Services

Four ways we free up your time.

Custom agentic AI, shaped around how your lean team works. We start with onboarding — where most firms lose the most hours — and every build is yours: code, flows and docs.

Book a workflow audit
Way 01 · Keep your stackBuild on the tools you already pay forWe add the custom layer on HubSpot, Zoho, Microsoft 365 or QuickBooks. No migration, no retraining.
Way 02 · Replace what’s overpricedSwap costly SaaS for a system you ownWe build only the part you use — often for a fraction of the licence cost, with no per-seat fees.
Either way, you own the code — and can change it withClaudeChatGPTGrokGeminiCursor
01

Client Onboarding

def. Everything between “signed” and “started” — letters, documents, access and kickoff — running on its own, with your team stepping in only to approve.

The problem we fix

New clients wait days for paperwork while your team chases documents, re-types intake data and books kickoffs by hand. It’s where first impressions — and your staff’s hours — quietly disappear.

Timeline2–4 weeks to go live
You ownThe code, flows & docs
BuiltOn your stack — or instead of it
What we build
  • Engagement letters generated and sent for e-signature
  • Intake forms that push data straight into your CRM and billing
  • Document checklists that chase clients automatically
  • Client folders, portals and access set up on day one
  • Kickoff scheduling and a welcome sequence
  • A live onboarding tracker your team actually trusts
Example workflow
Step 1Client signs
Step 2Folders & access created
Step 3Agent chases missing docs
Step 4Kickoff booked
Typical stack
Microsoft 365SharePointDocuSignQuickBooksHubSpotClaude
02

Lead Gen & GTM Engineering

def. Signals, enrichment, routing and follow-up engineered as one system — so the right leads reach the right person, fast.

The problem we fix

Your best prospects show buying intent every week, and new leads arrive through forms, inboxes and calls. Without a system, nobody spots the signal and nobody follows up in time.

Timeline2–4 weeks to first live motion
You ownThe code, flows & docs
BuiltOn your stack — or instead of it
What we build
  • Ideal-client definition with scored attributes
  • Buying-signal monitoring — web visits, hires, funding
  • Enrichment that fills missing contact data
  • Lead capture from forms, inbox and calls
  • Speed-to-lead routing and follow-up reminders
  • AI-drafted outreach, approved before anything sends
Example workflow
Step 1Signal fires
Step 2Lead enriched & scored
Step 3Agent drafts outreach
Step 4You approve, it sends
Typical stack
HubSpotZoho CRMClayApolloClauden8n
03

Process Automation

def. The repetitive back-office work — proposals, invoices, inboxes, reports and handoffs — turned into workflows nobody has to think about.

The problem we fix

Proposals re-typed from the CRM, invoices raised by hand, inboxes triaged at 9pm, Monday reports stitched from five spreadsheets. It’s rule-based work — exactly what AI agents now do well.

Timeline1–3 weeks per workflow
You ownThe code, flows & docs
BuiltOn your stack — or instead of it
What we build
  • Proposals and contracts generated from deal data
  • Invoices and payment reminders in QuickBooks or Zoho Books
  • Inbox triage and replies drafted from your past answers
  • A weekly owner report written by Claude
  • Sales-to-delivery handoffs with full context
  • Claude and ChatGPT set up with your SOPs, plus team training
Example workflow
Step 1Deal closes
Step 2Contract & e-sign sent
Step 3Project + invoice created
Step 4Owner report updated
Typical stack
QuickBooksZoho BooksOutlookGmailClaudeChatGPT
04

Vibe-Code Tune-up

def. Built something with Claude Code, Cursor, Lovable or ChatGPT? We review, harden and finish it — secure, tested and ready for real clients.

The problem we fix

AI tools make it easy to build a working app in a weekend — and just as easy to ship one with open security holes, no backups and no tests. We make it production-ready without taking it away from you.

Timeline1–3 weeks per app
You ownYour repo, as always
BuiltOn your stack — or instead of it
What we build
  • Code review and security fixes
  • Authentication, permissions and data backups
  • Tests, logging and error handling
  • Proper deploys and separate environments
  • Performance and running-cost tune-ups
  • Docs and a CLAUDE.md so your AI tools stay on track
Example workflow
Step 1You share the repo
Step 2We audit & prioritise
Step 3Fixes land as pull requests
Step 4You review & merge
Typical stack
Claude CodeCursorGitHubVercelCloudflareSupabase

Not sure where to start?

Most firms start with onboarding. The workflow audit ranks your workflows by hours saved — and checks whether any of your SaaS costs more than it should.

Book a workflow audit