Automation Audit
Focused review of website, support flow, lead capture, and follow-up process.
- Workflow review
- Automation opportunity report
- Recommended implementation plan
I build practical automation systems that qualify leads, draft replies, route requests, and follow up — so you never miss what matters.
Trusted by 30+ clients
Building custom AI capabilities and autonomous workspaces. Works seamlessly with Intercom, Zendesk, HubSpot, Salesforce, Zapier, Make, and more.
PRACTICAL IMPLEMENTATION. NO AI THEATRE.
Leads arrive through forms, chat, email, and DMs. Teams reply late or forget follow-ups. Repeated support questions are answered manually over and over. No one has a clear view of stuck opportunities, and workflows live in too many places.
We capture incoming leads and support requests, ask qualifying questions, classify urgency and intent, draft a helpful reply, notify the right person, create reminders, and track status in a clear dashboard.
Focused implementations designed for immediate ROI.
Focused review of website, support flow, lead capture, and follow-up process.
Done-for-you workflow build for one high-value support or lead process.
For businesses needing multiple workflows, Intercom/CRM integrations, or custom API work.
We map exactly how leads and support requests currently enter your business.
Design the routing logic, necessary integrations, and AI drafting steps.
Setup the core workflow in your existing tools (Intercom, CRM, Make/Zapier).
Run sandbox leads through the flow to verify routing and AI draft quality.
Go live and provide a complete walkthrough so you own the system.
Optimize workflows after seeing how real customers interact with it.
What we can automate in a 7-day sprint.
Deep expertise in turning standard chat widgets into robust business engines.
Send me your website. If your business gets leads, support requests, or quote inquiries online, there is probably a workflow that can be automated within a week. I'll identify 3 automation opportunities.