AI AUTOMATION
AI Automation for Scaling B2B Companies.
The fractional automation partner for $1M–$10M ARR scaleups. We design and operate custom AI workflows — lead qualification, SDR outbound, RevOps, data enrichment — that cut operational cost 40-60% and decouple revenue growth from headcount.
10x
Faster Processing
40-60%
Cost Reduction
87%
Accuracy Rate
Executive Summary
AI-powered operational automation that decouples business throughput from headcount growth. Custom-built AI agents, ML-driven workflows, and intelligent process automation — designed for B2B companies ready to scale output without proportional cost increases. From assessment to deployment in 4-8 weeks.
THE OPERATING MODEL
What an AI automation partner does for a scaling B2B company
Replace headcount-led scale with architecture-led scale. We map your highest-cost workflows — lead enrichment, qualification, sequencing, CRM hygiene, churn signals — design AI-native systems around proven primitives (Clay, Apollo, Instantly, GPT-4o, HubSpot, Make), ship them live in 4-8 weeks, and operate them until your team owns the playbooks. Built on your accounts, in your CRM, with your data. No agency rental. No vendor lock-in.
EXAMPLE 1 — SAAS
Series A SaaS spending $640K/yr on three SDRs + enrichment vendor producing 200 meetings annually. Rebuilt on Clay + Apollo + Instantly + GPT-4o for under $60K/yr tooling. 380 meetings in 6 months. 2 SDRs promoted to AE.
EXAMPLE 2 — FINTECH
$4M ARR fintech losing 18% of trial users to a 5-day compliance review. AI document-processing layer auto-extracted KYC, ran sanctions screening, routed exceptions. Onboarding: 5 days → 90 min. Trial-to-paid: 22% → 41%.
THE ADVANTAGE
Three Structural Shifts
Each automation layer compounds the others — faster processing generates richer data, richer data improves model accuracy, and improved accuracy reduces cost-per-output.
10x Processing Throughput
Operations that consumed hours of manual effort complete in minutes — AI systems execute continuously without degradation, processing data 24/7 with consistent accuracy.
40-60% Operational Cost Reduction
The automation layer decouples output volume from headcount growth, enabling teams to scale throughput without proportional cost increases.
Continuous Model Improvement
ML models trained on proprietary operational data generate compounding accuracy gains — each interaction refines the system's decision logic.
AI SOLUTIONS
Proven automation solutions
Each solution is architected for measurable results and seamless integration.
Lead Qualification Automation
AI-powered scoring that analyzes behavioral signals and firmographic data to predict purchase intent with 87% accuracy.
- Real-time lead scoring in <1 second
- Automatic CRM enrichment & sync
- Intent-based prioritization
- Optimal follow-up timing prediction
Customer Onboarding Automation
Intelligent document processing and identity verification that reduces onboarding time by 85%.
- Computer vision document extraction
- Real-time identity verification
- ML-powered risk assessment
- Automatic compliance audit trails
Marketing Attribution AI
Multi-touch attribution using machine learning to identify true campaign impact and optimize spend.
- Probabilistic credit assignment
- Real-time data streaming
- Daily AI-generated insights
- Continuous budget optimization
Custom AI Workflows
Bespoke automation solutions designed for your unique business processes and integration requirements.
- Process discovery & mapping
- Custom ML model development
- Seamless tech stack integration
- Ongoing optimization & support
Related Expertise
AI automation works best when paired with strategic go-to-market leadership.
Frequently Asked Questions
Get answers to common questions about our AI automation solutions.
Deploy the Automation Infrastructure
A complimentary consultation maps the automation opportunities, integration requirements, and expected throughput gains within the existing operational architecture.
Get GTM AuditRELATED CAPABILITIES
AI sales automation is one of two engagements — see the full Services overview for the AI Growth Engine and Fractional GTM Operator tiers, or read how our Fractional GTM Strategy methodology takes B2B founders from founder-led sales to a system-led revenue engine.