Services
We design high-impact workflows, custom AI copilots, and intelligent customer experiences that save time, streamline operations, and increase conversions.

Automation & Workflow Orchestration

End-to-End Workflow Automation
  • Lead ➡️ appointment ➡️ quote ➡️ follow-up automations
  • Task routing and internal notifications
  • Multi-step workflows across email, SMS, CRM, and calendars
  • Automated reminders, escalations, and "no-response" logic
  • Dynamic rules (IF/THEN/ELSE) to personalize customer journeys
CRM Integration & Optimization
  • Full CRM setup and configuration
  • Pipeline automation for each stage of your sales cycle
  • Contact enrichment from forms, email capture, and third-party tools
  • Automated tagging, status change, and lifecycle movement
  • Reporting dashboards
Scheduling & Calendar Automation
  • AI-driven scheduling
  • Double-booking prevention
  • Automated appointment confirmations, reminders, and no-show flows
  • Integration with Google/Microsoft calendars
Internal Process Automation
  • Employee Onboarding Flows
  • Document automation (contracts, proposals, invoices)
  • Time-tracking or task-management automations
  • Reporting sent weekly/monthly

AI Copilots

Website AI Chatbot
  • Answer FAQs
  • Books appointments
  • Captures leads
  • Gathers customer info
  • Escalates to humans on low confidence
Quote Copilot
  • Embedded on proposal pages
  • Answers scope, materials, pricing, timelines
  • Drives faster quote approvals
  • Logs contact events into CRM
  • Optional SMS/email Channels
Sales Copilot
  • Helps reps write emails
  • Suggests follow-up actions
  • Generates contact research
  • Logs call summaries and next steps
Service/Support Copilot
  • Tier-1 customer support bot
  • Troubleshooting guides
  • Order lookup, status checks
  • Ticket creation with escalation rules
Internal Knowledge Copilot
  • Answers staff questions about SOPs, products, policies
  • Retrieves from a curated "Knowledge Pack"
  • Auto-links sources
  • Guards against hallucinations with retrieval-only logic

Communication Automation

AI-Assisted Email Automation
  • Personalized outreach sequences
  • Lead nurturing
  • Appointment confirmations
  • Quote follow-up
  • Win-back campaigns
AI-Assisted SMS Automation
  • Fast lead response
  • Appointment reminders
  • Pre-visit instructions
  • Billing reminders
  • Post-service check-ins
Voice Automations
  • AI phone answering when staff can't pick up
  • Call triage + data collection
  • Appointment scheduling
  • Call transcription and AI summaries
  • Automated follow-up tasks

Lead Generation & Conversion

Lead Response Accelerator
  • Instant SMS/email to new inquiries
  • Internal alerts to staff
  • Speed-to-lead tracking
  • Optional AI-powered first response
Conversion Tracking & Reporting
  • Appointment ➡️ quote ➡️ sale funnel
  • Lead attribution
  • Drop-off detection
  • Automated KPI reporting
Follow-Up Systems
  • Multi-touch quote follow-up
  • Abandoned scheduling flows
  • Pipeline aging alerts
  • No-touch lead alerts
Unsure of What You Need?
We can help! Share your mission with us and we'll help define solutions specific to your business.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.