Founder Still Doing Everything?
You're qualifying leads, onboarding clients, chasing follow-ups, and answering the same questions daily.
We build the systems that let you step back without dropping anything.
The Founder Bottleneck
Every service business hits this wall. Revenue stalls because growth requires more of you — and you're already at capacity.
You're the Only Closer
Every sales call needs you. Qualified or not. 40% are tire-kickers who wasted your time. But you can't stop because there's no system to filter without you.
Onboarding is Different Every Time
New client kicks off and you're improvising. Different deliverables, different timelines, different communication. Clients sense the chaos. You're recreating it monthly.
Follow-Up Falls Through the Cracks
You promised to follow up next month. You forgot. The deal went cold. This happens constantly — not because you're disorganized, but because there's no system.
Everything is in Your Head
Your team asks you the same questions daily. Pricing, process, client history — all stored in one place: you. That's a bottleneck and a single point of failure.
The Systems That Free You
Four interconnected systems that handle the operations overhead — so you can focus on the work only you can do.
Sales Qualification System
Prospects fill out an intake form. AI scores their fit based on your ICP, asks follow-up questions, and only books qualified leads. You spend 60% less time on discovery.
- AI-powered intake form with follow-up logic
- ICP scoring based on your criteria
- Auto-disqualify with polite, on-brand response
- Qualified leads auto-booked to your calendar
- Full prospect summary delivered before the call
Client Onboarding Automation
Client signs. Automated sequence kicks off: welcome email, intake form, document requests, kickoff call scheduling, and milestone tracking — all without lifting a finger.
- Trigger-based onboarding sequence on contract sign
- Automated intake forms and document collection
- Kickoff call scheduling and prep materials
- Project milestone and check-in reminders
- Client portal with status visibility
Systematic Follow-Up
Every prospect, every client, every referral — in a follow-up sequence that runs without you. Date-based, behavior-triggered, personalized. Deals don't go cold anymore.
- Automated follow-up sequences for every pipeline stage
- Behavior-triggered emails (opened, clicked, visited)
- Personalized touchpoints with merge fields
- Referral request automation post-engagement
- Re-engagement sequences for cold leads
Internal Knowledge Base
All your SOPs, pricing, processes, and client history in one searchable AI-powered system. Your team finds answers in seconds. You stop being the answer.
- AI-powered internal search across all docs
- SOP library with version control
- Pricing and proposal templates
- Client history and communication logs
- Slack/Teams integration for instant lookup
The Founder Liberation Playbook
Four steps to step back from day-to-day operations without breaking anything.
Document What You Do
We interview you and your team to extract every process, qualification criteria, and decision rule that currently lives only in your head. Build the playbook.
Automate Qualification
AI intake form filters prospects before they reach your calendar. 60% fewer unqualified calls. The ones who do get through are actually worth your time.
Systematize Onboarding
Every new client gets the same excellent experience, automatically. No improvising. No dropped balls. Your team executes from a repeatable playbook.
Never Miss a Follow-Up
Every deal, every prospect, every past client — in a sequence. Deals stop going cold. Referrals come in. Your pipeline works while you sleep.
Before vs. After
| Area | Without Systems | With Automation |
|---|---|---|
| Discovery calls | Every prospect, qualified or not | Only pre-qualified leads |
| Client onboarding | Manual, different every time | Automated sequence, consistent |
| Follow-up | When you remember (often never) | Systematic, scheduled, automated |
| Internal questions | Answered by you, daily | Self-serve knowledge base |
| Pipeline visibility | Gut feel | Real-time dashboard |
How We Work
Process Mapping (60 min)
We document how your business actually runs today — qualification, onboarding, follow-up, internal knowledge. Find the gaps.
Automation Blueprint (5 days)
Custom roadmap prioritizing the highest-ROI automations. You see exactly what we'll build and what it will free you from.
Build & Hand Off (3-5 weeks)
We build everything, train your team, and document the systems. You own it — no ongoing dependency on us.
Ready to Step Back From Your Business?
Book a 20-minute call. We'll map where you're the bottleneck and show you exactly which systems free you up fastest.
Book Your Discovery CallNo sales pitch. Just an honest assessment of where automation helps your business most.