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Business automation services

Business automation, sorted by what hurts

Our business automation services cover the work between a new lead and a paid invoice. That means CRM, follow-up, reporting, AI agents, voice agents and the pages that feed them. Pick the problem you have. If two apply, start with the one your team complains about most.

Find where your week goesSee the connected system
  1. Problem 01Leads go cold
  2. Problem 02Spend you cannot trace
  3. Problem 03Invisible when buyers ask
  4. Problem 04Busywork eating the team

Problem 1 · Leads go cold

A lead came in. Nothing happened next.

A form lands in a shared inbox, a call rings out, an estimate gets no second touch. Follow-up that depends on someone remembering will eventually be forgotten. We automate it: routing, replies, reminders and, for calls, a voice agent that answers and books.

CRM flows and follow-up

Marketing Automation & CRM Integration

Routing, a fast first reply and follow-up that ends when the lead answers, all inside the CRM you already pay for.

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HVAC, plumbing, cleaning and trades

Home Services Revenue Operations

Missed call text back, estimate follow-up and revenue by source for HVAC, plumbing, cleaning and the trades, on the field-service tool you already run.

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Pages, forms and handoffs

Web, Landing Pages & Conversion Systems

Pages and forms rebuilt so more visits become qualified leads, with each submission sent to your CRM with its source.

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Answering and booking calls

AI Voice Agents for Marketing & Sales

An AI voice agent that answers, qualifies and books, hands off to a person when it should and logs every call in the CRM.

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Connected customer records

CRM Integration Services

Forms, calls, ads, billing and field-service tools joined into one record per lead, with an alert when a sync fails.

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Speed to lead

Sales Automation

Routing, automatic first replies and sales follow-up that run on rules you set, so reps spend the day on the warm leads.

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Problem 2 · Spend you cannot trace

Every channel reports a win. Nobody can name the sale.

The ad platform, the CRM and the invoice each hold a piece, and someone pastes them into a spreadsheet at month end. We join the sources so the report runs on a schedule and every figure starts from the same sources.

Google, Meta and LinkedIn ads

Paid Media & Ads Automation

Ad leads tied to their campaign, routed to a named person and, where the data allows, checked against the sales they became, with pacing watched between reviews.

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Dashboards and reporting

Analytics, Attribution & Dashboards

Marketing, sales and KPI dashboards read from one set of definitions, with the gaps between platforms labeled.

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Handoffs, scores and reporting

Revenue Operations (RevOps)

Written lifecycle stages, handoff owners, health scores and one revenue report, built in the CRM you already run.

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Facebook and Instagram ads

Meta Ads Automation

Meta leads tracked to the ad, delivered to the CRM as they arrive, with closed sales sent back so Meta learns from customers.

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Problem 3 · Invisible when buyers ask

Buyers ask Google and AI tools. You are not in the answer.

The shortlist forms before anyone fills in a form. If search, the map and AI answers never mention you, the lead you lost never appears in a report. The pages that answer buyers also feed your CRM, so we build them as one job.

B2B SEO and AI search

SEO, GEO & Content Strategy

Pages built to rank in search and be quoted by AI answers, with each inquiry traced from the search to your CRM.

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Content, creators and press

Content, Influencer & PR Marketing

One claim you can prove, built into a pillar piece, expert quotes, creator work and a press pitch that point at each other.

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AI answer visibility

Generative Engine Optimization (GEO)

Record who AI answers name today, fix the pages they draw from, and count the AI visits you can see.

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Direct-answer content

Answer Engine Optimization (AEO)

Pages that answer the question in their first lines, so snippets and AI answers can quote you and the visit is counted.

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Crawling, indexing and speed

Technical SEO

Find what blocks crawling and indexing, starting with the pages that carry your forms and phone number, and hand your developers a short list to ship in order.

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Maps and service areas

Local Search Optimization

Service-area profiles, reviews and local pages for businesses that go to the customer, with calls from the map followed to booked jobs.

