AI & Automation

Stop Paying People to Do What Software Should.

Every business has workflows that burn hours every week — qualifying leads by hand, sending follow-up emails one at a time, copying data between systems, chasing down information that should already be organized. These aren't hard problems. They're repetitive problems. And repetitive problems are exactly what AI was built to solve.

We don't sell you an AI tool and wish you luck. We audit your operations, identify the workflows that are costing you the most time and money, and build custom systems that handle them automatically. Installed, documented, and working from day one.

The Problem

You Have AI Tools. You Don’t Have AI Systems.

Most business owners have already tried AI. They signed up for ChatGPT. Maybe they bought a HubSpot upgrade. And then nothing happened.

$500–$1,500/month in SaaS.

CRM, email marketing, scheduling, chat — each one purchased separately, none of them connected. Data lives in silos. Nothing talks to anything else.

20+ hours per week of manual work.

Lead follow-ups sent by hand. Appointment confirmations copied from one system to another. Reports assembled manually from three different dashboards.

Zero integration between sales and operations.

A lead comes in through the website, gets entered into the CRM by hand, triggers no follow-up, and sits there until someone remembers to call.

AI used as a search engine.

Your team asks ChatGPT questions and pastes the answers into emails. That’s using a jet engine as a desk fan. AI should be running workflows, not answering questions.

What We Build

What AI Automation Actually Looks Like.

Lead Qualification

A new inquiry hits your website at 9pm. An AI agent responds immediately — asks qualifying questions, scores the lead, and routes hot leads to your calendar with a booking link. By morning, the meeting is on your schedule.

Follow-Up Sequences

A prospect downloads your pricing guide but doesn’t book a call. An automated sequence sends personalized follow-ups at day 1, day 3, and day 7 — tailored to what they looked at.

Appointment Management

A client books a consultation. The system confirms via email and SMS, sends a reminder 24 hours before, and follows up afterward with next steps. Everything updates automatically.

Customer Support

A client has a question about their project status. An AI agent pulls the answer from your project management system and responds instantly — via chat, email, or SMS.

Reporting and Insights

Instead of logging into four dashboards every Friday, a daily report lands in your inbox — leads generated, appointments booked, revenue closed, tasks completed.

Content and Communications

Blog drafts, social posts, email campaigns, proposal templates — generated from your brand voice guidelines and client data. You review and approve. The AI does the heavy lifting.

The Process

Audit, Build, Install, Monitor.

1

Workflow Audit

We map your operations — every manual process, every tool, every handoff. We identify the 5–10 workflows where automation has the highest ROI.

2

System Design

We design the automation architecture — which tools connect to what, how data flows, what triggers each workflow, and what happens when something fails.

3

Build and Integration

We build the automations and connect them to your existing tools — HubSpot, Stripe, Google Workspace, Supabase, Twilio, Resend.

4

Testing and Launch

We test every workflow end-to-end before it goes live. You see it working with real data before we flip the switch.

5

Documentation and Training

You get complete documentation of every automation — what it does, how it works, and how to modify it. Plus a recorded walkthrough.

6

Monitoring and Optimization

Automations aren’t set-and-forget. We monitor performance, catch failures, and optimize based on real data.

What We Don’t Do

What We Don’t Do.

We don’t sell chatbots and call it AI.

A chatbot that answers FAQs is a search bar with extra steps. We build agents that take actions — qualify leads, book appointments, update records, and route work.

We don’t add tools you’ll never use.

If your business doesn’t need a particular automation, we won’t build it just to pad the scope. Every system has a specific, measurable purpose.

We don’t replace your team.

AI handles the repetitive work so your people can focus on judgment, relationships, and expertise. The goal is leverage, not headcount reduction.

We don’t build on platforms you can’t control.

Every automation runs on infrastructure you own or can migrate. No proprietary platforms, no vendor lock-in.

Strategy

Not Sure Where to Start? We’ll Map It Out.

If you know automation could help your business but aren't sure what to prioritize, our Command tier includes a full AI strategy engagement. You get a 90-minute workshop with your team, a prioritized automation roadmap, and quarterly strategy calls for 12 months.

This isn't a course or a PDF. It's a working session where we diagnose your operations and build a plan you can execute — with us or on your own.

The Results

What Automation Changes.

BeforeAfter
Leads sit in your inbox until someone checksQualified and routed in under 60 seconds
Follow-ups depend on someone rememberingAutomated sequences triggered by behavior
Client questions wait for office hoursAnswered instantly by AI agent, 24/7
Reports assembled by hand every FridayDelivered to your inbox every morning
New client onboarding takes 2 weeksCompleted in 48 hours with automated workflows
$1,200/month in disconnected SaaS toolsOne integrated system that actually works together
Pricing

What It Costs.

AI and automation work is included in our Momentum and Command tiers.

TierPriceScopeBest For
Momentum$7,500 + $299/moAI inquiry agent + CRM integration + advanced SEOBusinesses adding their first automation
Command$15,000+ + $399/moFull AI stack + custom workflows + strategy consultingBusinesses ready for comprehensive automation

Standalone automation projects are available for businesses that already have a performant website. Book a call and we'll scope it.

Quick Win

Need a Dashboard First?

Our Dashboard Quick Win builds a custom data dashboard — your metrics, your layout, connected to your existing data sources — for $649. No monthly commitment. It's the fastest way to see what's happening in your business without logging into four different tools.

Get a Dashboard — $649 →
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