time and money to manual, repetitive tasks across all departments (sales, finance, marketing, etc.). This includes teams manually entering data, individually following up on leads, and compiling reports from scattered spreadsheets. A team of five wasting just 15 hours weekly on automatable work costs over $\$234,000$ annually in labor alone, plus lost revenue from errors.
The team knows they're stuck in "busywork," but non-integrated tools prevent change. The good news is that these critical process inefficiencies are entirely and predictably fixable.
THE SOLUTION
AI automation replaces the repetitive tasks your team hates, not the team itself. We map where your processes waste time and build custom automations to handle high-volume work, letting your staff focus on strategy and relationships.
We audit your workflows to find manual data entry and bottlenecks. Then, we use specialized AI tools (like GPT and Zapier) to build bespoke integrations that connect your existing stack (Salesforce, QuickBooks, etc.), making them smarter. This happens without you learning new platforms, and you maintain complete control and transparency over the process.
THE VALUE STACK
Our offering is distinguished by building automations within a connected ecosystem, rather than providing isolated tools, to ensure automation is truly effective and integrated with your business's central CRM/ERP system.
- Integrated CRM and ERP System
- Social Media AI Generation Tool
- Social Media Automation Tool
- Free Workflow Audit
SPECIFIC WORKFLOW EXAMPLES
WORKFLOWS
Lead Qualification Workflow
Leads from all sources are immediately scored by AI based on fit and engagement. Qualified leads are instantly routed to sales with summaries, cutting follow-up time from days to minutes. Unqualified leads automatically enter an email nurture sequence, ensuring sales focuses only on the best opportunities.
Weekly Reporting Automation
All necessary data from your CRM, email, accounting, and analytics systems is automatically compiled, formatted, and delivered to leadership every Monday at 8 AM. This eliminates hours of manual data collection, allowing your team to focus exclusively on analyzing results.
Customer Support Workflow
An AI system instantly reads, categorizes, and prioritizes help desk tickets, routing complex issues to your team. A chatbot immediately answers common, repetitive questions, which boosts customer satisfaction and response time by freeing support staff.
Invoice and Payment Workflow
When a deal closes, an invoice is automatically generated, tracked, and sent to the client with payment reminders. This syncs to accounting, eliminating manual reconciliation and reducing finance team work.
HOW IT WORKS
We start with an in-depth call and hands-on workflow audit to identify your biggest bottlenecks. This leads to a clear 4–6 week roadmap detailing what will be automated, the tools used, and concrete success metrics (e.g., hours saved).
Automations are built and rigorously tested in a sandbox environment, ensuring resilience before a transparent integration with your existing systems. We provide comprehensive training to ensure your team understands the connected ecosystem.
We monitor the launch closely, and then act as an ongoing partner, continually refining and scaling the automations based on performance data and your evolving business needs.
Automations are built with flexibility in mind. When your process changes, and it will, we update the automation. We don't disappear after launch. We stay involved, monitoring performance and adjusting as your business evolves. That's part of ongoing optimization. You're not locked into a static workflow.
It depends on your internal expertise and how you value time. If you have a developer who can build and maintain custom integrations and you don't mind them spending weeks on this instead of shipping new features, you could go that route. But you'd need to handle the complexity of choosing the right tools, building with your specific business logic in mind, and maintaining it as things change. Most teams find that it's faster, cheaper, and lower-risk to have us handle that. But we can do a real ROI calculation together during the audit so you know if the math works for you.
You could definitely try that. But most teams run into the same walls. You don't know where automation has the highest impact until someone maps out all your workflows. Building integrations requires some technical knowledge and the more complex your logic gets, the more you need expertise. And there's no one overseeing it long-term, so when something breaks or your process changes, nobody fixes it until you notice the problem. We know where automations work best in your business. We handle the technical complexity. We integrate with your whole ecosystem, not just piecemeal workflows. And we stick around to optimize based on real results. That consistency and oversight is what usually pays for itself fast.
Critical tasks always have human checkpoints. If an automation is generating an invoice, a human reviews and approves it before it goes out. If an automation is routing a customer support ticket, a human can override the routing if it's wrong. Automations handle volume and speed. Humans make final decisions on important stuff. AI is really good at handling repetition and processing information at scale, it's not good at nuance and judgment. We always structure it so you get AI's strengths without removing human oversight.
We handle the change management piece. We explain what's changing, why, and what your team gets out of it, which is more time for interesting work, not layoffs. We train them, we support them through the transition, and we celebrate the wins together. In our experience, teams don't resist once they feel their time coming back. They were frustrated by the busywork too.
Ready to see what this looks like for your business?
Let's schedule a 15-minute strategy call to map out your ideal customer profile and market approach—no pitch, just strategy—so you can decide if this is the right move. Alternatively, if you want to move faster, send us your top 5 target companies, and we'll perform a quick audit detailing our proposed outreach positioning, target contacts, and a projection for your first month.