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Earned mentions and links

Digital PR & Earned Authority

Original data and expert commentary that reporters use, earning the mentions search and AI trust, with the visits counted.

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Messaging and media relations

PR Marketing & Communications

Positioning, press materials, spokesperson prep and outreach for a launch, with the inquiries it sends counted where your CRM records source.

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Topics, briefs and review

Content Strategy & Editorial Systems

Topic maps, briefs, review steps and refresh rules, with a named owner for every page and leads traced to the pages.

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Problem 4 · Busywork eating the team

Somebody retypes it every week.

Good people spend the week moving details between tools, rebuilding the same report and chasing the same updates. We find that work, build it once and keep it running, so the team has time for what only a person can do.

AI agents and automation

AI Marketing & Agentic Workflows

AI agents take the copying, sorting and first drafts between a lead and an invoice, and a person releases whatever a customer will read.

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Plan, handoff and scoreboard

GTM Strategy & Operations

The ICP, offer, channel roles and weekly scoreboard written down so marketing and sales run one plan.

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Briefs, tests and fatigue

AI Ads & Creative Operations

Briefs from customer evidence, AI-assisted variants a person approves, tagged tests and fatigue alerts.

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How the work gets done

How our business automation services work, in four steps

Some automation services stop at installing a tool. Ours runs in four steps, in this order, on a system we build and run for you.

  1. 01

    Find the work and the leaks

    We list what your team repeats in a week and where leads, money or hours slip out between tools.

  2. 02

    Automate what repeats

    Follow-up, routing, reminders, meeting notes and reports go into rules and agents. Hybrid automation runs inside the system and on n8n, Zapier or Make.

  3. 03

    Put the numbers in one place

    Pipeline, ad pacing, retention and books are read from their sources and shown together, so one screen answers what is working.

  4. 04

    Keep it running and improving

    We watch the logs, repair what breaks and add the next job once the last one is steady.

Illustrative, not a client result

The Friday report

Today someone opens four tools, copies numbers into a sheet and fixes the totals by hand. After the build, the same report runs on a schedule and lands in one place. It still needs a person who understands the numbers. We do not quote hours saved before we have seen the work.

Calls follow the same logic. An AI voice agent answers, asks your questions and books the slot, then hands over to a person when it should.

Browse by practice

Or start from the discipline.

Five practices group the services. Automation and revenue operations are where most of the wiring happens. Search, paid and web bring the leads in and show what they were worth. The lines are loose on purpose.

01

AI & automation

Automate the repeatable work. Keep judgment and the customer relationship with people.

5 services 02

Search & authority

Be the source buyers and AI answers reach for, not just a page with more keywords.

8 services 03

Paid growth

Know what the campaign taught you, who responded and what happened after the click.

4 services 04

Revenue operations

Swap disconnected reports and handoffs for one operating model people can read.

6 services 05

Web & conversion

Make the next step easier without tricking the person taking it.

4 services

The working stack

Built on the tools your team already pays for.

We connect to what you already run and add a tool only when the job cannot be done without one. Platform names show what we can work with. They are not endorsements or partnerships.

  • 01GoHighLevel
  • 02Housecall Pro
  • 03Jobber
  • 04ServiceTitan
  • 05HubSpot
  • 06Salesforce
  • 07Google Ads
  • 08Meta Ads
  • 09GA4
  • 10Looker Studio
  • 11Zapier
  • 12Make
  • 13n8n
  • 14OpenAI
  • 15WordPress
  • 16Vapi

Any one of these is enough to start

  1. 01Leads go coldA lead came in. Nothing happened next.
  2. 02Spend you cannot traceEvery channel reports a win. Nobody can name the sale.
  3. 03Invisible when buyers askBuyers ask Google and AI tools. You are not in the answer.
  4. 04Busywork eating the teamSomebody retypes it every week.

Not sure where it starts?

Find where your week goes.

The free review call looks across your ads, CRM, follow-up, search and reporting, then names the one piece of work worth automating first.

Book a review call

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