Your outsourced
AI Team

Need some inspiration? Have a look at some AI solution suggestions.

Get Started Today

18

AI Automations

14+

Hours Saved/Week

728 +

Hours saved per year

40k +

Average Savings per year

Choose from our AI Automations task list to get started

Our AI Solutions help SMB save time, reduce manual work, and deliver smarter services—quickly and effortlessly.

Filter By
Marketing Sales Operations Customer Service Finance Development

🎯 MARKETING AUTOMATIONS

Image

Tools Required: Video Meeting Platform, ChatGPT, Slack, Canva, LinkedIn

Content Creator (Meetings → LinkedIn

AI transforms video meeting transcripts into engaging LinkedIn posts with branded visuals, routes through Slack for approval, then auto-publishes with optimal hashtags and timing

Time Saved: 8 hrs Difficulty: 2 Impact: 5
Image-1

Tools Required: Web Scraping Tools, ChatGPT, Slack, LinkedIn, Canva

Content Creator (Scrape Internet → LinkedIn)

AI transforms existing content from competitor websites and industry sources to repurpose into original LinkedIn posts, ensuring compliance and adding unique insights

Time Saved: 5 hrs Difficulty: 3 Impact: 4
Image-2

Tools Required: ChatGPT, WordPress/CMS, Slack, SEO Tools, Google Sheets

Blog Creation Engine

Add your keywords and topics to have AI generate SEO-optimized blog posts (daily or weekly), create content calendar, and send Slack notifications for approval before publishing

Time Saved: 6 hrs Difficulty: 2 Impact: 5
Image-3

Tools Required: ChatGPT, Canva, Landing Page Builder, Email Platform

Competitive Intelligence Monitor

Using AI dev tools, create compelling lead magnets (eBooks, guides, templates) in hours rather than weeks, with automated design, copywriting, and landing page creation

Time Saved: 8 hrs Difficulty: 2 Impact: 4
Image-4

Tools Required: Web Scraping Tools, ChatGPT, Slack, Google Sheets

Lead Magnet Creator

Continuously tracks competitor websites, pricing, job postings, and social media to auto-generate weekly strategic insights, sales talking points, and market opportunity alerts

Time Saved: 6 hrs Difficulty: 3 Impact: 4

💼 SALES AUTOMATIONS

Image-Jul-02-2025-02-11-35-0387-AM

Tools Required: ChatGPT, CRM, Calendly, Website Integration

AI Sales Chatbot (Enhanced)

Intelligent website chatbot that accesses CRM data and visitor behavior to provide personalized qualification, creates detailed lead profiles, and books appropriate meeting types with pre-call briefings

Time Saved: 5 hrs Difficulty: 2 Impact: 4
Image-Jul-02-2025-02-13-07-6139-AM

Tools Required: CRM, Google Docs/PandaDoc, ChatGPT, Gmail

Proposal/Quote Automation

CRM deal stage triggers AI to generate customized proposals using company templates, client history, and pricing rules, then auto-sends via email with tracking

Time Saved: 4 hrs Difficulty: 2 Impact: 5
Image-Jul-02-2025-02-14-23-1854-AM

Tools Required: CRM, Gmail/Phone System, ChatGPT, Slack

Customer Communication Intelligence

AI analyzes all customer touchpoints (emails, calls, support tickets) to identify upsell opportunities, satisfaction trends, and optimal engagement timing with automated opportunity alerts

Time Saved: 7 hrs Difficulty: 3 Impact: 5
Image-Jul-02-2025-02-16-59-7384-AM

Tools Required: Video Meeting Platform, CRM, Gmail, Google Docs, ChatGPT

Meeting Follow-up Intelligence

Analyzes meeting recordings/notes to identify commitments, creates follow-up tasks with deadlines, drafts next-step emails, and updates CRM deal stages automatically

