AI Automation & Revenue Operations
Scale your operations without scaling your headcount.
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The Efficiency Gap
How high-performing B2B companies operate vs. everyone else
The Manual Way
- ✗SDRs wasting 4+ hours/day on data entry
- ✗Generic, copy-paste outreach emails
- ✗Slow response times (leads go cold)
- ✗Missed follow-ups and dropped balls
- ✗Inconsistent client onboarding
The Automated Way
- ✓CRM updates instantly in the background
- ✓Hyper-personalized AI-written emails
- ✓Instant lead routing & notifications
- ✓Perfect, multi-channel follow-up sequences
- ✓Consistent, scalable client experience
What We Automate
Custom workflows tailored to your business processes
Sales Operations
Supercharge your sales team
- Auto-enrich leads from multiple sources
- CRM record creation & updates
- Lead scoring based on activity
- Instant Slack/Teams notifications
- Meeting prep brief generation
Content Engine
Scale content production
- AI-assisted blog post generation
- Social media content resizing
- Newsletter curation & drafting
- Content repurposing workflows
- SEO optimization automation
Client Operations
Delight clients at scale
- Auto-generate contracts & proposals
- Onboarding sequence automation
- Weekly status report generation
- Renewal & upsell triggers
- Client portal updates
Our Implementation Process
From audit to automation in 2-4 weeks
1. Workflow Audit
We analyze your current processes, identify bottlenecks, and map out automation opportunities. You get a detailed report with ROI projections.
2. Build & Test
We build custom workflows using Zapier, Make, and AI APIs. Every automation is thoroughly tested before deployment.
3. Deploy & Monitor
We deploy your automations with monitoring and error handling. You get documentation and training for your team.
Tools We Work With
Best-in-class automation platforms and AI
Example Automations We've Built
Real workflows delivering real results
📧 Lead Enrichment Pipeline
New lead triggers → Enrich with Clay → Score with AI → Update HubSpot → Notify SDR via Slack → Add to sequence
📝 Content Repurposing Engine
New blog post → AI extracts key points → Generate LinkedIn posts → Create Twitter thread → Draft newsletter section → Schedule all
🤝 Client Onboarding Flow
Contract signed → Generate welcome packet → Create project in Notion → Set up Slack channel → Schedule kickoff → Send gift
📊 Weekly Reporting Bot
Every Friday → Pull metrics from 5 tools → AI generates summary → Create slide deck → Email to stakeholders → Post summary to Slack
Frequently Asked Questions
Everything you need to know about our automation services
Will this replace my team?
No, it superpowers them. Your team can focus on high-value work—closing deals, strategy, and client relationships—while AI handles the repetitive tasks. We're eliminating grunt work, not jobs.
What platforms do you work with?
We're experts in Zapier, Make (formerly Integromat), OpenAI API, Airtable, Notion, and most major CRMs and business tools. If it has an API, we can probably automate it.
Is my data secure?
Absolutely. We build enterprise-grade security into every workflow. Your data is encrypted in transit and at rest. We follow SOC 2 best practices and can sign NDAs/DPAs as needed.
How long does implementation take?
Simple automations can be built in days. Complex workflows typically take 2-4 weeks from audit to deployment. We'll give you a detailed timeline during the discovery phase.
What happens if something breaks?
We build error handling and monitoring into every workflow. If something fails, you're notified immediately. We also offer ongoing maintenance packages to keep everything running smoothly.
What's the investment?
Automation projects start at $2,500 for simple workflows. Complex implementations typically range from $5,000-$15,000. We'll provide a detailed quote after the workflow audit.
Automate the Boring Stuff
Free your team to do the work that actually matters.