Business Automation Solutions

Automate Your Business from Lead Capture to Billing

Stop losing hours to manual work. Custom workflow automation and AI-powered tools that work 24/7.

βœ“ Save 15-30 hrs/week | βœ“ Never miss a lead | βœ“ 95% fewer errors

βœ“ HIPAA Compliant Options βœ“ Secure & Encrypted

Two Powerful Ways to Automate

Choose one or combine both for maximum efficiency

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Workflow & CRM Automation

Eliminate repetitive tasks with custom automations

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Process Mapping

We document your workflows and identify automation opportunities

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App Integrations

Connect your existing tools: CRMs, email, calendars, databases

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Custom Automations

Python scripts and Make.com workflows tailored to your needs

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Error Monitoring

Real-time alerts when something needs attention

Workflow Packages

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Quick Win

Try It Out

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Starter

Get Started

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Professional

Most Popular

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Enterprise

Full Transformation

πŸ’‘ ROI Example: Automation saving 15 hrs/week typically pays for itself in under 4 months (at $50/hr staff cost = $3,000/month saved).

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AI Voice & Chat Agents

Never miss a call or lead again - 24/7 coverage

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24/7 Phone Answering

AI answers calls anytime, never misses a lead

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Appointment Booking

Schedules meetings directly into your calendar

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Lead Qualification

Asks qualifying questions, routes hot leads to you

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Custom Training

Trained on your business, FAQs, and processes

What's Included in Setup

  • βœ“ Custom call script design
  • βœ“ AI training on your business
  • βœ“ Calendar/CRM integration
  • βœ“ Testing and deployment

Ongoing Support

  • βœ“ Usage-based pricing for call volume
  • βœ“ Scales with your business
  • βœ“ Ongoing optimization & reporting
  • βœ“ Priority support included

AI Agent vs. Human Receptionist

πŸ‘€ Human πŸ€– AI Agent
Monthly Cost Full salary + benefits Fraction of the cost
Availability 9am-5pm only 24/7/365
Response Time Minutes to hours Instant
Consistency Varies by person 100% consistent
Scalability Hire more staff Handle any volume
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AI + Human: The Best of Both Worlds

Our AI agents handle routine calls so your team can focus on what mattersβ€”but humans are always in the loop.

  • Seamless handoff to human staff on request or for complex issues
  • Sentiment detection identifies frustrated callers and escalates immediately
  • You set the rulesβ€”define when calls get routed to your team
  • Full transcripts so your team has context before returning calls

Common Automation Use Cases

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Client Onboarding

Automate intake forms, CRM entry, welcome emails, and document generation

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Invoice & Billing

Generate invoices, send reminders, track payments automatically

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Email-to-Database

Parse emails, extract data, update records without manual entry

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Lead Notifications

Instant SMS/email alerts when new leads come in, anytime

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Report Generation

Automated daily/weekly reports from your data sources

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After-Hours Answering

AI captures leads when your office is closed

Our Automation Process

From audit to implementation in 1-2 weeks

1

Workflow Audit

We map your current processes and identify automation opportunities

  • β€’ 30-minute discovery call
  • β€’ Process documentation
  • β€’ ROI projection
2

Solution Design

We design a custom automation architecture for your business

  • β€’ Technical specification
  • β€’ Integration plan
  • β€’ Timeline & budget
3

Implementation

We build, test, and deploy your automation system

  • β€’ Phased rollout
  • β€’ Quality assurance
  • β€’ Team training
4

Monitor & Optimize

Ongoing support to keep your automations running smoothly

  • β€’ Real-time monitoring
  • β€’ Performance optimization
  • β€’ Priority support

Frequently Asked Questions

What apps and systems do you integrate with?

We integrate with most popular business tools including Google Workspace, Microsoft 365, Salesforce, HubSpot, Clio, PracticePanther, QuickBooks, Xero, and hundreds more via Make.com, Zapier, or custom API integrations.

Do you build custom CRMs?

Yes! We can build custom CRM solutions using Airtable, Notion, or fully custom databases. These are tailored to your specific workflow needs and integrate with your existing tools.

How secure are the automations?

Security is our top priority. All automations use encrypted connections, secure API credentials, and follow best practices for data handling. We're experienced with HIPAA, GDPR, and other compliance requirements.

Will callers know they're talking to AI?

Our AI voice agents are trained to sound natural and conversational. Many callers don't realize they're speaking with AI. You can choose to disclose or not based on your preference and regulations.

How are escalations handled with AI agents?

AI agents can seamlessly transfer calls to human staff based on caller request, sentiment detection, or specific keywords. You set the rules for when escalation happens.

What languages do AI voice agents support?

Our AI agents support English and Spanish fluently, with additional language capabilities available upon request. We can train agents to handle industry-specific terminology.

How long does implementation take?

Simple workflows can be live in days. Most projects complete in 1-2 weeks. Complex enterprise implementations may take 6-8 weeks depending on scope.

Ready to Automate Your Business?

Book a free workflow audit and discover how much time and money you could save.