Services AI agents and automation
Workflow automation
Connect website enquiries to the tools you already use.
Fewer manual steps after someone contacts you: enquiries, bookings and follow-ups move between your website, email, calendar and CRM on their own.
Who it is for
- Owners who copy form entries by hand.
- Teams that forget to follow up.
- Businesses using several tools that do not talk to each other.
What is included
- 01A map of your current enquiry flow
- 02Form to email, calendar and CRM connections
- 03Automatic confirmations and reminders
- 04Approval steps where a person should decide
- 05Error alerts and a simple run log
- 06Handover notes for your team
Good to know I only connect accounts you own and approve. Third-party tool subscriptions are separate costs.
How it works
Free consultation
A 20 to 30 minute call to understand what you need. Your time is confirmed by email.
Proposal and start
A written scope with what is included. The work starts with a 50% upfront payment.
Build with your approval
You see each step and approve it before it goes live.
Launch and care
I launch, test and keep checking and improving after launch.
Questions
Which tools can you connect?
Common email, calendar, CRM, spreadsheet and messaging tools. I confirm yours on the free call.
What happens if something breaks?
You get an alert, and care plans include checking that automations still run.
Related services
- AI chatbotsAnswers from information you approve, with a handoff to you.
- AI voice agentsSpoken enquiries and booking requests, with text always available.
- Brand AI skill packYour own skill files, written around your brand, voice and services, so AI tools work like your business. A one-time build.
- AI agent employeeAn AI assistant set up for one job, such as answering enquiries or preparing posts, using information you approve.
Not sure where to start?
A free 20 to 30 minute call. We look at your business together and I suggest a first step.
Request a free consultation