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Business process automation
Follow-up, scheduling, documents and reports that run themselves.
What business processes can AI and automation take over?
Most repetitive work between a lead arriving and an invoice being paid can be automated: lead response, scheduling, reminders, document collection, proposals, invoicing, data entry, inbox sorting and reporting. We build on Zapier or Make, your existing tools, and Claude or ChatGPT, so every automation is documented and your team can change it when a tool changes.
What's included
Examples describe the kind of work, not a specific client.
- Speed-to-leadA Facebook or web lead gets a text and a booking link within 60 seconds.
- Scheduling and remindersA chiropractor cuts no-shows with reminders sent 24 hours and 2 hours before.
- Document collectionA CPA firm's portal chases clients for missing W-2s so staff don't have to.
- Quotes and proposalsAn event planner sends a branded quote 10 minutes after the call.
- Invoicing and payment follow-upInvoices go out on job completion, reminders send themselves, and payments sync to QuickBooks.
- Inbox triage and draftingA 200-email inbox is sorted into four folders with draft replies waiting.
- Meeting notes to tasksEvery sales call leaves a summary and next step in the CRM automatically.
- Review requestsA text asking for a Google review goes out after every completed job.
As one of the three systems in a $10,000 Build & Teach engagement, or one build a month on the Growth Partner plan. Your team is trained on it either way. See pricing.
Often paired with
Tell us where you want to be.
Five-minute form. A written reply within two business days.