Client onboarding
A new client signs and the forms, document requests, CRM record and welcome emails all happen on their own. Nobody chases paperwork.
Signed → forms → CRM record → welcome sequence
AI Automation
Take the busywork off your team's plate.
We map the jobs that eat your team's week (onboarding, quotes, reports, inbox triage, data entry) and replace them with AI automations built into the tools you already use. Each one has to clearly pay for itself, or we don't build it.
- Built into your existing tools
- No upfront payment
- 60-day money-back guarantee
Your AI automation partner, working inside the tools you already pay for.
n8n · Make · ZapierAutomation platforms
HubSpot · GoHighLevel · XeroCRM & accounting
OpenAI · ClaudeAI models
Your team is paid to sell and serve. Not to copy-paste.
In most businesses, a big chunk of every week goes on work that has nothing to do with winning or serving customers: re-typing data between systems, chasing documents, writing the same emails, building the same reports.
We don't sell software. We build the automations that take those hours back, permanently, inside the tools your team already uses.
The busywork, and what replaces it
Re-keying data between systemsSystems that sync themselves
Chasing forms and documentsAutomatic requests & reminders
Writing the same emails and quotesAI drafts, you approve
Building the weekly reportReports that build themselves
Updating the CRM after every callCall notes → CRM, automatically
Sorting every inbox and SMS replyAI triage & routing
The best place to start is usually the job that's high-volume, rule-based and eats hours every single week.
Automations we build
Real jobs. Real hours back.
These are the kinds of automations growing businesses are already running. If your team does something on this list every week, it's a strong candidate.
Quotes & proposals
Site measurements, call notes or a short brief become a priced, on-brand draft quote in minutes, ready for a quick check before it goes out.
Measure → AI draft → priced quote → review & send
Application & compliance forms
Long, repetitive forms filled automatically from the client data you already hold, so a job that used to take an hour takes seconds.
Client data → form filled → checked → ready to sign
Inbox & SMS triage
AI reads every reply, sorts reschedules from questions from cancellations, and routes each one to the right person in seconds.
Reply → classified → routed → logged
Reports & documents
Numbers from your CRM, spreadsheets or accounts land in a finished, formatted report or proposal. No more copy-paste into templates.
Data → template → finished report → inbox
A CRM that updates itself
Call notes become CRM updates, next steps and a drafted follow-up. Or update the CRM with a plain-English text from your phone.
Call or text → summary → CRM update → follow-up draft
Timesheets & payroll
Hours logged on site flow straight into a payroll-ready file for Xero. One source of truth across every site, zero re-keying.
Site forms → timesheet → Xero-ready payroll
Staff onboarding
A new-starter form creates their payroll record, accounts and compliance checks instantly, instead of someone re-typing it all.
New starter → payroll record → accounts → checks
Content on autopilot
On-brand blog and SEO drafts generated every week from your topics and tone of voice, ready for a quick review before they publish.
Topics → AI draft → your review → published
Don't see your job here? If it's repetitive, it's probably automatable. Tell us about it →
Why AI
Regular automation breaks. AI automation adapts.
Traditional automation follows rigid rules and falls over the moment something arrives in an unexpected format. AI can handle the messy, real-world stuff. We use both, usually together.
Rule-based automation
Great for tidy, predictable data
- Follows fixed rules: if X happens, do Y
- Breaks when something arrives in the wrong format
- Can't read documents, emails or free-text replies
- Needs a person for every judgement call
AI automation (what we build)
Handles the messy, real-world stuff
- Reads documents, emails, forms and customer replies
- Understands intent: a reschedule, a question, a complaint
- Drafts responses and documents in your voice
- Makes routine calls and flags the rest for a person
How we build
Built around how your team actually works.
Not generic off-the-shelf tools. Every automation is designed around your real workflow, then handed over so you own it.
01
Automation audit
We map your workflows and rank the opportunities by hours saved versus effort to build, so the biggest wins come first.
02
Build & integrate
Custom automations built into your existing tools. No rip-and-replace, no new software for your team to learn.
03
Hand over & train
Documentation and a walkthrough for your team, so everyone knows how it works. No black boxes.
04
Measure & improve
We track the time saved, fix anything that breaks, and keep improving. Your automations compound over time.
Pricing
If it won't save you real time, we won't build it.
Before we quote, we map the job you want automated: how often it happens, how long it takes, who's doing it, and what it's costing you. Then we make sure the automation will clearly pay off. Not break even: a real saving.
- 1
We map the job
How the task is done today, how often, how long it takes and who does it.
- 2
We check it pays off
What it costs you now against what it costs to build and run. If it isn't clearly worth it, we'll tell you.
- 3
If it doesn't deliver, you don't pay
No upfront payment, pay once you're satisfied, and a 60-day money-back guarantee.
Before we quote, we check
- How long the job takes todayPer week, per person, including the fiddly bits
- What that time is costing youAnd what your team could be doing instead
- What it costs to build and runOur fee, plus any software it needs
Clearly worth it?We quote it and build it.
Not worth it?We'll tell you on the call.
60-day money-back guarantee
If your automation isn't saving significantly more time than doing the job by hand, ask for a full refund within 60 days. No paperwork. No questions asked.
Proof we can build
View the case studies →
Systems that already run at scale.
Our published results come from AI sales systems: the same approach and the same stack, pointed at revenue.
$3.3M+tracked revenue generated for clients
489appointments booked automatically
19 molongest-running system, and counting
24/7running without anyone babysitting it
FAQ
Questions about AI automation.
What types of tasks can you automate?
If your team does it repeatedly, it can almost certainly be automated. Common examples: client onboarding and data collection, quotes and proposals, reports and documents, CRM updates and follow-ups, data entry between platforms, form filling, inbox and SMS triage, and internal approvals. The best starting point is anything high-volume and rule-based that eats hours every week.
Do I need to replace my existing software?
No. We build around the tools you already use: your CRM, spreadsheets, cloud storage, accounting or practice-management software. Our automations connect systems that don't talk to each other, without asking your team to learn anything new.
What happens if something changes or breaks?
Everything we build includes error handling and alerts, so if something fails you hear about it straight away instead of quietly losing data. You also get documentation so your team understands how it works. When a tool you use changes, it's usually a small fix, not a rebuild.
Will automation replace my staff?
That's not how we think about it, and it's not how businesses use it. Automation removes the repetitive, low-value work so your people can spend their time on the work that needs judgement, relationships and expertise. Most teams handle more volume with the same people.
How long does it take?
It depends on how many tools are involved. A simple automation can be running within a week or two; bigger multi-system builds take longer. You'll get a clear timeline before we start, and we don't drag projects out: the sooner it's live, the sooner it's saving you time.
How much does it cost?
It depends on the automation, so you'll get a clear quote after the free call. Before we quote, we look at how long the job takes your team today and what that's costing you, and make sure the automation will clearly pay off. If it won't, we'll tell you. There's no upfront payment, you pay once you're satisfied, and you're covered by a 60-day money-back guarantee.
Who owns the automations?
You do. We document everything and hand it over, so it's yours to keep and build on.
Ready to get your team's week back?
Book a free 30-minute call. We'll map your biggest time-drains and show you exactly what automating them is worth.