# AI Automation Services for SMEs & Small Businesses > Client onboarding automation, lead generation and speed-to-lead, business process automation and vibe-coded app fixes — custom-built on your stack and owned by you. Source: https://tribehq.ai/services/ --- 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](https://tribehq.ai/contact/) [01 · Client Onboarding](#onboarding) [02 · Lead Gen & GTM](#lead-gen) [03 · Process Automation](#process) [04 · Vibe-Code Tune-up](#vibe-code) Way 01 · Keep your stack **Build on the tools you already pay for** We add the custom layer on HubSpot, Zoho, Microsoft 365 or QuickBooks. No migration, no retraining. Way 02 · Replace what’s overpriced **Swap costly SaaS for a system you own** We 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 with _Claude_ _ChatGPT_ _Grok_ _Gemini_ _Cursor_ Deep dives [Client onboarding automation →](https://tribehq.ai/services/client-onboarding-automation/) [Missed-call text back & AI receptionist →](https://tribehq.ai/services/missed-call-text-back/) [Fix your vibe-coded app →](https://tribehq.ai/services/fix-vibe-coded-app/) 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. Timeline 2–4 weeks to go live You own The code, flows & docs Built On 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 1 Client signs Step 2 Folders & access created Step 3 Agent chases missing docs Step 4 Kickoff booked Typical stack Microsoft 365 SharePoint DocuSign QuickBooks HubSpot Claude 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. Timeline 2–4 weeks to first live motion You own The code, flows & docs Built On 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 1 Signal fires Step 2 Lead enriched & scored Step 3 Agent drafts outreach Step 4 You approve, it sends Typical stack HubSpot Zoho CRM Clay Apollo Claude n8n 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. Timeline 1–3 weeks per workflow You own The code, flows & docs Built On 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 1 Deal closes Step 2 Contract & e-sign sent Step 3 Project + invoice created Step 4 Owner report updated Typical stack QuickBooks Zoho Books Outlook Gmail Claude ChatGPT 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. Timeline 1–3 weeks per app You own Your repo, as always Built On 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 1 You share the repo Step 2 We audit & prioritise Step 3 Fixes land as pull requests Step 4 You review & merge Typical stack Claude Code Cursor GitHub Vercel Cloudflare Supabase ## 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](https://calendly.com/hello-tribehq/30min)