Time Saved: 6 hrs Difficulty: 2 Impact: 4
Image-Jul-02-2025-02-18-40-4105-AM

Tools Required: CRM, ChatGPT, Email Platform, Slack

Sales Pipeline Acceleration

AI monitors deal progression, identifies stalled opportunities, auto-generates follow-up sequences, and predicts close probability to accelerate sales velocity and reduce sales cycle time

Time Saved: 6 hrs Difficulty: 2 Impact: 5
Image-Jul-02-2025-02-20-27-2905-AM

Tools Required: Calendar Integration, CRM, Slack, ChatGPT

Meeting Scheduling & Prep Assistant

AI automatically sends meeting prep summaries 10 minutes before calls via Slack notification, includes client background, recent interactions, talking points, and objectives based on CRM data and meeting purpose

Time Saved: 4 hrs Difficulty: 2 Impact: 4
Image-Jul-02-2025-02-22-04-6774-AM

Tools Required: Web Scraping Tools, ChatGPT, CRM, Email Platform, LinkedIn

BDR Agent

Scrapes the internet for buyer signals, identifies and qualifies prospects based on intent data, then sends personalized outreach sequences with follow-up automation

Time Saved: 12 hrs Difficulty: 3 Impact: 5
Image-Jul-02-2025-02-23-33-8960-AM

Tools Required: LinkedIn Sales Navigator, ChatGPT, CRM, Automation Tools

LinkedIn Outreach Automation

Identify your target audience parameters and automate personalized LinkedIn connection requests and follow-up sequences based on prospect behavior and engagement

Time Saved: 7 hrs Difficulty: 2 Impact: 4
Image-Jul-02-2025-02-24-59-1547-AM

Tools Required: Multiple System APIs, Analytics Tools, ChatGPT, Slack

Daily Executive Action Summary

AI aggregates daily activities across all systems (CRM, email, projects, support) and generates executive summary with key metrics, urgent actions needed, opportunities identified, and strategic recommendations

Time Saved: 6 hrs Difficulty: 3 Impact: 5

⚙️ OPERATIONS AUTOMATIONS

Image-Jul-02-2025-02-28-34-1132-AM

Tools Required: Gmail/Outlook, CRM, ChatGPT, Slack

Intelligent Email Triage & Response

AI analyzes all incoming emails, categorizes by urgency, drafts contextual responses, creates CRM tasks, and schedules appropriate follow-up actions automatically

Time Saved: 8 hrs Difficulty: 2 Impact: 5
Image-Jul-02-2025-02-29-44-7617-AM

Tools Required: CRM, DocuSign, Gmail, Asana/Trello, Zapier

Client Onboarding Workflow

Complete automation from deal closure: generates contracts via DocuSign, sends welcome email sequences, creates project tasks, and sets up team notifications

Time Saved: 5 hrs Difficulty: 2 Impact: 5
Image-Jul-02-2025-02-31-22-1833-AM

Tools Required: CRM, Gmail, Analytics Tools, Slack

AI Client Risk Monitor

Continuously monitors client communications, payment patterns, and project interactions to predict churn risk, auto-escalating high-risk accounts to management with action recommendations

Time Saved: 8 hrs Difficulty: 3 Impact: 5
Image-Jul-02-2025-02-32-26-6050-AM

Tools Required: Loom, Google Docs, Slack, ChatGPT

SOP Builder from Recordings

Converts Loom/meeting recordings into comprehensive standard operating procedures with step-by-step instructions, screenshots, and multiple format outputs (checklist, training materials, quick reference)

Time Saved: 4 hrs Difficulty: 2 Impact: 4

🎧 CUSTOMER SERVICE AUTOMATIONS

Image-Jul-02-2025-02-48-23-1279-AM

Tools Required: Support Platform, CRM, ChatGPT, Slack

AI Customer Support Escalation Manager

AI monitors all customer inquiries, categorizes by urgency and complexity, routes to appropriate team members, drafts initial responses, and escalates critical issues automatically while maintaining complete resolution tracking

