Revenue & Ops Automation

Turn inbound messages
into booked jobs
automatically

We build AI-powered workflows that respond instantly, qualify leads, schedule appointments, follow up, and keep your ops in sync.

No long contracts
Goes live in days
Works with your existing tools

Integrates with your stack

Google Calendar
WhatsApp
Stripe
Zapier/Make
CRM
Shopify
QuickBooks
Twilio
< 60s
avg. response time
3.2x
higher booking rate
40%
fewer no-shows
25+
hrs saved / week

What We Automate

Three systems that
run your revenue engine

01

Lead Capture & Instant Response

Respond to every inbound message within seconds. Qualify leads with conversational AI across phone, SMS, WhatsApp, web forms, and email. No missed opportunities.

< 60 second response time
02

Scheduling, Reminders & Slot Filling

Book appointments automatically. Send confirmations and reminders. Reduce no-shows with reschedule links. Fill cancelled slots from waitlists. Keep calendars optimized.

40% fewer no-shows
03

Back Office Sync

Update your CRM in real-time. Generate and send invoices. Track payments. Sync data across tools. Surface daily reports and performance metrics. Eliminate double-entry.

Zero manual data entry

Example Automations

Workflows we build
for businesses like yours

Each automation is customized to your business, tools, and processes.

Missed-Call Rescue

Trigger

Customer calls outside hours or line is busy

Action

Auto-reply via SMS with booking link and availability

Capture leads that would have gone to competitors

60-Second Lead Response

Trigger

New lead from website, ad, or contact form

Action

Send personalized message, qualify needs, offer booking

5x higher conversion vs next-day follow-up

AI Receptionist

Trigger

Customer messages on WhatsApp/SMS with questions

Action

Answer FAQs, collect details, route urgent cases to staff

Handle 80% of inquiries without human intervention

Quote & Estimate Assistant

Trigger

Customer requests pricing or scope of work

Action

Collect photos, details, generate draft quote, schedule visit

Send quotes same-day instead of same-week

No-Show Prevention

Trigger

Appointment booked in calendar

Action

Send confirmations, reminders, one-tap reschedule link

Reduce no-shows by 40%+; auto-fill cancelled slots

Review & Referral Engine

Trigger

Job marked complete or order delivered

Action

Request review; route unhappy feedback privately for resolution

10x more reviews; catch issues before they go public

Invoice & Payment Automation

Trigger

Service completed or product shipped

Action

Send invoice, payment link, reminders, receipts, overdue sequences

Get paid 2x faster; reduce aging receivables

Ecommerce Support Deflection

Trigger

Customer asks about order status, returns, exchanges

Action

Auto-lookup order, provide tracking, process return/exchange

Handle 70% of support tickets automatically

Lead Routing & SLA Enforcement

Trigger

New lead enters system

Action

Assign to rep, escalate if no response in 15 min, send daily report

Ensure every lead gets worked; track team accountability

Customer Reactivation

Trigger

Customer hasn't booked/ordered in 90+ days

Action

Send personalized win-back offer or check-in sequence

Recover 15-20% of lapsed customers automatically

Process

From audit to live
automation in days

Not months. Not quarters. We ship working systems fast so you see ROI immediately.

01Day 1

Diagnose

We audit your current funnel and operations to identify bottlenecks, missed opportunities, and automation wins.

Automation roadmap + ROI estimate
02Days 3–10

Build

Design workflows, connect integrations, configure safe prompts, and add human handoff rules. Test thoroughly before launch.

Live, tested automation system
03Ongoing

Optimize

Measure performance, iterate on flows, and add new automations as your business scales.

Monthly performance reports

Packages

Productized deliverables,
clear scope

No hourly billing. No scope creep. You get a defined system with measurable outcomes.

Starter

Get up and running fast

  • 1 core workflow (lead capture + booking)
  • 2 tool integrations (e.g., calendar + CRM)
  • Basic analytics dashboard
  • Setup & training included
  • Email support
Most popular

Growth

Scale your operations

  • 3 custom workflows
  • 4 tool integrations
  • Advanced analytics & reporting
  • Human handoff rules
  • Priority support
  • Monthly optimization review

Scale

Full automation suite

  • 5+ workflows with custom logic
  • Unlimited integrations
  • Custom dashboards & KPIs
  • Multi-channel orchestration
  • Dedicated account manager
  • Ongoing optimization & new features

All packages include secure data handling, audit logs, and compliance documentation

FAQ

Common
questions

Straight answers to the things you're probably thinking.

Get Started

Get a free
automation audit

We'll map 3 quick wins in your current funnel and estimate ROI. No pitch deck. No obligation. Just a practical assessment of where automation fits.

Free
15 minutes
No strings attached