AI Setup & Automation
AI tools that handle the work your team shouldn't have to
We set up automations that sort emails, follow up on leads, update your CRM, and handle repetitive admin — so your team can focus on real work.
What We Automate
The pain vs. the fix
Email Triage & Routing
Staff manually sorting dozens of emails daily, forwarding to the wrong people.
AI categorizes, prioritizes, and routes each email to the right person or system instantly.
Lead Follow-Up
Leads go cold because no one followed up within the first hour.
Automated sequences respond, qualify, and schedule calls — within minutes, not days.
Intake & Onboarding
Manually collecting info across calls, PDFs, and spreadsheets. Things get missed.
Smart forms collect, verify, and push data straight into your CRM automatically.
Scheduling & Reminders
No-shows and double bookings because reminders are inconsistent.
Automated confirmations, reminders, and rescheduling — no human in the loop.
Document Processing
Hours spent reading, summarizing, and filing documents manually.
AI extracts key data, generates summaries, and organizes files on its own.
CRM & System Updates
Data lives in three places. None of them match. Nobody knows which is current.
Changes in one system sync everywhere automatically — no copy-paste.
Our Toolkit
Tools we help you set up
These are real, proven AI tools that businesses are using right now. We help you choose the right ones, set them up, and make them work for your business.
Manus AI
A full AI agent that browses the web, does research, sends emails, and executes multi-step tasks. Like a virtual employee for lead gen and admin work.
Gamma
Creates professional presentations and documents from rough notes. AI handles design, layout, and structure automatically.
Descript
Edit video and audio by editing text. Removes filler words, polishes content. Makes video editing as easy as editing a document.
ElevenLabs
AI voice cloning and text-to-speech. Create realistic voiceovers for ads, training videos, phone systems, and explainers.
YourAtlas
AI voice agent that answers phones 24/7, qualifies leads, and books appointments. Never misses a call, never takes a day off.
Lovable
Build full web apps and internal tools by describing what you need. No coding required. Deploys instantly with shareable links.
Make
Visual workflow automation that connects your business apps. Build multi-step automations without coding — like Zapier but more powerful.
Trainual
Turn company knowledge into organized SOPs and playbooks. Document processes so your team can scale without losing quality.
Precision
AI-powered KPI dashboards that connect your CRM, billing, and ads. See exactly what's working and what needs to change.
Social Sweep
Analyzes your network to find warm connections and high-value contacts you didn't know you had. Activate your dormant relationships.
Revio
Consolidates all your social DMs into one inbox with AI lead scoring. Turn followers into customers with managed outreach.
Alli
Reveals anonymous website visitors and provides contact info. Turn your existing website traffic into real leads.
ChatGPT
The world's most popular AI assistant. We help teams use it effectively with custom GPTs, workflows, and training.
Claude
Anthropic's AI assistant — best-in-class for writing, analysis, and business copy. We set up workflows that leverage its strengths.
Hero Finance
AI financial management that tracks cash flow and monitors financial health. Like having a fractional CFO on autopilot.
Frank AI
AI CFO that connects to your financial systems, spots waste, detects anomalies, and provides daily cash position reports.
Connects to the tools you already use
FAQ
Frequently asked questions
How much does AI setup and automation cost?
Projects start at $3,500. The exact price depends on how many workflows you automate and which tools we connect — we scope it in a free consult so you get a fixed number before any work begins.
How long does a typical automation project take?
Most setups go from kickoff to live in about 4 weeks — roughly one week to map your workflows, two to build and integrate, and one to test and train your team.
Do I need technical staff or developers on my team?
No. We handle the setup, integration, and technical side end to end. Your team only needs to tell us how the work happens today; we build around your existing tools.
Will the automations work with the tools we already use?
Yes. We connect proven AI tools to the systems you already run — your CRM, email, calendar, and spreadsheets — so nothing lives in a silo.
What if the automation doesn't work for our business?
We scope every project around real workflows before building, test with your team before launch, and include post-launch support to tune anything that needs adjusting. You approve the plan before we build.
Ready for your business
Book a 30-minute consult. We'll assess your readiness and recommend clear next steps — no pitch deck required.
Need deeper integrations, workflow orchestration, or AI governance? We support advanced implementations for teams that need a more technical approach.
Trusted by businesses in insurance, healthcare, logistics, and professional services.
