One job eats hours every week
Someone rebuilds the same report or quote by hand every week. Work that repeats on a schedule is often the easiest to hand to an agent.
Solutions
Build AI Into the Tools You Already Pay For
We connect your CRM and shared drives to an AI agent that drafts the work, and a person on your team approves anything before it goes out.
Trusted by businesses like yours
Start With What You Already Have
Your CRM, shared drives, inbox and accounting system already hold the information an AI agent needs to do useful work. We connect them to an agent we set up for you and build each workflow around the way your team works now. Everything runs in your own accounts and belongs to you, and each workflow has a named owner on your team who's trained to run it.
Where Off-the-Shelf AI Falls Short
- 01
Your systems don't talk to each other
Client history sits in the CRM and the numbers sit in accounting, so someone copies between them by hand every week.
- 02
A general tool can't see your business
An AI seat can write a decent email, but it can't see your pricing rules or which clients have gone quiet, so staff retype the details every time.
- 03
Revenue waits in the CRM
Past clients and closed leads sit untouched because nobody has time to work through them, and the list grows every month.
How a Build Comes Together
Every client goes through the same four steps, and it takes 6 to 8 weeks from the start of the audit to a trained team.
- 1
Learn how the work is done
We sit with the people who do the job and map each step, from where the information comes from to who signs off. Most of this happens during the audit.
- 2
Agree what the agent does
We write down what the agent reads and drafts, and who approves its work. We also estimate your monthly AI usage cost before we start.
- 3
Build and test in your accounts
We connect your tools to the agent and test it on real cases with the person who'll own it. The smallest high-value item ships first, within the 3 to 4 week build.
- 4
Train and hand over
Each person learns the workflows they'll run, in the tools they use every day. Every workflow comes with written docs and a named owner.
- 5
Check results and keep it working
Thirty days after launch we compare hours saved with the audit's baseline. After that, a monthly retainer covers fixes, updates as tools change and light new work.
The main revenue build
Win Back Past Clients and Closed Leads
Your CRM already holds people who bought once or almost did. We build a workflow that reads it every week, finds the past clients and closed leads worth another conversation, and drafts a personal message for each one. Your team approves, sends and closes.
Company brain
DrivesEmailCRMProposalsChatSheetsAnswersDraftsBriefsSample
You ask: What payment terms did we agree with Northline?
Net 45, signed in March. Source: Northline supply agreement, page 4.
Knowledge assistant
Saves timeA Company Brain Your Team Can Ask
We connect an AI agent to the places your knowledge already lives: shared drives, email, your CRM and past proposals. Your team asks a question in plain language and gets an answer that points to its source.
- Only shows what each person is allowed to see
- Works with SharePoint, Google Drive, HubSpot and Slack
More workflows we build
Follow-ups that go out on time
Brings in revenueEvery open quote gets a follow-up plan, so fewer of them go cold.
A new quote in your CRM
The agent drafts the follow-ups- Your rep approves
- Sent on schedule
Prospect research and first emails
Brings in revenueYour target list comes back researched, with a first email for each company.
Your target list- The agent researches each company
- A first email drafted
Your rep sends it
Meeting notes and actions
Saves timeNotes and next steps land where your team already works.
- A recorded call
- The agent writes the notes and actions
Posted to the team
Invoice reminders
Saves moneyOverdue invoices get a polite reminder before they age.
Overdue invoices- The agent drafts the reminders
- You approve
- Paid sooner
[ Precision-built for operators. ]
Fully AutomatedFollow-Ups
Every open quote gets a follow-up plan, andevery past client worth a call gets a personalnote. The agent drafts them from your CRM eachweek, and your rep reads, approves and sendseach one. Replies and booked calls are loggedback in your CRM.
Book your free callSample draft
1// Drafted from your CRM, waiting for review2to: past client, last order 14 months ago3why now: quote stalled after a price change45Hi Sam, it's been a while since your6last project with us. We've added7same-week installs since then, and8I thought of your second location.910Worth a 15-minute call next week?1112owner: your sales rep13status: needs approval
Ready for review
Drafted by the Agent,Approved by Your Rep
Each week the workflow reads your CRM, ranks past clients and closed leads, and drafts a personal note for each. Nothing is sent until your rep approves it.
- Ranked by last purchase
- Approved before it's sent
What You Own When We're Done
- Working workflows in your own accounts
- Written docs for each workflow, in plain language
- An approval step before anything reaches a client or prospect
- A named owner on your team for each workflow, trained to run it
- An estimate of your monthly AI usage cost, made before the build
- A 30-day check of adoption and hours saved against the baseline
- Support at $2,000 to $3,000 a month, if you want it
When a Build Makes Sense
Your CRM is full of old leads
Past clients and closed deals sit in HubSpot or Salesforce, and nobody has worked through them. The win-back workflow, our main revenue build, starts there.
Answers live in a few people's heads
Staff keep asking the same colleagues where things are. A company brain answers from your own files and points to the source, and it only shows each person what they may see.
You've finished the audit
You know what's worth fixing and want the people who ranked it to build it and train your staff.
Common Questions
Still deciding? On a free 30-minute call we'll tell you what fits.
Do we need an audit first?
Yes. Every client goes through the same four steps, and the audit comes first because it shows which build saves the most. Its $1,500 fee is credited toward the build.
Who owns what you build?
You do. It runs in your own accounts with written docs, and every workflow has a named owner on your team. You pay your own AI seats and usage, and we estimate that cost before we start.
Will it work with the software we use?
First builds use the tools you already have, such as HubSpot, Salesforce, Google Drive, SharePoint, Slack or QuickBooks. Bigger builds come after the first one ships.
What does a build cost?
The audit, build and train package starts at $7,500 USD for one team over 6 to 8 weeks. Larger scopes are priced per department, and your AI usage is billed to you directly.
How do we know it's paying off?
Every build is priced against the hours it saves. We record a baseline in the audit, then check adoption and hours saved 30 days after launch.
Related Research
Research · 6 min read
Your CRM already holds revenue worth winning back
Lost customers can be won back at a profit when the offer fits why they left, and a new lead's odds of a real conversation drop sharply after the first hour. The most quoted retention statistics are hard to trace to a method.
Case studies · 4 min read
Company AI brain case studies: what the firms with results did first
Morgan Stanley, Steno, BCI and others have published results from internal AI assistants. Most of the numbers come from vendors, and the firms with the clearest results did similar groundwork before launch.
Case studies · 6 min read
Which sales and operations jobs AI has proven it can do
Customer support has the most evidence behind it, while proposals, meeting notes and weekly reports have no measured small-firm result yet. Every small-firm number we found came from a vendor.
Free 30-minute call
Find Your First Build
On a free 30-minute call you'll see one of our prompts run in your own AI tool and leave with a first step and its price.