Stop Relying on Automations That Break.
We engineer documented, tested systems that handle your growth without breaking down—so leads, data, and follow-ups never slip through the cracks.
- 25+ years validating mission-critical systems
- Master's Degree in Industrial Engineering
- Every automation fully documented
Your Team Is Losing 15-20 Hours Per Week to Manual Work
Your team is stuck doing work a computer should handle.
The Daily Time Drain:
-
Copying leads from intake forms into your CRM
(8 min × 50 leads = 6.5 hours/week) -
Sending follow-up emails manually
(12 min × 30 prospects = 6 hours/week) -
Scheduling meetings through endless email chains
(15 min × 20 appointments = 5 hours/week) -
Tracking down information scattered across three different systems
(10+ hours/week)
The Real Cost:
That’s 25-30 hours per week your team can’t spend on actual work. At $50/hour, you’re paying $65,000-$78,000 annually for people to copy-paste data.
You didn’t start your business to manage spreadsheets. Your team shouldn’t be either.
There’s a better way!
How We Build Automations That Actually Work.
We don’t hand you software and hope for the best. We engineer your automation with the same discipline required for regulated systems—documented, tested, and built to last.
Discovery & Strategy Assessment
We don’t guess, and we don’t apply “one-size-fits-all” templates. We start by auditing your current process to find exactly where time and money are leaking, ensuring we only build what will actually drive ROI. Bullet Points:
Workflow Audit: We walk through your current manual process step-by-step.
Tech Check: We verify your current software can actually “talk” to each other.
Feasibility Report: A clear “Go/No-Go” assessment before you spend a dime.
ROI Forecast: We estimate exactly how many hours this will save you.
The “Measure Twice” Blueprint
Before we touch a single tool, we map out the entire solution. Just like constructing a building, we create a detailed blueprint to ensure your automation handles errors gracefully and scales as you grow. Bullet Points:
Visual Roadmap: A clear diagram showing exactly how data will flow.
Error Proofing: Planning ahead for what happens if a lead enters bad data.
Tool Selection: We pick the best tools for your budget, not the most expensive ones.
Review & Approval: You see exactly what we’re building before we build it.
Precision Build & Stress Testing
This isn’t a quick hack. We build your automation using modular, engineering-grade standards. Then, we try to break it. We test for “edge cases”—unusual scenarios—to ensure the system is reliable, not just functional. Bullet Points:
Modular Construction: Building in blocks so future changes are easy and safe.
“Sandbox” Development: We build safely offline, never touching your live data.
Stress Testing: We simulate busy days to ensure the system won’t crash.
Failure Protection: If an internet outage happens, your data waits; it doesn’t vanish.
Launch, Training & Ownership
We don’t just flip a switch and disappear. We oversee a controlled launch, train your team on how to use it, and hand over the “keys.” You own the system, the accounts, and the documentation. No lock-in. Bullet Points:
Live Testing: We watch the first real transactions to guarantee success.
Team Training: We teach you exactly how it works (no “black boxes”).
The “User Manual”: You get a clear guide and video on how your system functions.
30-Day Monitoring: We stay on standby to catch any hiccups as you get started.
We deploy your automation with minimal disruption, train your team, and provide the level of support that fits your needs.
Proven Systems, Engineered for Your Business
These aren’t theoretical results—they’re documented outcomes from thousands of businesses using properly implemented automation systems. The difference between success and failure? Engineering discipline in the implementation.
AI Customer Service
Pool Service • Restaurants • Retail
Workflow Automation
Contractors • Medical • Services
Sales & Lead Management
B2B • Professional Services
AI Customer Service & Reception
24/7 intelligent response to calls, texts, and online inquiries
Who This Is For
Small businesses drowning in repetitive customer questions: pool service companies, restaurants, retail shops, salons, contractors—any business where the owner or staff answers the same questions 20+ times per week.
What Gets Automated
- "What are your hours?" / "What's your pricing?"
- "Do you service my area?" / "What services do you offer?"
- Appointment scheduling and calendar management
- Basic booking confirmations and reminders
- After-hours inquiry capture (never miss a lead)
- FAQ responses delivered instantly via call, text, or chat
Documented Results
Real-World Example: Pool Service Company
The Situation
A Florida-based pool service company with 200+ residential clients. Office manager spent 15+ hours weekly answering the same questions: "Do you service my area?" "Can I reschedule?" "What's included in monthly service?"
