AI Implementation & Automation Services

Custom screen-recorded demonstrations showing exactly how AI tools solve your specific workflow problems.

• 30-minute discovery call to identify your highest-impact workflow
• Professional 5-10 minute screen recording with voiceover
• Step-by-step breakdown your team can follow
• Delivered within 5 business days

Best for: Teams evaluating AI tools, internal champions building a business case, testing ROI before scaling.

Live, hands-on training sessions where your team learns AI workflows by actually using them on real work.

• Pre-training assessment to customize curriculum
• Two 4-hour live sessions via Zoom
• Hands-on exercises using your actual documents
• Recording of all sessions for future reference
• 30-day email support for follow-up questions

Best for: Distributed teams, initial pilot rollouts, budget-conscious organizations.

Two-day on-site training with dedicated hands-on coaching and a maximum 1:8 instructor-to-participant ratio.

• Pre-engagement workflow audit
• 16 hours of on-site instruction
• Custom exercises built from your actual work product
• Printed quick-reference guides for each participant
• 60-day email and Slack support
• Train-the-trainer module for internal champions

Best for: Executive teams, high-value departments (legal, finance, deal teams), rapid company-wide adoption.

A fully configured, branded demonstration environment with AI workflows tailored to your industry and use cases.

• Half-day discovery workshop with key stakeholders
• 5-10 custom workflow templates for your processes
• Sample datasets that mirror your real work
• Branded interface for internal demos and training
• Video walkthroughs for each workflow
• ROI calculator customized to your workflows
• 90-day support and iteration period

Best for: Organizations proving value to leadership, multi-department rollouts, building internal AI Centers of Excellence.

Full design and implementation of AI-powered workflows integrated into your existing systems and processes.

• Discovery (Weeks 1-2): Stakeholder interviews, workflow mapping, solution architecture
• Build (Weeks 3-8): Custom prompt engineering, integrations, testing
• Deploy (Weeks 9-10): Pilot rollout, training, documentation
• Support: 90-day hypercare, monthly optimization reviews

Example Projects:

• PE Due Diligence Accelerator
• Legal Contract Analyzer
• CRE Lease Abstraction Engine
• Construction RFP Response System

An AI agent that responds to incoming leads the moment they arrive—24 hours a day, 7 days a week. Never lose a deal because a competitor picked up the phone first.

• Responds to web forms, chat inquiries, and inbound calls automatically
• Qualifies leads with industry-specific screening questions
• Routes high-intent leads to your team instantly via SMS or Slack
• Books follow-up calls and syncs everything to your CRM
• Setup in 2–4 weeks. Monthly maintenance retainer available.

Best for: Real estate brokers, law firms, home services, and any business where the first responder wins the deal.

Pricing: $1,500–$5,000 setup + $300–$1,000/month maintenance

We build AI agent loops that generate, launch, analyze, and optimize your go-to-market across paid ads, SEO, and content. No one touches the keyboard between steps.

• Paid ad agent loops for Google and Meta: bulk creative, auto-budget reallocation, search term mining
• SEO automation: content gap analysis, brief generation, on-page optimization
• Self-improving creative cycle: winners feed back into the next generation
• Replaces what a campaign manager spends their week doing
• Connected to your data warehouse via MCP for real-time decision making

Best for: Revenue leaders spending $10K+/month on paid ads, CMOs with teams stuck in execution instead of strategy, founders who want better systems not more headcount.

Stop forcing your revenue data into a tool that wasn't built for your business. We build custom RevOps intelligence that blends your data sources and lets you model exactly what's coming.

• Unified data layer across HubSpot, Salesforce, Pipedrive, and more
• AI-powered querying: ask your pipeline questions in plain language
• Scenario simulator: adjust headcount, quotas, win rates, and see the impact live
• Custom dashboards built for your metrics and reporting cadence
• No more Excel exports or manual pivot tables

Best for: RevOps leaders, CROs, and sales ops teams whose CRM reports don't answer the questions that actually matter.

Monthly retainer options to keep your AI workflows optimized and your team supported.

• Maintenance: Bug fixes, minor updates, email support
• Dedicated: Priority support, monthly optimization calls
• Fractional AI Lead: Embedded resource for strategy and execution

Best for: Organizations committed to continuous improvement and staying current with AI capabilities.