AI Automation for SMB Operations

Stop Losing Time to Manual Work.
We Deploy Practical AI Automations in Days.

From lead follow-up to internal workflows, we build systems that remove repetitive ops, speed up response time, and keep your team focused on high-value work. Based in Colorado, built for service-driven businesses.

Book 30-min Audit See Solutions

40%

of SMB staff time goes to tasks a system could handle

3–5x

faster operations when manual handoffs are eliminated

10 days

from first call to a working automation in production

Sound Familiar?

Your Tools Don't Talk. Your Processes Don't Scale. Your Team Fills the Gaps.

You already have a CRM, email, accounting, project management. The problem isn't the tools — it's the manual work between them.

📋

Every Handoff Is Manual

A lead comes in — someone copies it to the CRM. A deal closes — someone creates an invoice. A client asks for a report — someone builds it in a spreadsheet. Every step needs a person in the middle.

⏳

Same Steps, Every Time, By Hand

Client onboarding, follow-up sequences, weekly reporting, payment reminders — your team runs through the same 10-step checklist manually, over and over, with no guarantee nothing gets missed.

📈

The Process Lives in Someone's Head

It works because one person remembers all the steps. When they're out — things fall through. There's no system to follow, no audit trail, and no way to scale what only exists as tribal knowledge.

What We Automate

Real Workflows. Real Integrations. Running in Production.

We connect the tools you already use and build the automation layer between them — so your processes run without manual handoffs.

Lead Operations

Inbound Lead → Qualified → CRM → Follow-Up

A lead hits your website form. Within seconds: AI qualifies it, routes to the right person, creates a CRM record, and kicks off a follow-up sequence. No one copies anything manually.

Website Form → AI Qualification → CRM → Auto Follow-Up
Revenue Operations

Deal Closed → Invoice → Payment → Books Updated

When a deal closes in your CRM, the invoice generates automatically, gets sent to the client, payment is tracked, and your accounting is updated — end to end, zero touch.

CRM Deal Won → Auto Invoice → Payment Track → Accounting
Reporting & Intelligence

3 Data Sources → One Dashboard → Weekly Brief

Data from your CRM, ad accounts, and project tools is pulled together into a unified view. AI generates a plain-English weekly brief with anomalies, trends, and action items.

CRM + Ads + PM → Unified Data → AI Analysis → Weekly Brief
Capabilities

The Automation Layer Your Business Is Missing

Your tools exist. Your data exists. What's missing is the connective tissue — automated workflows that move information between systems without anyone touching it.

01 — Process Automation

End-to-End Workflow Automation

We connect your existing tools into automated workflows. A lead comes in — it's qualified, routed, logged, and followed up. A deal closes — the invoice generates, sends, and tracks payment. No copy-paste. No manual steps.

  • Multi-step workflows across CRM, email, accounting, PM
  • Conditional logic that handles edge cases automatically
  • Real-time alerts when human attention is needed
  • Full audit trail for every automated action
02 — AI Integration

AI That Does Real Work

We deploy AI where it actually saves time: qualifying leads, generating personalized responses, summarizing data, detecting anomalies. Not chatbot gimmicks — production AI wired into your daily operations.

  • Lead qualification and scoring with natural language
  • Automated email and proposal draft generation
  • Document processing and data extraction
  • Anomaly detection across your KPIs
03 — System Integration

Your Tools, Finally Connected

CRM doesn't talk to accounting. PM is separate from invoicing. Every tool has its own data silo. We wire them together so one action cascades across your entire stack — no middleware, no manual sync.

  • Bi-directional sync between any SaaS tools you use
  • Single source of truth across all platforms
  • Automated data validation and deduplication
  • Custom API integrations for niche tools
04 — Dashboards & Reporting

Intelligence Without the Manual Work

Stop pulling numbers from five tabs every Monday. We build live dashboards that aggregate data from your CRM, ads, accounting, and PM — then AI generates a weekly brief with what changed, why, and what to do next.

  • Real-time KPI dashboard from all your data sources
  • AI-generated weekly briefs in plain English
  • Anomaly and trend alerts delivered to Slack or email
  • Custom reports automated on any schedule
Our Process

From First Call to Production in 10 Days

No six-month discovery phases. No platform migrations. We audit, build, and deploy — using the tools you already have.

1

Audit & Map

We map your current processes, identify where manual work creates bottlenecks, and estimate the ROI of automating each one. You get a concrete plan with dollar figures.

Day 1–2
2

Design & Build

We design the workflow, connect your tools, deploy AI where it helps, and test end-to-end. No new platforms to learn — everything integrates with what you already use.

Day 3–7
3

Launch & Optimize

The automation goes live. We monitor performance, tune edge cases, and hand you a dashboard showing exactly what changed — time saved, errors eliminated, speed gained.

