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AI Agency · Custom Builds

Custom AI Agents &
Workflow Automation

We design and build systems — not install a product.

Agents and automations for scheduling, follow-ups, CRM, intake, and ops — built around how your team already works. Project-scoped. Delivered with a handoff.

$3.5K+
Agent Sprints From
Sprint
Project Delivery
40%
Avg. Cost Reduction
0
Monthly Required
Capabilities

What We Automate

If your team does it more than once, we can probably automate it. Here are the most common workflows we build for small businesses.

Scheduling & Appointments

AI-powered booking systems that handle availability, confirmations, reminders, and rescheduling — no human needed.

CRM & Client Management

Automatic lead capture, contact updates, deal stage tracking, and activity logging across your CRM.

Follow-Up Sequences

Personalized email and SMS follow-ups triggered by client actions — sent at the right time, every time.

Data Entry & Processing

AI reads, categorizes, and enters data from forms, invoices, emails, and documents directly into your systems.

Document Generation

Auto-generate proposals, invoices, contracts, and reports from templates using your live business data.

Customer Communication

AI chatbots and voicebots that answer common questions, route inquiries, and collect information 24/7.

Our Framework

How We Build Your Automation

We use the OODA Loop — a military decision-making framework adapted for AI implementation. It keeps us fast, systematic, and focused on ROI.

O

Step 1 · Week 1

Observe

We audit your business operations end-to-end. Every process, tool, and manual task gets documented. We identify exactly where time and money are being wasted.

O

Step 2 · Week 1

Orient

We analyze your specific context — your industry, competitors, tools, and constraints — to identify the highest-ROI automation opportunities.

D

Step 3 · Week 1-2

Decide

We deliver a prioritized automation roadmap with exact costs, expected savings, and implementation timeline for each workflow.

A

Step 4 · Week 2-4

Act

We build, test, deploy, and optimize your AI systems. You get fully operational automations, team training, and documentation.

Then we loop — continuously monitoring, optimizing, and improving as your business evolves.

Deliverables

What's Included in Every Build

You get a complete, production-ready automation system — not a half-baked prototype. Here is exactly what ships.

Workflow design and success metrics
Custom agent or automation build (not a stock template)
CRM integration (HubSpot, Salesforce, GoHighLevel, etc.)
Email and calendar platform integration
Scheduling system setup and configuration
SMS and messaging automation
Testing across all workflows end-to-end
Team training and video walkthrough
Documentation and runbook handoff
Optional care plan after go-live (never required to start)
Pricing

Transparent, Predictable Pricing

No hidden fees, no surprise invoices. You know what you are paying before we write a single line of code.

Agent Sprint

$3,500–$8,000

Fixed-scope project. One mission-critical agent, live and handed off.

  • Workflow design & success metrics
  • Custom agent build (not a template)
  • Integrations, testing & training
  • Runbook handoff — no monthly required

Workflow System

$5,000–$15,000

Multi-step automations across tools. Project-priced, optional care after.

  • 2–3 connected automations
  • Process map & architecture
  • Error handling & documentation
  • Optional care plan after go-live

Price depends on integrations and complexity. Every project gets a fixed quote before work begins. Monthly is never required to start.

Industries

Who This Is For

Any small business with repetitive processes can benefit from AI automation. These are the industries we serve most.

Real Estate

Legal Services

Healthcare

Retail / E-Comm

Hospitality

Contractors

Don't see your industry? Get in touch — we likely have a solution.

Frequently Asked Questions

Common questions about AI workflow automation for small businesses.

How much do custom AI agents and automations cost?

Most agent sprints run $3,500–$8,000 fixed scope. Multi-step workflow systems typically run $5,000–$15,000 as a project. Price depends on integrations and complexity. Every engagement gets a fixed quote before work begins. Monthly care is optional after go-live — never required to start.

How long does a build take?

Many first agents ship in a focused multi-day sprint once scope and access are clear. Larger multi-agent systems take longer and are priced as a project. We use the OODA Loop (Observe → Orient → Decide → Act) so every build starts with the highest-ROI workflow.

What tools and platforms do you integrate with?

We integrate with the tools you already use: Google Workspace, Microsoft 365, HubSpot, Salesforce, GoHighLevel, Calendly, Acuity, QuickBooks, Slack, Twilio, and many more. If your tool has an API, we can connect it. No need to switch platforms.

Is this a product install or a custom build?

Custom build. We design and create automations and agents around your real workflows — not a one-size product install. You get systems built for how your team works, with a documented handoff.

What happens if something breaks or needs updating?

Every project includes a short post-launch window for fixes. Optional care plans cover monitoring, updates, and small changes if you want us to stay on. You can also run the system yourself with the runbook we leave behind.

Do I need any technical knowledge?

Zero. We handle the entire build and train your team. Every system ships with documentation and walkthroughs. If your team can use email and a browser, they can use what we build.

Ready for a custom agent or automation?

Tell us the workflow that burns the most time. We'll scope a fixed project — or start with a free 15-minute fit audit.

Start a Project →

Or explore: Fit Audit + Roadmap · Marketing Automations