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AI agents and business automation

Automate

AI agents that take the busywork.

We embed with how your team works, find the repetitive work slowing you down, and build AI agents that handle it inside the tools you already use. Your team keeps the judgment calls. The agents take the rest.

Who it's for

Recruiting teams buried in scheduling, reminders and candidate follow-ups.
Sales and lending teams juggling leads, borrower updates and paperwork.
Operators who lose hours each week to reports, inbox triage and data entry.

What's included

A focused, practical build, not a demo.

01

Workflow audit

We learn how your team works today, map where the time goes, and choose the highest-impact automations together.

02

One or two automations

Built for your workflow, like scheduling, lead follow-up, intake and triage, or weekly reporting. Want AI? An AI agent starts at $3,500, and AI for your team (a workflow audit, 2 agents, written procedures and training) starts at $7,500.

03

Connected to your tools

Works inside your email, calendar, CRM, ATS, spreadsheets and forms. No new software to learn unless it truly helps.

04

Human in the loop

Agents draft, sort and flag. Your team approves anything that matters, with clear rules for what runs on its own.

05

Tested on real work

Piloted on your actual workflow before it goes live, so it works with your real data and edge cases.

06

Written procedures and training

Step-by-step documentation and a team walkthrough, so everyone knows how it works and what to do when something's off.

07

30 days of tuning

After launch we watch the results and adjust rules, prompts and edge cases until it runs smoothly.

08

Results check-in

A review of time saved and what to automate next, so you know exactly what you got.

What we automate

A few examples from the teams we know best.

Recruiting

Schedule interviews across calendars, send reminders and nudges, and keep candidates updated at every stage.

Sales and lending

Follow up with new leads within minutes, and keep clients and borrowers updated at each milestone.

Operations

A weekly health or pipeline report in your inbox, plus intake forms that sort and route themselves.

How it works

We design it with you, build it into your tools, and stay until it delivers.

  1. Week 1

    Workflow audit

    We shadow the work and pick the best opportunities.

  2. Week 1

    Design and approve

    You approve a clear map of what each automation does.

  3. Weeks 1 to 2

    Build and pilot

    We build, connect your tools and test on real work.

  4. Week 2 and on

    Launch and tune

    Go-live, then 30 days of tuning. AI agents take 2 to 3 weeks, AI for your team 3 to 5.

What we need from you

  • A team champion who knows the workflow
  • Access to the tools involved, through your own secure accounts
  • A few real examples of the work to automate
  • A 30-minute weekly check-in during the build

Popular add-ons

  • Extra automationfrom $750
  • Extra AI agentfrom $2,000
  • Team training workshopfrom $750

Add-ons are quoted with your project. Prices are starting points.

Questions

What does forward-deployed mean?

It means we work side by side with your team, learn the real workflow, and build directly into your tools, then stay to tune it until it delivers. It's the approach AI companies use with their biggest customers, sized for your team.

Will this replace my team?

No. It takes the repetitive busywork so your people can spend their time on judgment, relationships and the work that needs a human.

Which AI do you use?

We choose the right model and tools for each job, and build on accounts you own and control.

Is my data safe?

We work inside your accounts and permissions, never sell your data, and keep sensitive steps human-approved.

What happens after the 30 days of tuning?

Your automations keep running. Many clients add our Run plan for monitoring, fixes and continuous improvement.

How does payment work?

A $500 reservation holds your project and comes off your final invoice. When you sign, a 20% deposit starts the work, and the balance is due when you approve the finished work, before launch.

Get started

Automate package

PackageAutomate
Starting pricestarts at $1,500
Payments20% deposit to start, balance when you approve the finished work, before launch
Reservation due today:$500

Your $500 reservation comes off your final invoice. If we decide we're not the right fit after the discovery call, it's fully refunded.

Your details

How you pay

We email your invoice. Pay by bank transfer (Zelle), check, or card through a secure link. Nothing is charged on this page.

Prefer to talk first? Book a free discovery call