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Operational clarity for modern businesses

AI & Automation for Ops-Heavy Businesses

Highest-impact AI and automation opportunities in your business.

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Get operational clarity in 20 minutes

This form helps us collect information before we can provide The Baseline Audit.

No commitment required. 20-minute diagnostic call.

What We Automate

Transform manual, time-consuming operations into efficient, automated workflows

Onboarding

Automate how people get set up and productive

  • •New hire / contractor onboarding
  • •Account provisioning & access requests
  • •Training docs & SOP distribution
  • •First-week task checklists

We remove manual setup chaos.

Expense Management

Reduce manual work and errors in spending workflows

  • •Receipt extraction & categorization
  • •Expense approvals & policy checks
  • •Sync to accounting systems
  • •Anomaly detection (duplicates, outliers)

We save time and prevent leaks.

Inventory Tracking

Turn messy inventory data into usable signals

  • •Inventory level monitoring
  • •Low-stock alerts & reordering triggers
  • •Usage & demand trend analysis
  • •Data sync across systems

We stop surprises and stock issues.

Workflow Automation

Eliminate handoffs, bottlenecks, and status chasing

  • •Cross-tool process automation
  • •Task routing & ownership assignment
  • •Exception handling & alerts
  • •Status reporting & summaries

We make operations flow.

Customer Support Operations

Reduce support load without hurting customer experience

  • •AI support agents trained on internal knowledge
  • •Ticket classification & priority scoring
  • •Suggested replies for human agents
  • •Post-call summaries & follow-ups

We reduce support volume and response time.

Sales & CRM Operations

Keep revenue moving without manual CRM busywork

  • •Lead qualification & scoring
  • •CRM data enrichment & cleanup
  • •Follow-up email drafting
  • •Call summaries & next-step tracking

We remove friction from revenue workflows.

Reporting & Decision Support

Turn raw data into answers, not dashboards

  • •Automated weekly / monthly reports
  • •KPI anomaly & trend detection
  • •"What changed?" summaries
  • •Natural-language queries over business data

We surface insights, not noise.

Compliance & Risk Monitoring

Catch issues before they become problems

  • •Policy compliance checks
  • •Audit trail generation
  • •Exception & risk flagging
  • •Monitoring for unusual behavior

We reduce operational and compliance risk.

Who It's For

Built for teams ready to scale intelligently

Founders & CEOs

$100K–$2M revenue businesses that need operational clarity to unlock their next growth phase.

Ops-Heavy Teams

Sales, support, and fulfillment teams drowning in manual workflows and disconnected tools.

Process-Broken Businesses

Companies hiring people to compensate for broken processes instead of fixing root causes.

Leaders Considering AI Automation

Organizations exploring AI or automation initiatives and wanting to validate ROI before building, integrating, or hiring.

What You Get

Real value delivered, not just consulting theatre

Time Back

Stop wasting hours on manual tasks that could be automated or eliminated. We identify exactly where your team's time is being lost and how to reclaim it.

Cost Savings

Reduce operational costs by 20-40% through smart automation and process optimization. Every recommendation comes with a clear ROI calculation.

Scaling Confidence

Know exactly which processes can handle 2x, 5x, or 10x growth—and which will break. Build infrastructure that scales with your ambitions.

Decision Clarity

No more guessing what to fix first. Get a prioritized roadmap based on impact, effort, and your specific business context—so you can act with confidence.

Real Results

Most clients save 15-30 hours per week and reduce costs by $50k-$200k annually

ROI: 3-10x

AI Automations We Offer

Proven automation solutions that deliver measurable ROI

Marketing Automation

Lead generation, nurturing, campaign management, and analytics automation

63% higher performance • $5.44 ROI per $1 invested

Sales Automation & AI Prospecting

Lead generation, appointment setting, and pipeline automation to accelerate growth

79% faster expansion • 3.7x quota achievement

Customer Service Automation

AI chatbots for automated inquiries, ticket routing, and knowledge base management

Standard in modern businesses • 24/7 support coverage

Data Processing & Analytics

Automated data entry, reporting, predictive analytics, and compliance management

30% lower compliance costs • 50% faster processing

Accounting & Finance Automation

Accounts payable/receivable, payroll processing, and automated financial reporting

Top priority for SMBs • Significant cost & time savings

Custom Solution

Have a unique process? We'll build a tailored automation that fits your exact workflow

Built specifically for your business needs

Not sure which automation fits your needs? Our audit will identify the highest-ROI opportunities for your business.

Discover Your Opportunities

Our Process

A simple, transparent process from discovery to implementation

1

Free Discovery Call

A 20-minute conversation to understand your business, identify pain points, and determine if we're a good fit.

2

Baseline Audit

Comprehensive analysis of your current operations, workflows, and systems to identify automation opportunities with clear ROI.

3

Automation Implementation

Build and deploy the recommended automations with a clear roadmap, ongoing support, and measurable results.

The Baseline Audit

A comprehensive review of your operations to identify what's actually worth fixing.

End-to-end workflow review

We map your current processes from start to finish, uncovering hidden inefficiencies.

Bottleneck and cost analysis

We quantify where you're losing time and money, with clear ROI calculations.

3–5 automation or AI opportunities ranked by ROI

Prioritized recommendations based on impact, effort, and your business context.

Clear "build / don't build" recommendations

Honest guidance on what to automate, what to simplify, and what to leave alone.

Build roadmap and implementation plan

A clear, prioritized roadmap for implementing the recommended automations, with step-by-step guidance on execution.

Fixed scope. Fixed price. No retainers.

What Makes This Different

No long-term retainers

Pay for the audit. Get clarity. Decide what's next on your terms.

No vague strategy decks

Actionable recommendations with clear ROI, not consultant theatre.

No platform selling

We're not pushing a specific tool or vendor. Just honest analysis of what works.

Paid diagnosis before execution

Understand the problem before committing to a solution. No free audits with strings attached.

Before you automate, get clarity.

Book a 20-min Diagnostic Call
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Point

Operational clarity for businesses ready to scale.

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