Our services
AI automation services for small and mid-sized businesses
We find where your business is losing time and money, then build the systems that fix it: AI agents that answer and sell, automations that remove repetitive work, and training that makes your team confident with AI.
Jump to a service
01
Revenue growth
AI Voice & Chat Agents
Never miss a lead after hours
Your phone, website chat, SMS and WhatsApp answered instantly, day and night, in your brand’s voice. The agent qualifies every lead, books the appointment and passes the conversation to a person when it matters.
What we build
- Answer calls and messages 24/7 across phone, chat, SMS and WhatsApp
- Reply to common questions using your own business information
- Qualify leads with the questions you choose
- Book appointments straight into your calendar
- Send confirmations and reminders automatically
- Hand off to a person for anything sensitive
Typical use
An AI receptionist that picks up missed calls, answers questions and books appointments overnight, so the morning starts with a full calendar.
Tools we work with
Voice AI · SMS · WhatsApp · Google Calendar · Calendly
02
Revenue growth
Sales & CRM Automation
Your sales team talks only to ready buyers
Every lead is captured, researched, scored and followed up automatically. Your team opens the CRM and finds the conversations worth having, while nurture sequences keep everyone else warm.
What we build
- Capture leads from forms, ads, chats and calls into one CRM
- Enrich leads with company and contact data
- Score and route each lead to the right person
- Automated follow-ups and nurture sequences by email, SMS or WhatsApp
- Pipeline updates and alerts without manual data entry
- Human approval before sensitive messages go out
Typical use
Every web-form lead is researched, scored and sent a personalized follow-up within minutes, not the next day.
Tools we work with
HubSpot · GoHighLevel · Pipedrive · Zapier · Make · n8n
03
Revenue growth
AI Content Strategy
Always know what to post next
Stop guessing what to publish. We build systems that track what’s winning engagement in your niche, explain why it works and turn it into clear ideas your team can execute. Connected to your accounts, the system learns what works for your audience over time.
What we build
- Find top-performing topics and posts on Instagram, YouTube, TikTok, LinkedIn and X
- Break down the hooks, formats and structures that drive engagement
- Turn insights into clear briefs and a content calendar
- Learn from your own accounts what works for your audience
- Your team approves everything before it’s published
Typical use
A weekly content plan built from the top posts in your niche, with hooks, formats and structures ready to follow.
Tools we work with
Instagram · YouTube · TikTok · LinkedIn · X · Claude
04
Operational efficiency
Back-Office Automation
Stop retyping the same data
Invoices, documents, reports and onboarding that run themselves. We map how work really flows through your business, remove the copy-paste between systems and leave your team to review and approve.
What we build
- Process mapping to find repetitive, error-prone work
- Read and extract data from invoices, receipts and documents
- Automate invoicing, payables and approvals
- Generate reports, proposals and documents automatically
- Sort emails and tickets, and draft replies for review
- Automate client and employee onboarding
Typical use
Supplier invoices pulled from email, read automatically and posted to QuickBooks for one-click approval.
Tools we work with
QuickBooks · Xero · Google Workspace · Microsoft 365 · Claude
05
Operational efficiency
Inventory & Forecasting
Stop guessing what to reorder
Connect your sales, stock and supplier data so you know what to reorder, when and how much. Catch return and RMA leaks before they eat your margin. Built by people who ran wholesale and e-commerce inventory themselves.
What we build
- Sales, stock and supplier data in one view
- Reorder alerts based on real sales velocity and lead times
- Demand forecasting by product and season
- Return and RMA tracking to stop margin leaks
- Automatic reports that show your best-selling products and slow-moving stock
- We work with Shopify, eBay, QuickBooks, and many others
Proof
In our own wholesale business, tighter forecasting and RMA control recovered $40K+ a year.
Tools we work with
Shopify · eBay · Amazon · QuickBooks · Google Sheets
06
Operational efficiency
Integrations & AI Knowledge Assistant
All your company’s knowledge, one question away
Your data lives in ten places. We connect your tools, email and databases into one, then build an AI assistant that knows your documents, policies and processes, so your team gets answers in seconds instead of searching for hours. Run it locally or in the cloud.
What we build
- Connect your CRM, ERP, email, databases and spreadsheets
- Centralize and clean company data in one place
- An AI assistant that answers from your own documents and processes
- Every answer links to its source
- Email extraction and classification
- Digitize paper and PDF records
- We work with local models as well
- Ask the assistant about any customer, like “What did we quote this client last year?”, and get the answer instantly
Typical use
“What’s our return policy for wholesale clients?” answered instantly, with the source document attached.
Tools we work with
Google Drive · SharePoint · Notion · Slack · APIs · SQL
07
AI fluency
AI Fluency for Teams
Teach your team to work with AI
Practical training built around your team’s real work, not only theory. From AI fundamentals to agents and automation, your people learn to use AI safely and productively every day. Every system we deliver includes onboarding and training too.
What we build
- AI fundamentals for owners and teams
- Hands-on sessions on your team’s real tasks
- Using ChatGPT, Claude and AI agents safely day to day
- Building simple automations yourselves
- Custom workshops and bootcamps based on your goals
Formats
Owner and leadership workshops · Team bootcamps · Hands-on sessions on real tasks
How it’s delivered
Delivered remotely or on site, in English or Spanish
Every project
What every project includes
Whatever we build for you, these come standard.
01
Free diagnosis first
We start with a 30-minute call to find your highest-impact opportunity. Free, with no commitment.
02
Human in the loop
You decide where people approve, edit or take over. Nothing sensitive goes out without your OK.
03
Built safe
Secure logins, access control, activity logs and alerts if anything fails. Your data stays in your accounts.
04
Training and documentation
Your team learns to use every system we deliver, with simple written guides.
05
Measure and improve
We track results after launch and refine what works.
Not sure which service you need?
Book a free 30-minute diagnosis. We’ll map where you’re losing time and money and tell you honestly what’s worth automating first.
Free · 30 minutes · no commitment