AI solutions for real business problems
See how AI removes manual work and helps your staff move faster with solutions designed for real workflows.
If AI can do all of THIS
(imagine what it could do for YOUR company)
Detailed AI Solutions
Solution
Appointment Setting
Scheduling appointments involves lots of back and forth, and you miss opportunities when responses are slow.
Good fit if
- You schedule appointments regularly but it's time-consuming
- You want faster booking without constant email back and forth
- You use calendars or scheduling tools for appointments
What we set up
- Calendar integrations and booking workflows
- AI helpers that handle scheduling requests and confirmations
- Automated reminders and follow-ups for appointments
What this looks like in your business
- Clients book appointments instantly through your calendar
- Automated confirmations and reminders reduce no-shows
- Your team sees a clear view of the day's schedule
Solution
Automated Marketing
Creating and sending marketing content takes too much time, and campaigns feel inconsistent.
Good fit if
- You create regular marketing content but it's time-consuming
- You want more consistent campaigns without hiring more staff
- You use email, social media, or other marketing platforms
What we set up
- Content templates and workflows for your marketing channels
- AI helpers that draft posts and emails your team reviews
- Automated scheduling and delivery across your marketing tools
What this looks like in your business
- Marketing emails and social posts draft automatically from your content
- Campaigns send on schedule without manual work each week
- You see simple reports on what content performs best
Solution
Client invoicing and payments
Late payments create cash flow gaps and you spend too much time chasing invoices manually.
Good fit if
- You send invoices regularly but tracking payments is manual
- Late payments create cash flow stress
- You want to reduce time spent on payment follow-up
What we set up
- Automated invoice scheduling and delivery
- Smart payment reminders and nudges based on client behavior
- Dashboard flags for accounts that need human intervention
What this looks like in your business
- Invoices send automatically on your schedule without manual work
- Clients get smart reminders before payments slip through the cracks
- You see a clear view of high-risk or overdue accounts that need attention
Solution
Client onboarding and handoff
Bringing new clients on involves lots of back and forth, manual data entry, and coordination across tools.
Good fit if
- You bring on new clients regularly but onboarding feels chaotic
- You use multiple tools and data gets entered manually in each
- You want smoother handoffs between sales, onboarding, and account management
What we set up
- Intake forms that connect to your existing tools
- AI helpers that draft welcome communications and onboarding steps
- Status dashboards so the team knows where each client is in the process
What this looks like in your business
- Intake forms feed directly into your CRM and project tools
- Welcome emails and next steps draft automatically for your review
- Owners and account managers see status snapshots without asking
Solution
Customer Support and FAQ automation
Your team answers the same questions repeatedly, taking time away from complex issues that need human attention.
Good fit if
- You get repetitive questions that take staff time
- You want faster response times for common inquiries
- You need humans available for edge cases and complex problems
What we set up
- AI answers for standard questions in chat and email
- Escalation rules that route complex issues to the right person
- Analytics so you see question patterns and gaps in your content
What this looks like in your business
- Common questions get answered instantly across chat and email
- Clear rules escalate complex issues to your team automatically
- You see logs of what people ask most so you can improve your content
Solution
Data Entry and Processing
Your team spends hours entering the same data into multiple systems or processing repetitive information.
Good fit if
- You enter the same data in multiple places manually
- You process forms, invoices, or documents regularly
- You want to reduce time spent on repetitive data tasks
What we set up
- Connections between your forms, databases, and business tools
- AI helpers that extract and organize data from documents
- Automated workflows that route information to the right places
What this looks like in your business
- Data flows automatically between your tools without manual entry
- Forms and documents process and organize information instantly
- Your team focuses on analysis and decisions instead of data entry
Solution
Financial Reporting
Creating financial reports and summaries takes hours each week, and stakeholders need updates frequently.
Good fit if
- You create financial reports regularly but it's time-consuming
- You need to share financial updates with stakeholders frequently
- You use accounting software or spreadsheets for financial data
What we set up
- Connections to your accounting and financial tools
- AI helpers that draft financial summaries and reports
- Automated report generation and delivery workflows
What this looks like in your business
- Financial summaries generate automatically from your accounting data
- Reports send to stakeholders on schedule without manual work
- You see clear views of revenue, expenses, and cash flow trends
Solution
Feedback Collection
Collecting and organizing feedback from clients or customers is manual and important insights get lost.
Good fit if
- You collect feedback but it's hard to organize and act on
- You want to gather insights without manual survey management
- You need to track customer satisfaction or client feedback regularly
What we set up
- Automated feedback request workflows
- AI helpers that organize and summarize feedback responses
- Dashboards and reports that highlight key insights and trends
What this looks like in your business
- Feedback requests send automatically after key interactions
- Responses organize and summarize so you see patterns quickly
- You get alerts when feedback needs immediate attention
Solution
Lead follow up and sales pipeline
Leads come in from different places and your team struggles to follow up fast and consistently.
Good fit if
- You already get leads but follow up feels random
- You use spreadsheets, a CRM, or a mix of tools to track deals
- You want faster response times without hiring more staff
What we set up
- Lead capture flows that connect forms, CRM, and notifications
- AI helpers that draft replies and follow ups your staff review and send
- Light reporting so you see response times and follow up rates
What this looks like in your business
- New leads receive a clear, on brand response within minutes
- Sales staff see one simple view of who to follow up with today
- Owners see a simple summary of leads and next steps each week
Solution
Performance Tracking
Tracking team performance, goals, and metrics across different tools makes it hard to see what's working.
Good fit if
- You track performance metrics but it's scattered across tools
- You want better visibility into what's working and what's not
- You need regular performance updates for your team or leadership
What we set up
- Dashboards that pull data from your existing tools
- AI helpers that analyze trends and draft performance summaries
- Automated reporting workflows for team and leadership
What this looks like in your business
- One dashboard shows key metrics and performance trends
- Automated reports highlight wins and areas that need attention
- Team members see their progress without constant check-ins
Solution
Project Management
Tracking projects, deadlines, and team tasks across multiple tools creates confusion and missed deadlines.
Good fit if
- You manage multiple projects with different deadlines
- You use spreadsheets, project tools, or a mix to track work
- You want better visibility into project status without constant check-ins
What we set up
- Project dashboards that pull data from your existing tools
- AI helpers that draft status updates and task assignments
- Automated notifications and reminders for key milestones
What this looks like in your business
- One clear view of all projects, deadlines, and who's responsible
- Automated status updates so stakeholders know progress without asking
- Smart alerts when projects are at risk or need attention
Social Media Management
Creating and posting social content consistently takes time, and you struggle to keep up with multiple platforms.
Good fit if
What we set up
What this looks like in your business