AI & Automation

Your Software Is Powerful — If It’s Set Up Right

What Is AI & Automation?

Most businesses use 10% of what their tools are capable of, and almost none of the AI. That’s wasted time, missed leads, and money left on the table.

Manual work. Broken workflows. Slow response times.

AI & Automation flips that around. We fix what’s broken, automate what’s repetitive, and build smart systems that scale with you.

From AI-powered follow-ups to workflow cleanups, you’ll get better results with less effort — and no guessing.

Smart Automation & AI-Driven Efficiency

Workflow Automation

Get More Done Without Doing More

We streamline your process with automations that handle the busywork for you — from lead follow-up to internal tasks. No more chasing reminders, copy-pasting info, or wondering what’s next.

✅ Automate reminders, assignments & internal follow-up
✅ Trigger actions from forms, calls, and CRM updates
✅ Auto-send emails, texts, or task alerts based on behavior
✅ Route leads or clients based on tags, status, or location
✅ Replace repetitive admin work with logic-based workflows
✅ Build out internal SOPs as repeatable automations
✅ Maintain visibility & control with approval steps when needed

AI Adoption

Add Light AI to Handle Smart Tasks — Not Replace People

We add AI in places where it saves time without breaking your workflow. Whether it's drafting emails, responding to FAQs, or sorting leads, it's there to assist — not confuse.

✅ AI-generated replies for lead or client inquiries
✅ Chatbot setup with custom responses for your business
✅ Smart filtering, tagging, and auto-labeling of new leads
✅ AI-powered forms & surveys that adapt to answers
✅ Email assistant tools to summarize, reply, or flag messages
✅ Lead scoring & prioritization using AI logic
✅ Built-in human fallback when AI isn’t sure

System Integrations

Make Your Tools Talk — So You Don’t Have To

We connect your forms, CRMs, schedulers, inboxes, and more — so information flows where it’s supposed to. No more double entry. No more missing steps.

✅ Form > CRM > Email sequence flows
✅ Calendar > Confirmation > Reminder > Task flows
✅ CRM > Pipeline stage > Team assignment flows
✅ Payment > Contract > Onboarding flows
✅ Zapier / Make / Native integrations setup
✅ Eliminate tool overlap & sync data between platforms
✅ Resolve timing issues and syncing bugs

Pricing

Monthly Support

Optimization & Automation: Core Plan

$175/month

+ $50 One-Time Setup Fee

✅ Covers 1 Software Platform

✅ 1 Hour Task Support/month

✅ Unlimited Troubleshooting

✅ Includes all Optimization Tasks

✅ Includes all Automation Tasks (within 1 platform)

✅ Priority Turnaround on All Requests (1-2 days)

✅

Discounted Task & Emergency Support Included ℹ️ Included Benefits: • 25% Off Task Support
• No Service Fees on Task Support
• 20% Off Emergency Task Support
• 50% Off Emergency Support Service Fee

No contracts - cancel anytime

Optimization & Automation: Growth Plan

$400/month

+ $100 One-Time Setup Fee

✅ Everything from the Core Plan

✅ Covers Up to 3 Platforms

✅ 2 Hour Task Support/month

✅ 1 Hour Monthly Software Strategy Session

✅ Priority Turnaround on All Requests (1-2 days)

✅ Ideal for Teams Running Multiple Systems

✅

Discounted Task & Emergency Support Included ℹ️ Included Benefits: • 25% Off Task Support
• No Service Fees on Task Support
• 20% Off Emergency Task Support
• 50% Off Emergency Support Service Fee

No contracts - cancel anytime

One-Time Support

Optimization & Automation

Task Support

$100/hour

+ $100 Service Fee

✅ Covers All Supported Platforms

✅ Workflow Building, Support, and Repairs

✅ Integration Setup, Support, and Troubleshooting

✅ Zapier & Automation Workflow Assistance

✅ Includes Post-Task Testing for Reliability

✅ Liaison With Software Providers

✅ Standard 2–3 Business Day Turnaround

Emergency Automation

task Support

$125/hour

+ $200 Service Fee

✅ Immediate Response Within 2 Hours

✅ Covers All Supported Software Platforms

✅ Resolution of Urgent Automation or Integration Issues

✅ Covers All Workflow, Integration, or Zapier Failures

✅ After Hours & Weekend Availability ($150/hour)

✅ Post-Resolution Summary Provided

✅ Applies to Automations, Workflows, and Integration Errors

Software Strategy

Session

$250

*Online Video Call

✅ Personalized 1-on-1 Session Every Month

✅ Strategic Planning for Software & Automation Usage

✅ Walkthroughs of New Tools or Features

✅ Optimization Advice Based on Your Real Use Cases

✅ Support Recommendations to Maximize Your Hours

✅ Goal-Oriented: Focus on Sales, Ops, or Client Experience

✅ Perfect for Business Owners & Busy Managers

How It Works

AI & Automation isn’t just about saving time — it’s about making sure your systems run like they should. We don’t bolt on random tools — we build logic that works behind the scenes, where every step flows into the next without manual effort.

Missed follow-ups, manual admin, and team delays get replaced with clean, automated workflows that are customized to your stack. No more guessing who does what next — the system handles it.

Whether it’s internal tasks, client communication, lead routing, or reporting, AI & automation keeps everything in sync, on time, and accounted for while your team stays focused on higher-value work.

You grow the business — we make sure your tools keep up.

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