AI helpers that save time and don't miss leads.
We set up AI assistants that handle busywork so your team can focus on customers.
What it is
AI assistants that work inside your tools to save time and catch things that might get missed.
Our AI assistants
AI Follow-Up Assistant
Drafts follow-up texts and emails. Reminds when a lead is waiting → 🟢 More follow-ups → more sales
AI Notes Assistant
Turns calls into notes and next steps. Updates CRM automatically → 🟢 Less admin → more selling time
AI Weekly Check Assistant
Weekly "what's broken" report. Flags missed leads and stuck deals → 🟢 Fewer dropped balls → more revenue
Drafts follow-up texts/emails
AI writes first draft of follow-up messages for your team to review.
🟢 Faster replies, less writing time
Summarizes calls into next steps
Call → Notes + action items created automatically.
🟢 Better follow-through, less forgotten
Flags missed leads
AI detects leads waiting too long and alerts your team.
🟢 Catch leads before they go cold
Creates weekly "what to fix" report
AI analyzes your business and reports issues that need attention.
🟢 Fix problems before they cost you
Cleans up messy notes / missing fields
AI fills in missing CRM data and organizes messy notes.
🟢 Cleaner data, better decisions
Suggests next step for stuck deals
AI recommends what to do next for deals that aren't moving.
🟢 More deals closed, less guessing
Auto-categorizes leads
AI tags leads by type and priority automatically.
🟢 Better routing, faster response
Before → After (what changes)
Before: Manual follow-up reminders
- Remember to check CRM
- Manually draft email
- Hope you don't forget
After: AI drafts + auto-reminders
- AI drafts follow-up text
- Reminder sent automatically
- You just review and send
- 🟢 More follow-ups, less work
Before: Call notes get forgotten or messy
- Take notes during call
- Try to remember details
- Update CRM manually
After: AI turns calls into notes + next steps
- AI listens to call
- Creates notes + next steps
- Updates CRM automatically
- 🟢 Better notes, less admin time
What it looks like
Thanks for your interest in our service. I'd love to schedule a quick call to discuss how we can help your business.
Are you available this week?
Summary: Interested in pricing. Needs 50+ licenses.
Next steps:
• Send pricing sheet
• Schedule demo for next week
• Follow up in 3 days
• 3 leads waiting > 24 hours
• 2 deals stuck in "Proposal"
• Missing data in 12 contacts
✅ Quick Wins:
• 5 deals ready to close
How we set it up safely
Works inside your tools
AI assistants connect to the tools you already use. No new apps to learn.
Simple rules so it stays accurate
We set clear rules so the AI does exactly what you want, every time.
Humans approve important actions
For important decisions, a human on your team approves before anything happens.
What you get
AI assistants configured
Working AI helpers connected to your tools and ready to use.
Example prompts/templates
Pre-written prompts and templates so you know how to use them.
Safety rules + approvals
Clear rules so AI stays accurate, with human approval for important actions.
Team training + quick guide
Simple training so your team knows how to use and trust the AI helpers.
Why you need it
- Your team spends too much time on admin work.
- Leads sit too long without follow-up.
- Call notes get forgotten or written poorly.
- You don't know what's broken until it's too late.
How you make more money
- Faster follow-up wins more customers.
- Less manual work means more selling time.
- Better notes mean better customer relationships.
- Weekly checks catch problems before they cost you.
Example workflow
AI creates a summary before every call.
Automatic reminders prevent missed follow-ups.
Weekly report shows what needs attention.
Frequently asked questions
Will AI replace my team?
No. It removes busywork so your team can focus on customers.
Do you use my existing tools?
Yes. We connect AI assistants to the tools you already use.
Is data kept safe?
Yes. We follow your data rules and keep access tight.
What if the AI makes a mistake?
We set up rules and approval steps so humans catch important actions before they happen.
How fast can we see results?
Most teams see quick wins in 2–4 weeks.
Ready for AI assistants?
Start with a free checkup and we'll map what to automate first.