SERVICES — GTM

CRM & AI Automation

Route and enrich leads automatically, draft communications with AI, and triage documents before a human touches them.

Fixed scope · timeline agreed upfront

01 — What this covers

Isometric diagram of an inbox, CRM database and spreadsheet linked by orange connector lines through a central automation hub
1–2 weeksGTM & Automation

The copy-pasting between inbox, spreadsheet and CRM disappears. A new enquiry creates the contact, alerts the right person, drafts the reply and files the paperwork — before anyone opens a tab.

  • Every manual step mapped and documented before anything is built
  • Automations deployed on the tools you already use, not a new platform
  • AI drafting and document triage tuned to your voice and categories, with human approval where it matters
  • Written runbook plus a short video per workflow, and alerts if anything breaks

02 — How it works

Map the manual steps
01

Map the manual steps

One session to document every copy-paste, handoff and approval between inbox, CRM, spreadsheet and tools, and agree which step wastes the most time.

Build and tune
02

Build and tune

Automations deployed on the tools you already use, with AI drafting and document triage tuned to your voice and categories, and a human approval step where it matters.

Handover and watch
03

Handover and watch

Goes live gradually with alerts if anything breaks, plus a written runbook and a short video per workflow so your team can adjust without waiting on me.

03 — Case Studies

04 — FAQ

What kind of tasks can actually be automated?+
Anything repetitive with a clear rule: a new enquiry creating a contact and alerting the right person, invoices and forms being filed and summarised, follow-up emails going out on time, reports arriving every Monday without anyone building them.
Do I need to change the tools we already use?+
No. The automations connect the tools you have, inbox, spreadsheet, CRM, WhatsApp, accounting, and only move data between them. If a tool truly cannot connect, I tell you before we start.
Will this replace people on my team?+
No. It removes the copy-pasting so the same team handles more work without burning out. Anything needing judgment stays with a human, by design.
Is my data safe if AI is writing emails or reading documents?+
Yes. I use business-tier providers that do not train on your data, sensitive fields can be hidden before anything leaves your systems, and drafts can wait for a human to approve before sending.
What happens if an automation breaks?+
It alerts me rather than failing silently. You also get a written runbook and a short video for every workflow, so your team can pause or adjust things without waiting on me.
How long does it take to set up?+
One to two weeks for a first set of workflows, starting with the step that wastes the most time. Every manual step is mapped and agreed before anything is built.

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