The reminders nobody sends. The quotes nobody chases. The accounts that go quiet because everyone assumed someone else was on it. We build systems that handle that work on their own, inside your existing CRM, running every day without anyone remembering to press start.
Systems running in production today
| Account | Why it surfaced | Status | ||
|---|---|---|---|---|
| Ferris & Co. | No contact in 94 days | 94 days | R. Patel | Due |
| Brightwater Group | Quote sent, no reply | 4 days | R. Patel | Due |
| Corvid Manufacturing | Renewal in 30 days | 31 days | J. Nkosi | Due |
| Halden Logistics | Reopened after a no-show | Yesterday | J. Nkosi | Open |
| Meridian Foods | Completed, returns Aug 24 | Today | R. Patel | Done |
Illustrative. Your queue is built from your own fields and your own rules.
Every growing company hits the same wall. The process exists. Someone knows it. It lives in a spreadsheet, a recurring calendar reminder, or in one person’s head. Then that person gets busy, or leaves, or the volume doubles, and the process quietly stops running.
Nothing breaks loudly. Inspections come due and nobody calls. A quote goes out and no one follows up on day four. A rep works twelve accounts and forgets the other sixty. Revenue doesn’t disappear in one visible event. It leaks.
Hiring doesn’t fix this, because the problem isn’t effort. It’s memory. Software doesn’t fix it either, because your CRM will happily hold a thousand records and never once tell anyone to do something about them.
Not chatbots. Not a new platform to learn. Rules that run on your real data and produce real actions.
You already pay for a CRM. You already have a place your team looks every morning. Adding a tenth platform to the stack is how automation projects die.
We build in the tools you own. If your CRM can do the job natively, we build it there. If it can’t, we bridge the gap without asking your team to change where they work.
Not listed? Ask. Most modern platforms expose the access we need.
Automation runs on demand you already have. If the pipeline itself is thin, that’s a digital marketing problem first.
All product and company names are trademarks of their respective owners. Listed for reference only. No affiliation, partnership or endorsement is implied.
Example scenario
An illustration, not a client project. Here’s the shape a typical build takes.
A consulting firm sends thirty or forty proposals a quarter. Each one goes to a different contact on a different timeline, and the follow-up depends on whoever wrote it remembering to check back. The proposals sit in the CRM. Whether anyone actually chased them sits nowhere at all.
Some get followed up twice in one week. Others go quiet after the first send, and nobody notices until the quarter closes with the opportunity still marked open.
A system for this watches every proposal from the day it goes out. On day three the owner gets a nudge with the proposal attached. On day ten a second one, with the practice lead copied. At twenty-one days with no reply the opportunity moves to a dormant stage and stops inflating the pipeline. Ninety days later it comes back as a fresh task, because a no in March is often a yes in June.
Every decision gets written to a log, so at any point you can answer what was sent, to whom, and when. Nobody maintains a list. Nobody remembers to start it.
Day 3
Nudge to the proposal owner
Day 10
Second nudge, practice lead copied
Day 21
Opportunity parked, pipeline cleared
Day 90
Returns as a fresh task
We have systems in this shape running in production today.
We document the process as it actually runs today, not as the policy says it should. Where the data lives, who touches it, what triggers what, and where it breaks. This becomes the scope, and the scope becomes the fixed price.
We build against a copy of your real data, in test mode, writing to a sandbox rather than your live system. You see actual output before anything touches a customer.
You review a full run of test output and confirm the decisions are the ones you’d make. Changes here cost nothing. Changes after go-live cost time.
The system moves to production with error alerting from day one. If a run fails, we know before you do. Ongoing monitoring keeps it running as your platforms update and your process changes.
Fixed scope, fixed price, agreed before we build. No hourly billing.
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