AI & Workflow Automation
Automate the repetitive work so your team can focus on strategy.
Step 4
How it works
We implement AI tools and automated workflows to handle content generation, lead qualification, reporting, and other repetitive tasks that drain your team without adding strategic value.
Once your conversion engine is optimized, the next lever is operational efficiency. This phase introduces AI and automation to the workflows your team handles manually today. We are not talking about replacing people. We are talking about eliminating the tedious, repetitive tasks that keep talented people from doing their best work. Content drafting, social scheduling, lead scoring, report generation, customer support triage, and campaign performance alerts can all be automated or AI-assisted. We implement these tools using your existing platform stack wherever possible, minimizing new subscriptions and training requirements. The result is a team that operates faster, makes fewer errors, and spends more time on the creative and strategic work that actually moves the business forward.
What This Covers
Key activities
The specific areas we focus on during this phase of the engagement.
- Workflow Mapping & Automation Design
- Documentation of current manual workflows and design of automated equivalents using your existing tools and platforms.
- AI Content Assistance Setup
- Configuration of AI writing and editing tools tailored to your brand voice, with quality control processes built in.
- Automated Reporting Pipelines
- Creation of scheduled reports and real-time dashboards that eliminate manual data pulling and spreadsheet work.
Outcomes
What you walk away with
Tangible results and deliverables from this phase.
- Time Savings Report
- Documented hours saved per week through automation, with before-and-after workflow comparisons for each automated process.
- Active Automation Suite
- A configured set of automations running in your platforms, with documentation and training for your team to manage and extend them.
- AI Governance Framework
- Guidelines for when and how to use AI tools within your organization, including quality standards and review processes.
- Scalability Assessment
- An evaluation of which automations can handle 2x or 10x volume without degradation, preparing your operations for growth.
Ready to start?
Book a free consultation and let's map out the right approach for your business.