The Problem: Peak season (April-September) meant missed calls, frustrated customers, and lost business. The office manager was working 50+ hour weeks just to keep up with inquiries.
The Solution: AI customer service system trained on their FAQ knowledge base, integrated with their scheduling software and service area database.
The Results:
- 80% of initial inquiries handled instantly by AI system
- Office manager's hours reduced from 50/week to 35/week
- Customer satisfaction increased 40% due to 24/7 instant availability
- Captured 15+ after-hours leads per month that would have been lost
- System paid for itself in 8 weeks through overtime savings alone
The Validation: Every AI response was logged and reviewed monthly. Edge cases were added to training data. System accuracy improved from 85% to 94% over first 90 days.
ROI Breakdown: What "2.5-3.5× Return" Actually Means
Example Investment: $1,500 setup + $150/month service = $3,300 total first-year cost
Typical Returns:
- Labor savings: 10-15 hrs/week × $30-50/hr × 50 weeks = $15,000-37,500/year value
- New revenue: 20-40 additional bookings from captured leads = $3,000-6,000/year
- Total benefit: $18,000-43,500 in combined savings + revenue
- Net return: $14,700-40,200 profit after costs (2.5-3.5× your investment)
Note: Your results depend on your hourly value, current lead capture rate, and call volume. We'll calculate your specific ROI in the free consultation.
Why This Automation Often Fails
The 70-85% that fail: Deploy a chatbot with generic training, no integration with existing systems, and no validation methodology. Customer gets frustrated with wrong answers. Business abandons it within 3 months.
Our Approach:
- Process Engineering First: We document your actual customer inquiries for 2 weeks before touching any tools
- Custom Training: AI learns from YOUR knowledge base, YOUR pricing, YOUR service areas
- System Integration: Connects to your scheduling software, CRM, and databases
- Validation Methodology: Every AI response is logged. Monthly reviews identify gaps and improve accuracy
- Human Handoff: Complex issues are intelligently routed to appropriate team members
Implementation Timeline & Investment
Typical Setup: 2-4 weeks (including testing and training the AI on your specific services)
Investment Breakdown
Initial Setup: $500-$2,000 (one-time engineering and configuration)
Monthly Platform: $50-$200 (scales with call/text volume)
Monthly Maintenance: $50-$150 (monitoring & optimization)
Break-Even: Typically 2-4 months
Workflow Automation
Connect your systems so data flows automatically—no manual entry
Who This Is For
Service businesses drowning in paperwork: home services contractors, medical/dental offices, consulting firms—anyone spending 10+ hours per week on estimates, invoices, scheduling, data entry, or follow-ups across multiple systems.
What Gets Automated
- New lead → Auto-generated estimate from template
- Estimate approved → Invoice created & job scheduled automatically
- Job completed → Invoice sent, payment tracked, follow-up triggered
- Payment received → Accounting system updated automatically
- CRM, calendar, QuickBooks, email—all talking to each other
- Weekly reports generated without manual data gathering
Documented Results
Real-World Example: HVAC Contractor
The Situation
Growing HVAC company in Georgia with 8 field technicians. Revenue growing 30%/year but administrative burden scaling faster.
The Problem: Technicians submitted paper forms at end of day. Office staff (2 people) manually entered data into QuickBooks, generated invoices, emailed customers, updated job schedules, and followed up on payments. Process consumed 20+ hours weekly. Invoices often delayed 2-3 days.
The Pain Points:
- Data entry errors led to billing disputes
- Invoice delays hurt cash flow
- Office staff overwhelmed, considering hiring third person
- No visibility into which jobs were complete vs. in-progress
The Solution: Automated workflow connecting field app → QuickBooks → Email → Schedule updates
The Results:
- Technicians complete digital forms on tablets (5 min per job)
- System automatically creates invoice in QuickBooks
- Customer receives email with invoice within 10 minutes of job completion
- Schedule automatically updates to show completed jobs
- System flags overdue payments for office follow-up
- Office staff time reduced from 20 hrs/week to 5 hrs/week (reviewing exceptions only)
- Cash flow improved due to same-day invoicing
- System paid for itself in 6 weeks through labor savings alone
The Validation: Every automated invoice was reviewed for first 30 days. Error rate: 0.3% (vs. 4-5% with manual entry). Exception handling refined based on real-world edge cases.
