We build the systems so you can step back.
Sales qualification. Client onboarding. Follow-up sequences.
Documentation that runs without you.
Business Types We Serve
You built a great business. Now you're trapped in it.
Leads come in. Someone qualifies them. But only you can close. You're in 4 sales calls per day. Growth = more time in meetings.
Scaling means cloning yourself (impossible)
New client onboarding = 47 steps you do manually. Every client is slightly different. No documented process. Takes 3-5 hours each.
10 clients/month = 40 hours = $10,000 wasted
You have a CRM. But follow-ups still get missed. Proposals sit for weeks. Renewals slip by. You lose 20-30% of deals to inaction.
Lost deals = 2-3X your revenue potential
Your team asks you the same questions every week. "How do we handle X?" "What's the policy on Y?" No documentation. Just you answering Slack.
2+ hours/day answering repeat questions
Systems that scale without hiring.
AI-Assisted Lead Scoring
Let AI handle initial qualification so you only talk to qualified leads. Automated discovery calls, budget qualification, need assessment.
Typical result: 60% reduction in unqualified calls
Platform: Custom chatbot + CRM integration
Timeline: 2-3 weeks
Integration: Your website + calendar
Systematic First 30 Days
Replace manual onboarding with a documented, automated process. Client portal, document collection, kickoff scheduling, progress tracking.
Typical result: 3-5 hours saved per client onboarding
Platform: Custom web app + email automation
Timeline: 3-4 weeks
Integration: Your CRM + project management
Never Miss a Deal Again
Automated follow-up sequences for proposals, renewals, check-ins. Set it and forget it. Nothing falls through cracks.
Typical result: 20-30% more deals closed through persistence
Platform: Email automation + CRM
Timeline: 1-2 weeks
Integration: CRM and sales platforms
AI-Powered Documentation
Document your processes once. AI chatbot answers team questions 24/7. Stop being the bottleneck for tribal knowledge.
Typical result: 2 hours/day saved answering repeat questions
Platform: Custom AI chatbot + knowledge base
Timeline: 2-3 weeks
Integration: Slack, Teams, or standalone
Most B2B service founders hit a ceiling at $500K-$1M revenue. Not because of market. Because they're the bottleneck.
We interview you, extract processes, build knowledge base. Team stops asking you questions.
AI handles initial discovery. Only qualified leads get to your calendar. 60% fewer unqualified calls.
Documented process runs on autopilot. Team follows checklist. Clients get consistent experience.
Automated sequences ensure nothing falls through cracks. Close 20-30% more deals.
Result: You step back. Business keeps running.
50%+ reduction in founder time. Same or better client experience. Scalable operations.
| Task | Founder-Dependent | Systematized |
|---|---|---|
| Lead qualification | You screen every lead | AI qualifies, you close |
| Client onboarding | Different every time | Checklist + automation |
| Follow-up | Falls through cracks | Automated sequences |
| Team questions | Slack all day | Knowledge base bot |
| Scaling path | Hire more (expensive) | Systems scale cheaply |
From discovery call to live system in 2-4 weeks.
We learn your workflow, identify bottlenecks, and recommend the highest-impact starting point.
Clear scope, timeline, outcome guarantee, and fixed price. Accept = we start immediately.
We build, test, train your team, and hand off with full documentation. You own everything.
Book a 30-minute discovery call. We'll assess your workflow and show you how to build systems that scale without you.