AI & Process Automation for B2B
Workflow automation, AI-powered document processing, and integration logic where it pays off. From $60/hr with a budget cap agreed before work begins.
30-45 minute fit review. No system access required.
What We Automate
Workflow automation
Eliminate manual handoffs, approvals, and routing between teams and tools.
CRM automation
Auto-assign leads, trigger follow-ups, update pipeline stages, sync fields.
Document processing
Extract, classify, and route documents without manual data entry.
Lead scoring
Score and prioritize leads based on behavior, fit, and engagement signals.
Reporting automation
Generate and distribute reports on schedule instead of manually.
AI readiness assessment
Evaluate where AI adds real value vs. where it adds complexity.
From Diagnostic to Automation
Free diagnostic
We review your current state in a 30-45 minute call. No obligation. If the problem needs technical implementation, we scope it.
Scope and estimate
Our team estimates hours and defines deliverables. You receive a written proposal with a budget cap before any work begins.
Build and review
Development in sprints with weekly progress reviews. You see working results at every stage, not just at the end.
Handover and warranty
Tested, documented deliverables handed over to your team. 30-day warranty on all implementation work.
A senior advisor will respond within 2 business days.
Tools We Work With
Who This Is For
B2B companies spending significant staff hours on manual, repetitive work: data entry, document processing, report generation, lead routing, or approval workflows. You know automation would help but are not sure where to start or which tools to trust.
The diagnostic identifies the highest-value automation opportunities before any build begins.
Pricing
From $60 / hour
Typical project: 30-80 hours. Estimate from $1,800; the final rate depends on scope and seniority. Budget cap agreed in writing before work begins.
Timeline: 3-8 weeks depending on the number of workflows, integrations, and tools involved.
You never pay before scope is agreed in writing.
AI & Automation FAQ
No. We integrate proven tools (GPT, Claude, existing ML services) into your workflows. Custom model training is almost never cost-effective for teams under 250 people.
Every automation we build includes error handling, logging, and documentation. We hand over monitoring access so your team can manage it independently.
Probably, but we will not know until the diagnostic. Some workflows should be fixed before they are automated - automating a broken process just breaks it faster.
It depends on the process. We estimate savings during the diagnostic and only recommend automation when the projected ROI justifies the cost.
Find Out What to Automate
We start with the process, not the tool.