AI and automation for professional and B2B services
For agencies, consultants, engineering and other firms that sell expertise. Leads answered fast, proposals drafted, and client onboarding that runs itself.
Where time gets lost.
- Inbound leads wait until someone has a gap between meetings.
- Every proposal starts from a blank page.
- Onboarding a new client means a dozen emails and a spreadsheet.
- Information lives in five tools and nobody can find it.
What we'd automate.
- It answers website and email inquiries, asks your qualifying questions, and books a call on the right person's calendar.Website and text chat
- First drafts built from your templates and past proposals, for a person to finish.Custom AI agents for your team
- A signed contract starts the welcome email, the intake form, and the project and tasks in your tools.Workflow automation
- Your team asks a question and gets the answer from your documents, with a link to where it came from.Answers from your documents
Tools common in this industry.
- Google Workspace
- Microsoft 365
- Slack
- Asana
- Calendly
- QuickBooks
We confirm each connection on the plan review call. Some of these tools only allow approved partners to connect.