Six 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

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

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

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

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)

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