Everything runs automatically so the team can focus on growth.
6 Months
B2B Consulting
Ted Morrison
“It’s like hiring an assistant that never sleeps. From bookings to follow-ups, everything runs automatically, and I finally have time to focus on growth.”
Problem
Client bookings, follow ups, and internal handoffs were handled manually across multiple tools.Leads slipped through the cracks, response times were inconsistent, and the founder was deeply involved in day to day operations instead of growth.
Solution
We designed and implemented a centralized AI powered automation system that captured leads, qualified them, routed tasks, and triggered follow ups automatically without adding new tools or headcount.
Implementation Breakdown
• Automated lead capture and enrichment from booking forms
• AI based routing to the right pipeline or workflow
• Smart follow up sequences triggered by client behavior
• Central dashboard for visibility across all operations
Outcome & Conversion
Within weeks, the client reduced manual workload, improved response times, and gained clear visibility into their operations.
The system now runs quietly in the background while the team focuses on sales and growth.
3x
Faster internal handoffs
40+
Hours saved monthly
2x
Cleaner workflow execution
