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
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
Need something specific? Most systems can be customized with add-ons after your audit.
View Add-onsNot sure what you need? Book a free audit. We'll recommend the smallest package that solves the problem.
Add-ons (Optional)
Add-ons are optional upgrades we can include after your audit. Most clients start with one package and add these when needed.
Internal Knowledge Bot (Docs Bot)
Upload your SOPs/policies/docs and let your team ask questions and get instant answers from your internal knowledge base. Like ChatGPT but trained on your company specific knowledge.
Website AI Concierge (Chat Widget)
Answers FAQs, qualifies leads, and captures contact info 24/7 — with clear escalation rules.
AI Lead Qualification + Quote Draft
Automatically gather key info and generate a draft estimate/proposal for approval.
Additional Workflow Automation
Add another workflow to your system (follow-ups, reminders, routing, summaries).
SMS/Email Volume Pack
If you have higher message volume, we'll size a plan and implement safeguards + reporting. Quoted after audit.
Slack/Team Notifications
Route leads, escalations, and daily summaries into Slack/email for faster response.
Monthly Monitoring + Optimization
Improve reliability and conversion over time: error alerts, prompt tuning, workflow refinements.
We can provide a customized quote for any desired add-ons upon inquiry.
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.