Automate
Answers lead instantly. Close the loop on ads.
the busywork
Answers lead instantly. Close the loop on ads.
We build safe, ROI-positive AI automations for intake, sales, operations, and billing—starting with Speed-to-Lead, AI Call Summaries, and Offline Conversions.
Products
Custom Solution: AI Automations
Custom Solution: AI Automations
- Replace manual workflows with smart, cross-app automations.
Automate daily workflows with synced data, human-in-the-loop approvals, and no more copy-paste busywork.
AI Call Summary
- Concise, structured summaries instead of hour-long recordings.
Turn every call into insight with automated tagging, CRM updates, compliant data handling, and ad-ready feedback loops.
Speed-to-Lead
- Respond to new leads in seconds—web, SMS, phone, or email.
Automate lead qualification and booking with smart fallbacks, CRM enrichment, and guardrails that keep every reply on-brand.
Offline Conversions
- Teach Google & FB Ads to target your Customers
Boost ad performance by uploading qualified outcomes, modeling revenue quality, and refining audiences with AI-powered call insights.
Popular Add-Ons
Assist Intake — Guided, AI-assisted client intake with eligibility checks and document requests.
AI Callers — Outbound agents for follow-ups and admin/busy-work calls, with strict guardrails.
AI Ads Insights —Integrates with Google & Facebook Ads to surface blind spots and patterns.
Sketch-to-Quote / Estimator — Turn sketches or images into line-item quotes (e.g., fence estimating).
Signing → QuickBooks — From e-signature to invoice and ledger via Zapier-style automations.
Case Research Co-Pilot — Collects and organizes insurance, court, and police docs into your case software.
How We Work
- Consult
We interview your team, map tasks down to the micro, and identify high-ROI automations.
2. Design
We draft flows, data schema, qualification rules, and guardrails. You approve before we build.
3. Pilot
We launch a controlled pilot with human-in-the-loop and clear SLAs. We measure impact.
4. Launch
We harden, monitor, and train teams. We close the loop with ads and analytics.
Safeguards
(Addressing AI Risk)
- Allow-listed knowledge + retrieval over generation—no “making things up”
- Confidence thresholds with graceful handoff to humans
- Response-style guardrails, profanity/PHI filters, and audit logs
- PII redaction and role-based access; SOC2-friendly practices
Consultation Questions
(What We’ll Ask)
Process & Pain Points
- Walk us through your day-to-day by role—where does time get lost?
- Which steps are the most manual or repetitive (data entry, handoffs, tracking)?
- Intake → Sales → Project Mgmt → Billing → Operations → Phones → Payroll → Accounting: where are the bottlenecks?
Lead Handling
- What qualifies a lead for you? What disqualifies them?
- What info must never be wrong or invented?
- What SLA do you expect for first response?
Stack & Data
- Which systems do we need to integrate (CRM, phone, ads, case mgmt, QuickBooks, etc.)?
- What fields and metrics matter most to your team?
Outcomes
- What does success look like in 30/60/90 days?
Use-Case Examples
(All Industries)
Professional Services / Legal:
AI Call Summaries write structured notes, file in case software, and trigger tasks; Offline Conversions mark “retained” events in ad platforms.
Home Services / Construction:
Sketch-to-Quote turns drawings into estimates; Signing QuickBooks automates invoicing; Speed-to-Lead books site visits.
Insurance / Healthcare intake:
Assist Intake validates eligibility and gathers documents with PII controls.
FAQ
What if the AI says something wrong?
- During the first 2 months, we monitor performance, fine-tune the system, correct errors, and implement improvements—with full tracking and oversight.
Do you replace templates I already use?
- We upgrade template automations with AI where it’s safe and valuable, keeping the rest as-is to minimize change management.
Which tools do you integrate?
Commonly (Not limited to): Google & Facebook Ads, HubSpot/Salesforce, Twilio, QuickBooks, Zapier/Make, case-management tools, phone systems, and storage. If it has an API, we can usually connect it.
How do you price?
- Custom quotes provided after consultation, tailored to each project’s unique needs.
Social Proof / Micro-Outcomes
(Sample Tiles)
Incoming lead → qualified in 14s
Call summary → “Good lead • Demo booked”
