AI for Business Operations
Automate Client Onboarding, Invoicing & Workflows
Stop drowning in admin work. We build AI systems that handle client onboarding, booking management, proposals, invoicing, and CRM automation—so you can focus on delivery.
Time Saved Weekly
Manual Tasks Eliminated
Saved Per Client Onboard
Missed Follow-ups
What We Build
Custom AI systems tailored to your specific needs
Client Onboarder
Automated new client setup and welcome flow. From contract signing to account creation, onboarding emails, and kickoff scheduling—all hands-free.
Booking Router
Calendly → Pipedrive → Slack notification. Every booking automatically creates CRM records, assigns team members, and notifies the right people instantly.
Feedback Scheduler
Automated follow-up reminders post-meeting. AI schedules check-ins, sends satisfaction surveys, and flags at-risk accounts for proactive outreach.
Proposal Writer
Auto-generate proposals and sales scripts from templates and call notes. AI drafts customized proposals, SOWs, and contracts in minutes—not hours.
Invoice Tracker
Payment monitoring and reminder automation. Track outstanding invoices, send payment reminders via Stripe, and sync everything to your accounting system.
Doc Retriever
RAG system for internal knowledge base. Ask questions about SOPs, policies, or past projects in natural language—get instant, accurate answers.
GoHighLevel Automation
Full GHL setup and optimization. Automated pipelines, SMS/email sequences, appointment booking, and lead nurturing workflows—all configured for your business.
Tool Integration Hub
Connect Calendly, Pipedrive, Slack, Stripe, n8n, Google Workspace, and 100+ tools. One unified system that keeps everything in sync automatically.
How We Work
Strategy first, then implementation. No lock-in, no bloat.
Discovery & Strategy
We audit your current stack, map your workflows, and identify the highest-impact AI opportunities.
- Process audit and opportunity map
- AI readiness assessment
- Prioritized implementation roadmap
- ROI projections per module
Implementation
We build, deploy, and optimize your AI systems module by module. Weekly demos keep you in the loop.
- Custom AI agent configuration
- Integration with your existing tools
- Training and documentation
- Ongoing optimization and support
Start with Tier 1. Only move to Tier 2 when you're ready. No long-term contracts.
Frequently Asked Questions
What tools do you integrate with?
We work with Calendly, Pipedrive, HubSpot, GoHighLevel, Slack, Stripe, QuickBooks, Google Workspace, Notion, n8n, Make, and 100+ other tools. If it has an API, we can connect it.
How does the Client Onboarder work?
When a new client signs, the system automatically creates their accounts, sends welcome emails, schedules kickoff calls, creates project folders, and notifies your team—all within minutes of contract signature.
Can you set up GoHighLevel for my business?
Yes. We configure full GHL setups including pipelines, automation workflows, SMS/email sequences, appointment booking calendars, and custom integrations. We also train your team on using the system.
What's the Booking Router and why do I need it?
The Booking Router ensures every Calendly booking automatically creates a CRM deal, assigns the right team member, sends Slack notifications, and triggers any prep workflows. No more manual data entry or missed follow-ups.
How does invoice tracking work with Stripe?
We sync Stripe with your accounting system and set up automated payment reminders. The system tracks outstanding invoices, sends reminder sequences, and flags overdue accounts for your attention.
How long does it take to set up these automations?
Most businesses are fully automated within 3-4 weeks. We start with the highest-impact workflows first (usually onboarding and booking routing) and expand from there based on your priorities.
Ready to Get Started?
Book a 30-minute discovery call. We'll map your workflows and show you exactly where AI creates the biggest impact.
Strategy first. No lock-in. Zero API markup.