AI Automation — Audit, Pilot, Rollout

Automate the busywork — keep the human touch.

We audit, pilot, and roll out AI automations that save time, speed up replies, and plug into tools you already use. Perfect for local service businesses that want modern ops without extra headcount.

Faster lead replies Fewer missed calls/no-shows 5–10 hrs/week back Zapier/Make + OpenAI Human-in-the-loop
Audit — from $499
7–14 days • map workflows • shortlist high-ROI automations
Pilot — from $1,200
~30 days • deploy 1–2 automations • monitoring + reviews
Rollout — custom
Harden, document, train, and scale across your team
Book an Automation Audit See Sample Workflows FAQ

What we automate first

  • Lead & intake: classify intent, answer FAQs, route to the right human with context.
  • Content helper: draft captions/offers from your menus or promos.
  • Support triage: order status, appointment changes, warranty/RMA first-drafts.
  • Sales ops: call/meeting summaries → CRM updates; proposal first-drafts.
  • Back-office: invoice/PO drafts, doc extraction to Sheets, weekly KPI digests.

How it works

  1. Audit (7–14 days): map workflows, shortlist 2–3 high-ROI automations, and prototype safely.
  2. Pilot (~30 days): deploy 1–2 automations with monitoring and human review.
  3. Rollout: harden, document, train your team, and expand.

Pilot-ready workflows we’ve already built (internal)

  • Web form → instant SMS/email reply with scheduling link (Zapier + OpenAI).
  • Missed call → text-back with options to book, request info, or pay deposit.
  • Call notes → CRM update + next steps + follow-up reminder.
  • Menu/pricing sheet → social caption & offer draft.
  • Weekly KPI digest: orders, calls, top messages, and tasks in one email.

These are internal builds we can adapt to your stack. We’ll tailor them during your audit.

Pilot guarantee

ROI or Replace: if your first pilot doesn’t save measurable time or speed up responses, we’ll replace it with another automation at no extra cost.

Safety & ownership

  • Least-privilege access and change logs; opt-out for sensitive data.
  • Your data stays in your tools; you keep documentation and prompts.

Great fits

Med-spas & clinics • Dental • Home services • Shopify/e-commerce • B2B with inbound requests

FAQ

Do we need new software?
No—We start with what you already use (Google, Meta, CRM, phone system, Shopify, etc.).

Will AI talk directly to my customers?
Only if you want it to. We begin with human-in-the-loop and approvals.

How fast can we start?
Audit can begin within 3–5 business days; pilots typically ~30 days.