If your team does it every week, we can likely automate it.

Targeted prospect lists built from public sources such as directories, permit filings, new business registrations, and job postings.

Raw leads filled in with available details such as email, phone, company size, technology used, estimated revenue, and decision-makers.

Inbound leads ranked by fit and intent using rules you approve, then assigned to the right person.

One-to-one email and LinkedIn drafts based on each prospect’s website, reviews, or news. You approve messages and sending rules before anything goes out.

Discovery call notes turned into a branded draft proposal or estimate for you to review and send.

Calls transcribed, with notes, next steps, and deal updates written into your CRM.

Stale deals flagged, follow-ups drafted, and duplicate records surfaced for cleanup.

Recorded calls scored against your own playbook, with feedback for each rep.

Alerts when competitors change pricing, launch something, or pick up new reviews.

Data pulled from invoices, receipts, contracts, applications, and intake forms into your systems, with low-confidence fields flagged for a person to check.

Technician routing, crew assignments, and reschedule cascades when one job moves.

Demand forecasts and draft purchase orders when stock runs low, queued for your approval.

Insurance and license expirations tracked, onboarding packets sent, and compliance documents chased.

Staff ask “how do we do this?” and get answers drawn from your own company documents.

Recaps distributed and tasks assigned in tools such as Asana, ClickUp, or Monday.

Email categorized, prioritized, and reply drafts prepared for owners buried in their inbox.

Permits, inspections, and job documents kept organized for trades businesses.

Invoices prepared and polite, escalating payment reminders sent on a schedule you set.

Expenses categorized and synced to QuickBooks or Xero, ready for your bookkeeper or accountant to review.

Bills read, matched to purchase orders, and queued for your approval.

A weekly KPI report on cash, sales, and the numbers you care about, delivered to your inbox.

Timesheet totals and anomaly checks, such as missed punches or overtime spikes, before payroll runs. Payroll itself stays with your team.

Close checklists and reconciliation flags so fewer items get missed.

Candidates organized against criteria you define, so your team reviews a shortlist. Final hiring decisions are always made by a person.

Job post drafts written for your review, then published across multiple job boards.

Interviews booked, reminders sent, and candidates followed up with.

Paperwork, account setup, and training sequences delivered on schedule.

SOP videos, quizzes, and onboarding guides built from your existing documents.

On-brand reply drafts for Google and Yelp reviews, ready for you to approve.

Lapsed customers identified from purchase history and invited back with personalized win-back messages.

Post-job and post-sale surveys sent automatically, with unhappy customers flagged for a personal call.

Requests sorted and routed through email or your helpdesk, with common questions answered from approved responses.

Membership and subscription customers who show signs of leaving flagged for outreach.

Timely notices such as “annual service due” that bring customers back.

One video or blog turned into social posts, emails, and short-form clips for review.

Structure your content and business information so AI tools such as ChatGPT, Perplexity, and Google AI Overviews can understand and cite it. This improves eligibility; no one can guarantee an AI tool will recommend you.

Content curated, newsletter drafted in your voice, and scheduled after approval.

Know when your business or competitors are mentioned online.

On-brand images and promo graphics produced from your templates.

Plain-English reports that explain why results changed, not just what changed.

Client portals, estimators, job trackers, and inventory tools built around how you work.

Phone-first apps for field crews, customers, or members, such as job check-ins, photo capture, and booking. Scope and platforms are defined in your quote.

Instant quote calculators, booking configurators, and ROI calculators for your website.

Agents grounded in your own information to perform a specific role, such as estimator, coordinator, or sales development rep, with defined limits and handoffs to people.

CRM, accounting, and ad data combined into one view.

Systems that do not talk to each other connected through Zapier, Make, n8n, or custom APIs, where the tools allow it.

Records moved and cleaned for businesses switching CRMs or software.

An AI sales development rep under your brand that you can offer to your own clients. Outreach rules, messaging, and compliance requirements are approved before launch.