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Service · Automation & AI Workflows
Automations that capture, route, and respond so you stop losing leads and time.
We connect your CRM, billing, chat, and support tools, then layer AI so replies and follow-ups happen instantly.
- Capture every lead and inquiry automatically.
- Reduce manual tasks and data entry.
- Respond faster with AI assistance.
Clear packages, transparent scope, secure online payment.
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serviceWork.serviceHub.sections.about.ctaIs this for you?
- Leads get lost between forms, chat, and DMs.
- Ops teams copy-paste data across tools.
- Response times are slow, hurting sales.
- You lack visibility into where deals or tickets sit.
- Support handles repeat questions manually.
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- Not for you if you resist integrating your existing systems.
What changes when you use this service
No dropped leads
Routing rules send every lead to the right place.
Hours saved weekly
Automations clear repetitive tasks.
Instant answers
AI handles FAQs and first-line responses.
Clean data
Sync keeps CRM, billing, and support aligned.
Alerts that matter
Dashboards and notifications show what needs action.
How this service works
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Discovery & mapping
Identify key workflows and tools.
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Blueprint
Define triggers, rules, and AI handoffs.
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Build
Implement automations, connectors, and assistants.
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QA
Test flows, edge cases, and alerts.
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Launch & tune
Deploy, monitor, and refine with your team.
Packages & pricing
one-time
Automation Jumpstart
Ideal for: Quick wins in a single workflow.
- Lead capture + routing setup.
- One AI responder for FAQs or triage.
- CRM/billing sync for one system.
- Alerts and basic reporting.
$2,500.00–$4,000.00 (one-time)
~2 weeks
one-time
AI-Enhanced Ops Suite
Ideal for: Teams needing multiple connected flows.
- Multi-channel lead capture (forms, chat, DMs).
- AI responders + human handoff.
- CRM, billing, and support integrations.
- Dashboards and error monitoring.
$8,000.00–$12,000.00 (one-time)
~4–6 weeks
retainer
Continuous Automation Accelerator
Ideal for: Ongoing improvements and maintenance.
- Monthly automation builds and fixes.
- AI prompt/knowledge updates.
- New integrations and optimizations.
- Reporting and training refreshers.
$2,000.00–$5,000.00 /month (retainer)
Ongoing, monthly cycles
What’s included
Strategy & planning
- Workflow mapping
- Triggers and data rules
- Success metrics
Build & integration
- Connectors and lead routing
- AI responders with handoff
- CRM/billing/support sync
QA & reliability
- Testing and logging
- Alerts and fallbacks
- Error monitoring
Enablement
- Team training
- SOPs and diagrams
- Iteration support for retainers
What this looks like in practice
Lead routing
Forms + chat + DMs send qualified leads to CRM with alerts.
Support triage
AI answers common questions and escalates tickets.
Billing ops
Invoices and subscriptions sync to CRM with status alerts.
Results from this service
- “We reclaimed ~30 hours a week and response times dropped to minutes.”
- “No more lost leads—every form, chat, and DM is in the CRM.”
- “Support deflection improved and the team handles real edge cases.”
Questions about this service
How long does setup take?
2–6 weeks depending on scope.
Which tools do you support?
Most major CRMs, billing, chat, and support platforms.
Do we need AI right away?
We can start with routing/automation and add AI where it helps.
Who maintains it?
We can train your team or manage via retainer.
What access do you need?
API/admin access to the tools involved.
Can you document flows?
Yes—SOPs and diagrams are included.
What if something breaks?
Monitoring and alerting are built in; retainers cover fixes.
Can you handle compliance/security?
We follow data-handling best practices and can align to your compliance needs where applicable.
How do we measure success?
We track response times, lead capture, and hours saved with dashboards and alerts.
Can you integrate with our support team?
Yes—routing rules, shared inboxes, and escalations can be set to your workflows.
Ready to stop losing leads and time?
Pick a package or schedule a quick call to map your workflows.
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