Day 7–10
Outcomes

What Changes After We Deploy

These are the measurable outcomes our automation systems deliver for operational teams.

10+

Hours Saved Per Week

Manual data entry, copy-paste, and repetitive admin — eliminated

<60s

Lead Response Time

Leads get qualified and routed automatically, no human bottleneck

0

Data Silos

CRM, accounting, PM, and comms share data in real-time

7–10

Days to Production

From first call to a working automation running live

Our Work

Real Automations We've Built

Actual automations running in production. Each one saves hours of manual work every week.

AI-powered lead processing workflow for window shades company
Lead Processing

Smart Lead Filter for Window Shades Co.

Website leads are automatically checked for service area, filtered for spam by AI, then a personalized response email is generated and sent — all within seconds. Spam and out-of-area leads get logged separately so nothing falls through the cracks.

18 automation steps AI spam detection <30s response time
HVAC lead catcher automation with AI qualification
HVAC / Plumbing

HVAC Lead Catcher with AI Qualifier

When a lead comes in from the website, AI instantly qualifies it and sends the owner an SMS for emergencies. Non-urgent leads get an AI-crafted reply, logged to your CRM sheet, and your team gets a Telegram notification — all hands-free.

10 automation steps SMS emergency alerts Auto CRM logging
Automated review collection workflow for contractors
Reviews / Reputation

5-Star Review Autopilot

Every evening, the system checks which jobs were completed today and automatically sends the customer a friendly SMS and email asking for a Google review. Tracks who already got a request so nobody gets asked twice. Owner gets a daily summary on Telegram.

8 automation steps SMS + Email outreach Daily reports
AI Marketer — Google Ads management dashboard
Google Ads Automation

AI Campaign Manager

AI assistant that manages Google Ads campaigns through natural language. Generates campaign strategies, monitors performance, detects anomalies, and produces weekly reports automatically.

27 AI tools 24/7 monitoring $10.77 avg CPA
Performance dashboard with KPI cards and charts
Analytics Dashboard

Real-Time Performance Dashboard

Live KPI cards, daily spend and conversion charts, campaign metrics table, anomaly alerts, and script history — all updating automatically from your ad accounts.

5 KPI cards WoW change tracking Auto alerts
📈
Data Collection

Trading Analytics Data Pipeline

Automated system that collects and aggregates market data from multiple sources on a schedule, normalizes it, and delivers structured datasets ready for analysis — replacing hours of manual data gathering.

Multi-source ingestion Scheduled collection Auto normalization
FAQ

Common Questions

It depends on scope. We start with a fixed-fee Automation Diagnostic Sprint (process audit + one live automation deployed) so you see tangible results before committing to anything larger. After that, ongoing optimization is a flat monthly retainer — no surprise fees, no hourly billing. Every engagement starts with a concrete ROI estimate so you know the math before you spend.
No. We build on top of what you already use — your CRM, accounting software, project management tools, email, Slack, whatever. The whole point is connecting your existing stack, not replacing it. If a tool needs upgrading, we'll tell you why with data, but we never force a migration.
Most automations are live within 7–10 business days from kickoff. Simple workflows (lead routing, notification chains, data sync) can be running in 2–3 days. More complex integrations involving AI, multi-system orchestration, or custom dashboards take the full sprint cycle. Either way — days, not months.
Any service-oriented business with repeatable processes and a team that's outgrowing manual ops. Our sweet spot is professional services, agencies, real estate operations, construction, and field services — but the automation patterns apply anywhere you have lead flow, client handoffs, or recurring operational steps.
We're based in Colorado and many of our clients are local, but everything we build runs in the cloud. Location doesn't matter for the automation itself. If you value working with a team in the same timezone and want an in-person kickoff, being in Colorado is a plus — but it's not a requirement.
Every deployment includes monitoring and a support window. We watch for edge cases, tune the automations based on real data, and handle any issues within one business day. For clients on a monthly plan, we continuously optimize — adding new workflows, adjusting AI models, and expanding automation coverage as your business evolves.
Get Started

Stop Losing Time to Manual Operations

Book a free audit and we'll show where your current process leaks time and revenue — then map exactly what to automate first.

  • 100% free — no obligation, no pressure
  • We estimate your ROI with real numbers
  • You only pay if the system saves you money
  • Based in Colorado, serving service-driven SMB teams

Get Your Free Automation Audit

Tell us about your business and we'll reach out within 24 hours.

We'll email you within 24 hours. No spam, ever.

We Got Your Message!

We'll review your info and reach out within 24 hours to schedule your free consultation.

Quick question? Send us a message.
EX

EXONR Assistant

Usually replies instantly