Nine ways we automate the work you hate

What it is

We build cold outreach systems that source ideal leads, write a personalized first line for each one, and run multi-step follow-up sequences across multiple sending domains. The whole engine runs without your team writing a single email.

Who it is for

B2B founders and revenue leaders doing $500K to $10M in revenue who need a predictable inbound book of qualified meetings.

What you get

• Lead-list build (Apollo, Clay, custom scrapers)
• AI-personalized first-line generation per prospect
• Multi-domain Instantly campaigns with warmup
• Reply triage and CRM hand-off
• Daily reporting dashboard

Past results

• 23% reply rate for Capcon (telecom, 5x industry standard)
• 25% reply rate for LandFinder (187-prospect campaign)
• Troy Shepherd: 0 to daily booked meetings within 6 weeks
• Mortgage brokerage: ICP-filtered cold email, leads auto-sourced every 4 hours

What it is

We map the manual processes eating your team's time and rebuild them as resilient, monitored automation. Our builds favor reliability over cleverness: idempotency, retry logic, and human-readable logs so your team trusts the output.

Who it is for

Operations leaders who can name three repetitive processes that should not require a human anymore.

What you get

• Process audit and dependency map
• Make.com or n8n scenarios (whichever fits)
• Google Apps Script for Sheets/Drive/Gmail-bound work
• Error handling, logging, and alerting
• Documentation handoff

Past results

• AppFolio per-investor distribution automation for $3M AUM real-estate firm
• QuickBooks-to-Sheets data extraction across 115+ client scenarios
• Onboarding email pipelines that cut time-to-active from days to minutes
• BBMC: Shopify orders auto-filtered to Metro Vancouver and appended to ops Sheets

What it is

We build conversational voice agents on ElevenLabs and Vonage that sound human, route calls intelligently, and write structured outcomes back to your CRM. From appointment-setting on aged leads to inbound qualification, the agent runs while you sleep.

Who it is for

Sales-led businesses with a backlog of leads that aren't getting called, or inbound volume that nobody is answering.

What you get

• Custom agent persona, prompts, and guardrails
• ElevenLabs or Vonage integration
• CRM webhooks for dispositions and bookings
• Voicemail and call-screening detection
• Live call review and prompt iteration

Past results

• Real-estate dialer reactivating 3,761 dormant FUB leads
• Sub-3-second response times with realistic pacing and fillers
• Booked-meeting dispositions auto-create calendar events
• HVAC inbound agent that routes each phone line to the right script and texts the owner the caller's number

What it is

We build chat agents that live on your website and inside WhatsApp, answering customer questions, qualifying leads, and booking appointments around the clock. Each agent is grounded in your real content (pricing, policies, catalog) so it answers accurately instead of guessing, hands off to a human when it should, and writes every conversation back to your CRM.

Who it is for

Businesses fielding the same questions over and over on chat or WhatsApp, and teams losing leads because nobody replies after hours.

What you get

• Website chat widget and/or WhatsApp Business agent
• Grounded answers from your real pricing, catalog, and policies (RAG)
• Lead qualification, booking, and human-handoff rules
• Multilingual replies tuned to your brand voice
• CRM logging of every conversation and outcome

Past results

• Hebrew WhatsApp sales assistant answering a 111-product catalog with deterministic filtering
• WhatsApp sales bot with CRM and website integration for a custom glass retailer
• Customer-support chatbot for a forex brokerage, grounded in its own documents (SwitchYard FX)
• Booking widget that passed all five client test scenarios on first review

What it is

We wire your CRM to the tools your team actually uses. Calls log themselves. New leads land in the right stage with the right tags. Stale deals get nudged. Reports get sent without anyone asking.

Who it is for

Teams whose CRM is half-dead because nobody has time to update it after every call.

