Professional Services

Automation for professional service firms to improve lead follow-up, onboarding, and internal workflows.

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Common Challenges

  • Leads fall through the cracks without consistent follow-up
  • Manual onboarding slows down delivery
  • Scattered tools reduce visibility
  • Reporting requires too much manual effort
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Solutions

  • Automated lead capture and follow-up
  • Client onboarding workflows for forms and documents
  • CRM and workflow integration
  • Dashboards for pipeline and delivery tracking

KPIs / Metrics

  • Inquiry-to-meeting conversion rate
  • Time from lead to proposal
  • Onboarding completion time
  • Admin hours saved
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Let’s Build the Systems That Grow With You

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You don’t need a tech team to start automating. We help small businesses scale faster by leveraging AI. Save time, reduces errors, and keep leads from slipping through the cracks.

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Based in Amarillo, Texas.
In-person services across Texas with virtual delivery nationwide.