Lead intake and follow-up
When a form arrives, we can record the request, notify the right person and prepare the next step so the customer receives a timely response.
Less repetitive work. More time for your customers.
We design AI, n8n and Make workflows that connect inquiries, forms, scheduling and follow-up. We begin by understanding your process and choose a solution your team can actually use.
Tell us about your workflow ↗What can you automate?
These are possible applications. Each integration depends on the tools your business already uses and the permissions available.
Scheduling and reminders
Organize appointment requests, check availability where the platform allows it and send authorized confirmations.
Informed assistant
An assistant can answer common questions from approved business information and route complex cases to a person.
Our process
1. Discovery
We identify repetitive tasks and where inquiries are lost.
2. Design
We map the customer journey and define tools, data and limits.
3. Build
We connect compatible systems and test normal and failure cases.
4. Handoff
We document the workflow, explain its use and agree on improvements.
Frequently asked questions
Do I have to replace all my tools?
Not necessarily. We first review your website, email, calendar and CRM, then design around compatible tools you already use.
Will AI answer without human oversight?
We define an approved knowledge base, response limits and a route to a person. The setup depends on the type and sensitivity of each inquiry.
Are there third-party platform costs?
Some tools may have their own fees. We identify them in the proposal before work begins. The initial consultation is free; project scope is quoted afterward.
Do you serve businesses outside Boston?
Yes. We work with businesses in Belmont, Watertown, Waltham, Cambridge and Boston, and can also collaborate online with other Massachusetts businesses.
Let's discuss a task that takes up your time today.
Tell us how an inquiry reaches your business and what happens next. We'll help identify one concrete improvement in a free consultation.
Request a free consultation ↗