ROI Breakdown: What "$500-2K/Month Savings" Means
Example Investment: $3,000 setup + $200/month tools = $5,400 total first-year cost
Typical Returns:
- Admin time saved: 20-30 hrs/month × $40-60/hr × 12 months = $9,600-21,600/year in freed capacity
- Faster invoicing: 40% improvement in cash flow = reduced borrowing costs
- Revenue capacity: 20-30% more jobs with same staff = $30,000-60,000 additional revenue potential
- Error reduction: Fewer missed invoices, scheduling conflicts = $2,000-5,000/year saved
- Net benefit: $41,600-86,600 in combined gains vs. $5,400 cost = 7-16× ROI
Conservative estimate: Even capturing 25% of these benefits gives you 2-4× return in year one.
Why This Automation Often Fails
The 70-85% that fail: Buy a workflow tool, connect two systems with a template, and hope it works. First edge case breaks the automation. No one knows how to fix it. Back to manual processes.
Our Approach:
- Process Mapping First: We walk through your ACTUAL workflow step-by-step, not theoretical
- Edge Case Identification: What happens when customer doesn't have email? When payment method fails? We design for failure modes
- Validation Testing: We run 50+ test scenarios through the workflow before go-live
- Error Handling: Automated alerts when something fails, not silent breakage
- Documentation: Complete system architecture and troubleshooting guide
Implementation Timeline & Investment
Typical Setup: 3-6 weeks (including process mapping and integration testing)
Investment Breakdown
Discovery & Process Mapping: $2,000-3,000
System Integration: $4,000-7,000
Testing & Validation: $1,500-2,500
Total Project: $7,500-12,500
Monthly Platform: $100-300 (automation tools)
Break-Even: Typically 1-3 months
Sales & Lead Management
Automate lead qualification, follow-ups, and CRM updates
Who This Is For
B2B service businesses, consulting firms, professional services—anyone with 20+ leads per week where sales reps spend more time on data entry and research than actually selling.
What Gets Automated
- Lead scoring and qualification (A/B/C priority)
- Company data enrichment (size, industry, decision-makers)
- Automatic routing to the right sales rep
- Follow-up sequences triggered by lead behavior
- CRM updates with zero manual data entry
- Meeting scheduling without calendar ping-pong
Documented Results
Real-World Example: B2B Software Company
The Situation
Remote B2B software company with $2M ARR, 3 sales reps, average deal size $15K. Growing through inbound marketing, trade shows, and referrals.
The Problem: Leads came from multiple sources (website, LinkedIn, trade shows, partner referrals). Sales reps manually entered leads into spreadsheet, set calendar reminders for follow-ups, and frequently missed hot leads buried in email. No visibility into pipeline health. Conversion rate: 3-4%.
The Pain Points:
- Hot leads from trade shows sometimes waited 3-4 days for follow-up
- Reps forgot follow-ups on warm leads
- No way to know which lead source was performing
- Sales manager had zero pipeline visibility until weekly meeting
- Reps spent 8-10 hrs/week on data entry and follow-up scheduling
The Solution: Integrated lead management system with automated capture, scoring, and follow-up
The Results:
- Conversion rate jumped from 3-4% to 12-15%
- Average sales cycle decreased from 90 days to 48 days
- Sales reps gained 8 hours/week for actual selling
- Team handling 40% more leads with same headcount
- Pipeline visibility identified underperforming lead source (saved $2K/month in wasted ad spend)
- System paid for itself with first closed deal (within 3 weeks of launch)
- Revenue increased 60% year-over-year without adding sales headcount
The Validation: Every automated follow-up was reviewed for first 60 days. Open rates, response rates, and conversion tracked by sequence. Low-performing sequences refined based on data. Lead scoring accuracy improved from 72% to 89% over first quarter.
