Who we help
Real processes. No one in-house to automate them.
We work with businesses of roughly 100 to 300 people: big enough to have real, repeatable processes, and usually without an AI team to automate them.
Kitchen & bath dealers, cabinet shops and other quote-heavy businesses
Your quotes, orders and ERP don't talk to each other, so people re-key the same details three times. We know this world: quoting software, ERP integrations and the handoffs in between.
Typical first automations
- Quote-to-order handoff
- Order status updates to customers
- ERP data entry from PDFs and emails
Community banks, credit unions, wealth management and insurance agencies
You get enterprise-grade questions about AI, with no one in-house to answer them. We help you adopt AI carefully, with a written policy and tools chosen to fit your obligations.
We help you choose and configure tools; we're not your compliance officer or legal counsel.
Typical first automations
- Client onboarding paperwork
- An AI use policy your examiners and board can read
- Meeting notes into your CRM
Multi-location medical and dental practices
Many practices haven't adopted AI because they haven't found an option they trust with patient data. We help you choose tools that support HIPAA requirements and automate the front desk work that piles up.
Tool choices are made with your compliance lead.
Typical first automations
- Scheduling and intake
- Patient follow-up
- A vetted tool recommendation for your practice
Boutique recruiting firms
Small teams, big outreach needs. We build persona-based outreach that sounds like your recruiters, not like a bot.
Typical first automations
- Persona-based candidate outreach
- Client development outreach
- Follow-up sequences that don't drop
Not on the list?
If your team spends hours moving information between systems, we can probably help.