
ConnectedKits connects the systems behind intake, communication, routing, scheduling, handoffs, billing, and reporting into one accountable workflow. AI employees can extend after-hours coverage where faster response and follow-up create clear ROI and make more opportunities available to your team.
Connect capture, routing, scheduling, billing, and reporting in one system of record, with optional AI coverage where it helps.
Capture requests from forms, chat, inbox, and phone, then sync data to your CRM automatically.
Auto-assign by rules and coordinate calendar booking, reminders, and owner handoffs.
Automate invoices, payment links, and subscription updates with status synced across systems.
Update pipeline stages, create tasks/tickets, and enforce SLAs so nothing gets dropped.
Track speed-to-lead, conversion, bookings, and bottlenecks across the full workflow.
Monitoring, QA checks, audit visibility, and clean ownership so automations stay reliable.
Start with a core workflow Kit, then add optional AI and growth modules as your process scales.
Best for: B2B inbound leads and inquiries
Best for: Teams that book calls or site visits
Best for: Teams that need 24/7 intake and follow-up
Best for: Deposits, invoices, subscriptions
Best for: Internal handoffs and fulfillment
We map your current workflows, deploy the right system, then optimize performance over time.
A brief kickoff to map capture, routing, scheduling, billing, and current bottlenecks.
We connect your stack, configure automations, and test key handoffs end-to-end.
Track conversion and cycle-time metrics, remove friction, and expand high-ROI modules over time.
Outcomes that matter: faster response, cleaner handoffs, stronger execution, and better visibility.
Respond in minutes, not hours - and stop losing opportunities to slow follow-up.
Move work from inquiry -> assigned -> completed with fewer bottlenecks and less back-and-forth.
More qualified leads book and pay because follow-up, reminders, and exceptions are handled consistently.
Most clients start with one high-leverage system, then expand into adjacent automations as needed. AI employees, funnels/websites, reputation, and marketing automations can be scoped as add-ons.
From $3,500
From $750/mo (subscription)
Best for teams that want monitoring, fixes, and ongoing optimization after launch.
Billed at cost
Pricing depends on scope and stack complexity. Start with one high-impact system, validate ROI, then expand into adjacent workflows or add-ons. If you already have a platform/workspace in place, we can deploy into your environment.
Built for teams with inbound leads, cross-tool handoffs, and recurring follow-up.
Most Kits deploy in 2-7 days depending on tool access and intake complexity.
Yes. We usually integrate what you already use and only recommend changes where there is a clear ROI.
Yes. We can route leads by zip, location, department, or service line and track each pipeline.
We build across intake and lead capture, messaging and follow-up, routing and booking, funnels, websites and ads, billing and subscriptions, reputation and reporting, plus AI-assisted workflows and internal operations.
They can answer common questions, qualify leads, book appointments, trigger follow-up, and route to the right human owner.
We define clear escalation rules by intent, confidence, and business hours, then log every handoff in your CRM for accountability.
Yes. The Kits are a fast starting point, and we also scope custom business automations, cross-system workflows, and operational builds based on your business workflows.
After launch, we can layer in AI roles, funnels/websites, ads, reputation workflows, marketing automations, and other scoped modules.
Book a quick call - we will map your current workflows, identify the highest-friction handoffs, and recommend the highest-ROI system to deploy first. Then we can scope follow-on automations only where they create clear leverage.