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 Audit

    RELATED 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.