Automation & AI
Intelligent automation systems powered by AI that work around the clock. From chatbots to workflow automation, we eliminate repetitive tasks so you can focus on scaling your business faster.
Marketing Automation
Automate repetitive work across your business — so leads, follow-ups, ops, and reporting run without manual back-and-forth. We connect your tools into a reliable system with logic, safeguards, and clear documentation.
The Outcome
A real automation layer that saves time, reduces errors, and increases speed-to-lead by connecting your stack into one flow — built for reliability, not "random zaps."
What's Included
Automation Audit (Process Mapping)
Identify what to automate, what to keep manual, and the highest-ROI workflows first.
Workflow Architecture (Logic + Triggers)
Clear triggers, conditions, fallbacks, and routing (not just 1-step actions).
App Integrations
Connect CRM, forms, email, calendar, Slack, Google Sheets, payment tools, etc.
Data Cleanup + Standardization
Formatting rules so your automations don't break (names, phone, tags, fields).
Error Handling + Reliability
Retries, alerts, failure notifications, and "what happens if X fails" logic.
Documentation + Handoff
A clean map of what runs, why it runs, and how to maintain it.
Tracking-Ready Events
Key events prepared for analytics/CRM visibility (scope-dependent).
Best Fit
Businesses drowning in manual admin work (leads, follow-up, quoting, onboarding)
Teams losing time due to tool chaos (Forms + Email + Sheets + CRM not connected)
Agencies needing repeatable internal ops + client onboarding systems
Companies scaling ads and needing automation to keep response time fast
The Automation System
Audit
We map your workflow and identify the biggest time leaks + failure points.
Blueprint
We design the automation logic (triggers → conditions → actions → fallbacks).
Build
We implement workflows in n8n / Zapier / Make (based on your stack + budget).
QA + Launch
We test edge cases, confirm routing, and verify reliability end-to-end.
Monitor + Improve
We maintain, optimize, and expand automations as your business evolves (if retainer).
Investment
Add-Ons (Optional)
Important Notes — Professional Terms
Platform costs are paid by the client (your subscription/usage tier affects limits and scaling):
- Zapier plans/tiers are usage-based (tasks)
- Make is usage/credits-based
- n8n offers cloud tiers and self-hosted Community Edition option
Scope increases with: multi-brand setups, multiple domains, complex routing, custom APIs, high volume, strict compliance, or multi-team permissions.
Final Output
A reliable automation layer that connects your tools, reduces manual work, and increases execution speed — with clean logic, safeguards, and documentation.
Platforms
AI-Powered Chatbots
AI chatbots that capture leads, qualify prospects, answer FAQs, and route people to the right next step — automatically. Built for conversion, speed, and reliability (not "random bot replies").
The Outcome
A chatbot system that reduces friction and increases conversions by handling the first interaction instantly:
What's Included
Conversation Strategy + Intent Map
What the bot should handle (leads, FAQs, booking, support) + when to escalate.
Lead Capture + Qualification Flow
Questions, logic, and filtering (multi-step where needed).
Routing System
Send qualified leads to CRM/team/email and route by service/location/urgency.
Knowledge Setup (FAQ / Offer / Policies)
Controlled answers based on your business info (scope-dependent).
Booking / Next-Step Actions
Book a call, request a quote, submit a form, or handoff to a human.
Guardrails + Reliability
Fallbacks, "I don't know" behavior, spam reduction, and escalation rules.
Testing + Launch
End-to-end QA: mobile behavior, notifications, routing, edge cases.
Handoff Documentation
Clear map of flows + how to maintain and improve it.
Best Fit
Businesses losing leads due to slow response
Teams wasting time on low-intent inquiries
Brands running ads that need instant qualification + routing
Support-heavy businesses wanting faster answers without hiring more staff
The Chatbot System
Intake Audit
Define goals, common questions, qualification criteria, and "success" metrics.
Flow Blueprint
Build conversation logic: intents → questions → routing → actions → escalation.
Build & Integrate
Implement in your chosen platform + connect CRM/booking/tools where needed.
QA + Launch
Test every path (good lead, bad lead, unclear message, wrong intent, spam).
Optimize
Improve based on real conversations: drop-offs, missed intents, lead quality (if retainer).
Investment
Add-Ons (Optional)
Important Notes — Professional Terms
Platform subscriptions and usage fees are paid by the client (contact volume, messages, AI usage can change costs).
Scope increases with multiple brands, multiple domains, heavy integrations, custom APIs, or high-volume support.
Best results happen when chatbot flows connect to routing + follow-up systems (CRM + automation).
Final Output
A chatbot that captures, qualifies, and routes prospects correctly — improving response speed, lead quality, and conversions without extra manual work.
Platforms
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