Your outsourced
AI Team
Need some inspiration? Have a look at some AI solution suggestions.
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.
🎯 MARKETING AUTOMATIONS

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

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

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

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

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
💼 SALES AUTOMATIONS

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

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

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

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

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

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

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

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

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
⚙️ OPERATIONS AUTOMATIONS

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

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

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

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)
🎧 CUSTOMER SERVICE AUTOMATIONS

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
💰 FINANCE AUTOMATIONS

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
⚙️ Development

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.

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.
Recommended Starter Packages
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
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
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
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