Custom AI systems for B2B

Automate the jobs that eat your week

We build AI systems for the admin your team repeats every week, around the tools you already use. We host and run them for you, and every project is quoted on its own.

This week

Example

Example week: three invoice reminders sent, five enquiries assigned, two kickoff calls booked and the Monday report sent.

Built around how you already work

There are no packages. Every system is scoped to your business. A few examples:

CRM updates

Notes from every call land in the right record, with the next step and a follow-up date, so the CRM stays up to date without anyone typing it in.

Example: notes from a call with Fernwood Dental Group update their CRM record to the Proposal stage with a follow-up on Friday.

Invoice chasing

Polite reminders before and after the due date, stopped automatically when the invoice is paid.

Example: three invoices. Two have had a reminder sent; the third is marked paid, so its reminders have stopped.

Lead routing

New enquiries tagged and sent to the right person in seconds, while the lead is still warm.

Example: three website enquiries, each assigned to the right person or inbox.

Client onboarding

A signed proposal sends the welcome email, sets up the client folder and books the kickoff call.

Example: Calder Joinery signs a proposal. The same day a welcome email is sent and a client folder is created; on day 2 the kickoff call is booked.

Reporting

The numbers you check every Monday, pulled from your CRM and accounts and sent to you automatically.

Example: a Monday report for the week ending Friday 16, with new enquiries, proposals out and overdue invoices, sent at 8am.

Book a discovery call

Quoted per project.

Scoped and quoted before we build

You know exactly what you're getting, and the full cost, before any work starts.

  1. 01

    Discovery call

    You walk us through how work moves from enquiry to invoice. We point out what's worth automating.

  2. 02

    Scoped proposal

    What it will do, what it won't, the timeline and a fixed quote, in writing.

  3. 03

    Build and test

    Built around the tools you already use and tested on real examples. You approve it before it goes live.

  4. 04

    Handover and support

    We host and run it for you, so there's nothing for your team to maintain. You get documentation and a walkthrough.

What every proposal includes

  • What the system will do, step by step
  • What it won't do
  • Which of your tools it connects to
  • A timeline and a fixed quote
  • How we'll host and look after it

Works with your tools, quoted per project

We connect to the software your team already uses, so there's nothing new to learn. Every project gets its own fixed quote before any work starts.

  • CRM
  • Inbox
  • Calendar
  • Spreadsheets
  • Accounting software
  • Website forms

FAQs

How much does an AI system cost?

Every project is different, so there's no standard price. After the discovery call we send a scoped proposal with a fixed quote, so you know the full cost before any work starts.

Do I need to host or manage anything?

No. We host and run everything for you, so there's nothing for your team to set up or maintain unless you want to.

Will it work with the software we already use?

Usually, yes. We connect to the tools you already use, like your CRM, inbox, calendar and accounting software, so your team has nothing new to learn.

Can I check it before it goes live?

Yes. We test it on real examples with you, and you approve it before it runs on its own.

What happens after it's built?

We keep it running for you and hand over documentation and a walkthrough for your team. If you want changes later, we'll scope them with you.

Let's find the admin worth automating

Book a free 30-minute discovery call. Walk us through where your team's time goes and we'll tell you honestly what's worth automating. No pressure, no obligation.