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AI & Process Automation Consulting for B2B

Remove the manual, repetitive work - but only where it actually pays off. Starting from the diagnostic, we automate the workflows with real payback.

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

Diagnostic

We start with the business process diagnostic to identify automation opportunities - not the other way around.

Opportunity shortlist

We rank each opportunity by effort, impact, and risk. Only the ones with clear payback make the list.

Build & handover

We build the automations, connect your tools, document everything, and hand it over. You own it.

Tools We Work With

ZapierMakeHubSpot WorkflowsSalesforce Flown8nCustom API integrationsPython scriptsGPT/LLM integrations

Pricing

From $4,100

AI & Process Automation engagements start from $4,100 for a lean 25-50 person team. Scope and pricing are always set by the free diagnostic first.

Timeline: 2-5 weeks depending on the number of workflows, integrations, and tools involved.

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.

Find Out What to Automate

We start with the process, not the tool.