Lead follow up
New inquiries acknowledged instantly, routed to the right person and followed up on schedule.
Design and Engineering
Hours of busywork, quietly handled.
Workflow automation that connects your website, inbox, calendar, CRM and invoicing, with AI handling the sorting, drafting and follow up your team repeats every day.
Engagements from $2,400
The brief
Your team should not be the glue.
Copying details between systems, chasing replies and assembling reports consumes hours that should go to clients.
We study how work actually moves through your business, then automate the repetitive steps with reliable workflows and carefully placed AI.
Every workflow is documented, monitored and built with a person approving anything that matters, so nothing important happens without oversight.
Scope of work
Automation where it pays for itself.
Workflows chosen for the time they return and the errors they prevent.
Scheduling
Booking confirmations, reminders and rescheduling handled without manual messages.
Client intake
Forms, documents and details gathered once and filed in the right systems automatically.
Invoicing and payments
Invoices, receipts and payment reminders generated from the work your team already records.
AI drafting and sorting
Incoming email and requests summarized, categorized and drafted for your review.
Reporting
Weekly and monthly numbers assembled from your tools into one clear summary.
Method
Precise, documented builds.
A disciplined path from manual process to dependable automation.
Map
We document how each process works today, where time is lost and where errors occur.
Design
We propose the workflows, approvals and tools involved, with the time each one returns.
Build and test
We build each workflow and test it against real cases before it touches live work.
Launch and monitor
We launch in stages, watch every run closely and hand over clear documentation.
The standard
Reliable by design.
The commitments behind every workflow we build.
- People approve what mattersPayments, client messages and records changes can require a person's approval.
- Failure alertsIf a step fails, the right person is notified instead of work silently stopping.
- Full documentationEvery workflow is written down so your team understands and controls it.
- Least accessEach connection receives only the permissions it truly needs.
What kinds of work can be automated?
Repetitive, rule based work is the best fit: following up with new inquiries, confirming and reminding appointments, collecting intake details, creating invoices and reminders, sorting email and assembling reports. We identify the highest value workflows in the review.
What is the investment for AI automation?
Automation projects begin at $2,400. The proposal depends on the number of workflows, the systems involved and the approvals required. Optional monthly care covers monitoring, fixes and adjustments as your tools change.
Do we need to change the software we use?
Rarely. We build around the email, calendar, CRM, accounting and booking tools you already use, provided they offer a way to connect. Where a tool cannot connect, we tell you plainly and recommend options.
What happens if an automation breaks?
Every workflow reports its own failures to a named person, and documentation explains how it works. With a care plan, we monitor runs and repair issues as part of the service.
Who owns the work when the engagement ends?
You do, completely. Configurations, content, documentation and every account we set up are transferred to your organization. Nothing is licensed back to you and nothing is held hostage.
Begin
Tell us where your team loses time.
Describe the tasks your team repeats every week. We will review your workflow and send a fixed proposal.
Request a proposal
A senior strategist reviews every request and replies within one business day.
Related capabilities
