AI automation buildout and business systems
Make room for the work that needs you.
You don’t need to keep up with every AI tool. Bring us the repeated replies, missed follow-ups or duplicate data entry slowing your team down. We help you decide what to automate and where human judgment matters, then build and test the agreed workflow.
Both larger website-and-marketing packages include GHL backend and scoped AI automation implementation, tested with your team.
What that can look like
Examples of scoped workflows.
These are examples to select and define in your written scope, not a promise to automate every task. The larger packages include implementation of the agreed workflows; the actual tools, access, data and review needs determine the final quote.
- An inquiry with a next step
- Save the request, send it to the right person and flag it if no one has replied. Keep the actual conversation with your team.
- A useful first draft
- Turn your approved business information into a draft reply or content outline that a person checks before sending or publishing.
- Less copying between tools
- Connect an agreed form, calendar or customer record so the same information does not have to be entered twice.
- A clearer view of the work
- Bring agreed project status and deadlines into one view, with the source and owner visible. Missing information stays visible too.
From consultation to handoff
Map, implement, test and hand over.
- 01
Map the task
We walk through the job with your team, including handoffs, dependencies and exceptions. Identify what makes it difficult and the actual time it takes.
- 02
Choose a small scope
Decide whether an existing tool, a simple automation or AI is useful. Agree access, cost, review and success criteria.
- 03
Build and test
Test the agreed task with safe sample data, including what happens when a tool fails or a person needs to take over.
- 04
Train and hand over
Show your team how it runs, what to review, how to pause it and who maintains it. Ongoing support has its own scope.
Your business stays in control
Clear access. Real review. A way to stop.
- Only the accounts and permissions required for the agreed task
- Approved wording and human review for customer-facing drafts
- Visible failures, named owners and a manual fallback
- Written usage costs and maintenance responsibilities
- A demonstrated way to pause the workflow and remove access
How to buy it
Included in both larger packages. Available on its own, too.
The buildout below is included in Marketing Launch and Marketing Leadership. You can also request a standalone consultation or add a defined implementation to Website Launch.
Included in both larger packages
Your backend and AI automation, built and tested.
A CRM keeps your customer records and tracks each inquiry. We connect that backend to your website and agreed workflows, then show your team how to use it.
Your written scope names the workflows, use cases, integrations, channels, volumes and acceptance checks. Added complexity or removing work changes the quote. Software subscriptions, API and message usage, and ongoing monitoring or optimization are separately scoped.
- Your business’s GoHighLevel (GHL) CRM backend: contact records and a pipeline showing each inquiry’s next step
- Lead capture, routing and notifications connected to the agreed website inquiry path
- Implementation of scoped AI-assisted workflows and follow-up automation, using approved business information and message rules
- Testing with controlled inquiries, including duplicate requests, failed actions and a person taking over
- Staff handoff covering account access, daily use, manual fallback and how to pause the workflows
Keep reading
- Lead managementHow an inquiry is captured, given an owner, answered, booked and tracked in a pipeline, with automation used only where it helps your team.
- Marketing LaunchFrom $7,500: website and SEO, GHL backend, AI automation buildout, plus one month of marketing leadership and a four-week content batch.
- Marketing LeadershipFrom $10,000: website and SEO, GHL backend, AI automation buildout and three months of content and leadership, with a 12-month editorial roadmap.
Next step
Which task would you like us to look at first?
Tell us what happens, who does it and what tools you use. Please leave passwords and customer-sensitive information out of your first message.