AI automation & workflows
The repetitive work that eats your week — follow-up, data entry, reporting, scheduling — rebuilt as workflows that run whether you are at your desk or not.
The problem
Most small B2B companies do not have a productivity problem. They have a follow-up problem. A lead comes in on a Friday afternoon, nobody replies until Monday, and by then the buyer has spoken to two competitors. The same pattern repeats in quoting, onboarding, invoicing and reporting — not because anyone is lazy, but because the work lives in somebody's head and somebody's inbox.
Automation fixes that specific failure. Not by replacing your team, but by making sure the tenth enquiry of the week gets the same fifteen-minute response as the first.
What changes
- Every inbound lead gets an acknowledgement within minutes, not days
- Quote, onboarding and invoice steps stop depending on one person's memory
- Weekly reporting builds itself instead of being assembled by hand
- Your team spends its hours on judgement work, not copy-paste
What is included
Everything below is in the standard engagement. Nothing is held back for an upsell.
- Workflow audit and automation opportunity map — what to automate, what to leave alone
- CRM, email, calendar and form integrations built on tools you already pay for
- AI lead routing, follow-up sequences and a chat assistant that knows your services
- Human-review checkpoints before anything customer-facing is sent
- Written documentation, a Loom-style walkthrough and team training
- Monthly optimisation on the Business tier
How it runs
The first ninety days
- Audit and mappingI sit with your actual process — not a template — and map every step that repeats. You get a shortlist ranked by hours saved, not by how impressive it sounds.
Week 1 - BuildWorkflows are built in your accounts, on your tools, with test data before real data.
Weeks 2–3 - Test and hand overEvery path is tested, including the failure paths. Documentation and training so your team can edit it without me.
Week 4 - OptimiseMonthly review: what fired, what did not, what to change. Automations rot if nobody watches them.
Ongoing
Who this is for
- 5–50 staff with high inbound volume and manual handoffs
- Teams already using a CRM but not using half of it
- Founders who are the bottleneck on quoting and follow-up
Who it is not for
- Companies looking to remove staff rather than remove busywork
- Enterprise stacks that need a dedicated DevOps team
- Anyone who cannot give me access to the tools — automation needs permissions
Pricing
Published prices, no setup surprises
Every price below is a real starting point, not a teaser. Your final quote is itemised and fixed in writing before work begins.
Starter
$450/mo
- 1 automated workflow
- Up to 3 tool integrations
- Monthly optimisation
- Email support
Business
$1,150/mo
- Up to 5 automated workflows
- CRM + email + calendar stack
- AI chat and lead routing
- Bi-weekly optimisation, priority support
Prices in USD. Month-to-month recurring plans; cancel effective at the end of any billing cycle. One-time items are billed 50% at kickoff and 50% on delivery unless your proposal says otherwise. See the refund policy for the 14-day first-month guarantee.
Questions
Straight answers
Do I have to change the tools I already use?
What happens when the AI gets something wrong?
Who owns the automations?
Related services
Not sure which one you need? The free 30-minute call exists for exactly that conversation — and if the answer is "none of them yet", I will say so.
Ready to talk about the numbers?
A free 30-minute call, a written audit inside 48 hours, and an itemised quote within five business days. No pitch deck, no pressure.