Time Saved: 10 hrs Difficulty: 3 Impact: 5

💰 FINANCE AUTOMATIONS

Image-Jul-02-2025-02-50-21-7407-AM

Tools Required: CRM, Accounting Software, Gmail, ChatGPT

Smart Invoice Collections

AI analyzes client relationship history, communication patterns, and payment behavior to craft personalized collection messages with optimal timing and tone to maintain relationships while improving cash flow

Time Saved: 5 hrs Difficulty: 2 Impact: 4

⚙️ Development

Image-Jul-02-2025-02-50-21-7407-AM

Tools Required: CRM, ChatGPT

No code lead magnet creation

AI and no-code tools make it easy to create interactive lead magnets—like quizzes, assessments, and calculators—without writing a single line of code. Generate engaging, high-converting content that captures leads and delivers instant value.

Time Saved: 40 hrs Difficulty: 4 Impact: 3
Image-Jul-02-2025-02-50-21-7407-AM

Tools Required: CRM, ChatGPT

No code productivity applications

AI and no-code platforms enable the fast creation of custom productivity apps—like task trackers, team dashboards, and automation workflows—without writing any code. Build tools that streamline operations, boost efficiency, and adapt to your unique business needs.

Time Saved: 40 hrs Difficulty: 4 Impact: 5

Recommended Starter Packages

💼 EXECUTIVE EFFICIENCY PACKAGE

FEATURES

Most Popular - Best for small business owners overwhelmed with daily operations

  • Intelligent Email Triage & Response (8 hrs saved)
  • Client Onboarding Workflow (5 hrs saved)
  • Proposal/Quote Automation (4 hrs saved)
  • AI Client Risk Monitor (8 hrs saved)
  • Daily Executive Action Summary (6 hrs saved)

Total: 31 hours saved per week


🚀 SALES ACCELERATION PACKAGE

FEATURES

Best for businesses focused on growth and lead generation           

  • AI Sales Chatbot (Enhanced) (5 hrs saved)
  • Proposal/Quote Automation (4 hrs saved)
  • Customer Communication Intelligence (7 hrs saved)
  • Content Creator (Meetings → LinkedIn) (4 hrs saved)
  • Sales Pipeline Acceleration (6 hrs saved)

Total: 26 hours saved per week


⚡ OPERATIONS OPTIMIZATION PACKAGE

FEATURES

Best for businesses wanting to streamline internal processes

  • Intelligent Email Triage & Response (8 hrs saved)
  • Client Onboarding Workflow (5 hrs saved)
  • AI Client Risk Monitor (8 hrs saved)
  • Meeting Scheduling & Prep Assistant (4 hrs saved)
  • SOP Builder from Recordings (4 hrs saved)

Total: 29 hours saved per week


🚀 SALES ACCELERATION PACKAGE

FEATURES

Best for businesses focused on cash flow and client retention

  • Smart Invoice Collections (5 hrs saved)
  • AI Client Risk Monitor (8 hrs saved)
  • Customer Communication Intelligence (7 hrs saved)
  • AI Customer Support Escalation Manager (10 hrs saved)
  • Meeting Follow-up Intelligence (6 hrs saved)

Total: 36 hours saved per week


18 AI Automation Templates to Streamline Your Client Services

Save hours of manual work with ready-to-use templates designed for consultants, marketers, and service pros. Automate content, lead gen, insights & more—fast.

Here’s How It Works

How It Works

Month 1: Choose any 5 automations from the list above

Ongoing: Add 1 new automation each month from the remaining options

Flexibility: All packages can be customized to your specific business needs and existing tools

Total Available: 126+ hours saved per week across all 18 automations

Difficulty Scale

1 = Simple: Quick setup, minimal customization needed

2 = Moderate: Standard implementation, some configuration required

3 = Complex: Advanced setup, multiple integrations, custom logic

Impact Scale

1 = Low Impact: Nice to have, minor efficiency gains

3 = Moderate Impact: Noticeable improvement, good ROI

5 = Game Changer: Transformative for business operations