SERVICES — 03

AI & Business Automation

Intelligent operational pipelines that eliminate manual data entry and accelerate your sales cycle.

Fixed-scope · quoted upfront
CRM & Workflow Automation

Stop manually moving data between your internal tools. This system automatically captures, enriches, and routes new leads into your CRM, connecting your existing software stack so everything communicates seamlessly.

Intelligent Document & Communications Processing

Integrate practical AI to draft routine emails, process incoming documents, and categorize customer inquiries, freeing your team to focus on high-value strategic work rather than repetitive admin tasks.

Who this is for

  • 01

    Sales and ops teams losing hours a day to copy-pasting between CRM, spreadsheets, and inbox.

  • 02

    Founders whose team spends more time on admin than on the work customers actually pay for.

  • 03

    Businesses drowning in inbound documents, forms, or support emails that need triaging before a human can act.

What you get

  • End-to-end workflow diagrammed and documented before build
  • Automations deployed on n8n, Make, or Zapier (whichever fits your stack)
  • AI-drafted email templates and document classifiers tuned to your voice and categories
  • Monitoring + alerting so you know when a workflow fails before customers do
  • Runbook + Loom explaining every automation so your team can maintain it

How it works

01
Audit

One session mapping every manual step, tool, and handoff in the target workflow.

02
Design

Diagram of the target automation with clear inputs, outputs, and failure modes signed off before build.

03
Build + test

Automations built in a sandbox, tested against real records, then switched on gradually.

04
Handover

You get the runbook, credentials, and a follow-up call two weeks in to tune what's noisy.

What changes

  • Result 01

    Lead response time dropped from hours to seconds without hiring anyone

  • Result 02

    Team time returned to strategic work instead of repetitive admin

  • Result 03

    A tool stack that actually talks to itself — no more manual data shuttling

FAQ

What automation tools do you use?+
Primarily n8n (self-hosted or cloud) for anything with logic, Zapier or Make for simpler flows, and OpenAI / Anthropic APIs for AI-drafted output. I pick what fits your team, not the other way around.
Will this replace my team?+
No — it removes the boring parts so the same team handles more without burning out. Automations are best at repetitive triage, not judgment calls.
Is my data safe with AI drafting?+
Yes. I use API-tier providers with data-retention disabled, and sensitive fields can be masked before they leave your system.
How do you price this?+
Scoped per workflow after the audit. Simple pipelines start around a landing-page price; larger multi-system integrations are quoted individually.
What if a workflow breaks?+
Every automation ships with failure alerts pointing at a runbook. Ongoing monitoring is available as a light retainer if you want me on-call.
Other verticals
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Tell me about your project and I'll come back with a plan and a timeline.

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