Most leads aren't lost to a better competitor. They're lost to a slow or forgotten reply. We build response templates, follow-up sequences, CRM handoffs, and appointment workflows around the way you already sell, so every inquiry gets a clear next step and your team steps in with context.
What we set up
- A map of how inquiries arrive today and where they stall
- Response templates for common inquiries, drafted in your voice
- A clear follow-up schedule for every lead
- Human review and handoff rules, so a person owns each relationship
- Reminders and CRM updates connected where your tools support them
How it works
- Discover. Review your goals, tools, and time drains. Prioritize a clear first use case.
- Build. Configure prompts, templates, and agreed integrations around your actual process.
- Launch. Test the workflow, document the steps, and train the people who will use it.
- Improve. Track adoption, time saved, and workflow performance. Expand where it makes sense.
Packages that include it
AI Starter
- Follow-up and email templates
- Custom prompt library
- ChatGPT or Claude setup
AI Growth
- Sales and customer service scripts
- Industry-specific workflow setup
AI Scale
- Cross-department automation
Each package also includes everything in the one before it. Software subscriptions, messaging, and third-party usage fees are billed separately. Ongoing support is available after launch: Tune-Up $297/mo, Growth $497/mo, Partner $997/mo, Full AI Ops $1,500+/mo.
Start with a free evaluation
Tell us where your team loses the most time. We'll suggest a practical first use case and the package that fits, before you commit to anything.
Get Your Free Evaluation →Questions
Can AI send messages or make calls for us?
Where supported and included in your scope, we can help configure messaging or calling workflows. Provider approval, consent requirements, usage charges, and human handoff rules must be addressed before launch.
Can you work with the software I already use?
That's the starting point. We review your CRM, email, calendar, and other tools, then confirm available integrations, permissions, and costs before building.
Are software and usage fees included?
No. Package prices cover the listed setup and training. AI subscriptions, paid integrations, messaging, calling, and other provider fees are separate. We identify expected costs during scoping.
How long does setup take?
Typical setup windows are 3–5 business days for Starter, 5–7 for Growth, and 10–14 for Scale. Timing depends on scope, access, and third-party approvals; we confirm it before work begins.
Other services: Your team's AI assistant. · Content with a plan. · Connected operations. Fewer copy-and-paste tasks. · Training that sticks.