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AI & Implementation

The three workflows draining the most hours, automated and running.

Most teams do not need a custom AI product. They need the workflows that eat hours every week handled automatically. We build and operate automations using n8n, Make, and Zapier, plus custom APIs and webhooks where the off-the-shelf connectors stop. Scoped, built, and running on real data.

Engagement details

Quote
In writing
Duration
Build + monthly retainer
Platforms
n8n, Make, Zapier, custom APIs
First build
Three workflows live by week four
Review
Monthly outcome report
How this engagement runs

Three steps from first call to system you own.

  1. 01

    Scoping

    We pick where this moves a number.

    Working session, written read-out, 1 to 3 places this service actually moves the needle for your business.

  2. 02

    Build

    We ship on your infrastructure.

    Code lands on your server, wired into the tools your team already uses. You see progress every week.

  3. 03

    Tune

    90 days of weekly edits.

    Weekly tuning calls, accuracy reporting, and a single weekly number that says working or broken.

Inside the engagement

What you actually receive.

  • 01Intake

    Lead intake and routing

    Inbound leads sorted, scored, and routed without a human reading every form submission. First response in seconds, not hours.

  • 02Follow-up

    Follow-up sequences

    Booking, confirmation, reminder, and re-engagement sequences that run without anyone watching the clock.

  • 03Docs

    Document processing

    Pull structured data out of contracts, invoices, and intake forms. Route it to the systems that already exist.

  • 04Reporting

    Internal reporting

    The numbers your operators actually use, generated automatically with the source data attached. No manual exports.

  • 05CRM

    CRM sync

    Data moving between your tools without copy-paste. Contacts, deals, appointments, and outcomes in the right place.

  • 06Review

    Monthly outcome report

    One headline number per month. Hours saved, leads handled, cost per outcome. The breakdown is there if you want it.

Method

Predictable phases. Honest checkpoints.

  1. 01
    Week 01

    Workflow audit

    We map every process that costs you hours. We pick three that automate cleanly with measurable savings.

  2. 02
    Weeks 02 to 04

    Build and test

    Each workflow built, tested, and operating on real data by the end of week four.

  3. 03
    Month 02+

    Operate and tune

    Weekly reviews. Monthly outcome report. Channel reallocation as data lands.

  4. 04
    Decision point

    Continue or scale

    We review together at month three. Continue, expand, or step back. We are honest if it is not working.

An intake workflow that used to eat two hours a morning now runs itself. The monthly report shows the exact number of leads handled and what happened to each one.
Client successClient win/Name withheld

Next step

Ready to scope workflow automation?

Thirty minutes on the phone, and you will leave with a clear answer on whether this fits. Not a soft proposal, a yes or no.