AI operations and automation for your business

The problem

A lead fills in a form, sends a DM, or calls after hours. Someone means to reply. Two days later they do, and the lead has already booked with whoever answered first. In most small businesses nobody knows how many enquiries went cold last month, because nothing was counting.

What we build

Every inbound source — web form, Facebook or Instagram lead, missed call, inbox — lands in one pipeline within seconds. An AI-drafted first reply goes out in your voice, tagged to the source and the service they asked about. A follow-up sequence runs until they answer; the moment they reply, it stops and a human is notified. Nothing waits on you remembering.

Built with: GoHighLevel or HubSpot pipelines, missed-call text-back, AI reply drafting

The problem

A contract is signed and the next ten things depend on whoever happens to remember them: the welcome email, the intake form, the shared folder, the kickoff invite, the invoice, the internal handover. Every new client is onboarded slightly differently, and the first week — the week they judge you on — is the messiest.

What we build

The signed agreement is the trigger. It creates the client record, sends the welcome and intake form, provisions the folder and access, schedules the kickoff, raises the first invoice, and posts a handover summary to your team. The sequence is identical every time and you see where each client is without asking.

Built with: E-signature webhook → CRM, Google Workspace or Microsoft 365, Zapier or Make.com

The problem

The founder’s inbox is where the business goes to wait. Two hundred messages a day, most of which are not for the founder at all: vendor confirmations, scheduling back-and-forth, invoices, newsletters, and the four messages that actually need a decision, buried somewhere in the middle.

What we build

Every incoming message is classified — needs a decision, needs a reply, informational, noise — and routed. Routine replies are drafted for one-click approval. Scheduling requests go straight to the calendar workflow. What reaches you is the short list that needs your judgment, with the context already attached. This is also the system your executive assistant works from, if you have one.

Built with: Gmail or Outlook rules plus AI classification, calendar links, CRM logging

The problem

Sales calls and client check-ins happen, and then nothing. The next steps live in someone’s head, the CRM says the deal is still "in progress" from six weeks ago, and follow-ups are sent from memory or not at all.

What we build

Calls are transcribed automatically. An AI summary pulls out decisions, objections, and next actions, updates the deal stage, and drafts the follow-up email for approval. Your pipeline reflects what was actually said in the room, the same day.

Built with: Call recorder or meeting bot, AI summarisation, CRM API

The problem

Every Monday someone spends an hour pulling numbers from the CRM, the bank, the ad account, and a spreadsheet into another spreadsheet. By Tuesday it is out of date. Decisions get made on a report that took longer to build than it was useful for.

What we build

One dashboard, current when you open it: pipeline, revenue, cash position, delivery status, ad spend against bookings — pulled from the source systems rather than retyped. A short written summary of what changed this week lands in your inbox on Monday morning without anyone building it.

Built with: Looker Studio or Airtable, connected via Zapier or Make.com, AI-written weekly digest

The problem

Invoices go out late because someone has to remember to send them. Reminders are awkward, so they do not get sent. Thirty days becomes sixty, and the business is quietly financing its own clients.

What we build

Invoices are raised automatically on the milestone that earns them — contract signed, delivery confirmed, month end. Reminders go out on a schedule in a tone you have approved, escalate politely, and stop the moment payment lands. You see who owes what without opening the accounting software.

Built with: QuickBooks or Xero, Stripe, CRM triggers, scheduled reminder sequences

The problem

The same twenty questions arrive every week — pricing, hours, how to book, where an order is — and every one of them interrupts someone. Response time drifts, and the questions that genuinely need a person get the same slow treatment as the ones that do not.

What we build

A first-line responder on your website, WhatsApp, or email that answers the routine questions from your own material, in your voice, at any hour — and hands anything it is not sure about to a person with the conversation attached. The person answers fewer questions and better ones.

Built with: AI assistant trained on your FAQs and policies, WhatsApp Business API, helpdesk or CRM handoff

The problem

Every proposal, contract, SOW, and onboarding pack is built by copying the last one and editing it, which is how the wrong client name ends up in a document and how a Tuesday disappears.

What we build

Templates that fill themselves from the CRM record: the right name, scope, pricing, and terms every time. Proposals generated from the discovery notes for review rather than from scratch. Sent, tracked, and filed automatically when signed.

Built with: Document templates, e-signature, AI drafting from CRM fields