Leads stop dying in the shared inbox
A B2B client was losing good inbound to manual sorting. We connected automated checks to the CRM, with a human step for anything unclear. Tickets dropped 38% in 60 days.
AI automation
The AI project ran. Nothing went live.
Your team already tried AI automation. It worked in the demo and never went live. We ship the automation into tools you already use, score agent readiness before you spend on content, and structure AEO pages ChatGPT and Copilot can cite.
1
Same person from first call to launch
10–20d
Usually live in two to three weeks
No new tools
Automations built inside the CRM, inbox, and helpdesk you already run
Start here
When a workflow map comes first.
If you are still comparing AI vendors on feature checklists, start with a short workflow map first. It will make the vendor decision cleaner. For content and answer-engine readiness, run the free agent-readiness scanner before you spend on pages.
We usually get the call after the project. The vendor has moved on. The report sits in a shared drive. Nothing connects to your CRM, legal has not reviewed how data moves, and nobody knows who gets called when it breaks at 2am.
We show up with a written plan and working code in your system: AI automations that ship, AEO pages built for citation, and the same person from first call through launch.
Fit
Good starting point. Better to clarify first.
Good fit
You know the task. Someone handles the exceptions
You can point at the work that eats hours every week. Someone on your team can say yes or no when the automation gets it wrong. You already run a CRM, inbox, or helpdesk. You just need the wiring.
- One process costing 10+ hours a week, with a number you can measure before and after
- Budget scoped to one workflow with a measurable outcome before launch
- Connect your existing CRM, inbox, and helpdesk with a measurable outcome before launch
Better to clarify first
When another step should come before us
If the team has not identified the workflow, owner, or budget trigger yet, start with a short diagnostic. It will make the build decision clearer. If you need a vendor who follows the brief without questions, map the process first so the scope is safe.
- Nobody owns it when automation fails overnight
- Personal data goes to an AI model with no written legal basis
- Budget for a trial, no plan to actually go live
Where we start
Three jobs we do often.
Approvals go to a person, with one person responsible
Routing and sign-off with one person when judgment matters. Nothing launches without an owner for when it goes wrong. If the automation gets it wrong, one person gets notified.
Call notes hit CRM without someone retyping them
Summaries, action items, and updates land in the system your team already uses. We measure whether the data is right and the cycle gets faster against a baseline agreed before launch.
Our work
Clients we have built for.
Home Music Teachers
Lead handling across four countries
The chatbot handles first contact. Your team only sees conversations that need a human. Same team from build through tuning.
Wolves Summit
Inbound routing before a hard deadline
Conference website for startup founders. Hard deadline, no changes added after we started.
Vegconomist
Publishing ops at daily volume
Four-market media operation. Publishing volume was more than the team could manage manually.
- −38% fewer support tickets after intake automation
- B2B client · 60 days after launch
- −70% less time on document handling
- Legal firm · 4-week build
- 4h back per day from manual CRM updates
- Series A company · sync automation
What you get
What you get in writing.
Written documents you can refer back to: specs, step-by-step guides, and process maps you signed off on. Same person from kickoff through launch, and we stay on after.
✓
Process map with names on who handles exceptions, agreed before we build
✓
Written spec: which systems, which fields, what triggers what, what happens when it fails
✓
Tested on real data in a staging environment before anything goes live
✓
A written guide for your team on what to do when automation breaks or results get worse
✓
A 60-day report against the number we set at the start
✓
Monthly spending limit and a clear off switch, documented before launch
Before you sign
Ask any vendor these first.
If they hedge on any of these, that tells you something.
- 01Who gets called when the automation is wrong at 2am?
- 02Where does personal data go before it reaches an AI model, and is that written down?
- 03What is the monthly spending limit, and what happens when you hit it?
- 04Can we turn this off without breaking your CRM or email setup?
- 05Who is your contact from planning through launch, with a direct line after the sales call?
FAQ
Three questions before you approve scope.
Do you sell AI tools or platforms?
No. We build automations inside your existing tools. If you want a platform with three specific AI tools and a subscription, map the workflow and owner first. That will show whether a platform or a scoped build is the better first step.
Strategy or building?
Both. Same person. Whoever maps the process also builds the automation, from kickoff through launch.
How do you measure success?
We agree the number before any code: hours per week, error rate, or response time. We report against it 60 days after launch. If we cannot name the number, we do not take the build.
Where to go next
Related services.
Start here
Ready to talk.Book a short diagnostic.
Tell us what needs fixing
We read every brief and reply within one business day.
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Not sure where to start? Send the stuck decision, workflow, or page. We will say whether you need a diagnostic call, a tech stack audit, or a different first step.