ROI Breakdown: What "4× Conversion" Actually Delivers
Example Investment: $5,000 setup + $350/month tools = $9,200 total first-year cost
Typical Returns (B2B service firm with $50K average deal):
- Conversion improvement: 3% → 12% = 4× more closed deals from same lead volume
- If you get 100 leads/year: 3 deals → 12 deals = 9 additional wins
- Revenue impact: 9 deals × $50K = $450,000 additional revenue
- Time savings: 5-10 hrs/week per rep × 3 reps × 50 weeks = 750-1,500 hrs freed up
- Capacity value: 1,000 hrs × $100/hr = $100,000 in freed selling capacity
- Net benefit: $550,000+ in gains vs. $9,200 cost = 60× ROI minimum
Note: Smaller deal sizes or lower volumes still produce 4-8× returns. Your specific ROI depends on average deal value, current conversion rate, and lead volume—we'll calculate this precisely in your consultation.
Why This Automation Often Fails
The 70-85% that fail: Buy a CRM subscription, have reps manually enter leads, hope they follow up. Within 2 months, CRM data is incomplete and sales manager can't trust the pipeline numbers. Back to spreadsheets.
Our Approach:
- Sales Process Audit: We map your ACTUAL sales process, not what the textbook says it should be
- Lead Source Analysis: Where do leads come from? How do they currently enter your system?
- Automated Capture: Integrate every lead source so data flows automatically
- Smart Scoring: Build lead scoring based on YOUR best customers, not generic templates
- Sequence Design: Create follow-up sequences that match YOUR sales cycle
- Validation Testing: Test lead flow from every source. Verify scoring accuracy
- Continuous Optimization: Monthly reviews of conversion rates by source and sequence
Implementation Timeline & Investment
Typical Setup: 4-8 weeks (including lead scoring model development)
Investment Breakdown
Sales Process Audit: $2,500-4,000
CRM Setup & Integration: $3,000-5,000
Lead Scoring & Sequences: $2,000-3,500
Testing & Training: $1,500-2,500
Total Project: $9,000-15,000
Monthly CRM: $50-150 per user
Monthly Platform: $100-300 (automation tools)
Break-Even: Typically 4-8 months
Industry data sources: IBM Watson ROI Data, McKinsey Digital, Salesforce Small Business Study, HubSpot Automation Report.
Why 70-85% of Automation Projects Fail
Most automation fails because it’s treated as a ‘tool’ rather than engineering.
The Freelancer Approach (Danger)
- No process mapping before implementation
- "Move fast and break things" mentality
- No testing or validation methodology
- Generic tools applied without customization
- No documentation or maintenance plan
The Engineering Standard (Safe)
- Process engineering first—map workflows before touching tools
- Validation methodology—comprehensive testing of edge cases
- Custom implementation—frameworks adapted to your needs
- Complete documentation—you own everything, no lock-in
- Engineering discipline—built like FDA-validated systems
Engineering discipline—treating automation as a validation project, not a tech experiment—is what separates the 15-30% from the 70-85%.
And that’s what 25 years in regulated industries brings to your business.
Get Your Automation Opportunity Assessment
We’ll analyze your workflows to see if automation is viable for you—and where the biggest wins are hiding.
Or start with our free guide:
Frequently Asked Questions
Answers regarding implementation, safety, and results.
"Hallucination" is when AI confidently guesses an answer that isn't true. We engineer this risk out of your system. We build "grounded" automations strictly limited to your business data. If the AI can't find the answer in your approved documents, it is programmed to stop and ask a human for help rather than inventing facts.
We stress-test for the unexpected. Before we launch, we run your system through a series of "What If" scenarios—misspellings, strange requests, and complex questions—to ensure the automation handles them gracefully. If the system encounters something it hasn't been tested for, it safely hands the conversation over to you.
We aim for quick wins. Most clients feel the time-savings within the first 14 days as we automate repetitive tasks. For larger financial returns (like increased lead conversion), benchmarks typically show break-even points between months 1 and 3, depending on your volume.
No. ChatGPT is a tool; what we build is infrastructure. We integrate LLMs directly into your business software (CRM, Email, Calendar) using custom logic. This allows the AI to actually *do work*—like updating records and booking appointments—rather than just chatting.
We don't just hand you the keys and disappear. We offer flexible support packages to keep everything running perfectly. Whether you need "peace of mind" monitoring to catch issues early, or a hands-on partner to tweak and expand your system as you scale, we’re here for the long haul.
Absolutely not. That’s our job. We build the system to run in the background and provide you with a simple dashboard. You won't need to write code or manage complex software. We design specific workflows for busy owners, not IT departments.
