Our Solutions

Automation built for teams who can’t afford dropped balls

When your business depends on fast follow-ups, clean service execution, and reliable renewals, your systems can’t be slow. We build automations that keep work moving automatically across your CRM, ticketing, email, and service platforms.

What we build

Smart Lead Responder

Reads inbound messages, answers automatically, and routes leads to the right place so your team isn't buried under the inbox.

Technician Support Copilot

Turns your manuals into a searchable assistant so techs get the right instructions fast and stop calling senior staff for every answer.

Contract & Renewal Intelligence

Uncovers forgotten renewal dates, surfaces risk early, and keeps revenue steady with automated summaries.

How we design your automations

Every business runs differently. I won’t pretend to know yours until I actually learn it.

1. Workflow review

You walk us through the parts of your day that feel slow, manual, or messy. We map the real bottlenecks, not the ones on paper.

2. System check

We look at your CRM, dispatching tools, email, ticketing, and inventory platforms to see what talks to what and where automations can slot in cleanly.

3. Automation plan

You get a simple diagram showing how information will move once everything is connected. No jargon or surprises.

4. Build and testing

We build the workflows, hook them into your systems, and test them end to end so they behave the way you expect them to.

5. Ongoing improvements

Once your automations go live, we keep an eye on them and tune things as your team uses them. Small adjustments keep everything running smoothly as your business shifts.

What this means for your team

  • Reps spend more time selling instead of sorting email.

  • Techs fix problems without digging through PDFs.

  • Managers stay ahead of renewals instead of reacting to surprises.

Small workflow fixes add up to a calmer, more productive team.

Examples of what we automate

Here are a few quick snapshots of what this looks like in real life.

A copier dealer cuts lead response time from hours to seconds

Automated inbox routing pulls “easy wins” out of email clutter so reps stop missing hot inquiries.

A multi-state integrator recovers renewals they didn’t know were expiring

Weekly AI summaries replace a forgotten spreadsheet and surface revenue that was slipping away.

A field service team reduces callbacks

A searchable AI trained on their manuals helps new techs find the right fix without calling the senior tech.

Make your operations run smoother starting this week

Let's map your workflows