What you get

• Bi-directional CRM sync with email, calendar, and call platforms
• Stage-based automation (move, tag, notify)
• Custom reporting and exec digests
• Data hygiene workflows (dedupe, enrich, archive)

Past results

• HubSpot pipeline auto-syncs across 5+ sources, zero manual entry
• Daily exec digests of new opportunities and stalled deals
• HousecallPro to GoHighLevel SMS and Outlook calendar sync for Jolly Heating (HVAC)
• iClassPro to GoHighLevel automation for multi-location gyms (boards, funnels, per-location)

What it is

We turn your document-heavy workflows into one-click systems. Generate from templates, route for signature, store in the right folder, log it everywhere it matters, all from a single trigger.

Who it is for

Service businesses where one client onboarding takes an hour of templating, attaching, and sending.

What you get

• Templated document generation (Docs, PDFs, contracts)
• DocuSign / signature integration
• Automated filing, naming, and access control
• Trigger-based delivery via email, Slack, or portal

Past results

• Investor distribution package per-recipient generation for property managers
• KYC compliance pipeline for forex onboarding (PDF parse + verify)
• AI-drafted grant applications generated from intake forms for a community nonprofit

What it is

When the off-the-shelf AI tools do not fit, we build the integration. Classify support tickets, extract data from messy invoices, summarize call transcripts, parse intake forms. Built lean, monitored, and with clear cost controls.

Who it is for

Teams sitting on unstructured data (emails, PDFs, transcripts, reviews) that they wish were structured.

What you get

• OpenAI or Anthropic API integration
• Prompt design, evaluation, and versioning
• Output validation and fallback logic
• Cost monitoring and rate-limit handling

Past results

• Receipt extraction across 700+ monthly PDFs at $4-9/mo total cost
• Email reply drafting with brand-tuned voice
• Amazon ASIN matching and AI weight estimation across a ~30,000-SKU auto-parts catalog

What it is

Search moved from ten blue links to AI-generated answers, and the rules changed with it. We optimize your site for both layers: classic SEO to stay in the index, and generative engine optimization (GEO/AEO) to become the source the AI quotes. Credentialed author schema, answer-first content, machine-readable structured data, and AI-crawler access, all built to be maintained automatically rather than hand-edited forever.

Who it is for

Businesses watching organic traffic erode as AI Overviews answer the query, who want to be the cited source instead of the casualty.

What you get

• Entity and author-authority schema (E-E-A-T Person, Organization, sameAs)
• Answer-first content, definition blocks, and fan-out FAQ restructuring
• Comparison tables and the page formats AI engines cite most
• SSR JSON-LD so ChatGPT, Perplexity, and Google AI Overviews can parse the page
• AI-crawler access configuration and citation monitoring

Past results

• Rebuilt rexautomaton.com for the 2026 AI-search era: credentialed author schema, answer-first content, AI-crawler access
• Structured data delivered server-side so non-JS AI parsers can read and cite it
• Content formatted around the +33% AI-citation pattern from Princeton GEO research

What it is

We turn the data trapped in your spreadsheets, CRMs, and APIs into a single live dashboard your team checks every morning, plus client-facing portals your customers log into. Each one is a real web app (Next.js on Vercel, backed by Supabase or Google Sheets), not a static screenshot, so the numbers refresh themselves and edge cases route to a human instead of silently breaking.

Who it is for

Founders and operators tracking the business across five browser tabs, and agencies or service firms that want to hand each client a branded login instead of emailing PDFs.

What you get

• Real-time web dashboard on your own domain (Next.js + Supabase or Sheets)
• Per-client or per-user logins with scoped access
• Automated data sync from your CRM, APIs, and call/transcript pipelines
• Status visibility: what ran, what failed, what needs a human
• Deployed, monitored, and documented for handoff (you own the code)

Past results

• Agency command center where deals, builds, and revenue update themselves from call transcripts
• Multi-client lender dashboard with per-client logins and live report-pulled status (Soft Pull Solutions)
• Per-investor reporting dashboard for a $3M-AUM real-estate firm (Iron Age Investments)
• Multi-location gym operations dashboard with per-location boards and funnels