Top #1 AI & Automation Agency
We automate your agency, so you can close more deals, crush margins, and take back your time.
We integrate your apps, install AI and automate your processes to end busywork and skyrocket productivity across your entire company.
Our Automations
Check the list of our Automated Processes
Proposal & Agreement Generation
Auto-create and send branded proposals or contracts the moment a new lead or deal comes in. No manual editing.
Lead Capture & Qualification
Automatically collect leads from web forms, LinkedIn, or emails and instantly qualify, tag, and route them into your CRM.
CRM & Pipeline Automation
Keep your deal pipeline updated without lifting a finger. Auto-update stages, assign tasks, and trigger follow-ups based on activity.
Meeting Scheduling & Reminders
Send Leads to Hubspot and Salesforce. Import lead lists, track every touchpoint, tag ICP angles, and skip DNCs automatically.
Client & Deal Onboarding
Once a deal is signed, auto-create a client folder, assign internal tasks, send welcome messages, and kick off delivery.
Automated Reporting & Status Updates
Send clients or stakeholders weekly progress updates, performance metrics, or deal status without logging into spreadsheets.
Document & Folder Management
Auto-create structured folders in Google Drive or Notion with naming conventions, pre-filled templates, and file sharing.
Internal Notifications & Escalations
Get alerted when deals stall, documents go unsigned, or a task is overdue, so nothing slips through the cracks.
Client Communication Flows
Automate recurring client messages. like updates, deadline nudges, “next steps”, personalized and sent at the right time.
Highly automated businesses are 6x more likely to see significant revenue growth
The FAQs
Everything you need to know
Helping you streamline operations, reduce costs, and achieve measurable success with proven methodologies.
What kinds of tasks can you automate for my business?
We specialize in automating repetitive admin work like lead gen, follow-up, proposal creation, client onboarding, CRM updates, reporting, and document management and many more. If you’re manually doing it more than twice a week, chances are we can automate it.
Do I need to know any tech to work with you?
Not at all. We handle all the backend setup and workflows. You just tell us your pain points, and we’ll build a simple, user-friendly system you and your team can use. No tech skills required.
How long does it take to set everything up?
Most automations are live within 1–2 weeks, depending on the complexity of your workflows. We also provide ongoing support and can scale your system as your team grows.
What kind of results can I expect?
Most clients see time savings of 10–20 hours per week, faster lead response times, and fewer things slipping through the cracks. In lean teams, that can mean more deals closed, better client experience, and less burnout.
Is this a one-time setup or ongoing service?
We offer both. Some clients prefer a one-time setup with handover, while others retain us monthly for updates, support, and additional automations as their business evolves. It depends on your needs and internal bandwidth.
Which industry do you specialize in?
We specialize in helping lean teams in real estate, recruiting, and high-touch service businesses automate repetitive work and free up time for growth.”
Testimonials
"Before this setup, we had zero clarity on which clients were getting what. Now every team member knows what’s live, what’s pending, and what’s next without digging through Notion, Slack, or Airtable."
Kim Garcia
Ops Director, Software Development Agency
"We used to juggle 6 different tools just to run one campaign. Now, everything from inboxes to lead tracking to dashboards lives in one place — customized exactly how we work."
Sarah Waverly
Senior Marketing Manager, B2B Growth Marketing Agency
"We hit a wall trying to scale on platforms that charge per user. With unlimited seats and workspaces, we’ve onboarded more clients without stressing about costs or adding ops hires."
Luis M Benjamin
Marketing Manager, NCD
"Weekly reports used to take hours. Now, they’re auto-generated — branded, beautiful, and client-ready. Our team spends more time optimizing, not formatting PowerPoints."
Nadia Nouzir
Client Success Lead, Ardent Credit
"Most tools force you to change how you work. This one was the opposite — it fit around our SOPs, integrated with the stack we already use, and just… worked."
Sam David
Marketing Manager, Pentax