Reliable systems that scale your business
We help B2B companies adopt AI & automation systems that saves time, reduce costs, and accelerates growth.
Agencies and service providers today are held to a much higher standard
Artificial Intelligence is progressing fast, and unlocks a multitude of possibilities. B2B companies are held to a higher standard as a result.
Clients expect you to be quicker, and have a higher standard of quality at the same time.
Without proper systems in place, businesses who fail to adopt AI lag behind those who do. They miss opportunities with prospects, while competitors who adopt AI effectively move ahead.
Business owners often struggle with a lack of structure in their day-to-day as a result of a multitude of manual processes that create bottlenecks, and take time away from your focus on high-value activities that actually grow your business.
What You Get
Design reliable AI-powered workflows that deliver a measurable return on investment: Time savings, reduced costs, and accelerated growth
Lead Generation
Outbound: Scale outbound lead generation with highly personalized messages at scale, improving outbound conversion rates. Inbound: Optimize your lead conversion funnel with quicker speed-to-lead, and ensure you don't miss leads from your inbound funnel.
Prospect research and qualification system
Email and LinkedIn outreach system
Voice agent inbound call handler
Integrate automations into your existing tool stack
We connect seamlessly with your existing workflow, removing the need to learn and use new software tools
Book a CallSuccess Stories
Repeatable, low-effort outbound system that delivers highly personalized emails
Repeatable, low-effort outbound system that delivers highly personalized emails
Pinecrest recruitment agency struggled with traction in their outbound email campaigns: reply rates at 0.2% and inconsistent campaign launches due to a lean team juggling multiple roles.
We built a system that consistently pulled a targeted lead list of decision-makers, and enriched profiles with high-intent signals such as the prospect's hiring pipeline, as well as what their competitors were doing.
Lead generation
End-to-end automated discovery and onboarding process to reduce lead drop-offs, and improve team organization
End-to-end automated discovery and onboarding process to reduce lead drop-offs, and improve team organization
Optivare (digital marketing services) had an onboarding process that was extremely manual.
As a result, client onboarding became increasingly disorganized, particularly in periods with high client volumes. During these periods, deals were also lost due to missed calls, slow speed-to-lead.
OnboardingCRMTask Management
Business process transformation for a marketing agency client looking to find efficiencies within their existing workflows
Business process transformation for a marketing agency client looking to find efficiencies within their existing workflows
We started the engagement by first identifying the largest time-sink activities that were manual, and took focus away from core revenue generating activities.
We then set up automation systems and incorporated AI into their current workflows: client onboarding, CRM cleanup, and weekly status reports to clients.
OnboardingCRMTask ManagementMarketing Content
Reactivation engine that re-engages database of old prospects and past clients
Reactivation engine that re-engages database of old prospects and past clients
Serpium (SEO consultant) wanted to solve for more repeatable, longer term engagements rather than relying on one-off projects. After seven years in business, they sat on a large database of past leads and clients.
We started by first transforming Serpium's database and CRM. Every past outreach, engagement, and non-convert was tagged and dated for clear tracking.
Lead Re-activation
Why Work With Us?
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We solve for tangible business outcomes
We first get a deep understanding of your business processes, and build systems that solve critical bottlenecks.
We build systems your team actually wants to use
No bloated dashboards. No clunky new platforms. We build systems based on existing tools you use, and make them smarter.
We design for scale, ease, and continuous improvement
Our systems are clean, configurable, and designed to run with minimal upkeep. As we become more familiar with your business processes, we continue to improve on these systems to serve your team better.
Frequently
Asked
Questions
Pricing varies based on project scope and complexity. We recommend beginning with a focused pilot project to demonstrate value before expanding into larger initiatives. This approach ensures you're completely satisfied with our work and allows us to build a long-term partnership.
We require 50% payment upfront to begin work, with remaining payments structured around clearly defined project milestones.
We specialize in designing and implementing AI-powered automation systems that deliver measurable efficiency gains for your business operations.
Every solution we build is focused on helping you either reduce the time and resources required for existing tasks, or increase revenue capacity without proportionally expanding your team size.
We begin with a discovery call to identify your key operational challenges and develop a detailed improvement plan for your business processes.
Once we formalize the engagement, we'll guide you through the necessary information sharing and system access requirements. When direct access isn't possible, we'll provide step-by-step instructions for implementation on your end.
Project timelines vary by scope, but we establish clear milestones upfront and provide weekly progress updates throughout the engagement.
Our solutions integrate seamlessly into your existing workflows and are designed for ease of use. We provide ongoing support to address any issues that arise.
Upon project completion, we deliver comprehensive handover materials including detailed video tutorials and written documentation for complete system understanding and management.
Not at all. We can provide ongoing support and maintenance for all systems we build, ensuring they continue running smoothly without requiring any technical expertise on your end.
If you prefer to maintain the systems internally, we provide comprehensive handover materials including detailed video tutorials and written documentation that make system management straightforward for non-technical team members.
Some clients prefer for us to directly set up their systems. For clients who would like to work without providing logins, we can just as easily set up the infrastructure, and walk through step by step on how to integrate it with their current systems (google sheets, email etc.).
For systems built that require email access, we will not set this up directly.
Still have questions? We're here to help!