Business Automations
Modernize your operations with AI.
We implement reliable AI agents + automation workflows that reduce admin load and improve response time—like inbox triage, appointment reminders, and follow-ups—so your team can focus on higher-value work.
What We Automate
Choose the workflows that will save you the most time.
AI Inbox Agent
AI reads, categorizes, and drafts responses. You approve with one click.
Appointment Reminders
Automatic SMS/email reminders with confirm or reschedule options. Cut no-shows.
Missed-Call Text Back
Every missed call gets a text in 60 seconds. Capture leads 24/7.
Quote Follow-Up
Stop getting ghosted. Automated sequences keep your quotes top of mind.
Why Automate?
Every hour spent on admin is an hour not spent on growth. Our automations give you that time back—without sacrificing quality or control.
Reduce Manual Work
Stop doing repetitive tasks. Let automation handle the busywork.
Faster Response Time
Automated responses and follow-ups help you respond to leads quickly.
Handle More Volume
Serve more customers without adding headcount or burning out.
You Stay in Control
Approval flows mean nothing sends without your rules. AI assists, you decide.
Example: Missed-Call Text Back
Without automation, that call becomes a lost lead.
Automation Packages
Start with one automation or build a complete system. All include setup, testing, and ongoing support.
Starter
Automation Quick Wins
+ $299/mo
Best for: owners who want immediate time savings with one high-impact workflow.
- 1 automation installed (choose one):
- → AI Inbox Agent: triages inquiries, drafts replies, and routes messages to the right place (with approval rules)
- → Appointment reminders + confirm/reschedule
- → Missed-call → text back lead capture
- → Quote follow-up recovery
- Setup + testing + launch
- Simple dashboard/logs + alerts
Growth
Automation Systems
+ $999/mo
Best for: businesses that want a repeatable "front office" system that runs daily.
- 2–3 automations installed (recommended combo):
- → Lead capture + qualification
- → Follow-up sequences (quotes/appointments)
- → AI Inbox Agent: triages inquiries, drafts replies, and routes messages to the right place (with approval rules)
- Tool integrations (Google Workspace, Sheets, scheduling tools, etc.)
- Approval rules configuration
- Monthly optimization + improvements
- AI Phone Receptionist (add-on available)
Dominant
Operator System
+ $1,999/mo
Best for: businesses ready to reduce admin load and standardize operations end-to-end.
- End-to-end workflow system:
- → Lead → qualify → book → follow up → report
- Team notifications (email/Slack) + escalation rules
- Advanced logging, monitoring, and failure alerts
- Monthly optimization + iteration
- Optional internal knowledge bot add-on available
- AI Phone Receptionist (optional module / recommended add-on)
Need something specific? Most systems can be customized after your audit.
View All ServicesNot sure what you need? Book a free audit. We'll recommend the smallest package that solves the problem.
AI Automation Services
Explore our complete menu of AI automation services. Click on any service to see the benefits for your business.
Appointment Reminders + Confirm/Reschedule
An automated reminder system that sends timed SMS/email messages before appointments, lets clients confirm with one tap, and provides a frictionless reschedule path—while updating status/logs and preventing old reminders from firing after changes.
Missed-Call Text-Back Lead Capture
When a prospect calls and no one answers, the system automatically sends a timely text message that acknowledges the missed call, asks a few key questions, and routes the lead into a booking link and/or your CRM—so you stop losing revenue to slow follow-up.
Quote Follow-Up Recovery
An automated follow-up system that re-engages leads who received an estimate/quote but didn't book, sending timed SMS/email check-ins, handling common objections, and driving them back to a booking/payment/approval step—while logging outcomes so you can see what converts.
AI Inbox Agent
A semi-automated inbox workflow that reads incoming inquiries, categorizes and prioritizes them, drafts on-brand replies using your business rules/FAQs, and routes each conversation to the right person—typically with human approval before anything is sent.
Lead Capture + Qualification Workflow
A structured intake system that captures leads from every channel (forms, chat, SMS, missed calls, email), asks the right qualifying questions automatically, routes the lead to the correct person, and logs everything to a CRM/pipeline so you can convert faster and stop leads from slipping through the cracks.
Follow-Up Sequences for Quotes/Appointments
Automated follow-up campaigns that trigger when a lead shows intent but doesn't complete the next step—like booking an appointment, approving a quote, paying a deposit, or rescheduling—sending timed SMS/email nudges, handling common objections, and escalating to a human when needed.
Tool Integrations (Google Workspace / Sheets / Scheduling)
Connecting a client's core operational tools—email, calendars, spreadsheets, forms, and scheduling platforms—so data flows automatically between systems (leads, appointments, follow-ups, reports) without manual copy/paste.
End-to-End Operator System
A fully connected "front office" operating system that captures leads from every channel, qualifies and routes them, books them into a calendar, runs follow-ups and reminders automatically, and generates simple reporting—so the business has a repeatable, measurable process from first contact to conversion.
Internal Knowledge Bot (Docs Bot)
A private, company-trained Q&A assistant that lets your team ask questions in plain English and get answers grounded in your SOPs, policies, FAQs, manuals, and internal docs—with citations back to the source so it's trustworthy and auditable.
Website AI Concierge (Chat Widget)
A website chat widget that answers FAQs instantly, qualifies visitors with a short guided flow, captures contact info, and escalates high-intent or high-risk conversations to a human—while logging outcomes to a CRM so nothing gets lost.
AI Lead Qualification + Quote Draft
An automated intake flow that gathers the right job details, qualifies the lead against your rules (service area, minimums, scope), and generates a draft estimate/proposal for human approval—so you respond faster and close more deals without manual admin.
AI Phone Receptionist (Answer + Qualify + Route)
Answers inbound calls when your team can't, captures and qualifies the caller's needs, and routes the request to the right person—with strict guardrails and escalation rules so nothing sensitive gets mishandled.
Custom Software / Application
When off-the-shelf tools aren't enough, we build custom apps that plug into your workflows—dashboards, simple CRMs, portals, and internal tools designed to save time, reduce mistakes, and keep your team moving fast.
Automation FAQs
Do I need technical knowledge to use these automations?
No. We handle all setup, integration, and maintenance. You'll get a simple dashboard to see what's happening, and we're always available if you need help.
Will the AI send messages without my approval?
No. Every system includes approval rules and guardrails. AI drafts and suggests—you approve before anything goes out.
What tools do you integrate with?
We work with Google Workspace, Sheets, most scheduling tools, CRMs, email providers, and more. During your audit, we'll map your current tools and recommend the best integration approach.
Can I start with one automation and add more later?
Absolutely. Most clients start with the Starter package and upgrade as they see results. Every system is designed to grow with your business.
Ready to Automate?
Book a free audit. We'll identify the workflows costing you the most time—and show you exactly how to fix them.