SERVICE

Four ways we help.

Every engagement is custom-scoped. Start with what's most painful — we'll expand from there.

01

01

AI Workflow Automation

Connect your stack. Eliminate the handoffs.


Most companies don't have a tool problem — they have a between-the-tools problem. CRM doesn't talk to billing. Support tickets don't update the customer record. Sales notes never reach onboarding. We fix that.


What's included:

  • End-to-end workflow design across your existing tools

  • Custom integrations (n8n, Make, Zapier, or native API builds)

  • AI-powered decision logic (routing, prioritization, summarization)

  • Automated reporting and notifications

  • Error monitoring and fallback handling


Best for:
Teams using 5+ tools that should be working as one system.


Typical outcomes:

  • 20+ hours per week reclaimed across the team

  • Response times cut by 80–95%

  • Zero data falling through the cracks between systems


Example use cases:

  • Lead routing from form → enrichment → CRM → Slack → calendar

  • Support ticket triage → categorization → routing → auto-response

  • Invoice generation → approval → send → reconciliation

  • Content pipeline → brief → draft → review → publish

02

02

Custom AI Agents

AI teammates trained on your business.


Off-the-shelf AI tools are generic by design. We build custom agents trained on your data, your processes, and your tone — so they handle real work the way your best employee would.


What's included:

  • Custom agent architecture (single-task or multi-step)

  • Training on your documentation, data, and historical conversations

  • Multi-channel deployment (web, Slack, email, voice, WhatsApp)

  • Human-in-the-loop fallbacks for edge cases

  • Continuous learning and refinement


Best for:
Teams with high-volume repetitive work that requires judgment, not just rules.


Typical outcomes:

  • 60–80% of tasks handled without human touch

  • 24/7 coverage without hiring

  • Consistent quality across every interaction


Agents we've built:

  • Sales SDR agents that research, personalize, and book meetings

  • Support agents that resolve tickets across email, chat, and Slack

  • Research agents that produce briefs, summaries, and competitive analyses

  • Onboarding agents that guide new customers through setup

  • Internal knowledge agents that answer team questions from your docs

03

03

Lead Generation & Qualification

Pipeline on autopilot.


The hardest part of outbound isn't sending emails — it's finding the right people, knowing what to say, and following up consistently. We build AI systems that handle all three.

What's included:

  • AI-powered lead sourcing and enrichment

  • Intent and fit scoring

  • Personalized multi-channel outreach (email, LinkedIn, voice)

  • Reply handling and meeting booking

  • CRM sync and reporting

Best for:
B2B teams that need predictable pipeline without scaling SDR headcount.


Typical outcomes:

  • 3–5x increase in qualified pipeline

  • 70%+ reduction in cost per meeting

  • SDRs freed up for high-touch closing work

What makes ours different:
We don't spray and pray. Our systems use intent data, account signals, and AI-driven personalization to send fewer, smarter messages — protecting your domain reputation and your brand.

04

04

AI Strategy & Consulting

Clarity before you spend a dollar on AI.


Most companies waste their first six months on AI by automating the wrong things. We help you skip that. Our strategy engagements give you a clear, prioritized roadmap — grounded in real ROI, not hype.

What's included:

  • Full operations and tooling audit

  • Workflow mapping and bottleneck analysis

  • ROI-ranked automation opportunity list

  • 12-month implementation roadmap

  • Build-vs-buy recommendations for each opportunity

  • Executive readout and team workshop

Best for:
Leaders who know AI matters but don't know where to start — or where to focus next.


Typical outcomes:

  • Clear answer on the top 3–5 opportunities to automate

  • Realistic budgets and timelines

  • Internal alignment on what to do (and what to skip)

INDUSTRIES WE SERVE

Built for your industry

Built for your industry

Finance, healthcare, e-commerce, SaaS, and professional services where automation delivers the highest return.

Finance, healthcare, e-commerce, SaaS, and professional services where automation delivers the highest return.

001

Financial Services

Compliance, reporting, client onboarding — automated with the rigor your industry demands.

001

Financial Services

Compliance, reporting, client onboarding — automated with the rigor your industry demands.

001

Financial Services

Compliance, reporting, client onboarding — automated with the rigor your industry demands.

002

Healthcare

HIPAA-aware workflows for intake, scheduling, and patient communication.

002

Healthcare

HIPAA-aware workflows for intake, scheduling, and patient communication.

002

Healthcare

HIPAA-aware workflows for intake, scheduling, and patient communication.

003

E-commerce & Retail

Support, fulfillment, and personalization systems that scale with your catalog.

003

E-commerce & Retail

Support, fulfillment, and personalization systems that scale with your catalog.

003

E-commerce & Retail

Support, fulfillment, and personalization systems that scale with your catalog.

004

SaaS & Technology

Onboarding, customer success, and growth automation built for product-led teams.

004

SaaS & Technology

Onboarding, customer success, and growth automation built for product-led teams.

004

SaaS & Technology

Onboarding, customer success, and growth automation built for product-led teams.

005

Professional Services

Proposal generation, client reporting, and knowledge management — built for billable teams.

005

Professional Services

Proposal generation, client reporting, and knowledge management — built for billable teams.

005

Professional Services

Proposal generation, client reporting, and knowledge management — built for billable teams.

NOT SURE WHERE TO START?

Match your situation to the right service.

If you're…

Start with

✦ Drowning in manual handoffs between tools

Workflow Automation

✦ Workflow Automation

✦ Doing high-volume work that needs judgment

Custom AI Agents

✦ Custom AI Agents

✦ Trying to grow pipeline without growing headcount

Lead Generation

✦ Lead Generation

✦ Not sure what to automate first

AI Strategy

✦ AI Strategy

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